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Investor Relations14 Oct 2025
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AerCap (AER) investor relations material
AerCap Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary30 Jul, 2025
Executive summary
Achieved record Q2 2025 GAAP net income of $1.3B ($7.09 EPS), driven by strong demand and a $1B insurance award related to the Ukraine conflict.
Adjusted net income was $502M ($2.83 EPS), reflecting core business strength and excluding non-recurring items.
Full-year 2025 adjusted EPS guidance raised to $11.60, excluding further gains on sale, citing robust performance and outlook.
Over $1B in share repurchases year-to-date, with $445M returned in Q2 2025.
Announced engine leasing partnership with Air France-KLM and a framework agreement with Leonardo S.p.A. for helicopter maintenance.
Financial highlights
Q2 2025 GAAP net income was $1.259B, including $973M in net recoveries from the Ukraine conflict insurance award.
Adjusted net income for Q2 was $502M ($2.83 per share), after purchase accounting and tax effects.
Net gain on sale of assets was $57M, with an 18% unlevered gain on sale margin and 1.7x book value.
Operating cash flow for Q2 was $1.3B; average cost of debt remained at 4.1%.
Book value per share as of June 30, 2025, was $102.99, up 15% year-over-year.
Outlook and guidance
Full-year 2025 adjusted EPS guidance raised to $11.60, excluding additional H2 gains on sale.
Lease revenue and net maintenance contribution expected to remain strong in H2 2025.
CapEx for 2025 expected at $6B, with upside from sale leasebacks and engine deals.
Positive outlook for the remainder of 2025 based on strong first-half results and high demand.
Explain the Air France-KLM engine leasing deal.
What drove the increase in share-based compensation?
Detail the framework with Leonardo S.p.A.
How will Air France-KLM JV grow over time?
What factors drive lower leasing expenses?
How does AerCap view wide-body backlog?
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Next AerCap earnings date
Q3 202529 Oct, 2025
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Frequently asked questions
Aviation Leasing Leader
AerCap is an Irish aviation leasing company with global operations. AerCap is a global leader in aircraft leasing and aviation finance. With its headquarters in Dublin, Ireland, the company operates a diversified portfolio of aviation assets, including helicopters, airplanes, engines, and more. The company provides leasing and financing solutions to airlines and other aircraft operators, offering a range of services from leasing new and used aircraft to the sale and management of aviation assets. The company is headquartered in Dublin, Ireland, and its shares are listed on the NYSE.
Two Industry-defining Acquisitions
AerCap can trace its roots back to one of the first-ever aircraft leasing companies Guinness Peat Aviation, which was founded in 1975. The company has a long and complicated history of M&A, as well as various restructurings, but AerCap got its current name in 2005 after debis AirFinance was acquired by Cerberus Capital. The company went public in 2006 and has made two industry-defining acquisitions since then. The first came in 2014 when AerCap acquired International Lease Finance Corporation from AIG, and the second came in 2021 when it acquired GE’s aviation leasing business GECAS. These two acquisitions firmly positioned AerCap as the largest aviation leasing company in the world.
Leasing Services
AerCap specializes in a range of services within the aviation sector, primarily focusing on aircraft leasing, financing, and asset management. The company owns and manages commercial aircraft, which it leases to airlines and other aircraft operators worldwide. This includes both new and used aircraft, spanning various models from leading manufacturers like Boeing and Airbus. In addition to leasing, AerCap provides aircraft owners with asset management services, overseeing the maintenance, insurance, and re-leasing of aircraft. The company also engages in sale and leaseback transactions, where airlines sell their aircraft to AerCap and then lease them back.
Why Airlines Lease Aircraft
Customers choose to lease aircraft primarily for financial flexibility, as it allows airlines to avoid the substantial upfront capital expenditure associated with purchasing aircraft outright. It provides the agility to adjust fleet size and composition in response to changing market demands and route dynamics. Additionally, leasing offers access to newer, more fuel-efficient aircraft models without long-term commitments, enabling airlines to have fleets that give them the largest competitive advantage possible.
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