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Aercap Holdings (AER) Stock News, Sep-Dec 2025

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) delivered the first of ten new Airbus A321neo aircraft to Thai Airways on Dec. 23, 2025. The remaining nine A321neo aircraft are scheduled for delivery through 2028. The ten aircraft will operate under lease agreements with AerCap as part of THAI's fleet modernization and sustainability efforts, with the A321neo cited for improved fuel efficiency and lower carbon emissions.

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AerCap (NYSE:AER) signed lease agreements for two new Airbus A321neo aircraft with My Freighter, an Uzbekistan-based cargo airline that also operates passenger services as Centrum Air.

The aircraft are scheduled for delivery in Q4 2027. AerCap said this marks its first customer in Uzbekistan and expects the A321neo's fuel efficiency and extended range to support My Freighter/Centrum Air's network expansion, including planned routes to Europe.

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AerCap (NYSE:AER) delivered the first of three converted Boeing 777-300ERSF freighters to Hong Kong-based Fly Meta on November 21, 2025. The remaining two aircraft are scheduled for delivery in Q2 2026 and Q4 2026. The 777-300ERSF, nicknamed the “Big Twin,” received FAA and CAAI certification on August 31, 2025 and entered service in mid-September. The aircraft will be operated under a CMI contract by Air Atlanta Icelandic under the Hungary Air brand. AerCap highlights the type's 25% more capacity versus smaller twin-engine long-haul freighters and positions the asset to support Fly Meta's widebody freighter expansion across APAC, EMEA and other markets.

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AerCap (NYSE: AER) signed lease agreements with FlySafair for a total of five aircraft: three Boeing 737 MAX 8 and two Boeing 737-800NG. The agreement was announced at the Dubai Airshow 2025.

Delivery timing: the two Boeing 737-800NG are expected beginning Q3 2026, and the three 737 MAX 8 are scheduled beginning Q1 2028. AerCap said the leases support FlySafair's fleet modernization and plans to introduce the 737 MAX into its operations.

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AerCap Holdings (NYSE:AER) announced it filed its interim financial report, including unaudited condensed consolidated financial statements and notes, for the quarter ended September 30, 2025 with the U.S. Securities and Exchange Commission.

The company said the Form 6-K is available on AerCap's Investors website and on the SEC's website at sec.gov.

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AerCap (NYSE: AER) reported record third-quarter 2025 results with net income of $1,216 million ($6.98 per share) and record adjusted net income of $865 million ($4.97 per share). The company raised full‑year 2025 adjusted EPS guidance to ~$13.70 (excluding any further gains on sale).

Key third‑quarter actions included $1.5 billion of asset sales generating a record $332 million gain on sale, $475 million of Ukraine‑related recoveries (bringing total recoveries since 2023 to $2.9 billion), and $1 billion returned to shareholders via repurchases (8.2 million shares). Book value per share rose to $109.22 and the board declared a $0.27 quarterly dividend payable Dec 4, 2025.

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AerCap (NYSE: AER) signed a seven-year agreement with GE Aerospace (NYSE: GE) to provide lease pool management services for the GE9X engine, extending AerCap's ongoing support for GEnx, GE90, CF6 and CF34 engines.

The services include GE9X shop visit management, lease return coordination, technical services, and lease documentation and administration. The deal adds GE9X servicing to AerCap's global industrial network to support 777X operators as GE increases MRO capacity, training, and tooling ahead of GE9X entry into service.

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AerCap (NYSE: AER) will release its third quarter 2025 financial results before U.S. markets open on October 29, 2025.

The company will host a live conference call and webcast for investors and analysts on Wednesday, October 29, 2025 at 8:30 a.m. Eastern Time to review Q3 2025 results. The earnings press release, plus presentation slides, will be posted in the Investors section at www.aercap.com at the time of release.

Live access: dial +1 646-769-9200 (U.S./Canada) or +353 1 553 8798 (International) and reference code 3828911, or join 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 Q3 2025 transaction activity and capital actions on October 3, 2025. In Q3, AerCap signed 66 lease agreements (14 widebody, 25 narrowbody, 15 engines, 12 helicopters), completed 35 purchases (17 aircraft incl. 8 A320neo family and 9 737 MAX, 11 engines, 7 helicopters) and completed 45 sales (40 aircraft across owned and managed portfolios, 4 engines, 1 helicopter). The company received approximately €203 million cash insurance settlement and was awarded about $234 million interest on the June 11, 2025 Commercial Court judgment for assets lost in Russia. AerCap repurchased ~8.2 million shares at an average $119.95 for ~$981 million and declared a $0.27 quarterly cash dividend per ordinary share.

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AerCap Holdings (NYSE:AER) has announced the pricing of a significant $1.2 billion senior notes offering through its subsidiaries. The offering consists of two tranches: $600 million of 4.375% Senior Notes due 2030 and $600 million of 5.000% Senior Notes due 2035.

The notes will be fully guaranteed by AerCap and certain subsidiaries on a senior unsecured basis. The proceeds will be used for general corporate purposes, including aircraft asset acquisition, investment, financing, and debt repayment. Morgan Stanley, Santander, BNP PARIBAS, BMO Capital Markets, ING, and NatWest are serving as joint book-running managers for this underwritten public offering.

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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.