Aercap Holdings Nv Stock Price, News & Analysis

AerCap Holdings (NYSE:AER), the global aviation leasing leader, reported exceptional Q2 2025 financial results with record net income of $1,259 million ($7.09 per share) and adjusted net income of $502 million ($2.83 per share). The company has raised its full-year 2025 adjusted EPS guidance to $11.60.

Key highlights include a $1 billion insurance payment award from the London Commercial Court for assets lost in Russia, strong lease extension rate of 97%, and $445 million returned to shareholders through share repurchases. The company maintained robust financial metrics with a 29% return on equity, $1.3 billion operating cash flow, and an adjusted debt/equity ratio of 2.2 to 1. Basic lease rents increased by 5% to $1,653 million, while the book value per share grew 15% year-over-year to $102.99.

[ "Record Q2 2025 net income of $1,259 million ($7.09 per share)", "Awarded $1 billion insurance payment for Russian assets", "Strong 97% lease extension rate indicating robust demand", "5% increase in basic lease rents to $1,653 million", "15% year-over-year increase in book value per share to $102.99", "Raised full-year 2025 EPS guidance to $11.60", "$445 million returned to shareholders via share repurchases", "Robust operating cash flow of $1.3 billion" ]

AerCap Holdings (NYSE: AER), the world's largest Airbus A320neo Family lessor, has delivered the first of twenty new Airbus A321LR aircraft to Etihad Airways. The delivery ceremony took place at the Airbus Delivery Center in Hamburg, Germany.

The aircraft represents Etihad's first A321LR and features premium amenities including First Suites, lie-flat Business seats, and enhanced Economy class with 4K touchscreens and high-speed Wi-Fi. This delivery is part of Etihad's fleet expansion strategy, enabling the airline to increase flight frequencies and add new destinations while offering improved fuel efficiency and extended range capabilities.

AerCap Holdings (NYSE:AER), a leading aircraft leasing company, has scheduled its second quarter 2025 financial results announcement for July 30, 2025. The company will release its earnings before U.S. markets open, followed by a conference call and webcast at 8:30 a.m. Eastern Time.

Investors and analysts can access the live conference call via phone using specific dial-in numbers for U.S./Canada (+1 646-828-8193) and International (+353 1 246 5638) with code 6607713. The presentation materials and earnings release will be available on AerCap's website under the "Investors" section, with the webcast replay remaining accessible for one year.

AerCap Holdings (NYSE: AER), a leading aircraft leasing company, reported significant business activities in Q2 2025. The company executed 71 lease agreements across various aircraft types, completed 21 asset purchases, and conducted 24 sale transactions.

Notable financial developments include securing $1 billion from war risks insurers for Russian assets lost in 2022, arranging $2.9 billion in financing transactions, and implementing a share repurchase program of 4.7 million shares at $94.03 per share. The company also declared a quarterly dividend of $0.27 per share.

AerCap Holdings (NYSE: AER) and Air France Industries KLM Engineering & Maintenance have entered exclusive negotiations to establish a joint venture focused on LEAP engine leasing. The partnership aims to support AFI KLM E&M LEAP Premier MRO customers globally by managing a fleet of CFMI LEAP-1A and LEAP-1B engines for Airbus A320neo and Boeing 737 MAX aircraft. This strategic collaboration combines AerCap's expertise in engine leasing and asset management with AFI KLM E&M's MRO capabilities. The joint venture will provide operators with uninterrupted fleet operations during engine maintenance periods and leverage the experience of both a global airline-MRO and a world-class aircraft lessor. The formation is subject to necessary approvals and builds upon the companies' existing cooperation in lease engines.

AerCap Holdings (NYSE: AER) has secured a significant legal victory in London's Commercial Court, winning a $1 billion insurance claim for aircraft and engines lost in Russia following the Ukraine invasion. The payment, due by July 2, 2025, comes under the "War and Allied Perils" coverage of their insurance policy. This recovery adds to previous recoveries of $1.3 billion in 2023 and $195 million in 2024, bringing total pre-tax recoveries to $2.5 billion. The company had initially recorded a $2.7 billion pre-tax charge in 2022 for assets stranded in Russia and Ukraine. AerCap continues to pursue additional claims against Russian airlines' insurers and reinsurers, though the outcomes remain uncertain.

AerCap Holdings (NYSE: AER) has announced the filing of its interim financial report for the first quarter ending March 31, 2025. The report contains unaudited condensed consolidated financial statements and accompanying notes for Q1 2025.

The Form 6-K filing is now accessible through two main channels:

• The "Investors" section on AerCap's official website (www.aercap.com)
• The SEC's official website (www.sec.gov)

AerCap Holdings reported strong Q1 2025 financial results, with net income of $643 million ($3.48 per share) and adjusted net income of $679 million ($3.68 per share). The company increased its 2025 guidance and announced a new $500 million share repurchase program.

Key highlights include:

• 15% return on equity and 16% adjusted return on equity
• $1.3 billion cash flow from operations
• 35% unlevered gain-on-sale margin
• Basic lease rents of $1.649 billion, up 4% year-over-year
• BBB+ rating from all three major agencies

The company's portfolio consists of 3,508 aircraft, engines, and helicopters, with an average fleet age of 7.5 years. AerCap declared a quarterly dividend of $0.27 per share, payable June 5, 2025. The company's strong performance is driven by robust demand for aviation assets and a strong sales market.

AerCap Holdings (NYSE: AER) has published its eighth annual Corporate Responsibility Report for 2024, highlighting significant progress in environmental, social, and governance initiatives. The company maintained its 'AA' ESG rating from MSCI and improved to 'Low Risk' status with Sustainalytics.

Key achievements include: reaching their target of 75% new technology aircraft, setting a new goal of 85% new technology assets by 2030, investing $55 billion in new technology aircraft since 2014, and achieving a 17% reduction in CO2 emissions per Available Seat Kilometer over the last decade. In 2024, AerCap completed purchases of 150 assets (including 92 fuel-efficient aircraft) and sold 166 assets (including 98 aircraft averaging 15.3 years old).

The company became a launch partner for the Airbus SAF Book & Claim initiative, enhanced Scope 3 Emissions disclosure for leased engines and helicopters, and achieved 100% mitigation of Scope 1, 2, and 3 business travel emissions. Additionally, AerCap and its employees contributed over $900,000 to charitable causes in 2024.