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 first quarter ended March 31, 2025, including unaudited condensed consolidated financial statements with the U.S. Securities and Exchange Commission [1] Corporate Information - AerCap is listed on the New York Stock Exchange under the ticker AER and is headquartered in Dublin, with additional offices in various global locations including Shannon, Miami, Singapore, Memphis, Amsterdam, Shanghai, and Dubai [2]

Financial Performance - AerCap reported GAAP EPS of $3.48 and adjusted EPS of $3.68 for 1Q 2025[10] - Net income for 1Q 2025 was $643 million, or $3.48 per share[15] - Adjusted net income for 1Q 2025 was $679 million, or $3.68 per share[15] - The company is raising its full-year 2025 adjusted EPS guidance to a range of $9.30 - $10.30, not including any additional gains on sale[10] - 1Q 2025 saw gains on sale of $177 million, with a 35% gain-on-sale margin, representing 2.3x book value on an equity basis[10, 26] Business Activities - AerCap engaged in significant activity across all business lines, leasing, purchasing, and selling 203 assets in 1Q 2025[11] - Basic lease rents were $1,649 million, negatively impacted by $27 million of lease premium amortization[26] - The company repurchased 5.7 million shares in 1Q 2025 for a total of $558 million[19] Financial Position - AerCap has a strong liquidity position, with next 12 months' sources-to-uses coverage of 1.8x, and approximately $20 billion in sources of liquidity[16] - The adjusted leverage ratio is 2.4x[19] - Secured debt-to-total-assets ratio is approximately 12%[19] - The average cost of debt remained unchanged at 4.1% in 1Q 2025[19] Portfolio Composition - New technology aircraft comprise 75% of the aircraft fleet[30]