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DUBLIN - Aircraft leasing giant AerCap Holdings N.V. (NYSE:AER), currently valued at $21.65 billion and trading near its 52-week high of $125.45, executed 146 aircraft-related transactions during the third quarter of 2025, according to a company press release issued Friday. InvestingPro analysis indicates the company maintains impressive gross profit margins of 58.63%.
The Dublin-based lessor signed 66 lease agreements, including 14 widebody aircraft, 25 narrowbody aircraft, 15 engines and 12 helicopters. The company also completed 35 purchase transactions, acquiring 17 aircraft, 11 engines and 7 helicopters for its owned portfolio. Operating with a P/E ratio of 7.79, AerCap’s stock appears overvalued according to InvestingPro’s Fair Value model.
AerCap sold 45 assets during the quarter, including 40 aircraft, 4 engines and 1 helicopter. The aircraft sales included models from various manufacturers such as Airbus, Boeing and Embraer.
In a significant financial development, AerCap received approximately €203 million in cash insurance settlement proceeds related to assets lost in Russia in 2022. The company was also awarded approximately $234 million in interest following a June 11 judgment from the Commercial Court in London regarding the same matter.
The company continued its share repurchase program, buying back approximately 8.2 million shares at an average price of $119.95 per share, totaling approximately $981 million. AerCap also declared a quarterly cash dividend of $0.27 per ordinary share.
AerCap describes itself as the global leader in aviation leasing, serving approximately 300 customers worldwide with comprehensive fleet solutions. The company maintains offices in multiple locations including Dublin, Shannon, Memphis, Singapore, and Dubai.
In other recent news, AerCap Holdings N.V. reported its Q2 2025 earnings, showing mixed results. The company achieved an adjusted earnings per share of $2.83, slightly above the analyst forecast of $2.81. However, revenue fell short of expectations, totaling $1.89 billion compared to the projected $2.03 billion. In another development, AerCap announced the pricing of a $1.2 billion senior notes offering through its subsidiaries. This offering includes $600 million in 4.375% Senior Notes due 2030 and $600 million in 5.000% Senior Notes due 2035. Additionally, AerCap delivered the first two Boeing 777-300ERSF passenger-to-freighter converted aircraft to Kalitta Air. These deliveries are part of a larger order of seven aircraft, marking the completion of a program initiated in 2019.
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