AerCap (NYSE:AER) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsAengus Kelly - CEOBrian Canniffe - Group TreasurerJamie Baker - Managing DirectorKristine Liwag - Executive DirectorMoshe Orenbuch - Managing DirectorPete Juhas - CFOShannon Doherty - Equity Research AssociateConference Call ParticipantsArren Cyganovich - Senior AnalystCatherine O'Brien - VP and Lead US Airline and Aircraft Lessor Equity Research AnalystChris Stathoulopoulos - Senior Equity Research AnalystRon Epstein ...

AerCap (NYSE:AER) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Company ParticipantsAengus Kelly - CEOBrian Canniffe - Group TreasurerJamie Baker - Managing DirectorKristine Liwag - Executive DirectorMoshe Orenbuch - Managing DirectorPete Juhas - CFOShannon Doherty - Equity Research AssociateConference Call ParticipantsArren Cyganovich - Senior AnalystCatherine O'Brien - VP and Lead US Airline and Aircraft Lessor Equity Research AnalystChris Stathoulopoulos - Senior Equity Research AnalystRon Epstein ...

AerCap (NYSE:AER) Q4 2025 Earnings call February 06, 2026 08:30 AM ET Speaker6Good day and welcome to AerCap's Q4 2025 financial results. Today's conference is being recorded, and a transcript will be available following the call on the company's website. At this time, I'd like to turn the conference over to Brian Canniffe, Group Treasurer. Please go ahead, sir.Speaker1Thank you, Operator, and hello everyone. Welcome to our fourth quarter 2025 conference call. With me today is our Chief Executive Officer Ae ...

FOURTH QUARTER 2025 FINANCIAL RESULTS AERCAP HOLDINGS N.V . This presentation contains certain statements, estimates and forecasts with respect to future performance and events . These statements, estimates and forecasts are "forward -looking statements" . In some cases, forward -looking statements can be identified by the use of forward - looking terminology such as "may," "might," "should," "expect," "plan," "intend," "will," "aim," "estimate," "anticipate," "believe," "predict," "potential" or "continue" ...

DUBLIN, Feb. 6, 2026 /PRNewswire/ -- AerCap Holdings N.V. (NYSE: AER), the industry leader across all areas of aviation leasing, today reported strong financial results for the fourth quarter and full year ended December 31, 2025. "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 m ...

Harris Associates L.P. was founded in 1976 by dedicated investment professionals who believed that delivering successful investment results for clients requires a consistent investment philosophy, a commitment to superior investment research and a high level of customer service. Our roster of clients has grown over the years, but these basic beliefs remain unchanged. We are value investors who believe that, over time, the price of a stock will rise to reflect the value of the underlying company. In construc ...

Core Viewpoint - The company has exceeded high expectations for performance entering 2025, with an initial target set at $10 per share in core valuation [1]. Group 1 - The individual investor and family office principal has over 20 years of investment experience, focusing on fundamental analysis and identifying undervalued asset classes that offer a favorable risk/reward trade-off [1]. - The investment strategy includes employing options strategies, such as covered calls on overvalued companies and writing puts on stocks that are desired at lower prices [1]. - The educational background includes an MBA in Finance from NYU Stern and an undergraduate degree in Computer Science [1]. Group 2 - The analyst has a beneficial long position in the shares of AER, which may include stock ownership, options, or other derivatives [2]. - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [2].

Core Viewpoint - The head of AerCap, the world's largest aircraft leasing company, advised against overreacting to recent geopolitical and economic uncertainties, emphasizing the resilience of the aviation financing industry [1] Group 1: Company Insights - AerCap is positioned as the largest aircraft leasing company globally, indicating its significant influence in the aviation financing sector [1] - The leadership at AerCap is focused on maintaining a balanced perspective amidst current market volatility, suggesting a strategic approach to navigating challenges [1] Group 2: Industry Context - The aviation financing industry is characterized by its ability to withstand geopolitical and economic fluctuations, highlighting its robustness [1] - Recent uncertainties in the market have prompted discussions about the future of aviation financing, but industry leaders advocate for a measured response rather than panic [1]

Investment Rating - The industry rating is "Outperform" [1][51] Core Insights - Aircraft manufacturers are slowly recovering their production capacity, but delivery delays persist due to supply chain and labor shortages. Boeing is expected to deliver 600 aircraft in 2025, averaging about 50 per month, while Airbus is projected to deliver 793 aircraft, averaging about 66 per month. The backlog of aircraft orders remains at historically high levels [2][5][7]. - Global civil aviation passenger traffic growth has slowed down, with all regions except Africa experiencing a decrease in year-on-year growth rates compared to October. Africa's airlines saw an increase of 12.6%. Europe accounted for the largest share of international passenger traffic, with a year-on-year growth of 6.8% in November, while Asia's international passenger traffic grew by 9.3% [2][11][15][18]. - Overall, while aircraft manufacturers' production capacity is recovering, it still cannot meet the continuously expanding demand for aircraft. The aircraft leasing market remains strong, benefiting from the tight supply-demand situation. The Asia-Pacific aviation market has significant growth potential, providing broader development space for Chinese aircraft leasing companies, which are currently undervalued compared to global leader AerCap [2][3][4]. Summary by Sections 1. Aircraft Supply Continues to be Tight - Boeing's monthly delivery volume has significantly improved compared to last year, while Airbus's delivery volume is slightly better than the same period last year. However, both manufacturers' delivery levels are still far from previous highs [5]. - The backlog of aircraft orders remains at historical highs, with Boeing and Airbus accumulating new orders of 1,175 and 1,000 aircraft respectively in 2025 [7]. 2. Update on Civil Aviation Passenger Demand - In November 2025, global aviation revenue passenger kilometers (RPK) grew by 5.7% year-on-year, down from 6.6% in October. The global passenger load factor (PLF) reached 83.7%, the highest for November on record [11][15]. - The international passenger traffic in November showed robust growth, with Asia-Pacific and Europe regions maintaining strong performance, while North America saw a growth of 4.0% [18]. 3. Tracking Aircraft Leasing Companies - As of June 30, 2025, Bohai Leasing has the largest number of owned aircraft (628), while China Aircraft Leasing has the least (151). In terms of aircraft orders, Bohai Leasing also leads with 442 orders [39][44]. - The average remaining lease term for China Aircraft Leasing is relatively long at 7.9 years, ensuring long-term stability for the company's leases [47].

AerCap (AER) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors often find it ...