AerCap reports Q4 adjusted EPS $3.31, consensus $2.57

Reports Q4 revenue $2.07B, consensus $1.97B. “We are pleased to announce another strong quarter for AerCap (AER), completing a year of record operating cash flow and earnings per share. These results reflect a continued positive operating environment across our businesses and high demand for leased aircraft, engines and helicopters. We also see this reflected in our asset sales, where we sold $869 million of assets in the fourth quarter at a record gain on sale of $260 million. Given AerCap’s strong outlook for 2025 and beyond, we are announcing a new $1 billion share repurchase program as well as an increase in our quarterly dividend to $0.27 per share,” said Aengus Kelly, Chief Executive Officer of AerCap.