Aercap Q4 Earnings Call Highlights

Ukraine-related insurance and other recoveries were a major contributor in 2025. Kelly said AerCap received $1.5 billion of recoveries during the year, largely due to a court judgment in June, bringing total pre-tax recoveries since 2023 to roughly $3 billion. He added that this exceeded the net charge of $2.7 billion recognized in 2022.AerCap generated $5.4 billion of operating cash flow in 2025 and had cash capital expenditures (Cash CapEx) of $6.1 billion. Kelly said the company returned $2.6 billion of ...