AerCap Holdings N.V.
AerCap Holdings delivered its 100th Boeing 787 from its direct orderbook, and Grupo Aeroméxico received its 25th Dreamliner. AerCap said it owns about 140 787s and has the largest 787 order book among lessors. The 787-9 will support Aeroméxico’s long-haul expansion. AerCap is listed as AER.
AerCap Holdings (AER) said it delivered its 10th Boeing 787 on lease to Grupo Aeroméxico, marking AerCap’s 100th 787 delivery from its Boeing direct order book and Aeroméxico’s 25th Dreamliner. AerCap said it owns and has about 140 787 aircraft on order. Boeing also cited the 100th milestone.
AerCap Holdings (NYSE:AER) said it delivered its 10th Boeing 787 leased to Grupo Aeroméxico, marking AerCap’s 100th 787 delivery from its Boeing orderbook and Aeroméxico’s 25th Dreamliner. AerCap owns about 140 787s and has more on order. Boeing said it has delivered more 787s to AerCap than any other customer.
Over the past 7 days, alphai's AI scored 4 news stories mentioning AER (AerCap Holdings N.V.). Coverage has skewed bullish: 4 bullish, 0 neutral, and 0 bearish.
Recent AER coverage spans financial news, earnings and insider activity.
In the last 30 days, AER insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($311K). The most active reporter was Forst Rita with 1 filing.
The article signals continued 787 delivery cadence and ongoing lease demand from Aeroméxico, supporting AerCap’s near-term aircraft supply and utilization narrative.
Routine delivery milestone for AerCap’s 787 leasing book, with limited incremental financial impact implied by the release.
The incremental 787 delivery is a positive near-term leasing/asset deployment signal, but it is not a new financial guidance datapoint.
Delivery milestone supports AerCap’s 787 leasing footprint and orderbook execution narrative, but it is not a new financial datapoint.
Routine insider open-market sale with no 10b5-1 plan disclosed; may slightly affect sentiment but is not a fundamental catalyst.
alphai scores every news story that mentions AER with an AI model for sentiment and relevance, and aggregates insider trades from AerCap Holdings N.V.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
AerCap Holdings delivered its 100th Boeing 787 from its direct orderbook, and Grupo Aeroméxico received its 25th Dreamliner. AerCap said it owns about 140 787s and has the largest 787 order book among lessors. The 787-9 will support Aeroméxico’s long-haul expansion. AerCap is listed as AER.
2 min readAerCap Holdings (AER) said it delivered its 10th Boeing 787 on lease to Grupo Aeroméxico, marking AerCap’s 100th 787 delivery from its Boeing direct order book and Aeroméxico’s 25th Dreamliner. AerCap said it owns and has about 140 787 aircraft on order. Boeing also cited the 100th milestone.
2 min readAerCap Holdings (NYSE:AER) said it delivered its 10th Boeing 787 leased to Grupo Aeroméxico, marking AerCap’s 100th 787 delivery from its Boeing orderbook and Aeroméxico’s 25th Dreamliner. AerCap owns about 140 787s and has more on order. Boeing said it has delivered more 787s to AerCap than any other customer.
2 min readAerCap said it delivered its 10th Boeing 787 to Aeroméxico on lease, marking AerCap’s 100th 787 delivery from its Boeing orderbook and Aeroméxico’s 25th Dreamliner. AerCap also noted it owns and has about 140 787 aircraft on order, making it the largest 787 owner. Source: AerCap press release.
3 min readForst Rita sold 2,000 shares of AerCap Holdings N.V. (AER) at $155.64 ($0.31M total) on 2026-08-06.
1 min readAerCap CEO said FAA certification of the 737 MAX 10 is vital for Boeing to improve the MAX family’s appeal. The FAA’s Bryan Bedford expects 737 MAX 7 and MAX 10 certification by end-2026, with 777X in 2027, citing added resources and more collaboration. Boeing CEO Kelly Ortberg said MAX 7/MAX 10 programs are in final stages, with over 80% of flight tests done and deliveries planned next year.
2 min readAerCap Holdings reported Q2 2026 revenue of $2,167.21 million and net income of $725.72 million, and its board declared a $0.40 per share quarterly dividend payable Sept. 3, 2026. Despite lower quarterly earnings, management raised full-year 2026 net income guidance to $2.40 billion, and the article discusses implications for its investment narrative.
4 min readAerCap Holdings (AER) reported quarterly results ahead of expectations, with revenue of about $2.2b (2.9% above estimates) and statutory EPS of $4.59, 22% above forecasts. Analysts updated 2026 consensus to revenue $8.58b (-4.3%) and EPS $16.89 (-23%), while the consensus price target stayed around $179.
6 min readStrategic Performance Drivers Performance was driven by a persistent supply-demand imbalance in the aircraft and engine markets, resulting in an 85% lease extension rate for passenger aircraft. The widebody market is experiencing a prolonged replacement cycle due to over 200 fewer retirements than pre-COVID levels, supporting long-term demand for AerCap's fleet.
7 min readAerCap Holdings (AER) reported Q2 2026 adjusted EPS of $5.14 and generated $1.5 billion in operating cash flow. Full-year adjusted EPS guidance was raised to about $16.80. The company sold $1.4 billion of assets (38 owned) at a 20% gain-on-sale margin and repurchased $691 million of shares. Liquidity was about $22 billion.
6 min read
