AER
AerCap Holdings N.V.141.71
-0.08-0.06%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms outlook; details cap alloc.
Q&A reinforced the scripted outlook on persistent aircraft supply shortages into the 2030s and 2026 adjusted EPS of $12-13, but surfaced timing on Spirit aircraft re-leasing—starting H2 2026, bleeding into 2027, already in guide. Management dismissed A220-500 relevance, touted bilateral deals over OEM orders for order book growth, and ranked capital uses flexibly: buybacks first, then assets or M&A. They're sizing engine conversions for data centers cautiously. No systemic airline risks; focus stays on ops. Shares: cheapest aircraft around. Investors watch deployments amid $3B excess capital.
Key Stats
Market Cap
25.27BP/E (TTM)
6.77Basic EPS (TTM)
20.94Dividend Yield
0.01%IPO
Website
Employees
Sector
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