Equipment leasing & finance
Research on the equipment finance industry, built on the numbers.
Independent analysis of lessors, captives and the credit cycle, drawn from bank call reports, SEC filings and macro data that I track every quarter.
- Bank lease books, 2026 Q2
- $121B
- Year over year
- +0.5%
- Net charge-offs (annualized)
- 0.37%
- Banks with lease books
- 672
Research
The first articles are in preparation. They will cover bank lessor league tables, lease credit through the cycle and what equipment investment data says about origination volume.
Data
Charts update automatically as new data is released.
Lease receivables held by U.S. banks
Lease financing receivables, all FDIC-insured institutions
Source: FDIC Call Reports
Lease losses against C&I losses
Net charge-off rate, annualized
Bank lease bookC&I loans
Source: FDIC Call Reports; Federal Reserve Board via FRED
Equipment investment growth
Private equipment investment, year-over-year change
NominalReal
Source: U.S. Bureau of Economic Analysis via FRED
Core capital goods orders
Nondefense capital goods ex-aircraft, new orders, year-over-year change
Source: U.S. Census Bureau via FRED