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Aercap Holdings (AER)
NYSE:AER
Earnings Data
Report Date
Oct 30, 2025Before Open (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
3.08Last Year’s EPS
2.41Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call for AerCap's Q2 2025 results indicates a robust performance with record earnings and positive developments in various segments, such as high utilization rates, strong demand for wide-bodies, and a favorable outcome in an insurance case. Despite some challenges with higher SG&A expenses and lower sales volume, the overall sentiment is overwhelmingly positive due to the company's strong financial performance and raised full-year EPS guidance.Company Guidance
Record Earnings and Net Income
AerCap reported a record GAAP net income of $1.3 billion and earnings per share of $7.09 for Q2 2025. Adjusted net income was $502 million, and adjusted EPS was $2.83.
High Utilization and Extension Rates
AerCap achieved a 99% utilization rate and a 97% extension rate in the second quarter, indicating strong demand for their aircraft.
Strong Demand for Wide-Bodies
AerCap signed lease agreements for 777 and A330ceo aircraft with carriers in Asia, the Middle East, and Europe. Only 2 wide-bodies are available for lease between now and the end of 2027 out of a fleet of more than 250.
Successful Insurance Case Outcome
AerCap received a favorable decision in an insurance case, resulting in net recoveries related to the Ukraine conflict of $973 million or $5.48 per share.
Robust Engine Demand and Expansion
AerCap's engine platforms are thriving, with the purchase of 31 new LEAP engines and an expected delivery of 46 more through the end of the year. The company announced an engine leasing partnership with Air France-KLM.
Strong Liquidity Position
AerCap's liquidity sources amounted to approximately $22 billion as of June 30, with a sources-to-uses coverage ratio of 1.9x, equating to about $10 billion in excess cash coverage.
Increased Full Year EPS Guidance
AerCap raised its 2025 full-year adjusted EPS guidance to approximately $11.60, reflecting strong performance and a positive outlook.
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 |
|---|---|---|---|
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% |
Oct 30, 2024 | $94.75 | $92.94 | -1.91% |
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 Oct 30, 2025, Before Open (Confirmed).
What is Aercap Holdings (AER) earnings time?
Aercap Holdings (AER) earnings time is at Oct 30, 2025, 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 (Q3) is 3.08.
