AerCap Leased, Purchased and Sold 705 Assets in the Full Year 2025 and 240 Assets in the Fourth Quarter 2025
Rhea-AI Summary
AerCap (NYSE: AER) reported full year and fourth quarter 2025 portfolio and capital actions. For FY2025 AerCap signed 371 leases, completed 145 purchases and 189 sales, and closed financing transactions totaling $13.2 billion. The company received $1.5 billion of cash insurance proceeds, including proceeds tied to a June 11, 2025 London Commercial Court judgment.
In Q4 2025 AerCap signed 122 leases, completed purchases and sales across aircraft, engines and helicopters, executed $8.5 billion of financing, repurchased ~3.5 million shares for ~$444 million, repurchased ~22.1 million shares for ~$2.4 billion in FY2025, and declared a $0.27 quarterly cash dividend.
Positive
- Signed 371 lease agreements in full year 2025
- Completed $13.2 billion in FY2025 financing transactions
- Received approximately $1.5 billion in cash insurance proceeds
- Repurchased ~22.1 million shares for ~$2.4 billion in FY2025
- Signed $8.5 billion in financing transactions in Q4 2025
Negative
- Repurchased ~22.1 million shares for ~$2.4 billion (cash outflow)
- Repurchased ~3.5 million shares for ~$444 million in Q4 2025
- Declared quarterly cash dividend of $0.27 per share (additional cash outflow)
- Completed 78 Q4 2025 sale transactions for 62 aircraft (asset disposals)
News Market Reaction 1 Alert
On the day this news was published, AER gained 2.39%, reflecting a moderate positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
AER gained 0.61% while peers were mixed: FTAI up 6.22%, URI up 4.25%, GATX up 1.02%, UHAL flat and AL slightly negative, pointing to mostly stock-specific action rather than a coordinated sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 23 | Aircraft delivery | Positive | -0.3% | First of ten Airbus A321neo aircraft delivered to Thai Airways under lease. |
| Dec 09 | New lease customer | Positive | +0.8% | Lease agreements for two Airbus A321neo aircraft with new customer My Freighter. |
| Dec 01 | Freighter delivery | Positive | -1.6% | First Boeing 777-300ERSF freighter delivered to Fly Meta with further deliveries scheduled. |
| Nov 18 | Lease agreements | Positive | -0.7% | Leases for three Boeing 737 MAX and two 737NG aircraft with FlySafair. |
| Oct 29 | Earnings/dividend | Positive | +8.8% | Filing of Q3 2025 interim report and declaration of a cash dividend. |
Recent operational announcements often showed muted or negative one-day moves, while the Q3 financial/dividend report saw a strong positive reaction.
Over the last few months, AerCap reported multiple leasing and delivery milestones, including Airbus A321neo deliveries and Boeing 777-300ERSF freighter deployment, plus new customer wins in Uzbekistan and with FlySafair. These operational updates around Nov–Dec 2025 saw mixed short-term price reactions. A Q3 2025 interim report on Oct 29 with detailed financials and a $0.27 dividend coincided with a 8.79% gain. Today’s asset, financing, buyback, and dividend update fits the pattern of capital deployment and fleet growth.
Market Pulse Summary
This announcement highlighted AerCap’s scale in 2025, with 705 assets leased, purchased and sold for the year and extensive Q4 activity across aircraft, engines and helicopters. It also underscored sizeable financing, insurance recoveries tied to Russia-related losses, ongoing share repurchases and a $0.27 dividend. Compared with recent leasing and delivery news, this update gives a broader view of fleet turnover and capital allocation. Investors may watch future financing volumes, buyback pace and dividend decisions for ongoing signals.
AI-generated analysis. Not financial advice.
Full Year 2025 Transactions
- Signed 371 lease agreements, completed 145 purchases and 189 sale transactions.
- Signed financing transactions for approximately
$13.2 billion - Received cash insurance proceeds of approximately
$1.5 billion Russia in 2022. - Repurchased approximately 22.1 million shares, at an average price of
$109.92 $2.4 billion
Fourth Quarter 2025 Transactions
- Signed 122 lease agreements, including 22 widebody aircraft, 42 narrowbody aircraft, 36 engines and 22 helicopters.
- Completed 40 purchases for 30 aircraft (including 15 Airbus A320neo Family aircraft, 7 Boeing 737 MAX aircraft, 1 Boeing 787-9 and 7 Embraer E195-E2s for AerCap's owned aircraft portfolio), 2 engines for AerCap's owned engine portfolio and 8 helicopters.
- Completed 78 sale transactions for 62 aircraft (including 14 Airbus A320 Family aircraft, 3 Airbus A320neo Family aircraft, 4 Airbus A330s, 7 Boeing 737NGs, 2 Boeing 767-300ERs, 1 Boeing 777-200ER and 8 Embraer E195/E195-E2s from AerCap's owned aircraft portfolio and 23 aircraft from AerCap's managed aircraft portfolio), 14 engines from AerCap's owned engine portfolio and 2 helicopters.
- Signed financing transactions for approximately
$8.5 billion - Repurchased approximately 3.5 million shares, at an average price of
$127.63 $444 million - Declared quarterly cash dividend on ordinary shares of
$0.27
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 based in
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 continued impacts of the Ukraine Conflict, including the resulting sanctions by
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.
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SOURCE AerCap Holdings N.V.
FAQ
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