AerCap Holdings N.V.

Latest Results (26.10.2025):

AerCap Holdings N.V. reported record financial results for the second quarter of 2025, achieving a net income of $1,259 million and raising its full-year earnings per share (EPS) guidance. The strong performance was driven by robust operating results, a significant insurance payment, and strategic partnerships, reflecting the company's leadership in the aviation leasing industry.

Record Net Income

AerCap achieved a record net income of $1,259 million, or $7.09 per share, for the second quarter of 2025, showcasing the company's exceptional financial performance.

EPS Guidance Raised

The company has increased its full-year 2025 adjusted EPS guidance to approximately $11.60, excluding any additional gains from asset sales expected later in the year.

Significant Insurance Payment

AerCap was awarded approximately $1 billion by the London Commercial Court for aircraft and engines lost in Russia, strengthening the company's financial position.

Strong Return on Equity

The second quarter of 2025 saw a return on equity of 29% and an adjusted return on equity of 11%, underscoring AerCap's efficient use of shareholder capital.

Robust Cash Flow

Cash flow from operating activities reached $1.3 billion, highlighting the company's strong cash generation capabilities.

Strategic Partnerships and Agreements

AerCap entered a framework agreement with Leonardo S.p.A. to facilitate the transfer of maintenance agreements, enhancing operational efficiency and customer support.

Shareholder Returns

The company returned $445 million to shareholders through the repurchase of 4.7 million shares during the second quarter of 2025, contributing to over $1 billion in share repurchases for the year to date.

Increased Book Value Per Share

As of June 30, 2025, AerCap's book value per share increased by approximately 15% year-over-year to $102.99, reflecting the company's growth and financial strength.