AerCap: Q3 Earnings Snapshot

AerCap (AER) shares rose 5.6% after reporting Q3 adjusted earnings of $6.56 per share, exceeding expectations. The company also raised its full-year profit forecast, nearing an all-time high of $158.81. This update may impact investor decisions regarding AER.

AerCap Holdings (AER) reported strong Q3 2026 results, prompting the company to raise its full-year 2026 adjusted EPS guidance to $20.70. The company also expects asset sales to exceed $5 billion. According to CEO Aengus Kelly, the performance was record-breaking across several key financial metrics.

AerCap reported Q3 2026 adjusted EPS of $6.56, up 22%, driven by aviation asset demand. The company raised full-year EPS guidance to $20.70, increased asset sale expectations to over $5 billion, and returned $2.2 billion to shareholders. Management highlighted portfolio optimization, strong asset sales, and a 'fortress balance sheet' with a 2.0x net debt-to-equity ratio.

AerCap reported Q3 2026 earnings, with adjusted net income of $1.09 billion ($6.56 per share) and GAAP net income of $949 million ($6.17 per share). The company sold 70 assets for $1.1 billion, with a 45% gain margin. AerCap's order book is fully placed through 2027 and 80% through 2028, with an average lease term of over seven years. The company has repurchased 40% of its shares since 2021 and maintains a strong liquidity position.

AerCap Holdings N.V. (AER) furnished an SEC Form 6-K — earnings release. PRESS RELEASE For Investors: Adi Padva Head of Investor Relations InvestorRelations@aercap.com For Media: Gillian Culhane Head of Corporate Communications and Marketing gculhane@aercap.com AerCap Holdings N.V. Reports Another Record Quarter for the Third Quarter 2026 and Raises 2

AerCap Holdings (AER) raised its 2026 adjusted EPS outlook to $20.70, up from $16.80. Q3 net income fell to $948.8M vs. $2.215B YoY, with revenue up 4.6% to $2.415B. Shares rose 3% in premarket trading.