AerCap Holdings N.V. Reports Another Record Quarter for the Third Quarter 2026 and Raises 2026 Guidance
Key Highlights
- ➤Adjusted Q3 net income reached record $1,009 million, or $6.56 per share
- ➤Full-year 2026 adjusted EPS guidance raised to approximately $20.70
- ➤AerCap repurchased 5.3 million shares for approximately $783 million in Q3
- ➤Q3 asset sales generated $353 million gains on $1.1 billion proceeds
- ➤Q3 operating cash flow reached $1.8 billion while capex totaled $1.9 billion
Expert Statements
Aengus Kelly, Chief Executive Officer of AerCap
“AerCap delivered another quarter of record results and raised guidance, reflecting the power of our platform and the continued demand for high-quality aviation assets. While higher fuel prices are impacting airline profitability, the fundamental supply-demand dynamics in commercial aviation remain favorable for AerCap. Our superior long-term returns are the result of a unique platform that combines global scale, significant information advantages, deep customer relationships, and ownership of the most valuable aviation assets, particularly engines and next-generation aircraft.”
Aengus Kelly, Chief Executive Officer of AerCap
“This business is not simply about buying, leasing and selling aircraft. It is about actively managing aviation assets throughout their lifecycle, allocating capital where we see the most attractive returns, and using our market leadership and expertise to create value at every stage of ownership. This is what makes AerCap's earnings power durable and drives long-term value creation for our shareholders.”
AerCap Holdings N.V. Reports Another Record Quarter for the Third Quarter 2026 and Raises 2026 Guidance PR Newswire
* GAAP net income for the third quarter of 2026 of $949 million, or $6.17 per share. * Record adjusted net income for the third quarter of 2026 of $1,009 million, or $6.56 per share. * Raising full-year 2026 adjusted earnings per share guidance to approximately $20.70, before any fourth quarter gains on sale. DUBLIN, Oct. 28, 2026 /PRNewswire/ -- AerCap Holdings N.V. (NYSE: AER), the industry leader across all areas of aviation leasing, today reported record financial results for the third quarter and raised guidance for full-year 2026.
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