AerCap Holdings N.V.

Latest Results (09.09.2025):

AerCap Holdings N.V. reported record financial results for the second quarter of 2025, achieving a net income of $1,259 million or $7.09 per share. The company also raised its full-year 2025 earnings per share guidance to approximately $11.60, reflecting strong operating performance and strategic initiatives.

Record Net Income

The second quarter of 2025 saw AerCap Holdings N.V. achieve a record net income of $1,259 million, or $7.09 per share, driven by robust operational results and favorable legal outcomes.

Adjusted Net Income

Adjusted net income for the second quarter of 2025 reached $502 million, or $2.83 per share, showcasing the company's strong underlying financial performance.

EPS Guidance Raised

AerCap Holdings N.V. has increased its full-year 2025 adjusted earnings per share guidance to approximately $11.60, not accounting for any additional gains from asset sales for the remainder of the year.

Significant Insurance Payout

The company was awarded approximately $1 billion by the London Commercial Court for aircraft and engines lost in Russia, positively impacting the second quarter financials.

Strong Return on Equity

AerCap Holdings N.V. reported a return on equity of 29% and an adjusted return on equity of 11% for the second quarter of 2025, reflecting efficient use of shareholders' equity.

Robust Cash Flow

Cash flow from operating activities amounted to $1.3 billion for the second quarter of 2025, underlining the company's strong liquidity and operational efficiency.

Strategic Partnerships and Investments

The company entered a new strategic partnership for engine leasing with Air France-KLM and signed framework agreements with Leonardo S.p.A., enhancing its service offerings and market reach.

Shareholder Returns

AerCap Holdings N.V. returned $445 million to shareholders through the repurchase of 4.7 million shares during the second quarter, contributing to total share repurchases exceeding $1 billion for the year-to-date 2025.