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.

Airlines could face shortages of planes, engines and parts for several years as they try to meet a strong rebound in travel demand, the head of aircraft leasing giant AerCap told Reuters.

AerCap CEO says airlines to face supply squeeze for many years

India's fast-growing airline industry faces higher leasing bills and growing hesitation from financiers after foreign lessors were blocked from recovering jets caught up in the bankruptcy of Go First, the head of leasing giant AerCap told Reuters.

AerCap says jet recovery dispute will hit Indian airline costs

AerCap Holdings N.V. AER said Wednesday its AerCap Ireland Capital Designated Activity Co. and AerCap Global Aviation Trust have priced a $1 billion offering of 5.750% senior five-year bonds at 99.031, or at a yield to maturity of 5.977%.

AerCap units price $1 billion offering of five-year bonds

DUBLIN , May 31, 2023 /PRNewswire/ -- On May 30, 2023, AerCap Ireland Capital Designated Activity Company ("AICDAC") 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 senior notes, consisting of $1 billion aggregate principal amount of the Issuers' 5.750% Senior Notes due 2028 (the "Notes") issued at a price to the public of 99.031%, resulting in a yield to maturity of 5.977%.

AerCap Holdings N.V. Announces Pricing of $1 Billion Aggregate Principal Amount of Senior Notes

AerCap Holdings reported positive first quarter earnings and maintained a positive outlook. The company already has exhausted its $500 million share repurchase plan while authorizing an additional $500 million through September.

AerCap Holdings: Performance Continues To Impress; Reiterate Buy

The average of price targets set by Wall Street analysts indicates a potential upside of 25.2% in AerCap (AER). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Wall Street Analysts See a 25.24% Upside in AerCap (AER): Can the Stock Really Move This High?

DUBLIN , May 22, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has signed lease agreements for two used Boeing 737-8 MAX aircraft with ASKY, The Pan-African Airline, headquartered in Togo.

AerCap Signs Lease Agreements with New Customer ASKY Airlines for Two Boeing 737 Max Aircraft

-  First lessor to lease aircraft to Air India under new Tata Group ownership DUBLIN , May 18, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has completed a mandate for the lease of four new Airbus A321neo aircraft with Air India, the flag carrier of India, following the delivery of the fourth aircraft.

AerCap Delivers Four New Airbus A321neo Aircraft to Air India

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The mean of analysts' price targets for AerCap (AER) points to a 30% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Wall Street Analysts See a 30.03% Upside in AerCap (AER): Can the Stock Really Move This High?

AerCap results beat expectations, even though year-over-year adjusted numbers were somewhat soft. Management missed a big stock repurchase opportunity that would have taken out shares at significantly higher discounts than what it has achieved in Q1.

AerCap Stock: Buy And Become An Airplane Lessor!

AerCap Holdings N.V. (NYSE:AER ) Q1 2023 Earnings Conference Call May 2, 2023 8:30 AM ET Company Participants Joseph McGinley – Head of Investor Relations Aengus Kelly – Chief Executive Officer Pete Juhas – Chief Financial Officer Conference Call Participants Catherine O'Brien – Goldman Sachs Moshe Orenbuch – Credit Suisse Jamie Baker – J.P.

AerCap Holdings N.V. (AER) Q1 2023 Earnings Call Transcript

DUBLIN , May 2, 2023 /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, 2023, 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 2023

AerCap (AER) came out with quarterly earnings of $2.34 per share, beating the Zacks Consensus Estimate of $2 per share. This compares to earnings of $2.23 per share a year ago.

AerCap (AER) Q1 Earnings and Revenues Beat Estimates

Net income for the first quarter of 2023 was $432 million, or $1.79 per share. Adjusted net income for the first quarter of 2023 was $566 million, or $2.34 per share.

AerCap Holdings N.V. Reports Financial Results for First Quarter 2023

AerCap (AER) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Analysts Estimate AerCap (AER) to Report a Decline in Earnings: What to Look Out for

DUBLIN , April 17, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced the publication of its sixth annual Environmental, Social, and Governance ("ESG") Report, for the year ended December 31, 2022.

AerCap Publishes ESG Report for 2022

DUBLIN , April 6, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the first quarter 2023: Signed 155 lease agreements, including 18 widebody aircraft, 58 narrowbody aircraft, 55 engines and 24 helicopters.

AerCap Leased, Purchased and Sold 252 Assets in the First Quarter 2023 and Signed Financing Transactions for Approximately $6.7 Billion

DUBLIN , April 5, 2023 /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 Tuesday, May 2, 2023 at 8:30 a.m.

AerCap Holdings N.V. to Release First Quarter 2023 Financial Results on May 2, 2023

DUBLIN , March 31, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has signed lease agreements for two 737-800BCF (Boeing Converted Freighters) with newly launched cargo airline, PT Rusky Aero Indonesia, operating as Raindo United Services ("Raindo").

AerCap Signs Lease Agreements with PT Rusky Aero Indonesia for Two 737-800BCF - Boeing Converted Freighters

Air Lease

Lessors have been able to pass higher interest rates to customers for which the lease has yet to start. 98% of the leases is fixed rate, meaning market value changes or interest value changes cannot be passed on once the lease has commenced.

AerCap And Air Lease Corporation: The Implications Of A Credit Crunch

DUBLIN , March 13, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced the completion of the secondary public offering of 23,000,000 of its ordinary shares by GE Capital US Holdings, Inc. (the "Selling Shareholder"), a wholly owned subsidiary of General Electric Company, at a price to the public of $58.50 per ordinary share.

AerCap Holdings N.V. Announces Completion of Secondary Share Offering

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World's Largest Aircraft Lessor Is Making Exciting Moves

DUBLIN , March 8, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced the pricing of a secondary offering of 23,000,000 of its ordinary shares (the "Secondary Offering") by GE Capital US Holdings, Inc. (the "Selling Shareholder"), a wholly owned subsidiary of General Electric Company, at a price to the public of $58.50 per ordinary share.

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