AerCap reports Q2 adjusted EPS $2.83, consensus $2.68

Reports book value per share of $102.99 as of June 30, an increase of approximately 15% from June 30, 2024.. AerCap (AER) produced another strong performance for the second quarter of 2025. We generated record net income, driven by strong operating results and the favorable June court judgment in our insurance case. We also announced a new strategic partnership for engine leasing with Air France-KLM that will expand our ability to support LEAP engine operators. Global demand for aviation assets remains high, as evidenced by our 97% lease extension rate during the second quarter. Based on AerCap’s strong first-half results and positive outlook for the remainder of the year, we have increased our FY25 EPS guidance,” said Aengus Kelly, CEO of AerCap.