AerCap (NYSE: AER ) is one of the most compelling values in the market today, with a line of sight to compound book value in the 15-20% range for at least the next five years.Individual investor and family office principal with over 20 years of investment experience. I favor fundamental analysis and look for individual issues and asset classes that are out of favor and represent a good risk/reward trade off. I often employ options strategies, covered calls on companies I own that have gotten ahead of themse ...

Core Viewpoint - AerCap Holdings N.V. will host a conference call and webcast on February 26, 2025, to discuss its fourth quarter 2024 financial results [1][2]. Group 1: Conference Call Details - The earnings press release for the fourth quarter 2024 will be released before the U.S. financial markets open on February 26, 2025 [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 available on AerCap's website for one year [3]. Group 2: Company Overview - AerCap is recognized as the 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 multiple offices globally [4].

Group 1 - AerCap Holdings N.V. primarily engages in leasing aircraft to airlines globally, acquiring units directly from manufacturers like Boeing [1] - The company operates under a business model that focuses on sustained free cash flows, low leverage, and sustainable debt [1] - AerCap is positioned to capitalize on opportunities in emerging markets, particularly in sectors like oil & gas, metals, and mining [1] Group 2 - The company emphasizes a pro-shareholder attitude, maintaining consistent buyback programs and dividend distributions [1] - AerCap's strategy includes targeting companies that are undervalued by the market but show high recovery potential [1] - The focus on companies with solid margins and investment opportunities in the medium to long term is a key aspect of AerCap's investment philosophy [1]

Issuance of Senior Notes - AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust priced an offering of senior notes totaling $1.5 billion, consisting of $750 million in 4.875% Senior Notes due 2028 and $750 million in 5.375% Senior Notes due 2031 [1] - The notes are fully and unconditionally guaranteed on a senior unsecured basis by AerCap Holdings N.V. and certain subsidiaries [1] Use of Proceeds - The net proceeds from the notes will be used for general corporate purposes, including acquiring, investing in, financing or refinancing aircraft assets, and repaying indebtedness [2] Underwriters and Registration - Citigroup, Deutsche Bank Securities, Barclays, Credit Agricole CIB, and TD Securities are serving as joint book-running managers for the offering [2] - A registration statement on Form F-3 was filed with the SEC and became effective on October 18, 2024 [3] Company Overview - AerCap is the global leader in aviation leasing with one of the most attractive order books in the industry [6] - The company serves approximately 300 customers worldwide and is listed on the New York Stock Exchange (AER) [6]

Full Year 2024 Transactions - AerCap signed 496 lease agreements, completed 150 purchases, and executed 166 sale transactions [4] - The company signed financing transactions totaling approximately $17.5 billion [4] - AerCap repurchased approximately 16.8 million shares at an average price of $87.80 per share, totaling around $1.5 billion [4] Fourth Quarter 2024 Transactions - In Q4, AerCap signed 92 lease agreements, which included 14 widebody aircraft, 14 narrowbody aircraft, 33 engines, and 31 helicopters [4] - The company completed 41 purchases for 27 aircraft, including various models from Airbus and Boeing, as well as 10 engines and 4 helicopters [4] - AerCap executed 55 sale transactions for 26 aircraft and 25 engines, along with 4 helicopters [4] - Financing transactions in Q4 amounted to approximately $1.8 billion [4] - The company repurchased approximately 3.1 million shares at an average price of $94.74 per share, totaling around $297 million [4] - A quarterly cash dividend of $0.25 per share was paid on ordinary shares [4] Company Overview - AerCap is recognized as the global leader in aviation leasing, serving approximately 300 customers worldwide with comprehensive fleet solutions [2] - The company is listed on the New York Stock Exchange (AER) and is headquartered in Dublin, with multiple offices globally [2]

Company Overview - AerCap is the global leader in aviation leasing with a strong order book and serves approximately 300 customers worldwide [1][6] - The company is listed on the New York Stock Exchange (AER) and is headquartered in Dublin, with multiple offices globally [1] Recent Developments - AerCap has signed a sale and leaseback agreement for one new Boeing 787-9 aircraft with TAAG Angola Airlines, scheduled for delivery in February 2025 [6] - This agreement marks a significant milestone for TAAG as part of its fleet modernization program [7] Customer Insights - TAAG Angola Airlines is recognized as the leading airline in Angola, operating 12 domestic and 11 international destinations [5] - The introduction of the Boeing 787-9 is expected to enhance TAAG's operational efficiency and sustainability, improving passenger experience and reducing operational costs [7]

Core Viewpoint - In a year of significant stock market growth, dividend-paying stocks present a viable option for investors seeking income and stability, particularly in a market characterized by high valuations. Group 1: AerCap - AerCap is a market leader in aircraft leasing, achieving a total return of over 30% in 2024 [3] - The company initiated its first quarterly dividend of $0.25 per share, resulting in a 1% annual yield, with a healthy payout ratio of approximately 9% based on 2024 guidance of $10.70 adjusted EPS [4][5] - AerCap has authorized $1.5 billion in share repurchases, buying back 6.3% of its outstanding shares, indicating management's confidence in future profits [6] Group 2: Autoliv - Autoliv, a leader in automotive safety systems, raised its quarterly dividend by 3% to $0.70 per share, yielding 2.8% annually [7] - The company suspended its dividend in 2020 but reinstated it in 2021, currently maintaining a payout ratio of 35% [8] - Autoliv's stock trades at a three-year low valuation of 13 times trailing earnings, presenting an investment opportunity despite a nearly 10% decline in 2024 [10][11] Group 3: NextEra Energy - NextEra Energy, a major electric utility, has seen its stock rise approximately 19% in 2024 and pays a quarterly dividend of $0.515 per share, yielding 2.8% [13] - The company has a strong dividend history, having paid and raised its dividend for 30 consecutive years, with a projected increase of at least 10% in early 2025 [14] - NextEra Energy has a trailing payout ratio of 59.5% and generated $7.6 billion in operating revenue, with adjusted EPS growth projected between 6% to 8% annually through 2027 [14][17]

Core Insights - AerCap Holdings N.V. (NYSE: AER) reported its third quarter results on October 30, showing a stock gain of 12.6% since the second quarter results [1] Company Summary - AerCap operates in the aerospace, defense, and airline industry, focusing on discovering investment opportunities [1] - The company utilizes in-house developed data analytics through its platform, evoX Data Analytics, to inform investment decisions [1] Analyst Background - The analysis is provided by an individual with a background in aerospace engineering, emphasizing the complex growth prospects within the industry [1] - The analyst's investment ideas are driven by data-informed analysis, providing context to industry developments [1]

DUBLIN, Oct. 30, 2024 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has filed an interim financial report including its unaudited condensed consolidated financial statements and notes for the third quarter ended September 30, 2024, with the U.S. Securities and Exchange Commission (the "SEC"). AerCap's Form 6-K can be accessed on the "Investors" section of the Company's website at www.aercap.com, as well as on the SEC's website at www.sec.gov.About AerCap Aer ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of October 2024 Commission File Number 001-33159 AERCAP HOLDINGS N.V. (Translation of Registrant's Name into English) AerCap House, 65 St. Stephen's Green, Dublin D02 YX20, Ireland, +353 1 819 2010 (Address of Principal Executive Office) Indicate by check mark whether the registrant files or will file annual ...