Aercap Holdings Nv Stock Price, News & Analysis

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.

AerCap Holdings N.V. has announced the pricing of $500 million in Fixed-Rate Reset Junior Subordinated Notes due 2056, issued through its subsidiaries AerCap Ireland Capital and AerCap Global Aviation Trust. The Notes will carry an initial interest rate of 6.500% per annum, with resets every five years starting January 31, 2031, based on the five-year U.S. Treasury rate plus a 2.441% spread.

The proceeds will be used for general corporate purposes, potentially including the redemption of AerCap Global Aviation Trust's outstanding Fixed-to-Floating Rate Junior Subordinated Notes due 2045, with a possible redemption date of June 16, 2025. The offering is being managed by Mizuho, BofA Securities, MUFG and Truist Securities as joint book-running managers.

AerCap Holdings N.V. (NYSE: AER) has announced the filing of its annual report on Form 20-F with the U.S. Securities and Exchange Commission (SEC) for the fiscal year ended December 31, 2024. The filing includes the company's audited financial statements.

The Form 20-F is accessible through multiple channels: on the Investors section of AerCap's website (www.aercap.com), on the SEC's website (www.sec.gov), or by requesting a paper copy via email at contact@aercap.com.

AerCap Holdings (NYSE: AER) reported strong Q4 and full-year 2024 financial results, with Q4 net income of $671 million ($3.56 per share) and full-year net income of $2.1 billion ($10.79 per share). Key highlights include:

- Q4 operating cash flow of $1.3 billion and full-year of $5.4 billion
- Asset sales of $869 million in Q4 with record gain of $260 million
- Return on equity of 16% in Q4
- Book value per share increased 13% to $94.57

The company announced a new $1 billion share repurchase program and increased its quarterly dividend to $0.27 per share. Basic lease rents reached $1,619 million in Q4 2024, up from $1,576 million in Q4 2023. The company's portfolio consisted of 3,525 aircraft, engines, and helicopters, with an average owned aircraft fleet age of 7.4 years.

AerCap Holdings N.V. (NYSE: AER) has announced it will release its fourth quarter 2024 financial results on February 26, 2025, before U.S. 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.

The earnings presentation slides will be available on AerCap's website simultaneously with the press release. Interested parties can access the call by dialing +1 646-828-8193 (U.S./Canada) or +353 1 246 5638 (International) with code 1025989, or by visiting AerCap's website. The webcast replay will remain available in the Investors section for one year.