Aercap Holdings Nv Stock Price, News & Analysis

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.

AerCap Holdings N.V. (NYSE: AER) announced key board changes at its Annual General Meeting on April 16, 2025. The shareholders approved the appointment of Victoria (Vicky) Jarman as a new Non-Executive Director, bringing her financial management and governance expertise from large public companies to the board.

The AGM also confirmed the re-appointment of Paul T. Dacier as Board Chairman and Aengus Kelly as CEO, along with Non-Executive Directors James Lawrence, Jennifer VanBelle, and Michael Walsh. All appointments are effective from the 2025 AGM for a four-year term.

Richard (Michael) Gradon retired from the Board after 15 years of service, during which he contributed to AerCap's growth into the world's leading aircraft lessor following his joining post the Genesis acquisition.

AerCap Holdings (NYSE: AER) has announced it will release its first quarter 2025 financial results on Wednesday, April 30, 2025, before US financial markets open. The company will host a conference call and webcast for investors and analysts at 8:30 a.m. Eastern Time on the same day.

Investors can access the conference call by dialing +1 929-477-0402 (US/Canada) or +353 1 246 5638 (International) with code 9290960. The earnings presentation slides and press release will be available on AerCap's website under the Investors section. A replay of the webcast will be archived on the company's website for one year.

AerCap Holdings (NYSE: AER) reported significant business activities in Q1 2025, completing 203 asset transactions. The company signed 112 lease agreements across its portfolio, including 4 widebody aircraft, 47 narrowbody aircraft, 42 engines, and 19 helicopters.

The aircraft leasing giant executed 49 purchases, including 13 aircraft (predominantly Airbus A320neo Family and Boeing 737 MAX), 35 engines, and 1 helicopter. Additionally, AerCap completed 42 sale transactions involving 29 aircraft, 11 engines, and 2 helicopters.

On the financial front, AerCap secured financing transactions worth $1.5 billion, repurchased 5.7 million shares at an average price of $97.93 per share (totaling $558 million), and declared a quarterly dividend of $0.27 per share.