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8-K//Current report

WILLIS LEASE FINANCE CORP 8-K

Accession 0001018164-25-000159

$WLFCCIK 0001018164operating

Filed

Dec 22, 7:00 PM ET

Accepted

Dec 23, 9:19 AM ET

Size

180.6 KB

Accession

0001018164-25-000159

Research Summary

AI-generated summary of this filing

Updated

Willis Lease Finance Corp Announces $600M Investment Partnership

What Happened Willis Lease Finance Corporation (WLFC) announced on December 18, 2025 — and disclosed in an 8-K filed December 23, 2025 (Item 7.01) — that it closed an inaugural investment partnership with Liberty Mutual Investments (LMI) that will invest up to $600 million to support WLFC’s growing credit strategy. The arrangement is supported by a warehouse debt facility provided by Bank of America N.A. and targets WLFC’s loan and loan-like engine financings (WLFC introduced its first revolving credit lease in 2021). The company furnished the press release as Exhibit 99.1 to the 8-K.

Key Details

  • Investment commitment: up to $600 million from Liberty Mutual Investments (LMI).
  • Supporting financing: warehouse debt facility provided by Bank of America N.A.
  • Focus: loan and loan-like engine financings (part of WLFC’s credit strategy).
  • Announcement date / filing: press release dated Dec 18, 2025; 8-K filed Dec 23, 2025 (Item 7.01), Exhibit 99.1 attached.

Why It Matters This transaction provides WLFC with a substantial dedicated capital source to expand its credit-related business lines without relying solely on its own balance sheet. For investors, the partnership signals institutional backing (Liberty Mutual) and additional liquidity via the Bank of America facility, which could support growth in WLFC’s loan and engine finance originations and potentially affect future revenue and asset composition. The 8-K is a Regulation FD disclosure of the press release rather than a financial statement change; investors should watch for subsequent filings or updates with performance impacts.