AerCap completes 116 aircraft transactions in second quarter

DUBLIN - Aircraft leasing giant AerCap Holdings N.V. (NYSE:AER), currently valued at $20.3 billion and trading near its 52-week high of $118.07, executed 116 transactions in the second quarter of 2025, including lease agreements, purchases, and sales across its portfolio of aircraft, engines, and helicopters, according to a company press release. The company maintains impressive gross profit margins of 58.4%.

The Dublin-based lessor signed 71 lease agreements during the quarter, comprising 8 widebody aircraft, 32 narrowbody aircraft, 13 engines, and 18 helicopters. The company also completed 21 purchases, adding 11 aircraft to its owned portfolio, including 3 Airbus A320neo Family aircraft, 5 Boeing 737 MAX aircraft, and 3 Embraer E195-E2s, along with 5 engines and 5 helicopters.

AerCap sold 24 assets in the quarter, divesting 14 aircraft, 6 engines, and 4 helicopters. The aircraft sales included 9 Airbus A320 Family aircraft, 1 Airbus A320neo Family aircraft, 1 Boeing 767-300ER, and 1 Embraer E190 from its owned portfolio, plus 2 aircraft from its managed portfolio.

In a significant legal development, AerCap was awarded approximately $1 billion from war risks insurers by the London Commercial Court for assets lost in Russia in 2022.

The company also reported securing approximately $2.9 billion in financing transactions during the quarter and repurchasing about 4.7 million shares at an average price of $94.03 per share, totaling approximately $445 million. Additionally, AerCap declared a quarterly cash dividend of $0.27 per share on its ordinary shares.

AerCap serves approximately 300 customers globally and maintains offices in Dublin, Shannon, Miami, Singapore, Amsterdam, Shanghai, and Dubai, among other locations. With an overall financial health score rated as "GOOD" by InvestingPro, the company trades at an attractive P/E ratio of 10x despite operating with a significant debt burden. Discover more insights about AerCap and 1,400+ other stocks through comprehensive Pro Research Reports, available exclusively on InvestingPro.

In other recent news, AerCap Holdings N.V. reported impressive first-quarter earnings for 2025, surpassing analyst expectations. The company posted an adjusted earnings per share of $3.68, significantly higher than the consensus estimate of $2.74. Revenue for the quarter reached $2.08 billion, exceeding the anticipated $2.01 billion. AerCap’s net income increased to $643 million, or $3.48 per share, compared to $604 million, or $3.02 per share, in the same quarter last year. The company also raised its full-year 2025 adjusted EPS guidance to a range of $9.30 to $10.30 and announced a $500 million share repurchase program.

Additionally, AerCap secured a favorable ruling from the Commercial Court in London, entitling it to recover approximately $1 billion from insurers for aircraft and engines stranded in Russia. This follows previous recoveries related to the Ukraine conflict, bringing the total pre-tax recoveries to approximately $2.5 billion. AerCap continues to pursue further claims against insurers, although the outcome and timing remain uncertain. These developments reflect AerCap’s ongoing efforts to navigate complex international challenges while maintaining strong financial performance.

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