AerCap Holdings NV ( (AER) ) has released its Q1 earnings. Here is a breakdown of the information AerCap Holdings NV presented to its investors.
AerCap Holdings N.V. is a leading global aviation leasing company, providing comprehensive fleet solutions to approximately 300 customers worldwide, with a significant presence in the aviation leasing industry.
In its latest earnings report, AerCap Holdings N.V. announced strong financial results for the first quarter of 2025, highlighted by a significant increase in net income and an upward revision of its full-year earnings guidance. The company also unveiled a new $500 million share repurchase program, reflecting confidence in its financial position and future prospects.
Key financial metrics for the first quarter of 2025 include a net income of $643 million, or $3.48 per share, and an adjusted net income of $679 million, or $3.68 per share. The company reported a return on equity of 15% and an adjusted return on equity of 16%. AerCap’s total revenues and other income increased by 3% year-over-year to $2.08 billion, with a notable 11% rise in net gain on asset sales. Additionally, the company completed financing transactions worth approximately $1.5 billion and was upgraded to a BBB+ rating by Fitch Ratings, aligning with all major rating agencies.
AerCap’s strategic initiatives included the acquisition of 13 aircraft, 35 engines, and one helicopter, with a capital expenditure of $1.5 billion. The company returned $558 million to shareholders through share repurchases and announced a new $500 million share repurchase program. The book value per share increased by approximately 11% from the previous year, reaching $97.37.
Looking ahead, AerCap’s management remains optimistic about the company’s growth trajectory, raising its full-year 2025 adjusted earnings per share guidance to a range of $9.30 to $10.30. This outlook underscores AerCap’s strong market position and its ability to capitalize on favorable market conditions in the aviation leasing sector.