AerCap Holdings NV Aktie News

AerCap delivered Q4 EPS of $15.37, surpassing expectations, with shares up 9.3% as value from asset sales is recycled into buybacks. Lease revenue grew 11%, driven by higher basic rents and maintenance rents, while asset sales generated substantial gains despite lower margins year-over-year. AER guides 2026 adjusted EPS to $12–$13, excluding asset sale gains; robust asset sale activity could ma...

Non-Binding Agreement for 24 Aircraft Returns and 10 Future Sale-Leaseback Transactions DENVER, Feb. 11, 2026   /PRNewswire/ -- Frontier Group Holdings, Inc. (Nasdaq: ULCC) ("Frontier" or the "Company"), parent company of Frontier Airlines, Inc., announced today a non-binding agreement with AerCap Holdings N.V. (NYSE: AER) ("AerCap") for the early return of 24 A320neo aircraft currently in oper...

AerCap Holdings N.V. (AER) Q4 2025 Earnings Call Transcript

Net income of $633 million, or $3.79 per share, for the fourth quarter of 2025 and $3.8 billion, or $21.30 per share, for the full year 2025. Adjusted net income of $660 million, or $3.95 per share, for the fourth quarter of 2025 and $2.7 billion, or $15.37 per share, for the full year 2025.

Oakmark U.S. Large Value Strategy portfolio's return was 4.79% (net) for the reporting period vs. Russell 1000 Value Index that returned 3.81% for the same period.

AerCap delivered a 51% return in 2025, outperforming the S&P 500 and surpassing my bullish expectations. FY26 core EPS could come in at $13, with another $5 in gain of sale earnings. With repurchases, FY26 earnings could approach $20/share, a 7x P/E at the current price. Key drivers include improving net interest margin, higher lease rents, and ongoing share repurchases supporting continued ear...

The head of the world's largest aircraft leasing company, AerCap , cautioned on Monday against overreacting to recent geopolitical and economic uncertainty and said the aviation financing industry worked on secure long-term cycles.

Willis Lease Finance Corporation now offers asymmetric upside with a 11x FY26 P/E and a substantial NAV discount. WLFC is pivoting to an asset-light model, leveraging Blackrock and Liberty Mutual capital to reduce capital intensity.