Core Viewpoint - In a year of significant stock market growth, dividend-paying stocks present a viable option for investors seeking income and stability, particularly in a market characterized by high valuations. Group 1: AerCap - AerCap is a market leader in aircraft leasing, achieving a total return of over 30% in 2024 [3] - The company initiated its first quarterly dividend of $0.25 per share, resulting in a 1% annual yield, with a healthy payout ratio of approximately 9% based on 2024 guidance of $10.70 adjusted EPS [4][5] - AerCap has authorized $1.5 billion in share repurchases, buying back 6.3% of its outstanding shares, indicating management's confidence in future profits [6] Group 2: Autoliv - Autoliv, a leader in automotive safety systems, raised its quarterly dividend by 3% to $0.70 per share, yielding 2.8% annually [7] - The company suspended its dividend in 2020 but reinstated it in 2021, currently maintaining a payout ratio of 35% [8] - Autoliv's stock trades at a three-year low valuation of 13 times trailing earnings, presenting an investment opportunity despite a nearly 10% decline in 2024 [10][11] Group 3: NextEra Energy - NextEra Energy, a major electric utility, has seen its stock rise approximately 19% in 2024 and pays a quarterly dividend of $0.515 per share, yielding 2.8% [13] - The company has a strong dividend history, having paid and raised its dividend for 30 consecutive years, with a projected increase of at least 10% in early 2025 [14] - NextEra Energy has a trailing payout ratio of 59.5% and generated $7.6 billion in operating revenue, with adjusted EPS growth projected between 6% to 8% annually through 2027 [14][17]

Core Insights - AerCap Holdings N.V. (NYSE: AER) reported its third quarter results on October 30, showing a stock gain of 12.6% since the second quarter results [1] Company Summary - AerCap operates in the aerospace, defense, and airline industry, focusing on discovering investment opportunities [1] - The company utilizes in-house developed data analytics through its platform, evoX Data Analytics, to inform investment decisions [1] Analyst Background - The analysis is provided by an individual with a background in aerospace engineering, emphasizing the complex growth prospects within the industry [1] - The analyst's investment ideas are driven by data-informed analysis, providing context to industry developments [1]

DUBLIN, Oct. 30, 2024 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has filed an interim financial report including its unaudited condensed consolidated financial statements and notes for the third quarter ended September 30, 2024, with the U.S. Securities and Exchange Commission (the "SEC"). AerCap's Form 6-K can be accessed on the "Investors" section of the Company's website at www.aercap.com, as well as on the SEC's website at www.sec.gov.About AerCap Aer ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of October 2024 Commission File Number 001-33159 AERCAP HOLDINGS N.V. (Translation of Registrant's Name into English) AerCap House, 65 St. Stephen's Green, Dublin D02 YX20, Ireland, +353 1 819 2010 (Address of Principal Executive Office) Indicate by check mark whether the registrant files or will file annual ...

AERCAP | THIRD QUARTER 2024 FINANCIAL RESULTS AERCAP HOLDINGS N.V. FORWARD LOOKING STATEMENTS AND NON-GAAP FINANCIAL INFORMATION 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 forwardlooking terminology such as "may," "might," "should," "expect," "plan," "intend," "will," "aim," "estimate," ...

AerCap Holdings N.V. (NYSE:AER) Q3 2024 Earnings Conference Call October 30, 2024 8:30 AM ET Company Participants Joseph McGinley - Head of Investor Relations Aengus Kelly - Chief Executive Officer Peter Juhas - Chief Financial Officer Conference Call Participants Hillary Cacanando - Deutsche Bank Stephen Trent - Citi Moshe Orenbuch - TD Cowen Ronald Epstein - Bank of America Christopher Stathoulopoulos - Susquehanna International Group Operator Good day everyone, and welcome to the AerCap's Q3 2024 Financi ...

AerCap (AER) came out with quarterly earnings of $2.41 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $2.81 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this airplane leasing company would post earnings of $2.41 per share when it actually produced earnings of $3.01, delivering a surprise of 24.90%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. AerCap, which belon ...

Financial Performance - Net income for Q3 2024 was $375 million, or $1.95 per share, while adjusted net income was $463 million, or $2.41 per share [1][4][19] - Full-year adjusted earnings per share guidance has been raised from approximately $10.25 to approximately $10.70, excluding any gains on sale for Q4 2024 [4][21] - Total revenues and other income for Q3 2024 were $1.948 billion, a 3% increase from $1.892 billion in Q3 2023 [5][37] Revenue Breakdown - Basic lease rents for Q3 2024 were $1.605 billion, a 2% increase from $1.575 billion in Q3 2023 [5][37] - Maintenance rents and other receipts increased by 28% to $161 million in Q3 2024 compared to $126 million in Q3 2023 [5][6] - Net gain on sale of assets was $102 million in Q3 2024, down from $130 million in Q3 2023 [7][37] Operational Metrics - AerCap reported a 99% utilization rate and a 92% extension rate for used aircraft [3] - The company achieved a record operating cash flow of $5.6 billion over the last twelve months [3][4] - The adjusted debt/equity ratio as of September 30, 2024, was 2.4 to 1 [4][24] Shareholder Returns - AerCap repurchased 5.5 million shares for $497 million and announced a new $500 million share repurchase program [4][3] - A quarterly cash dividend of $0.25 per share was declared for October 2024, with a payment date of December 5, 2024 [15] Financial Position - As of September 30, 2024, total cash, cash equivalents, and restricted cash amounted to $3.955 billion, a 117% increase from $1.825 billion at the end of 2023 [13][39] - Total assets were $73.825 billion, up 4% from $71.275 billion at the end of 2023 [13][34] - Total liabilities increased to $57.072 billion, a 4% rise from $54.686 billion at the end of 2023 [13][34]

Core Viewpoint - AerCap Holdings N.V. will host a conference call and webcast on October 30, 2024, to discuss its third quarter 2024 financial results [1]. Company Information - AerCap is a global leader in aviation leasing, serving approximately 300 customers worldwide with comprehensive fleet solutions [3]. - The company is listed on the New York Stock Exchange under the ticker AER and is headquartered in Dublin, with offices in various global locations including Shannon, Miami, Singapore, and others [3]. Event Details - The third quarter 2024 earnings press release will be released before the U.S. financial markets open on October 30, 2024 [1]. - The conference call can be accessed live via phone or through AerCap's website [1]. - A replay of the webcast will be archived on the "Investors" section of the company's website for one year [2].

Core Insights - AerCap Holdings N.V. successfully completed its inaugural benchmark Sukuk issuance of $500 million with a profit rate of 4.500% and a five-year maturity period [1] - The net proceeds from the Sukuk issuance will be used for general corporate purposes, including acquiring, investing in, financing or refinancing aircraft assets and repaying indebtedness [1] - The issuance was arranged by Arab Banking Corporation and involved several joint lead managers including Dubai Islamic Bank, Emirates NBD Bank, HSBC Bank, J.P. Morgan Securities, and KFH Capital Investment Company [1] Company Overview - AerCap is recognized as the global leader in aviation leasing, serving approximately 300 customers worldwide with comprehensive fleet solutions [3] - The company is listed on the New York Stock Exchange (AER) and has a presence in multiple locations including Dublin, Shannon, Miami, Singapore, Memphis, Amsterdam, Shanghai, and Dubai [3]