Company Overview - Willis Lease Finance Corporation (WLFC) is a leading lessor of commercial aircraft engines and a global provider of aviation services [1][3] - The company engages in leasing large and regional spare commercial aircraft engines and aircraft to various clients, including airlines and maintenance providers [3] Recent Appointment - Steven Bridgland has been appointed as Head of Investor Relations & Capital Markets for Willis Aviation Capital, the company's newly announced asset manager [1] - In his role, Bridgland will manage existing investor relationships, develop new ones, and support capital deployment efforts [1] Experience and Expertise - Bridgland brings over three decades of experience in equity and debt capital markets, investor relations, and aviation finance [2] - His previous roles include senior positions at Deucalion Aviation, DVB, RBC Capital Markets, and Greenwich NatWest, with a strong focus on structuring aviation funds and joint ventures [2] Leadership Statement - Brian R. Hole, Global Head of Managed Funds & Credit at WLFC, expressed excitement about Bridgland's appointment, highlighting his trustworthiness and integrity [3]

机构：中金公司 研究员：Qingqing MAO/Xuejian ZHENG/Zeyu YAO/Xin YANG/Qibin FENG/Qikun WU Company Update What's new BOC Aviation announced its operating data for 4Q25. Looking ahead, we believe the firm may enter a growth cycle with rising volume and prices amid improving delivery and interest rate cuts by the US Federal Reserve, supporting steady valuation upside. Comments Supplier deliveries improve; balance sheet to expand steadily on ample order book. In 4Q25, the firm delivered 16 aircraft (+3 YoY and +5 QoQ) and c ...

Core Viewpoint - AerCap Holdings has signed purchase and leaseback agreements with Virgin Atlantic for six new Airbus A330-900 aircraft, with deliveries scheduled from Q2 2026 to Q4 2027 [1][2]. Group 1: AerCap Holdings - AerCap is a global leader in aviation leasing, serving approximately 300 customers worldwide with a comprehensive fleet solution [3]. - The company is listed on the New York Stock Exchange (AER) and is headquartered in Dublin, with offices in various global locations [3]. Group 2: Virgin Atlantic - Virgin Atlantic, founded by Sir Richard Branson in 1984, emphasizes innovation and customer service, and was voted Britain's only Global Five Star Airline by APEX for nine consecutive years [4]. - The airline operates a leading transatlantic network in partnership with Delta Air Lines, offering connections to over 200 cities globally [5]. - Virgin Atlantic has committed to achieving Net Zero by 2050 and operates one of the youngest and most fuel-efficient fleets, with an average aircraft age under seven years [6].

Core Viewpoint - AerCap Holdings N.V. has successfully priced an offering of senior notes totaling $1.75 billion, which includes $900 million of 4.125% Senior Notes due 2029 and $850 million of 4.750% Senior Notes due 2033, aimed at financing aircraft assets and repaying debt [1][2]. Group 1: Offering Details - The offering consists of two types of senior notes: $900 million of 4.125% Senior Notes due 2029 and $850 million of 4.750% Senior Notes due 2033 [1]. - The notes will be fully and unconditionally guaranteed on a senior unsecured basis by AerCap and certain subsidiaries [1]. Group 2: Use of Proceeds - The net proceeds from the notes will be utilized for general corporate purposes, including the acquisition, investment, financing, or refinancing of aircraft assets and repayment of existing indebtedness [2]. Group 3: Underwriters - The joint book-running managers for the underwritten public offering include J.P. Morgan, Wells Fargo Securities, Credit Agricole CIB, Goldman Sachs & Co. LLC, and RBC Capital Markets [2]. Group 4: Company Overview - AerCap is recognized as the global leader in aviation leasing, serving approximately 300 customers worldwide with a comprehensive range of fleet solutions [6]. - The company is listed on the New York Stock Exchange under the ticker AER and has a presence in multiple global locations including Dublin, Shannon, Memphis, Miami, Singapore, London, Dubai, Shanghai, and Amsterdam [6].

Core Viewpoint - AerCap Holdings N.V. will host a conference call and webcast on February 6, 2026, to discuss its fourth quarter 2025 financial results [1]. Group 1: Conference Call Details - The fourth quarter 2025 earnings press release will be released before the U.S. financial markets open on February 6, 2026, and will be available on AerCap's website [2]. - The conference call can be accessed by dialing specific numbers for U.S./Canada and international participants, with a reference code provided [3]. - A replay of the webcast will be archived on the "Investors" section of AerCap's website for one year [3]. Group 2: Company Overview - 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 multiple global locations [4].

Core Insights - AerCap Holdings N.V. has reported significant business transactions for the full year and fourth quarter of 2025, highlighting its leadership in aviation leasing [1][5]. Full Year 2025 Transactions - The company signed 371 lease agreements, completed 145 purchases, and executed 189 sale transactions [5]. - Financing transactions amounted to approximately $13.2 billion [5]. - AerCap received cash insurance proceeds of about $1.5 billion, primarily from a judgment related to assets lost in Russia in 2022 [5]. - The company repurchased approximately 22.1 million shares at an average price of $109.92 per share, totaling around $2.4 billion [5]. Fourth Quarter 2025 Transactions - In the fourth quarter, AerCap signed 122 lease agreements, which included 22 widebody aircraft, 42 narrowbody aircraft, 36 engines, and 22 helicopters [5]. - The company completed 40 purchases for 30 aircraft, including various models from Airbus and Boeing, as well as 2 engines and 8 helicopters [5]. - A total of 78 sale transactions were completed for 62 aircraft and 14 engines, along with 2 helicopters [5]. - Financing transactions in the fourth quarter were approximately $8.5 billion [5]. - The company repurchased about 3.5 million shares at an average price of $127.63 per share, totaling approximately $444 million [5]. - A quarterly cash dividend of $0.27 per share was declared on ordinary shares [5]. Company Overview - AerCap is recognized as the global leader in aviation leasing, serving around 300 customers worldwide with a comprehensive range of fleet solutions [3]. - The company is listed on the New York Stock Exchange (AER) and has a global presence with offices in multiple major cities [3].

Core Insights - AerCap Holdings N.V. has delivered the first of ten Airbus A321neo aircraft to Thai Airways International, with the remaining nine scheduled for delivery through 2028 [1][2] Company Overview - AerCap is a global leader in aviation leasing, serving approximately 300 customers worldwide and maintaining a strong order book in the industry [3] - The company is listed on the New York Stock Exchange (AER) and has a global presence with offices in multiple cities including Dublin, Singapore, and Shanghai [3] Thai Airways Overview - Thai Airways, established in 1960, operates from Suvarnabhumi Airport and connects 64 destinations across 30 countries [4] - The airline emphasizes responsibility and sustainability in its operations, aligning with its commitment to modernize its fleet [4]

Core Insights - AerCap Holdings is recognized as a highly profitable value stock, with Truist initiating coverage with a Buy rating and a price target of $159, emphasizing its dominant market position and stable operations [1] - The company is focused on shareholder returns, leading to consistent book value appreciation and gains from asset disposals, showcasing the effectiveness of its long-term strategy [1] Group 1: Business Developments - AerCap signed lease agreements for two new Airbus A321neo aircraft with My Freighter, marking a significant milestone as My Freighter becomes AerCap's first customer in Uzbekistan [2] - The delivery of these aircraft is scheduled for Q4 2027, supporting My Freighter's goal of establishing Tashkent as a strategic hub connecting Eastern and Western markets [2] - The addition of these fuel-efficient aircraft is aimed at expanding Centrum Air's international network, including new routes to Europe, aligning with AerCap's mission to support emerging markets [3] Group 2: Market Position - AerCap operates in leasing, financing, selling, and managing commercial flight equipment across the US, China, and internationally, highlighting its extensive market reach [4] - Truist's analysis underscores AerCap's strong market position and the potential for steady growth, reinforcing its attractiveness as an investment opportunity [1][3]

LOS ANGELES--(BUSINESS WIRE)--Air Lease (NYSE: AL) announced today that its Class A common stockholders have voted to approve the previously announced definitive merger agreement, dated as of September 1, 2025, pursuant to which Air Lease will be acquired by a new holding company named Sumisho Air Lease Corporation DAC, based in Dublin, Ireland, whose shares will be held by Sumitomo Corporation, SMBC Aviation Capital Limited, and investment vehicles affiliated with Apollo managed funds and Broo. ...

Core Insights - AerCap Holdings N.V. has signed lease agreements for two Airbus A321neo aircraft with My Freighter, marking AerCap's first customer in Uzbekistan [1][2] - The A321neo aircraft are scheduled for delivery in Q4 2027, which will enhance My Freighter's operational capabilities and support its expanding international network [1][2] Company Overview - AerCap is a global leader in aviation leasing, serving approximately 300 customers worldwide and is listed on the New York Stock Exchange [3] - My Freighter, based in Tashkent, Uzbekistan, is a cargo airline that operates scheduled and chartered flights across Europe, Asia, and the Middle East, specializing in transporting perishable goods and hazardous materials [4] - Centrum Air, established in January 2023, is Uzbekistan's largest private airline, operating under My Freighter's Air Operator Certificate and focusing on expanding its network and fleet [5]