STOCK TITAN

AerCap Leased, Purchased and Sold 202 Assets in the Second Quarter 2026

(Neutral)
(Neutral)
Tags

AerCap (NYSE:AER) reported significant second quarter 2026 activity, handling 202 assets through leases, purchases and sales.

The company signed 120 lease agreements, completed 33 purchase and 49 sale transactions, arranged approximately $2.2 billion of financing, repurchased about 4.9 million shares for $691 million, and declared a $0.40 quarterly dividend.

Loading...
Loading translation...

Positive

  • Signed 120 lease agreements covering aircraft, engines and helicopters in Q2 2026
  • Completed 33 purchase transactions including 25 aircraft, 5 engines and 3 helicopters
  • Completed 49 sale transactions for aircraft, engines and helicopters across owned and managed portfolios
  • Signed financing transactions for approximately $2.2 billion
  • Repurchased approximately 4.9 million shares for about $691 million
  • Declared a quarterly cash dividend of $0.40 per ordinary share

Negative

  • None.

Market Context

The update highlights active 2Q portfolio rotation, $2.2 billion of financings, substantial buybacks...
Analysis

The update highlights active 2Q portfolio rotation, $2.2 billion of financings, substantial buybacks and a recurring $0.40 dividend. Investors may watch how this activity feeds through to future earnings and capital flexibility given recent debt issuance and insider sales.

Key Figures

Lease agreements: 120 agreements Asset purchases: 33 purchases Asset sale transactions: 49 sale transactions +5 more
8 metrics
Lease agreements 120 agreements Major business transactions in 2Q 2026
Asset purchases 33 purchases 2Q 2026 aircraft, engine and helicopter purchases
Asset sale transactions 49 sale transactions 2Q 2026 aircraft, engine and helicopter sales
Financings signed approximately $2.2 billion 2Q 2026 financing transactions
Shares repurchased approximately 4.9 million shares 2Q 2026 buybacks
Buyback spend approximately $691 million 2Q 2026 share repurchases
Average repurchase price $141.24 per share 2Q 2026 buybacks
Quarterly dividend $0.40 per share Declared quarterly cash dividend on ordinary shares

Historical Context

5 past events · Latest: Jun 29 (Neutral)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jun 29 Debt offering Neutral -1.2% Priced $900 million of 4.875% senior notes due 2031 for funding needs.
Jun 26 Aircraft delivery Neutral -0.9% Delivered first of three Airbus A321neo aircraft to Azerbaijan Airlines.
Jun 23 Aircraft delivery Neutral -0.3% Delivered first new GE-powered Boeing 787-9 aircraft to Thai Airways.
Apr 29 Interim report filing Neutral +0.7% Filed Q1 2026 interim financial report and made it available to investors.
Apr 29 Earnings and buybacks Positive +0.7% Reported record Q1 2026 results, raised guidance and approved $1.0B buybacks.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent AerCap news items have typically driven modest single-day moves, generally within a little over 1% in either direction.

Key Terms

widebody aircraft, narrowbody aircraft
2 terms
widebody aircraft technical
"Signed 120 lease agreements, including 11 widebody aircraft, 47 narrowbody aircraft"
A widebody aircraft is a large commercial airplane with two passenger aisles and substantially more seating and cargo space than a single-aisle jet, like trading a sedan for a city bus. For investors, it matters because these planes cost more to buy, operate and maintain but can serve long-haul routes and carry more passengers or cargo, affecting an airline’s revenue potential, fuel and crew costs, fleet planning and lease or financing needs.
narrowbody aircraft technical
"Signed 120 lease agreements, including 11 widebody aircraft, 47 narrowbody aircraft"
A narrowbody aircraft is a single-aisle passenger plane that typically carries anywhere from about 100 to 240 travelers on short- to medium-haul routes, like a city bus compared to a double-decker coach. Investors care because these planes cost less to buy or lease, use less fuel per trip, and can serve more frequent routes, so they directly affect an airline’s route flexibility, operating costs, and potential profitability.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google

DUBLIN, July 3, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the second quarter 2026:

  • Signed 120 lease agreements, including 11 widebody aircraft, 47 narrowbody aircraft, 49 engines and 13 helicopters.
      
  • Completed 33 purchases of 25 aircraft (including 9 Airbus A320neo Family aircraft, 10 Boeing 737 MAX aircraft, 5 Boeing 787-9s and 1 Embraer E195-E2 for AerCap's owned portfolio), 5 engines for AerCap's owned portfolio and 3 helicopters.
      
  • Completed 49 sale transactions for 45 aircraft (including 15 Airbus A320 Family aircraft, 14 Airbus A320neo Family aircraft, 1 Airbus A350, 2 Boeing 737NGs, 1 Boeing 787-8, 1 Boeing 767-300ERF and 1 Embraer E195-E2 from AerCap's owned portfolio and 10 aircraft from AerCap's managed portfolio), 2 engines (including 1 engine from AerCap's owned portfolio and 1 engine from AerCap's managed portfolio) and 2 helicopters.
      
  • Signed financing transactions for approximately $2.2 billion.
      
  • Repurchased approximately 4.9 million shares, at an average price of $141.24 per share, for a total of approximately $691 million.
      
  • Declared quarterly cash dividend on ordinary shares of $0.40 per share.

About AerCap
AerCap is the global leader in aviation leasing with one of the most attractive order books in the industry. AerCap serves approximately 300 customers around the world with comprehensive fleet solutions. AerCap is listed on the New York Stock Exchange (AER) and is headquartered in Dublin with offices in Shannon, Memphis, Singapore, Miami, London, Dubai, Shanghai, Amsterdam and other locations around the world.

Forward-Looking Statements

This press release contains certain statements, estimates and forecasts with respect to future performance and events. These statements, estimates and forecasts are "forward-looking statements". In some cases, forward-looking statements can be identified by the use of forward-looking terminology such as "may," "might," "should," "expect," "plan," "intend," "will," "aim," "estimate," "anticipate," "believe," "predict," "potential" or "continue" or the negatives thereof or variations thereon or similar terminology. All statements other than statements of historical fact included in this press release are forward-looking statements and are based on various underlying assumptions and expectations and are subject to known and unknown risks, uncertainties and assumptions, and may include projections of our future financial performance based on our growth strategies and anticipated trends in our business. These statements are only predictions based on our current expectations and projections about future events. There are important factors that could cause our actual results, level of activity, performance or achievements to differ materially from the results, level of activity, performance or achievements expressed or implied in the forward-looking statements, including but not limited to the availability of capital to us and to our customers and changes in interest rates; the ability of our lessees and potential lessees to make lease payments to us; our ability to successfully negotiate flight equipment (which includes aircraft, engines and helicopters) purchases, sales and leases, to collect outstanding amounts due and to repossess flight equipment under defaulted leases, and to control costs and expenses; changes in the overall demand for commercial aviation leasing and aviation asset management services; the impact of the conflict in the Middle East, including the Iran conflict, and any escalation thereof, on the aviation industry or our business; the continued impacts of the Ukraine Conflict, including the resulting sanctions by the United States, the European Union, the United Kingdom and other countries, on our business and results of operations, financial condition and cash flows; the effects of terrorist attacks on the aviation industry and on our operations; the economic condition of the global airline and cargo industry and economic and political conditions; trade tensions, including actual or threatened U.S. tariffs and retaliatory measures by some countries, and the resulting geopolitical uncertainty; development of increased government regulation, including travel restrictions, sanctions, regulation of trade and the imposition of import and export controls, tariffs and other trade barriers; a downgrade in any of our credit ratings; competitive pressures within the industry; regulatory changes affecting commercial flight equipment operators, flight equipment maintenance, engine standards, accounting standards and taxes; and disruptions and security breaches affecting our information systems or the information systems of our third-party providers.

As a result, we cannot assure you that the forward-looking statements included in this press release will prove to be accurate or correct. These and other important factors and risks are discussed in AerCap's annual report on Form 20-F and other filings with the United States Securities and Exchange Commission. In light of these risks, uncertainties and assumptions, the future performance or events described in the forward-looking statements in this press release might not occur. Accordingly, you should not rely upon forward-looking statements as a prediction of actual results and we do not assume any responsibility for the accuracy or completeness of any of these forward-looking statements. Except as required by applicable law, we do not undertake any obligation to, and will not, update any forward-looking statements, whether as a result of new information, future events or otherwise.

For more information regarding AerCap and to be added to our email distribution list, please visit www.aercap.com.

AerCap Holdings N.V. (PRNewsfoto/AerCap Holdings N.V.)

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/aercap-leased-purchased-and-sold-202-assets-in-the-second-quarter-2026-302817525.html

SOURCE AerCap Holdings N.V.

FAQ

What leasing activity did AerCap (NYSE:AER) report for the second quarter 2026?

AerCap signed 120 lease agreements in Q2 2026, covering aircraft, engines and helicopters. According to AerCap, this included 11 widebody aircraft, 47 narrowbody aircraft, 49 engines and 13 helicopters as part of its core leasing business.

How many aircraft and engines did AerCap (AER) purchase in Q2 2026?

AerCap completed 33 purchase transactions in Q2 2026. According to AerCap, these involved 25 aircraft, 5 engines and 3 helicopters for its owned portfolio, including Airbus A320neo, Boeing 737 MAX and Boeing 787-9 aircraft models.

What assets did AerCap (AER) sell during the second quarter 2026?

AerCap completed 49 sale transactions in Q2 2026 across aircraft, engines and helicopters. According to AerCap, this covered 45 aircraft and 2 engines from both owned and managed portfolios, plus 2 helicopters, spanning Airbus, Boeing and Embraer types.

How much financing did AerCap (NYSE:AER) arrange in Q2 2026?

AerCap signed financing transactions totaling approximately $2.2 billion in the second quarter 2026. According to AerCap, these financings support its aircraft, engine and helicopter portfolio activities, including leasing, purchasing and selling across global customers.

What share repurchase activity did AerCap (AER) report for Q2 2026?

AerCap repurchased about 4.9 million shares in Q2 2026. According to AerCap, the average price was $141.24 per share, for a total repurchase value of approximately $691 million over the period.

What dividend did AerCap (NYSE:AER) declare for the second quarter 2026?

AerCap declared a quarterly cash dividend of $0.40 per ordinary share for Q2 2026. According to AerCap, this dividend applies to its ordinary shares and forms part of its capital return to shareholders.