AerCap Hlds

AerCap Holdings NV engages in the leasing, financing, sales, and management of commercial flight equipment. It also provides aircraft owners, financiers and investors with asset services to manage an aircraft portfolio. The company was founded in 1995 and is headquartered in Dublin, Ireland.

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AerCap exceeds Q4 earnings, eyes China recovery and capital allocation

AerCap's strong financial performance, liquidity position, and market presence position it well for growth.
Challenges include addressing analyst concerns on asset depreciation and managing cargo yield fluctuations.
Opportunities lie in capital allocation strategies, market recovery in China, and favorable lease rate dynamics.

AerCap posts robust Q1 earnings, eyes global aviation growth

AerCap's strong Q1 performance driven by robust cash flows and strategic asset management, focusing on shareholder value and new technology aircraft.
Challenges include legal proceedings, increased insurance rates, and delays in delivery schedules, while opportunities lie in global aviation demand and asset management.
The company's strengths in cash generation, asset sales, and helicopter leasing business position it well for future growth, with a positive outlook for the next quarterly update.
AerCap's barbell portfolio strategy faces challenges in OE deliveries and supply chain motivations, but opportunities outside China and in new technology aircraft drive growth.

AerCap reports strong Q2 earnings, eyes Transpacific for growth

AerCap's Q2 performance reflects robust financial results and strategic initiatives for growth.
Despite market challenges, the company's strong liquidity and focus on buybacks position it well.
Transpacific expansion and buyback programs present promising opportunities for future growth.

AerCap reports strong Q3 earnings and outlines growth strategies

AerCap's Q3 2023 earnings call showcased robust financial performance, strategic capital management, and market adaptability. Despite challenges from supply chain disruptions and industry delays, the company remains well-positioned with strong liquidity and shareholder value creation strategies. Opportunities for growth lie in the company's market position and proactive financial planning.

AerCap posts record earnings, eyes growth amid aviation challenges

AerCap's record earnings and strong cash flows in Q4 2023 set a solid foundation for continued success in 2024, despite industry challenges.
The company's strategic focus on share repurchases, asset monetization, and maximizing shareholder value underscores its commitment to sustainable growth.
Navigating aircraft shortages, maintenance challenges, and market dynamics, AerCap remains well-positioned to capitalize on opportunities and drive performance.
Collaboration with manufacturers, market trends favoring Airbus A321, and credit rating aspirations signal a proactive and resilient approach to future growth.

AerCap reports robust Q1 earnings, eyes growth amid industry challenges

AerCap Holdings delivered impressive financial performance in Q1 2024, driven by strong adjusted EPS and net income growth.
Despite challenges in delivery timelines and industry competition, the company remains well-positioned with a solid financial foundation.
Opportunities lie in capitalizing on strong demand for new aircraft, expanding market share in key segments, and leveraging raised guidance for growth.
Investor interest is expected to increase with the upcoming Capital Markets Day, offering insights into the company's strategic direction.

AerCap reports robust Q2 earnings, eyes U.S. market growth

AerCap delivered a strong performance in Q2 2024, with increased earnings guidance and notable transactions, supported by solid financial strength and credit ratings.
While facing challenges such as balance sheet growth and market concentration shifts, the company remains well-positioned to capitalize on opportunities for expansion and value creation.
Investors can be optimistic about AerCap's performance and strategic direction, considering its financial stability, shareholder returns, and growth prospects in the aviation sector.

AerCap posts robust Q3 results, faces Boeing strike challenges

AerCap's Q3 performance reflects financial strength and operational resilience despite challenges from the Boeing strike.
The company's strategic initiatives, including increased earnings guidance and shareholder returns, position it well for future growth.
Addressing market concerns and leveraging opportunities in the aircraft leasing sector will be crucial for AerCap's sustained success.

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AerCap Holdings NV engages in the leasing, financing, sales, and management of commercial flight equipment. It offers passenger and cargo aircraft. The company was founded in 1995 and is headquartered in Dublin, Ireland.

AerCap Holdings' (AER) CEO Aengus Kelly on Q1 2021 Results - Earnings Call Transcript

DUBLIN, April 28, 2021 /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 first quarter ended March 31, 2021 with the U.S. Securities and Exchange Commission (the "SEC").

AerCap Holdings N.V. Announces Filing of Interim Financial Report for the First Quarter of 2021

AerCap (AER) delivered earnings and revenue surprises of 72.32% and 6.85%, respectively, for the quarter ended March 2021. Do the numbers hold clues to what lies ahead for the stock?

AerCap (AER) Beats Q1 Earnings and Revenue Estimates

DUBLIN, April 28, 2021 /PRNewswire/ -- AerCap Holdings N.V. (NYSE: AER), the global leader in aircraft leasing, today reported financial results for the first quarter of 2021 ended March 31, 2021.

AerCap Holdings N.V. Reports Financial Results for the First Quarter 2021

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Green Brick Partners

In his first-quarter letter to investors of Greenlight Capital, David Einhorn (Trades, Portfolio) speculated that rising inflation expectations are driving value stocks higher.

David Einhorn's Favorite Value Investment Appears Cheap

DUBLIN, April 8, 2021 /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 28, 2021 at 8:30 a.m.

AerCap Holdings N.V. to Release First Quarter 2021 Financial Results on April 28, 2021

DUBLIN, April 7, 2021 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the first quarter 2021: Signed lease agreements for 60 aircraft, including 28 widebody aircraft and 32 narrowbody aircraft.

AerCap Leased, Purchased and Sold 70 Aircraft in the First Quarter 2021

Cash flow has improved for the second consecutive quarter. Deferral requests have slowed down.

AerCap: Strong Cash Recovery

AerCap's acquisition of GEACS is a bold move that will roughly replicate its current fleet, but at a 20% to 25% discount to book.

AerCap Scores The Mother Of 'Buy Low, Sell High' Deals

DUBLIN, March 29, 2021 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) today announced it has signed lease agreements with Norse Atlantic Airways for the lease of six used Boeing 787-9s and three used Boeing 787-8 aircraft.

AerCap Signs Lease Agreements with Norse Atlantic Airways for 9 Boeing 787 Aircraft

Aircraft leasing giant AerCap's acquisition of rival GECAS will reduce competition in the aircraft market and spells bad news for airlines, the head of their main global body said on Wednesday.

AerCap-GECAS tie-up is 'bad news' for airlines, says IATA chief

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An Aircraft Leasing Company Worth Watching

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Raytheon Technologies

Investors should not ignore the potential for a significant recovery in the aviation industry over a multi-year timeframe.

Ignore the Market Fears, Aviation Stocks Look Set for a Big Recovery

AerCap's CEO says aircraft lessors will become more important as cash-strapped U.S. airlines save cash to pay down debt.

AerCap CEO talks the future of aircraft leasing after massive GE deal

GE recently announced it was merging GECAS with AerCap. I believe CEO Larry Culp just hit a home run. The deal allows GE to rid itself of money-losing GECAS. GE will receive $24 billion in cash, which will improve GE's balance sheet.

General Electric: Culp Hits Home Run With GECAS, AerCap Deal

Wall Street chimes in on the company's complex deal with General Electric.

Why AerCap Holdings Stock Is Higher Today

The acquisition of General Electric's leasing arm GECAS by AerCap will produce a giant, powerful player with implications for aircraft manufacturers and airlines alike.

AerCap's Takeover Of GECAS Is A Big Consolidation Step In The Aircraft Leasing Sector

GE is taking another bold step to shrink its GE Capital finance subsidiary and simplify its balance sheet.

GE Sells Aircraft-Leasing Unit to AerCap: What It Means for Investors

When Irishman Aengus Kelly got his first job in aircraft leasing in 1996 it was with a firm so down on its luck the American giant General Electric had an option to buy it for one dollar.

Hard lessons help AerCap boss Kelly rebuild air finance titan

Furthering its efforts to reduce debt and strengthen its core businesses, General Electric Co. (NYSE:GE) announced on Wednesday it is selling its GE Capital Aviation Services division to AerCap Holdings NV (NYSE:AER).

GE Sells Aircraft Leasing Division to AerCap

Shares of General Electric Co. dropped Wednesday, after the industrial conglomerate confirmed a $30 billion deal with AerCap Holdings NV, while also surprisingly proposing a 1-for-8 reverse stock split.

GE stock turns lower after confirming $30 billion AerCap deal, proposing reverse stock split

General Electric takes another step in its long makeover with AerCap deal.

GE, AerCap's $30B air leasing deal sealed

General Electric Co said on Wednesday Ireland's AerCap Holdings NV would acquire its aircraft-leasing business in a deal that will help reduce the company's debt by $30 billion.

AerCap to acquire GE's aircraft-leasing unit

Shares of General Electric Co. rallied 3.2% toward a three-year high in premarket trading Wednesday after the industrial conglomerate confirmed an agreement to combine its GE Capital Aviation Services (GECAS) aircraft leasing business with AerCap Holdings N.V. , in a deal which creates more than $30 billion in value for GE shareholders.

News for AerCap Hlds Stock (AER)