The earnings call reflected a strong financial performance with record earnings, successful insurance case resolution, and solid operational metrics. Despite some challenges with higher SG&A expenses and a lower sales volume, the overall outlook remains positive with increased EPS guidance and strategic partnerships.

Company Guidance -

Q3 2025

During AerCap's Q2 2025 earnings call, the company reported a record GAAP net income of $1.3 billion and earnings per share (EPS) of $7.09. Adjusted net income stood at $502 million with an adjusted EPS of $2.83. The company announced an increase in its 2025 full-year adjusted EPS guidance to approximately $11.60, reflecting strong lease revenue performance and favorable insurance judgments. AerCap experienced a 99% aircraft utilization rate and a 97% lease extension rate, indicating robust demand. The company completed 30 lease extensions in Q2, with new leases generally exceeding previous ones in value. AerCap also highlighted its engine leasing strategy, reporting a portfolio of over 1,200 spare engines and recently ordering 31 new LEAP engines, anticipating 46 more by year-end. The company plans to spend an additional $3 billion on new equipment by the end of 2025 and has $800 million remaining in its share repurchase authorization.

Record Quarterly Earnings

AerCap reported a record GAAP net income of $1.3 billion and earnings per share of $7.09 for Q2 2025, driven by strong execution and asset demand.

Successful Insurance Case Outcome

AerCap achieved a favorable decision in a contingent and possessed insurance case in the London commercial court, contributing $973 million or $5.48 per share to net income.

High Utilization and Extension Rates

The company maintained a 99% utilization rate and a 97% extension rate, indicating strong demand and operational efficiency.

Increase in Adjusted EPS Guidance

AerCap raised its 2025 full-year adjusted EPS guidance to $11.60, reflecting confidence in continued strong performance.

Strong Liquidity Position

AerCap reported total liquidity of approximately $22 billion as of June 30, 2025, with a sources-to-uses coverage ratio of 1.9x.

Strategic Partnership with Air France-KLM

A new engine leasing partnership with Air France-KLM was announced, enhancing MRO support capabilities.

Robust Spare Engine Market

The spare engine market remains strong, with 90% of AerCap's 1,200 spare engines being new technology.

Aercap Holdings (AER) Earnings, Revenues Date & History

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AER Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	3.10 / -	2.41	―	―	―
Jul 30, 2025	2025 (Q2)	2.68 / 2.83	3.01	-5.98% (-0.18)
Apr 30, 2025	2025 (Q1)	2.75 / 3.68	3.29	11.85% (+0.39)
Feb 26, 2025	2024 (Q4)	2.57 / 3.31	3.11	6.43% (+0.20)
Oct 30, 2024	2024 (Q3)	2.41 / 2.41	2.81	-14.23% (-0.40)
Aug 01, 2024	2024 (Q2)	2.36 / 3.01	2.56	17.58% (+0.45)
May 01, 2024	2024 (Q1)	2.37 / 3.29	2.34	40.60% (+0.95)
Feb 23, 2024	2023 (Q4)	2.46 / 3.11	2.66	16.92% (+0.45)
Oct 27, 2023	2023 (Q3)	2.38 / 2.81	2.21	27.15% (+0.60)
Jul 31, 2023	2023 (Q2)	2.00 / 2.56	1.4	82.86% (+1.16)

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	$112.68	$109.05	-3.22%
Apr 30, 2025	$105.48	$105.74	+0.25%
Feb 26, 2025	$100.97	$101.81	+0.83%
Oct 30, 2024	$94.98	$93.16	-1.92%

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.