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Aircastle Limited (Aircastle) investor relations material
Aircastle Limited Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary9 Oct, 2025
Executive summary
Net income for Q2 FY25 was $57 million on total revenues of $228 million, with 11 aircraft acquired for $503 million and 100% fleet utilization; 50% of fleet net book value is new technology aircraft.
Fleet now serves 75 lessees in 46 countries, with 278 owned and managed aircraft and a net book value of $8.5 billion as of August 31, 2025.
Year-to-date aircraft acquisitions totaled $1.0 billion, with 84% of Q2 additions being new technology assets and an average age of 3.7 years for acquired aircraft.
All aircraft were on lease at quarter end, with an average fleet age of 8.6 years.
Fleet utilization reached 100% during the quarter, reflecting strong global passenger demand and supply chain disruptions supporting robust aircraft demand and lease extensions.
Financial highlights
Lease rental revenues rose 17% year-over-year to $190 million in Q2 2025.
Net income for Q2 2025 was $57 million, up from $29 million in Q2 2024.
Adjusted EBITDA for Q2 2025 reached $262 million, with $231 million EBITDA and $218.6 million in operating cash flow for the six months ended August 31, 2025.
Four aircraft sold in Q2, generating $73 million in net sales proceeds and $24 million in gains; year-to-date, 18 aircraft and other equipment sold with $54.2 million in gains.
$56 million recognized in other income from Russia-related insurance settlements, now fully collected.
Outlook and guidance
Strong demand for air travel and continued airline profitability expected to support favorable conditions for lessors, with narrow-body production shortages anticipated to persist for several years.
The global commercial fleet is expected to double over the next decades, driving demand for financing.
$2.5 billion in available liquidity and a robust pipeline of acquisitions and sales position the company for continued profitable growth.
No off-lease aircraft as of October 1, 2025; only 3 aircraft with leases expiring in fiscal 2025, representing less than 1% of Net Book Value.
Commitments to purchase 20 aircraft for $1.0 billion with deliveries through December 2027.
Future new technology aircraft fleet composition?
Deployment strategy for $2.5B liquidity?
Core profitability excluding one-time items?
How do OEM delays shape Aircastle's fleet strategy?
Aircastle's M&A strategy in consolidating market?
Spirit bankruptcy: market impact of rejected planes?
How does new tech fleet impact Aircastle's strategy?
Impact of OEM delays on midlife aircraft values?
What are the benefits of scale for Aircastle?
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Next Aircastle Limited earnings date
Q3 202621 Jan, 2026
Next Aircastle Limited earnings date
Q3 202621 Jan, 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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