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Aercap Holdings (AER)
NYSE:AER
Earnings Data
Report Date
Mar 04, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
3.36Last Year’s EPS
3.31Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
AerCap reported strong financial performance with record net income and increased EPS guidance, driven by asset sales and insurance recoveries. The company demonstrated strong demand for its aircraft and completed strategic acquisitions, including significant share buybacks. However, challenges related to Spirit Airlines and engine maintenance present headwinds in the near term.Company Guidance
Record GAAP Net Income and EPS
AerCap reported a GAAP net income of $1.2 billion and earnings per share of $6.98 for Q3 2025, driven by strong gains on sale and insurance recoveries.
Increased Full Year EPS Guidance
The company increased its full year EPS guidance for 2025 to $13.70 due to solid results and a positive outlook.
Strong Aircraft Utilization and Demand
Utilization rates topped 99%, with a 100% extension rate for wide-body aircraft like the 787s, 777-300ERs, and A330s.
Significant Asset Sales and Gains
AerCap sold 32 owned assets for $1.5 billion, resulting in a gain on sale of $332 million and an unlevered gain on sale margin of 28%.
Share Repurchase Program
AerCap repurchased 8.2 million shares for $1 billion, a quarterly record for open market purchases, demonstrating strong conviction in the company’s value.
Strong Liquidity Position
The company's liquidity sources totaled approximately $22 billion with a coverage ratio of 2.1x usage.
Strategic Aircraft and Engine Acquisitions
AerCap acquired Spirit Airlines' 52 Airbus A320neo family order book and 45 options, enhancing its future fleet.
AER Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AER Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 29, 2025 | $121.00 | $131.63 | +8.79% |
Jul 30, 2025 | $112.41 | $108.79 | -3.22% |
Apr 30, 2025 | $105.23 | $105.49 | +0.25% |
Feb 26, 2025 | $100.74 | $101.57 | +0.82% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aercap Holdings (AER) report earnings?
Aercap Holdings (AER) is schdueled to report earning on Mar 04, 2026, Before Open (Confirmed).
What is Aercap Holdings (AER) earnings time?
Aercap Holdings (AER) earnings time is at Mar 04, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AER EPS forecast?
AER EPS forecast for the fiscal quarter 2025 (Q4) is 3.36.
