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BOC Aviation (2588) investor relations material
BOC Aviation H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary21 Aug, 2025
Executive summary
Net profit after tax for H1 2025 was US$342 million, down 26% year-over-year due to non-recurring 2024 items, but up 20% versus core NPAT in 1H 2024, with EPS at US$0.49 and an interim dividend of US$0.1476 per share, representing a 30% payout ratio.
Total revenues and other income rose 6% year-over-year to US$1.24 billion, driven by higher lease and finance income, marking the highest adjusted interim profit in company history.
Record first-half operating cash flow net of interest reached US$1.0 billion, up 10% year-over-year, reflecting strong liquidity.
Portfolio includes 834 aircraft and engines (owned, managed, on order), with 100% utilisation for two consecutive quarters and an orderbook of 351 aircraft.
Placed the largest aircraft order in company history in March 2025: 70 Airbus A320NEO and 50 Boeing 737-8, adding 143 delivery positions.
Financial highlights
Lease rental income grew 1% to US$937 million; finance lease interest surged 36% to US$130 million; net gain on sale of aircraft increased 8% to US$60 million from 18 aircraft sold.
Lease rate factor for operating leases improved to 10.3%; net lease yield at 7.5% (from 7.0%).
Total assets reached US$25.6 billion, with net assets at US$6.5 billion as of 30 June 2025.
Gross debt to equity ratio stable at 2.6x; net assets per share increased to US$9.37.
Effective tax rate rose to 15.8% due to global minimum tax rules, reducing net profit by US$16 million.
Outlook and guidance
Targeting US$40 billion in assets by 2030, requiring 8% annual growth, supported by a record US$20 billion order book and US$16.9 billion in future committed revenue.
All new aircraft scheduled for delivery and those with leases expiring before Q2 2027 have been placed, extended, or contracted for sale, ensuring revenue visibility.
Aircraft delivery value forecast to exceed US$100 billion in 2025, the highest since 2019.
Rising aircraft value premium of US$2.8 billion, reflecting strong market demand.
Anticipates further growth in pre-delivery payment financing and CapEx, contingent on manufacturer delivery ramp-ups.
New tax rate impact on future NPAT?
Funding strategy for $19.8B capex?
How does fleet market value impact strategy?
What is the primary path to increase leverage?
Will finance lease growth continue at this pace?
How does BOC balance early placements vs. extensions?
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Next BOC Aviation earnings date
H2 202512 Mar, 2026
Next BOC Aviation earnings date
H2 202512 Mar, 2026
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Frequently asked questions
BOC Aviation Limited is a global aircraft operating leasing company, recognized for its industry-leading financial metrics and extensive fleet solutions. The company specializes in purchasing new, fuel-efficient, in-demand aircraft from manufacturers and leasing them to a globally diversified airline customer base. BOC Aviation's business model capitalizes on the long economic lives and mobility of its aircraft, along with long-term, U.S. Dollar-denominated cash flows. It maintains a young and in-demand fleet, with an average aircraft age of less than five years, supported by long-term contracted cash flows. The company's portfolio benefits from competitive pricing, efficient financing, comprehensive aircraft remarketing, technical management services, and finance leases for aircraft and engines. The company is headquartered in Singapore, and its shares are listed on the Hong Kong Stock Exchange.
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