MONSEY, N.Y., Oct. 21, 2025 (GLOBE NEWSWIRE) -- The law firm of Wohl & Fruchter LLP has renewed its investigation into the fairness of the proposed sale of Air Lease Corporation (NYSE: AL) (“Air Lease”) for $65.00 per share in cash to a new holding company owned by Sumitomo Corporation, SMBC Aviation Capital Limited, and investment vehicles affiliated with Apollo and Brookfield. On October 15, 2025, AL filed a preliminary proxy with the SEC concerning the proposed sale. Based on our review of the preliminar ...

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 ...

DUBLIN, Oct. 13, 2025 (GLOBE NEWSWIRE) -- Titan Aviation Leasing (“Titan”), the joint venture between Titan Aviation Holdings, Inc., a subsidiary of Atlas Air Worldwide, and Bain Capital, today announced the acquisition of one Boeing 777-300ER aircraft. The aircraft, manufacturer serial number (MSN) 61735, is currently on long-term lease to Philippine Airlines, the flag carrier of the Philippines. Titan will manage the asset. This acquisition advances Titan's long-haul widebody strategy and supports growth ...

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].

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 ...

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 Insights - Shares of Willis Lease Finance Corporation (WLFC) increased by 8.1% post-earnings report for Q2 2025, outperforming the S&P 500's 1% growth during the same period [1] - The company reported Q2 2025 EPS of $8.43, a significant increase from $6.21 in Q2 2024 [1] Revenue and Earnings Performance - WLFC's total revenues reached $195.5 million, marking a 29.4% increase from $151.1 million in the previous year, driven by strong lease rent growth and increased spare parts and equipment sales [2] - Lease rent revenue rose 29.4% year over year to $72.3 million, while net income attributable to common shareholders surged 41.5% to $59 million [2] Key Business Metrics - Maintenance reserve revenues decreased by 19.3% year over year to $50.7 million due to timing differences and fewer engines coming off long-term leases [3] - Recurring short-term maintenance reserve revenue increased by 9.5%, reflecting higher engine utilization and contractual rate increases [4] - Spare parts and equipment sales skyrocketed nearly 391% to $30.4 million, driven by a large engine sale and strong demand as airlines extended fleet life [4] - The company's portfolio utilization rate improved to 88.3% at quarter end, up from 76.7% at year-end 2024 [4] Management Commentary - CEO Austin C. Willis attributed the record performance to a durable business model, rising lease rates, and strong demand for integrated maintenance and parts services [5] - CFO Scott B. Flaherty highlighted higher equipment sales, stronger lease revenues, and a $43 million gain from the consultancy business sale as key profitability drivers [5] Factors Influencing Financial Results - Revenue growth was bolstered by higher gross equipment sales, increased utilization, and strong demand for fixed asset trading, resulting in a $27.6 million gain on the sale of leased equipment, up 91.2% from the prior year [6] - Expenses rose significantly, with general and administrative costs up 45.4% and technical expenses up 66.2%, partly due to increased engine repair activity and legal costs [6] - Interest expense increased by 36.7% due to higher debt levels associated with expanded portfolio investments [6] Other Developments - WLFC sold its U.K.-based aviation consultancy business, generating a $43 million gain, which was part of a strategic reallocation towards core leasing and maintenance operations [8] - In July, Willis Aviation Services secured a commitment from Jet2.com for two base maintenance lines in the U.K., indicating ongoing expansion in maintenance capabilities [8]

Group 1: Formation of Blue Crest Aviation Partners - Crestone Air Partners announced the formation of Blue Crest Aviation Partners, a joint venture with funds managed by Blue Owl Capital, aimed at acquiring mid-life commercial jet aircraft leased to airlines globally through an income-oriented strategy [1][4] - Blue Crest represents the next stage of Crestone's capital formation, following the successful deployment of Contrail JV II and affiliated sidecar vehicles, with hundreds of millions of dollars invested in aviation assets since 2020 [3][4] Group 2: Crestone Air Partners Overview - Crestone is a wholly owned subsidiary of Air T, Inc., benefiting from an integrated operating platform that includes MRO, parts sales, storage, disassembly, and leasing services to support mature-phase aircraft management [2][5] - The company targets transactions in the secondary market, focusing on the last decade of the asset lifecycle, and offers flexible lease terms tailored to customer requirements [5] Group 3: Blue Owl Capital Overview - Blue Owl Capital is a leading asset manager with over $284 billion in assets under management as of June 30, 2025, investing across three multi-strategy platforms: Credit, Real Assets, and GP Strategic Capital [6] - The firm provides private capital solutions to drive long-term growth and offers differentiated alternative investment opportunities aimed at delivering strong performance and capital preservation [6]

Company Overview - AerCap Holdings N.V. is a global leader in aviation leasing with a strong order book and serves approximately 300 customers worldwide [2] Financial Reporting - AerCap has filed an interim financial report for the second quarter ended June 30, 2025, including unaudited condensed consolidated financial statements with the U.S. Securities and Exchange Commission [1] Industry Context - The company operates in the aviation leasing industry, which is influenced by various factors including economic conditions, geopolitical tensions, and regulatory changes [3][4]

Financial Data and Key Metrics Changes - The company reported adjusted EBITDA of $347.8 million in Q2 2025, up 30% from $268.6 million in Q1 2025 and up 63% from $213.9 million in Q2 2024 [19] - Adjusted free cash flow for the first half of 2025 was $370 million, exceeding the target of $350 million, with expectations to reach $750 million for the full year [14] - The company raised its EBITDA outlook for aviation leasing from $500 million to $600 million and for aerospace products from $600-650 million to $650-700 million for 2025 [15] Business Line Data and Key Metrics Changes - Aerospace products generated $165 million in adjusted EBITDA with a margin of 34%, reflecting a 26% increase from $130.9 million in Q1 2025 and an 81% increase from $91.2 million in Q2 2024 [21] - The leasing segment posted approximately $199 million of EBITDA, with the pure leasing component at $169 million, up from $152 million in Q1 2025 [20] - The company refurbished 184 CFM56 modules in Q2, a 33% increase from the previous quarter [11] Market Data and Key Metrics Changes - The company estimates its market share at 9%, approximately double from the previous year, with a long-term goal of reaching 25% [8] - The global demand for prebuilt engines and modules is increasing, providing a flexible and cost-effective alternative to traditional maintenance [9] Company Strategy and Development Direction - The company aims to expand its aerospace products margins to over 40% by 2026 through various strategies, including new procurement programs and the introduction of PMA parts [10][11] - The acquisition of Pacific Aerodynamic is expected to enhance operational efficiencies and further differentiate the company's offerings in the market [12] - The company is actively reviewing M&A opportunities to further enhance its capabilities and market position [13] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term growth potential of the aerospace market, driven by the aging of aircraft and engines, which increases maintenance needs [18] - The company anticipates substantial growth in free cash flow in the coming years as it completes its pivot to an asset-light business model [14] - Management highlighted the positive reception from airline customers regarding their engine maintenance solutions, emphasizing the cost and risk advantages [41] Other Important Information - The company announced its 41st dividend as a public company, amounting to $0.30 per share, to be paid on August 19, 2025 [7] - The company has closed on additional equity partners for its Strategic Capital Initiative (SCI) and expects to invest $4 billion through the partnership [16] Q&A Session Summary Question: What are the margin improvements expected for Aerospace products in 2026? - Management indicated that margin improvements could be between 5 to 10 percentage points due to various factors, including new serviceable materials and PMA parts [25][26] Question: Can you elaborate on the Pacific Aerodynamic acquisition and its impact? - The acquisition is expected to save $50,000 per shop visit, leading to a payback period of about six months, enhancing the company's repair capabilities [27][28] Question: What is the customer reception of the modules and the potential for repeat business? - Customer feedback has been positive, with airlines recognizing the cost and risk advantages of outsourcing engine maintenance [41][42] Question: How does the company plan to address technician shortages? - The company has developed a training academy and immersive learning experiences to attract and train young technicians [48][50] Question: What is the outlook for the Strategic Capital Initiative? - Management is optimistic about the SCI's performance and plans to decide on a second initiative in the near future, given the current success [67][68] Question: What is the company's strategy regarding PMA parts? - The company is awaiting FAA approval for key PMA parts, which are expected to significantly contribute to cost savings [75] Question: How does the company view the value of legacy engines in the coming years? - Management expects a slowdown in growth but believes that market share gains and OEM price increases will drive future growth [104][106]