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AerCap (AER) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
ZACKS· 2025-10-22 15:01
The market expects AerCap (AER) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...
AerCap CEO on air leasing business: Continue to see significant constraints around supply
Youtube· 2025-10-17 11:37
Industry Overview - Global demand for aircraft is currently strong, although there are some fluctuations in specific regions [2][3] - Supply constraints are significant, primarily due to the fragility of new engine technology, which leads to more frequent repairs and longer downtimes [4][7] - The new generation of aircraft, while more efficient, is not lasting as long as older models, resulting in older aircraft remaining in service longer [11][12] Aircraft Production and Supply Chain - Major manufacturers like Boeing and Airbus are ramping up production, but there are concerns that new aircraft may not enter service as quickly as needed [8][9] - AirCap, as the largest buyer of aircraft, purchased 92 aircraft last year, a record for any airline or leasing company [9][10] - The supply of spare engines is also under pressure, with AirCap being the largest owner and buyer in the world [10] Maintenance and Operational Challenges - The maintenance costs and operational complexities associated with new aircraft are raising questions about their overall value [15][16] - Airlines are seeking to improve the durability of engines, with manufacturers investing billions to enhance engine longevity [17] Spirit Airlines Situation - Spirit Airlines is currently undergoing a restructuring process after filing for bankruptcy, with AirCap providing $150 million in capital and taking over a significant portion of their aircraft order book [19][20] - The prolonged antitrust review process has negatively impacted Spirit's operations and employee morale, contributing to its financial difficulties [22][24] - There is optimism about Spirit's future viability post-bankruptcy, supported by the financial assistance from AirCap [25]
AerCap to Provide GE Aerospace with Lease Pool Management Services for GE9X Engine
Prnewswire· 2025-10-15 11:00
Accessibility StatementSkip Navigation DUBLIN, Oct. 15, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has signed a seven-year agreement with GE Aerospace (NYSE: GE) to provide lease pool management services for the GE9X engine. The agreement also extends AerCap's ongoing lease pool support for GEnx, GE90, CF6 and CF34 engines. "This agreement further strengthens our partnership with GE Aerospace and extends our engine leasing relationship into the next ...
Spirit Airlines cancels Airbus order in settlement with AerCap
Reuters· 2025-10-10 23:43
In a fleet optimization move, Spirit Airlines will reject its commitment to buy 52 Airbus planes along with its options for 10 others. The aircraft orders will be taken over by aircraft lessor AerCap. ...
AerCap Holdings N.V. To Release Third Quarter 2025 Financial Results on October 29, 2025
Prnewswire· 2025-10-03 12:00
Core Viewpoint - AerCap Holdings N.V. will host a conference call and webcast on October 29, 2025, to discuss its third quarter 2025 financial results [1][2]. Company Information - AerCap is a global leader in aviation leasing, serving approximately 300 customers worldwide with comprehensive fleet solutions [4]. - The company is listed on the New York Stock Exchange (AER) and is headquartered in Dublin, with offices in various global locations including Shannon, Memphis, Miami, Singapore, London, Dubai, Shanghai, and Amsterdam [4]. Conference Call Details - The earnings press release for the third quarter 2025 will be released before the U.S. financial markets open on October 29, 2025 [2]. - Investors can access the live call by dialing +1 646-769-9200 (U.S./Canada) or +353 1 553 8798 (International), referencing code 3828911 [3]. - The webcast replay will be available on the company's website for one year [3].
AerCap Leased, Purchased and Sold 146 Assets in the Third Quarter 2025
Prnewswire· 2025-10-03 11:00
This press release 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" or the negatives thereof or variations thereon or similar termi ...
AerCap Holdings N.V. (AER) Prices $1.2 Billion in Senior Notes; Delivers First Boeing 777-300ERSF Passenger-to-Freighter Converted Aircraft to Kalitta
Insider Monkey· 2025-10-02 00:08
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AerCap: Still Has Plenty Of Upside Ahead (NYSE:AER)
Seeking Alpha· 2025-09-24 13:17
Group 1 - AerCap (AER) has experienced a significant increase of 27% in 2025, outperforming the index despite the general decline of value stocks compared to technology stocks [1] Group 2 - The article highlights the importance of fundamental analysis in identifying investment opportunities that are undervalued and present a favorable risk/reward profile [2] Group 3 - The analyst has a beneficial long position in AerCap shares, indicating confidence in the company's future performance [3] Group 4 - The article does not provide any specific recommendations or advice regarding investment suitability for individual investors [4]
AerCap Holdings N.V. Announces Pricing of $1.2 Billion Aggregate Principal Amount of Senior Notes
Prnewswire· 2025-09-22 20:05
Core Insights - AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust are wholly-owned subsidiaries of AerCap Holdings N.V. [1] Company Overview - The Issuers are part of AerCap Holdings N.V., indicating a structured approach to capital management within the aviation sector [1]
AerCap Secures $107 Million Insurance Payout For Five Russia-Stranded Jets - AerCap Holdings (NYSE:AER)
Benzinga· 2025-09-19 14:36
Core Viewpoint - AerCap Holdings has disclosed new insurance recoveries related to aircraft stranded in Russia due to the 2022 invasion of Ukraine, which has positively impacted its liquidity and reduced legal uncertainties regarding war-risk coverage [1][5]. Group 1: Insurance Recoveries - The company received approximately EUR91 million ($106.95 million) from Russia-based insurer NSK for five aircraft previously leased to Nordwind, leading to the release of related claims against NSK, Nordwind, and certain reinsurers [2]. - AerCap's total pre-tax recoveries related to the Ukraine conflict since 2023 have reached approximately $2.9 billion, including recent cash receipts and interest awards [4]. Group 2: Legal Developments - The Commercial Court in London denied insurers' request to appeal a judgment that awarded AerCap roughly $1 billion under the war-risk section of its policy [3]. - The court also granted AerCap about $234 million in interest on that judgment, further strengthening the company's financial position [4]. Group 3: Market Reaction - Following the announcement of these recoveries, AerCap shares traded lower by 0.78% to $120.29 [5].