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].

Core Insights - AerCap Holdings N.V. has reported significant business transactions for the third quarter of 2025, highlighting its leadership in aviation leasing and a robust order book [1]. Business Transactions - Signed 66 lease agreements, which include 14 widebody aircraft, 25 narrowbody aircraft, 15 engines, and 12 helicopters [3]. - Completed 35 purchases for 17 aircraft, including 8 Airbus A320neo Family aircraft and 9 Boeing 737 MAX aircraft, along with 11 engines and 7 helicopters [3]. - Executed 45 sale transactions for 40 aircraft, which include various models from the Airbus and Boeing families, as well as 4 engines and 1 helicopter [3]. - Received cash insurance settlement proceeds of approximately €203 million and was awarded about $234 million in interest related to assets lost in Russia in 2022 [3]. - Repurchased approximately 8.2 million shares at an average price of $119.95 per share, totaling around $981 million [3]. - Declared a quarterly cash dividend of $0.27 per share on ordinary shares [3]. Company Overview - AerCap is recognized as the global leader in aviation leasing, serving around 300 customers worldwide with comprehensive fleet solutions [1]. - The company is listed on the New York Stock Exchange and is headquartered in Dublin, with multiple offices globally [1].

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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]

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]

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].

Core Insights - The report focuses on AerCap Holdings N.V. (NYSE: AER) and assigns a long-term price target of $158.50, indicating a potential upside of 37% [1] - Since the previous report, AerCap's stock has gained 5.2%, aligning with the performance of the S&P 500 [1] - The analysis is conducted by an expert in aerospace engineering, emphasizing the growth prospects within the aerospace, defense, and airline industries [1] Company Analysis - AerCap is positioned within a complex industry that is expected to experience significant growth [1] - The investing group provides data analytics monitors to support investment decisions in the aerospace sector [1] Investment Strategy - The report aims to identify investment opportunities in the aerospace, defense, and airline sectors through data-informed analysis [1] - The analyst expresses a commitment to providing context on industry developments and their potential impact on investment theses [1]

Core Insights - The report focuses on AerCap Holdings N.V. (NYSE: AER) and assigns a long-term price target of $158.50, indicating a potential upside of 37% [1] - Since the previous report, AerCap's stock has gained 5.2%, aligning with the performance of the S&P 500 [1] - The analysis is conducted by an expert in aerospace engineering, emphasizing the growth prospects within the aerospace, defense, and airline industries [1] Company Analysis - AerCap is positioned within a complex industry that is expected to experience significant growth [1] - The investment group provides data analytics monitors to support investment decisions in the aerospace sector [1] Investment Strategy - The investment ideas presented are based on data-informed analysis, aiming to identify opportunities in the aerospace, defense, and airline sectors [1] - The report highlights the importance of contextualizing industry developments to understand their impact on investment theses [1]

Core Viewpoint - AerCap Holdings N.V. has successfully delivered the first two Boeing 777-300ERSF Passenger-to-Freighter converted aircraft to Kalitta Air, marking a significant milestone in their partnership and the cargo conversion program [1][4]. Group 1: Aircraft Delivery and Certification - The first two aircraft were delivered to Kalitta Air on September 12 and 13, 2025, and are part of a larger order of seven aircraft [1][3]. - Kalitta Air is the launch operator of the AerCap Cargo 777-300ERSF conversion program, which began in 2020, aimed at replacing their aging Boeing 747 freighter fleet [2][5]. - The aircraft have received certification from both the Civil Aviation Authority of Israel (CAAI) and the Federal Aviation Administration (FAA) for a 100-tonne payload capacity [2][4]. Group 2: Operational Plans and Market Impact - Kalitta Air plans to commence revenue operations with both aircraft in early October, with additional deliveries expected in the following weeks [3]. - The Boeing 777-300ERSF is designed to redefine air freight capabilities, featuring a payload capacity of 100 metric tons (220,000 pounds) and a volume of 811 m³ (28,640 ft³) [5]. - The introduction of the 777-300ERSF is expected to lower operating costs compared to existing widebody freighters and contribute to decarbonization efforts by reducing CO2 emissions by 20% [5]. Group 3: Company Backgrounds - AerCap is a global leader in aviation leasing, serving approximately 300 customers worldwide and maintaining a strong order book [6]. - Kalitta Air operates a fleet of Boeing 747 and 777 freighters, providing cargo services across six continents and is recognized for its commitment to safety and reliability [7].

Investment Rating - Investment recommendation: Outperform the market (maintained) [8] Core Viewpoints - The aircraft leasing industry is currently experiencing an upward trend in prosperity. Despite gradual improvements in aircraft manufacturers' production capacity, the existing backlog of over 15,000 aircraft orders suggests that the supply-demand imbalance is unlikely to improve in the short term, which will further drive the asset-side revenue levels of aircraft leasing companies [5][12]. Summary by Sections 1. Industry: Capacity Improvement but Supply-Demand Imbalance Persists - The delivery capabilities of aircraft manufacturers have improved significantly compared to 2024. As of the end of July 2025, Boeing and Airbus had average monthly delivery rates of approximately 47 and 53 aircraft, respectively. However, the demand remains strong, with a combined average monthly order volume of 171 aircraft, exceeding the delivery levels [16][17]. - The current backlog of over 15,000 aircraft indicates that it may take more than 10 years to fulfill these orders at the current average delivery rate of 100 aircraft per month [17]. 2. Company: Overall Performance of Aircraft Leasing is Good, Low-Yield Asset Disposal Nearing End 2.1 Performance: Overall Performance is Good - The revenue growth of major aircraft leasing companies in the first half of 2025 was strong, with year-on-year growth rates for Bohai Leasing, Bank of China Aviation Leasing, China Aircraft Leasing, Guoxin Financial Leasing, Aercap, and Air Lease at 75.91%, 6.83%, -14.14%, 8.11%, -0.31%, and 10.48%, respectively [20]. - The net profit growth rates for the same companies were -381.80%, -25.76%, 6.66%, 27.63%, 80.74%, and 293.25%, with some companies experiencing declines due to goodwill impairment and other factors [21]. 2.2 Asset Status: Excellent Asset Package, Aircraft Disposal Approaching End - As of mid-2025, the self-owned and managed fleet sizes for major leasing companies were 663, 483, 181, 312, 1700, and 548 aircraft, respectively, indicating a high overall fleet size and ongoing expansion [10][31]. - The ratio of ordered aircraft to the total fleet for domestic leasing companies is generally above 0.6, suggesting greater potential for fleet expansion compared to Aercap and Air Lease, which have lower ratios [35]. 2.3 Outlook: Revenue Levels Gradually Increasing, Performance Elasticity Varies - The average leasing yield for major aircraft leasing companies in the first half of 2025 was 11.65%, 10.35%, 10.90%, 9.66%, 12.15%, and 9.24%, showing an upward trend [11][44]. - The performance elasticity of companies varies significantly, with Bohai Leasing and China Aircraft Leasing having over 10% of their leases maturing within a year, indicating greater potential for performance elasticity [45]. 3. Investment Recommendations - The overall outlook for the aircraft leasing industry remains positive, with continued upward trends in prosperity. The significant backlog of over 15,000 aircraft orders suggests that the supply-demand imbalance will persist in the short term, further enhancing the revenue levels of aircraft leasing companies [12][46].