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Aercap Holdings (AER)
NYSE:AER
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.88Last Year’s EPS
3.01Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 30, 2025
|% Change Since: 9.36%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
The earnings call presented strong financial results with robust income and EPS growth, a new share repurchase program, and high utilization and extension rates. However, there were challenges such as delays in the 777 freighter conversion program and ongoing tariff and trade uncertainties. Overall, the positive aspects outweigh the negatives.Company Guidance
During AerCap's Q1 2025 earnings call, the company reported a strong financial performance with a GAAP net income of $643 million and earnings per share of $3.48. The adjusted net income was $679 million, with adjusted earnings per share at $3.68. Due to these robust results, AerCap raised its full-year 2025 EPS guidance to a range of $9.30 to $10.30 and announced a new $500 million share repurchase program. The company achieved a 99% utilization rate and an 84% extension rate, reflecting strong operational demand. AerCap's liquidity position was solid, with total sources of liquidity at approximately $20 billion and a leverage ratio of 2.4 to 1. The company completed $1.5 billion of financing in the quarter and repurchased over $1 billion of shares year-to-date. Despite some delays in its 777 freighter conversion program, the company expects to be in the top half of its EPS guidance range for the year, underpinned by a strong start to 2025 in terms of net maintenance contribution and other income.Strong GAAP Net Income and EPS
AerCap reported GAAP net income of $643 million and earnings per share of $3.48 for Q1 2025.
Adjusted Net Income and EPS Growth
The company achieved an adjusted net income of $679 million and adjusted earnings per share of $3.68.
New Share Repurchase Program
AerCap announced a new $500 million share repurchase program.
High Utilization and Extension Rates
The company reported 99% utilization rates and 84% extension rates.
Successful Aircraft Transitions
AerCap successfully transitioned three midlife 787s on time and on budget, improving rents and credits.
Order and Delivery of LEAP Engines
Ordered 268 new LEAP engines with over 120 delivered and 60 more expected this year.
Strong Liquidity Position
Total sources of liquidity were approximately $20 billion, with a sources-to-uses coverage ratio of 1.8 times.
Upgrade by Fitch
AerCap was upgraded to BBB+ by Fitch, aligning with ratings from other agencies.
High Extension Rates
AerCap reported extension rates of 84% for the quarter, indicating strong demand for their 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 |
|---|---|---|---|
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% |
Aug 01, 2024 | $92.97 | $91.04 | -2.08% |
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 Jul 30, 2025, TBA Not Confirmed.
What is Aercap Holdings (AER) earnings time?
Aercap Holdings (AER) earnings time is at Jul 30, 2025, TBA Not 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 (Q2) is 2.88.
