AerCap Holdings NV Aktie News

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.

DUBLIN, Jan. 13, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has signed purchase and leaseback agreements with Virgin Atlantic for six new Airbus A330-900 aircraft, from Virgin Atlantic's open orderbook.

DUBLIN, Jan. 6, 2026 /PRNewswire/ -- AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust (together, the "Issuers"), each a wholly-owned subsidiary of AerCap Holdings N.V. ("AerCap" or the "Company"), priced an offering of senior notes, consisting of $900 million aggregate principal amount of the Issuers' 4.125% Senior Notes due 2029 (the "2029 Notes") and $850 mi...