AerCap Holdings N.V. reports news on its global aviation leasing business, including lease agreements, aircraft purchases and sales, engine and helicopter activity, and additions to its aircraft order book. The company provides fleet solutions for airline and aviation customers and reports activity across owned and managed aviation assets.
Recurring AerCap developments also include quarterly and annual financial results, financing transactions, share repurchase programs, ordinary-share dividends, annual general meeting outcomes, board composition, and corporate responsibility disclosures. Customer lease announcements and manufacturer orders often reflect the company’s role in financing and managing commercial flight equipment.
AerCap (NYSE: AER) has signed lease agreements with Turkish Airlines for two Boeing 777-300ERSF converted aircraft scheduled for delivery in 2027. Deliveries are scheduled between March and September 2027, with conversion to take place at Etihad Engineering's maintenance, repair and overhaul hub in Abu Dhabi. The agreements follow deliveries to Kalitta Air and Fly Meta and lease agreements with Ethiopian Airlines and China Southern Group.
AerCap Holdings (AER) has filed its interim financial report for the third quarter of 2026 with the U.S. Securities and Exchange Commission. The report includes unaudited condensed consolidated financial statements and notes for the quarter ended September 30, 2026. The Form 6-K is available through the Investors section of aercap.com and on sec.gov.
AerCap (AER) raised its full-year 2026 adjusted earnings guidance after reporting third-quarter GAAP net income of $949 million. GAAP earnings were $6.17 per share; adjusted net income was $1,009 million, or $6.56 per share. Revenue and other income rose 5% year over year to $2,415 million. AerCap now expects approximately $20.70 in full-year adjusted earnings per share, excluding fourth-quarter gains on sale.
Third-quarter operating cash flow was $1.8 billion, while capital spending totaled $1.9 billion. Asset sales generated $353 million in gains. AerCap repurchased approximately $783 million of shares during the quarter and announced a new $1 billion repurchase program. Its adjusted debt/equity ratio fell to 2.0 to 1 from 2.1 to 1 at year-end 2025. Leasing expenses increased to $131 million from $93 million a year earlier. A quarterly dividend of $0.40 per share is payable December 3, 2026.
AerCap Holdings (AER) will release its third quarter 2026 financial results before U.S. financial markets open on October 28, 2026. A conference call and webcast will follow at 8:30 a.m. Eastern Time. The earnings release and presentation slides will be posted in the Investors section of AerCap's website, where the webcast replay will remain available for one year.
AerCap (AER) signed leases and completed purchases and sales covering 204 assets during the third quarter of 2026. Activity comprised 85 lease agreements, 34 purchases and 85 sale transactions. AerCap also signed financing transactions for approximately $900 million and repurchased 5.3 million shares for approximately $783 million. It declared a quarterly cash dividend of $0.40 per ordinary share.
AerCap Holdings (AER) announced on September 23, 2026, that its wholly owned subsidiary priced $1.5 billion of senior notes.
AerCap Funding Designated Activity Company priced $750 million of 5.500% notes due 2030 and $750 million of 5.875% notes due 2033. AerCap and certain other subsidiaries will fully and unconditionally guarantee the notes on a senior unsecured basis. The issuer intends to use the net proceeds for general corporate purposes, including aircraft asset acquisitions, investment, financing or refinancing, and debt repayment. The registration statement for the underwritten public offering became effective upon filing on June 29, 2026.
AerCap (NYSE:AER) has delivered its tenth Boeing 787 on lease to Aeroméxico, marking AerCap's 100th 787 delivery from its direct Boeing orderbook and Aeroméxico's 25th Dreamliner. AerCap highlighted its position as the world's largest Boeing 787 owner with about 140 aircraft owned and on order.
AerCap (NYSE: AER) reported that it has filed its interim financial report, including unaudited condensed consolidated financial statements and notes, for the second quarter ended June 30, 2026, with the U.S. Securities and Exchange Commission. The Form 6-K is available on AerCap’s investor website and the SEC’s EDGAR site.
AerCap (NYSE:AER) reported second quarter 2026 net income of $726 million, or $4.59 per share, and adjusted net income of $811 million, or $5.14 per share. The company raised its full-year 2026 adjusted earnings per share guidance to approximately $16.80, excluding any additional second-half gains on sale.
According to AerCap, Q2 return on equity was 16% and adjusted return on equity 18%. The company completed $1.4 billion of asset sales with $223 million of gains, generated $1.5 billion of operating cash flow, invested $1.9 billion of capex, repurchased 4.9 million shares for $691 million, declared a $0.40 quarterly dividend, reported book value per share of $119.21 (up ~16% year over year), and ended the quarter with an adjusted debt/equity ratio of 2.05 to 1.
AerCap (NYSE: AER) announced a direct order for 15 Boeing 787-9 Dreamliners at the 2026 Farnborough International Air Show, lifting its 787 fleet to approximately 140 aircraft. Deliveries are scheduled through 2033.
AerCap has selected GE Aerospace GEnx-1B engines for the new 787s. The agreement includes substitution rights to the larger Boeing 787-10 Dreamliner, providing fleet-planning flexibility as AerCap seeks to meet evolving airline customer needs.