AerCap reports record Q3 2026 results and raises full‑year adjusted EPS guidance to $20.70
AerCap Holdings N.V. posted GAAP net income of $949 million ($6.17 per share) and adjusted net income of $1.009 billion ($6.56 per share) for the third quarter of 2026. The company sold 70 owned assets for $1.1 billion, generating $353 million of gains and a 45% unlevered gain‑on‑sale margin. It also repurchased 5.3 million shares for about $783 million, bringing total 2026 buybacks to over $2.2 billion, and raised its full‑year adjusted EPS outlook to $20.70.
Why it matters
The higher EPS guidance signals stronger earnings expectations for the rest of 2026, which may support the stock price. The large share repurchases and asset‑sale proceeds improve liquidity and return capital to shareholders, potentially enhancing dividend sustainability.
Key facts
- 1GAAP net income for Q3 2026 was $949 million, or $6.17 per share. prnewswire.com
- 2Adjusted net income for Q3 2026 was $1.009 billion, or $6.56 per share. prnewswire.com
- 3Full‑year 2026 adjusted EPS guidance was raised to $20.70. prnewswire.com
- 4Asset sales generated $1.1 billion of proceeds with $353 million of gains, a 45% unlevered gain‑on‑sale margin. prnewswire.com
- 5AerCap repurchased 5.3 million shares for approximately $783 million in Q3, bringing total 2026 repurchases to over $2.2 billion. prnewswire.com
- 6Operating cash flow for Q3 2026 was $1.8 billion. prnewswire.com
Open questions
- Revenue figures differ: $2.41 billion reported in material 3 versus $2.415 billion reported in material 4.
Summary written by AlphAI AI Desk from 8 of 8 sources. Not investment advice. Figures are as stated by the linked sources.