If what's good for the goose is good for the gander, perhaps what's good for aircraft leasing companies like AerCap (AER) and FLY Leasing (FLY) will prove to be good for engine lessor Willis Lease Finance (WLFC). Although there are some key differences in the markets and business models, a few basic points of similarity shine through - namely, that air travel (and aircraft demand) is set to grow meaningfully in the coming years and operators (that is, airlines) are likely to turn even more to leasing as a means of managing their capital.
Willis Lease is severely under-followed, as I do not believe there is a single sell-side firm following...
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