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 Data and Key Metrics Changes - AerCap reported GAAP net income of $643 million and earnings per share (EPS) of $3.48 for Q1 2025, with adjusted net income of $679 million and adjusted EPS of $3.68, leading to an increase in full-year EPS guidance [5][12][16] - The company experienced a net maintenance contribution of $82 million, significantly higher than the typical range of $30 million to $40 million, primarily due to lower leasing expenses [12][13] - The net gain on sale of assets was $177 million, with total sales revenue of $683 million from 35 owned assets, resulting in a 35% unlevered gain on sale margin [13][14] - Total sources of liquidity were approximately $20 billion, including over $1 billion in cash and $11 billion in revolvers and other committed facilities [14][15] Business Line Data and Key Metrics Changes - The passenger aircraft segment saw strong demand, particularly for 787s, with successful transitions of three midlife 787s between customers in Europe [6][11] - A sale leaseback transaction worth $7.87 million was executed with a new customer, indicating strong interest in AerCap's offerings [7] - The company ordered 268 new LEAP engines in 2024, with over 120 already delivered, highlighting the operational capacity expansion in line with the growing fleet [8][10] Market Data and Key Metrics Changes - AerCap's airline customers maintained a 99% utilization rate and an 84% extension rate during the period, reflecting strong market demand despite uncertainties [5][16] - The company noted that the U.S. market represents only about 22% of the global market, emphasizing the importance of international markets in overall demand [51][64] Company Strategy and Development Direction - AerCap announced a new $500 million share repurchase program, reflecting confidence in its financial position and commitment to returning value to shareholders [5][16] - The company continues to focus on long-term fleet management strategies, emphasizing the importance of maintaining a modern fleet and avoiding short-term decision-making [56][65] - AerCap is exploring opportunities in the helicopter business, with recent agreements for leasebacks of new helicopters, indicating a diversification strategy [10][11] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about robust demand for the foreseeable future, despite some macroeconomic uncertainties [11][17] - The company acknowledged potential delays in the 777 freighter conversion program but remains confident in achieving strong performance for the year [16][17] - Management highlighted the importance of maintaining a strong balance sheet and low leverage, positioning the company well for future growth [17] Other Important Information - AerCap was upgraded to BBB+ by Fitch, achieving this rating across all three major rating agencies [15] - The company has repurchased over $1 billion worth of stock so far this year, taking advantage of market volatility [16][18] Q&A Session Summary Question: Expectations for bilateral transactions in light of tariff uncertainty - Management expects to see more bilateral negotiations due to the company's scale and global reach, particularly in engines and helicopters [20][21] Question: Impact of buyback on EPS guidance - The increase in EPS guidance was primarily driven by gains on sale and higher net maintenance contributions, with some offset from delays in the freighter conversion program [22][24] Question: Capital deployment in engines and helicopters - Management indicated ample capital availability for deployment in engines and helicopters, emphasizing profitability over growth for its own sake [30][31] Question: Indicators of demand trends - Management noted that while U.S. airlines are adjusting capacity, long-term fleet decisions remain strong, with no current reduction in demand [51][52] Question: Composition of aircraft buyers - Recent sales were approximately a quarter to airlines, a third to other lessors, and a third to investors, with minimal sales to end-of-life part outs [67] Question: Tariff impacts on lessors - Management discussed the potential for tariffs to affect aircraft supply and pricing, emphasizing the importance of maintaining access to used aircraft markets [68][72] Question: Future demand for wide-body aircraft - Strong demand for wide-body aircraft has been observed, with management confident in the market's growth potential [98][99]

AERCAP | FIRST QUARTER 2025 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 forward- looking terminology such as "may," "might," "should," "expect," "plan," "intend," "will," "aim," "estimate ...

The market expects AerCap (AER) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on April 30, 2025, might help the stock move higher if these key numbers are better th ...

Core Points - AerCap Holdings N.V. announced the appointment of Victoria Jarman as Non-Executive Director and the re-appointment of existing board members during its Annual General Meeting held on April 16, 2025 [1][3] - The re-appointments include Paul T. Dacier as Chairman of the Board and Aengus Kelly as Chief Executive Officer, along with Non-Executive Directors James Lawrence, Jennifer VanBelle, and Michael Walsh, all for a term of four years [1][3] - Michael Gradon has retired from the Board after 15 years of service, contributing significantly to AerCap's growth [2][3] Company Overview - AerCap is recognized as the global leader in aviation leasing, serving approximately 300 customers worldwide with a comprehensive fleet solution [4] - The company is listed on the New York Stock Exchange under the ticker AER and is headquartered in Dublin, with additional offices in various global locations [4]

AerCap (AER) shares ended the last trading session 7.1% higher at $95.32. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 8.7% loss over the past four weeks.The stock gained following President Donald Trump's announcement that he would pause the "reciprocal" import taxes for 90 days.This airplane leasing company is expected to post quarterly earnings of $2.70 per share in its upcoming report, which represents a yea ...

DUBLIN, April 4, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it will host a conference call and webcast for investors and analysts on Wednesday, April 30, 2025 at 8:30 a.m. Eastern Time to review its first quarter 2025 financial results. AerCap's first quarter 2025 earnings press release will be released before financial markets open in the United States on April 30, 2025. A copy of the press release will be posted on the "Investors" section of AerCap's ...

Core Insights - AerCap Holdings N.V. has reported significant business transactions in Q1 2025, reinforcing its position as a leader in aviation leasing [1] - The company serves approximately 300 customers globally, providing comprehensive fleet solutions [1] Business Transactions - AerCap signed 112 lease agreements, which included 4 widebody aircraft, 47 narrowbody aircraft, 42 engines, and 19 helicopters [3] - The company completed 49 purchases for 13 aircraft, including 8 Airbus A320neo Family aircraft, 3 Boeing 737 MAX aircraft, and 1 Boeing 787-9, along with 35 engines and 1 helicopter [3] - AerCap executed 42 sale transactions for 29 aircraft, including various models from Airbus and Boeing, as well as 11 engines and 2 helicopters [3] - The company signed financing transactions totaling approximately $1.5 billion [3] - AerCap repurchased approximately 5.7 million shares at an average price of $97.93 per share, totaling around $558 million [3] - A quarterly cash dividend of $0.27 per share was declared on ordinary shares [3]

DUBLIN, March 25, 2025 /PRNewswire/ -- AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust (together, the "Issuers"), each a wholly-owned subsidiary of AerCap Holdings N.V. ("AerCap" or the "Company"), priced an offering of $500 million aggregate principal amount of the Issuers' Fixed-Rate Reset Junior Subordinated Notes due 2056 (the "Notes"). The Notes will be issued with an initial interest rate of 6.500% per annum, to be reset on January 31, 2031 and every five years ther ...

Group 1 - AerCap has released its annual report (20-F filing) along with its Q4 results, prompting an update on valuation and investment case [1] - The analysis focuses on significant changes in the document compared to 2023 [1] - The company is based in Belgium and operates in sectors that are currently out of favor, which may present investment opportunities due to lower valuations and inefficiencies [1]