AerCap Q4 Revenue $2.24B Beats Expectations
Reports Q4 revenue $2.24B, consensus $2.12B. "We are pleased to announce another strong quarter for AerCap, completing a year of record net income and earnings per share. These results reflect a robust performance across all our business lines. During the year we sold $3.9 billion of assets for record gains on sale of $819 million. We reinvested in our core business by purchasing $5.4 billion of assets and added 103 aircraft firm orders and options to our order book, while returning $2.6 billion of capital to our shareholders," said Aengus Kelly, Chief Executive Officer of AerCap. "Given our strong results in 2025 and our positive outlook for the future, we announced a new $1 billion share repurchase program in December and today we are announcing an increase in our quarterly dividend to $0.40 per share. As we have always done, in 2026 we will continue to look for opportunities to deploy capital attractively and create long-term value for our shareholders," Kelly concluded.
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Aercap Holdings Reports Q4 Adjusted EPS of $3.95, Exceeding IBES Estimate of $3.40
- Earnings Report: A report indicates that AERC Holdings has adjusted its earnings per share (EPS) for Q4 to $3.95.
- Comparison with Estimates: This adjusted EPS surpasses the previous estimate of $3.40 by Ibes.
AERCAP CEO: Confident That Boeing and Airbus Will Approach Demand Targets by 2030, Yet Supply Will Continue to Be Structurally Restricted into the 2030s
Airbus Demand Forecast: Airbus anticipates that it will get closer to meeting demand for aircraft by 2030.
Supply Limitations: Despite the expected increase in demand, supply will remain structurally limited well into the 2030s.
AerCap Reports Strong Financial Results for 2025
- Strong Financial Performance: AerCap reported a net income of $633 million and earnings per share of $3.79 for Q4 2025, reflecting robust growth compared to the same period in 2024, which is expected to enhance investor confidence moving forward.
- Record Asset Sales: The company sold $3.9 billion in assets during 2025, achieving a net gain of $819 million, showcasing its improved asset management capabilities while providing capital for future investments.
- Increased Shareholder Returns: AerCap announced a new $1 billion share repurchase program and raised its quarterly dividend to $0.40 per share, indicating a commitment to creating long-term value for shareholders and enhancing market appeal.
- Improved Financial Health: As of December 31, 2025, AerCap's shareholders' equity reached $18.32 billion, a 7% increase from 2024, demonstrating ongoing improvements in capital structure and financial stability.
AerCap Reports Strong 2025 Financials with $633 Million Net Income
- Strong Financial Performance: AerCap reported a net income of $633 million for Q4 2025, translating to $3.79 per share, and a full-year net income of $3.8 billion with earnings per share of $21.30, showcasing robust performance in the aviation leasing sector and reinforcing its market leadership.
- Asset Sales and Reinvestment: The company sold $3.9 billion in assets during 2025, realizing $819 million in gains, while reinvesting $5.4 billion into its core business, adding 103 aircraft orders, indicating a proactive strategy in expanding operations and enhancing its asset portfolio.
- Increased Shareholder Returns: AerCap announced an increase in its quarterly dividend to $0.40 per share and returned $2.6 billion to shareholders through share repurchases in 2025, demonstrating confidence in future growth and commitment to enhancing shareholder value, which aims to boost investor confidence and market appeal.
- Optimistic Future Outlook: The company projects adjusted EPS for 2026 to be between $12.00 and $13.00, excluding any gains on sales, reflecting management's optimistic outlook for future performance and further strengthening market confidence in AerCap.
AerCap Reports Q4 2025 Earnings with Strong Performance
- Strong Earnings Report: AerCap's Q4 2025 non-GAAP EPS of $3.95 exceeded expectations by $0.55, with revenue of $2.24 billion reflecting an 8.2% year-over-year increase, surpassing market forecasts by $120 million, indicating robust profitability and demand.
- Capital Return Strategy: The company returned $2.6 billion to shareholders in 2025 through the repurchase of 22.1 million shares at an average price of $109.92 per share, demonstrating a strong commitment to shareholder value and boosting market confidence in its future growth.
- Asset Investment: AerCap reinvested $5.4 billion in its core business, adding 103 aircraft orders, which reflects the company's optimistic outlook on the future aviation market and lays a solid foundation for long-term growth.
- Future Outlook: The company projects adjusted EPS for 2026 to be between $12.00 and $13.00, although below the consensus estimate of $14.80, it still reflects ongoing profitability and competitive strength in the market.
AERCAP HOLDINGS FY ADJUSTED EPS PROJECTION SET BETWEEN USD 12-13
Company Overview: Aercap Holdings is a leading global aircraft leasing company, providing services to airlines and other aviation-related businesses.
Financial Performance: The company has reported adjusted earnings per share (EPS) for the fiscal year, indicating its financial health and operational efficiency.
Market Outlook: Aercap's outlook for the upcoming fiscal year suggests growth opportunities in the aviation sector, driven by increasing demand for air travel.
Strategic Initiatives: The company is focusing on expanding its fleet and enhancing customer relationships to strengthen its market position.
Aercap Holdings Reports Q4 Adjusted EPS of $3.95, Exceeding IBES Estimate of $3.40
- Earnings Report: A report indicates that AERC Holdings has adjusted its earnings per share (EPS) for Q4 to $3.95.
- Comparison with Estimates: This adjusted EPS surpasses the previous estimate of $3.40 by Ibes.
AERCAP CEO: Confident That Boeing and Airbus Will Approach Demand Targets by 2030, Yet Supply Will Continue to Be Structurally Restricted into the 2030s
Airbus Demand Forecast: Airbus anticipates that it will get closer to meeting demand for aircraft by 2030.
Supply Limitations: Despite the expected increase in demand, supply will remain structurally limited well into the 2030s.
AerCap Reports Strong Financial Results for 2025
- Strong Financial Performance: AerCap reported a net income of $633 million and earnings per share of $3.79 for Q4 2025, reflecting robust growth compared to the same period in 2024, which is expected to enhance investor confidence moving forward.
- Record Asset Sales: The company sold $3.9 billion in assets during 2025, achieving a net gain of $819 million, showcasing its improved asset management capabilities while providing capital for future investments.
- Increased Shareholder Returns: AerCap announced a new $1 billion share repurchase program and raised its quarterly dividend to $0.40 per share, indicating a commitment to creating long-term value for shareholders and enhancing market appeal.
- Improved Financial Health: As of December 31, 2025, AerCap's shareholders' equity reached $18.32 billion, a 7% increase from 2024, demonstrating ongoing improvements in capital structure and financial stability.
AerCap Reports Strong 2025 Financials with $633 Million Net Income
- Strong Financial Performance: AerCap reported a net income of $633 million for Q4 2025, translating to $3.79 per share, and a full-year net income of $3.8 billion with earnings per share of $21.30, showcasing robust performance in the aviation leasing sector and reinforcing its market leadership.
- Asset Sales and Reinvestment: The company sold $3.9 billion in assets during 2025, realizing $819 million in gains, while reinvesting $5.4 billion into its core business, adding 103 aircraft orders, indicating a proactive strategy in expanding operations and enhancing its asset portfolio.
- Increased Shareholder Returns: AerCap announced an increase in its quarterly dividend to $0.40 per share and returned $2.6 billion to shareholders through share repurchases in 2025, demonstrating confidence in future growth and commitment to enhancing shareholder value, which aims to boost investor confidence and market appeal.
- Optimistic Future Outlook: The company projects adjusted EPS for 2026 to be between $12.00 and $13.00, excluding any gains on sales, reflecting management's optimistic outlook for future performance and further strengthening market confidence in AerCap.
AerCap Reports Q4 2025 Earnings with Strong Performance
- Strong Earnings Report: AerCap's Q4 2025 non-GAAP EPS of $3.95 exceeded expectations by $0.55, with revenue of $2.24 billion reflecting an 8.2% year-over-year increase, surpassing market forecasts by $120 million, indicating robust profitability and demand.
- Capital Return Strategy: The company returned $2.6 billion to shareholders in 2025 through the repurchase of 22.1 million shares at an average price of $109.92 per share, demonstrating a strong commitment to shareholder value and boosting market confidence in its future growth.
- Asset Investment: AerCap reinvested $5.4 billion in its core business, adding 103 aircraft orders, which reflects the company's optimistic outlook on the future aviation market and lays a solid foundation for long-term growth.
- Future Outlook: The company projects adjusted EPS for 2026 to be between $12.00 and $13.00, although below the consensus estimate of $14.80, it still reflects ongoing profitability and competitive strength in the market.
AERCAP HOLDINGS FY ADJUSTED EPS PROJECTION SET BETWEEN USD 12-13
Company Overview: Aercap Holdings is a leading global aircraft leasing company, providing services to airlines and other aviation-related businesses.
Financial Performance: The company has reported adjusted earnings per share (EPS) for the fiscal year, indicating its financial health and operational efficiency.
Market Outlook: Aercap's outlook for the upcoming fiscal year suggests growth opportunities in the aviation sector, driven by increasing demand for air travel.
Strategic Initiatives: The company is focusing on expanding its fleet and enhancing customer relationships to strengthen its market position.
