Do leases expand debt capacity?

B-Tier
Journal: Journal of Corporate Finance
Year: 2013
Volume: 23
Issue: C
Pages: 368-381

Authors (3)

Schallheim, James (not in RePEc) Wells, Kyle (not in RePEc) Whitby, Ryan J. (Utah State University)

Score contribution per author:

0.670 = (α=2.01 / 3 authors) × 1.0x B-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Theoretically and empirically, debt and leases have been shown to be both substitutes and complements. To explore the relation, we divide our sample into two subsets: those that exhibit a complementary relation (43% increase debt after increasing leases), and those that exhibit a substitutionary relation (57% decrease debt after increasing leases). For complement firms, we find a significant negative relation between leasing and the firm's size, marginal tax rate, and z-score, consistent with “complementary” theories. For substitute firms, we find a positive and significant relation between leasing, the marginal tax rate and changes in cash. We also find a significant positive stock market reaction to the announcement of the SLB, which is stronger for the complement subset of firms.

Technical Details

RePEc Handle
repec:eee:corfin:v:23:y:2013:i:c:p:368-381
Journal Field
Finance
Author Count
3
Added to Database
2026-01-29