$AER

AerCap 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.

AerCap 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.

AerCap 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.

Strategic 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.

AerCap 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.

AerCap reported Q2 2026 net income of $726m ($4.65/share) and H1 net income of $1.54bn ($9.72/share). Total revenues were $2.17bn in Q2 and $4.41bn in H1. Basic lease rents rose 1% in Q2 and 2% in H1. Total assets were $71.18bn, equity $18.41bn, adjusted debt-to-equity 2.05.

AerCap Holdings N.V. (NYSE: AER) said it filed an interim financial report with the SEC for the second quarter ended June 30, 2026, including unaudited condensed consolidated financial statements and notes, via Form 6-K. The filing is available on AerCap’s investor website and the SEC site.

AerCap Holdings N.V. (AER) reported Q2 net income of $725.7 million, or $4.59 per share, down from $1,259.2 million. The company said adjusted net income was $811 million, or $5.14 per share, and it raised its FY26 adjusted EPS guidance, according to the company’s results.

AerCap Holdings NV shares rose about 3.5% in pre-open after the company reported Q2 2026 adjusted EPS of $5.14 versus about $4.00 expected, and revenue of $2.17B versus about $2.06B expected. AerCap also raised full-year 2026 adjusted EPS guidance to about $16.80. U.S. futures were mixed ahead of an FOMC decision.

AerCap Holdings (NYSE: AER) reported Q2 2026 net income of $726 million ($4.59/share) and adjusted net income of $811 million ($5.14/share). It raised full-year 2026 adjusted EPS guidance to about $16.80. Q2 included $1.4 billion of asset sales with $223 million gains on sale, $1.5 billion operating cash flow, and a $0.40 quarterly dividend declared for Sept. 3, 2026.