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Aercap Holdings (AER) Stock News, Jan-Apr 2026

AER NYSE

AerCap Holdings N.V. reports news on its global aviation leasing business, including lease agreements, aircraft purchases and sales, engine and helicopter activity, and additions to its aircraft order book. The company provides fleet solutions for airline and aviation customers and reports activity across owned and managed aviation assets.

Recurring AerCap developments also include quarterly and annual financial results, financing transactions, share repurchase programs, ordinary-share dividends, annual general meeting outcomes, board composition, and corporate responsibility disclosures. Customer lease announcements and manufacturer orders often reflect the company’s role in financing and managing commercial flight equipment.

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AerCap (NYSE: AER) reported active fleet and capital activity in Q1 2026: signed 202 lease agreements, completed 32 purchase transactions adding 10 aircraft and 20 engines, and completed 52 sale transactions covering 47 aircraft, multiple engines and one helicopter.

The company also signed financing for approximately $3 billion, repurchased ~5.4 million shares for ~$745 million at an average price of $139.06, and declared a quarterly cash dividend of $0.40 per share.

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AerCap (NYSE: AER) signed lease agreements with Ethiopian Airlines for two Boeing 777-300ERSF converted freighters, with deliveries scheduled for Q2 2028.

The 777-300ERSF offers 25% more cargo capacity than smaller twin-engine long-haul freighters and will be the first of its type to operate in Africa, supporting Ethiopian Airlines' cargo expansion and efficiency goals.

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AerCap (NYSE:AER) agreed to buy 100 Airbus A320neo Family aircraft, combining the exercise of 45 options and 55 new additions. Deliveries are scheduled from 2028 through 2034. AerCap will also lease 48 CFM LEAP-1A engines via its SES joint venture, with engine deliveries beginning Q2 2026.

The transaction includes long-term leases supporting Frontier Airlines and aims to support Airbus and CFM production and in-service commitments.

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AerCap (NYSE: AER) filed its annual report on Form 20-F including audited financial statements for the fiscal year ended December 31, 2025. The filing is available on AerCap's investor website and the SEC, and paper copies can be requested via the company's contact email.

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AerCap (NYSE: AER) agreed to a non-binding transaction with Frontier to accept the early return of 24 A320neo aircraft, with returns expected in Q2 2026, and to provide 10 future sale-leaseback transactions for deliveries in 2028–2029. The deal is intended to improve Frontier's fleet productivity and deepen the lessor-lessee relationship.

The agreement preserves AerCap’s ongoing commercial relationship with Frontier and positions AerCap to redeploy the returned aircraft while supporting longer-term sale-leaseback opportunities.

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AerCap (NYSE: AER) reported record 2025 results with net income $3.8B ($21.30 per share) and fourth-quarter net income of $633M ($3.79 per share). Adjusted 2025 net income was $2.7B ($15.37 per share). The company returned $2.6B to shareholders, sold $3.9B of assets with $819M gains, purchased $5.4B of assets, added 103 aircraft to its order book, and raised the quarterly dividend to $0.40.

Book value per share rose to $112.59 (+19% YoY), cash flow from operations was $5.4B, adjusted debt/equity improved to 2.11x, and 2026 adjusted EPS guidance is $12.00–$13.00 (ex. gains on sale).

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AerCap (NYSE: AER) signed purchase and leaseback agreements with Virgin Atlantic for six new Airbus A330-900 (A330neo) aircraft. Deliveries are scheduled to begin in Q2 2026 and continue through Q4 2027. AerCap said the A330neo will support Virgin Atlantic's widebody fleet renewal, improve operational performance, and lower emissions. Virgin Atlantic noted the incoming A330neo fleet will debut larger Premium and Upper cabins and more Retreat Suites, reinforcing its focus on a younger, more efficient transatlantic fleet.

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AerCap (NYSE:AER) announced on January 6, 2026 the pricing of $1.75 billion aggregate principal amount of senior notes: $900 million of 4.125% Senior Notes due 2029 and $850 million of 4.750% Senior Notes due 2033. The Notes are fully and unconditionally guaranteed on a senior unsecured basis by AerCap and certain subsidiaries.

The issuers intend to use net proceeds for general corporate purposes, including acquiring, investing in, financing or refinancing aircraft assets and repaying indebtedness. The offering was managed by J.P. Morgan, Wells Fargo Securities, Credit Agricole CIB, Goldman Sachs & Co. LLC and RBC Capital Markets. A Form F-3 registration statement effective October 18, 2024 covers the offering.

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AerCap (NYSE:AER) will release its fourth quarter 2025 financial results on February 6, 2026 before U.S. markets open.

The company will host a live conference call and webcast for investors and analysts on February 6, 2026 at 8:30 a.m. Eastern Time to review the results; presentation slides will be posted simultaneously in the Investors section at www.aercap.com. The call can be accessed by phone ((U.S./Canada) +1 646 769 9200; International +353 1 553 8798; reference code 7681309) or via the company website. A webcast replay will be archived on the Investors page for one year.

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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.

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FAQ

What is the current stock price of Aercap Holdings (AER)?

Aercap Holdings (AER) last closed at $145.92.

What is the market cap of Aercap Holdings (AER)?

The market cap of Aercap Holdings (AER) is approximately $22.9B.