• Reported GAAP EPS of $3.86 up 5.46% YoY • Reported revenue of $2.24B up 8.30% YoY • AerCap provided full-year 2026 adjusted EPS guidance ranging from $12.00 to $13.00, which does not include any potential gains on asset sales.
Bullish
AerCap achieved record full-year net income and EPS, significantly increased book value per share, and returned $2.6B to shareholders, reflecting strong financial performance and capital allocation.
Bearish
AerCap faced increased leasing expenses and asset impairment charges in Q4 2025. Basic lease rents and maintenance rents were negatively impacted by amortization, reflecting operational cost pressures for AerCap.