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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Aircastle
Aircastle (Aircastle) investor relations material
Aircastle has been private
Aircastle Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary13 Jan, 2026
Executive summary
Achieved $236 million in total revenues and $31 million net income for Q3 2025, with lease rental revenue up 22% year-over-year.
Net income for the nine months ended November 30, 2025, was $137.2 million, more than double the prior year.
Acquired 9 aircraft for $355 million in Q3, totaling 32 aircraft for $1.3 billion year-to-date, with 80% being new technology assets.
Sold 20 aircraft year-to-date, generating $369 million in proceeds and $60 million in gains.
New technology aircraft comprised 52% of the fleet's net book value as of November 30, 2025.
Financial highlights
Lease rental revenues reached $193 million in Q3 2025, up 22% year-over-year.
Adjusted EBITDA for Q3 2025 was $221 million, up from $182.4 million in Q3 2024.
Operating costs increased 17% in Q3, mainly due to higher depreciation and interest expenses.
Adjusted net debt-to-equity ratio was 2.2x as of November 30, 2025.
Total liquidity stood at $2.6 billion as of January 1, 2026, including $1.8 billion undrawn facilities and $100 million unrestricted cash.
Outlook and guidance
Aircraft leasing demand remains robust, with supply shortfalls and high order backlogs supporting future growth.
Management expects continued strong demand for leased aircraft due to global air travel growth and OEM delivery delays.
Expectation to profitably grow in 2026, supported by strong shareholder backing and improved credit ratings.
Ongoing focus on acquiring new technology aircraft and extending asset lives to meet market demand.
Sufficient liquidity is expected to meet contractual obligations over the next twelve months.
What leverage concessions for higher ratings?
How do high engine values affect portfolio churn?
What drives continued current tech aircraft investment?
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Next Aircastle earnings date
Q4 202622 Apr, 2026
Aircastle
Next Aircastle earnings date
Q4 202622 Apr, 2026
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Frequently asked questions
Aircastle Limited is a global aircraft leasing company that acquires, leases, and sells commercial jet aircraft to airlines worldwide. The company’s fleet primarily consists of narrowbody and widebody jets, which it leases under long-term contracts to a diversified range of airline customers. Aircastle offers flexible leasing solutions that enable airlines to expand or renew their fleets without the capital commitment of purchasing aircraft. The company is headquartered in Stamford, Connecticut.
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