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Aercap Holdings (AER)
NYSE:AER
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
3.64Last Year’s EPS
3.68Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized a very strong 2025 with record revenue, earnings, operating cash flow, disciplined capital returns (repurchases and higher dividend), portfolio upgrades, and strategic growth in engines, cargo, and helicopters. Management provided a conservative 2026 outlook that excludes the sizable 2025 gains on sale and insurance-related items, resulting in materially lower near-term earnings guidance and near-term headwinds (Spirit restructuring, maintenance timing, and assumed lower other income). Despite the cautious 2026 guidance, the company’s robust liquidity, low secured leverage, strong operating cash generation, and multiple strategic initiatives support a confident long-term view.Company Guidance
Record Profitability and Earnings
Full-year 2025 GAAP net income of $3.8B ($21.30 per share) and adjusted net income of $2.7B ($15.37 per share), both company records; GAAP ROE 21% and adjusted ROE 15%.
Revenue and Sales Volume Milestones
Full-year revenues reached an all-time high of $8.5B and record sales volumes of $3.9B; gain-on-sale margin for the year was 27%, translating to ~2x book equity on owned assets.
Strong Operating Cash Flow and CapEx Investment
Generated $5.4B of operating cash flow in 2025 while executing $6.1B of cash CapEx to grow the fleet and secure in-demand aircraft (including Spirit order book and options).
Robust Capital Returns & Shareholder Actions
Returned $2.6B to shareholders in 2025 via repurchases (~22.1M shares) and dividends; announced December $1B repurchase authorization and increased quarterly dividend to $0.40; Q4 buyback 3.5M shares for $444M at $127.63 average.
Strong Balance Sheet and Liquidity
Year-end leverage (net debt to equity) of 2.1x, total liquidity sources of ~$21B vs uses of ~$11B (next-12-months sources-to-uses coverage 1.8x) and excess cash coverage of ~$9B; secured debt to total assets 10% and average cost of debt ~4.1%.
Operational Execution and Customer Demand
Completed 705 transactions in 2025; extended 87% of leased aircraft (up from 79% in 2024); sold 108 owned aircraft (avg age 15 years) and sold 189 assets during year; airlines and lessors accounted for >80% of aircraft sales revenues.
Strategic Growth in Engines, Cargo and Helicopters
Expanded engine partnership with GE for GE9X and have ~100 engines on order; Cardinal 777-300ER SF conversion certified and first delivery completed with 15 cargo conversions expected in 2026 (5 are 777 conversions); Milestone helicopter utilization ~99% with no Sikorsky S-92s available to lease and 71 leases signed with 23 customers.
Book Value and Long-Term Returns
Book value per share increased by over $45 (68%) since 2022 and increased 19% year-over-year; three-year CAGR of book value per share ~19%.
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 |
|---|---|---|---|
Feb 06, 2026 | $143.61 | $139.69 | -2.73% |
Oct 29, 2025 | $120.43 | $131.01 | +8.79% |
Jul 30, 2025 | $111.89 | $108.28 | -3.22% |
Apr 30, 2025 | $104.74 | $105.00 | +0.25% |
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 May 06, 2026, Before Open (Confirmed).
What is Aercap Holdings (AER) earnings time?
Aercap Holdings (AER) earnings time is at May 06, 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 2026 (Q1) is 3.64.
