AerCap Hlds

AerCap Holdings NV engages in the leasing, financing, sales, and management of commercial flight equipment. It also provides aircraft owners, financiers and investors with asset services to manage an aircraft portfolio. The company was founded in 1995 and is headquartered in Dublin, Ireland.

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AerCap exceeds Q4 earnings, eyes China recovery and capital allocation

AerCap's strong financial performance, liquidity position, and market presence position it well for growth.
Challenges include addressing analyst concerns on asset depreciation and managing cargo yield fluctuations.
Opportunities lie in capital allocation strategies, market recovery in China, and favorable lease rate dynamics.

AerCap posts robust Q1 earnings, eyes global aviation growth

AerCap's strong Q1 performance driven by robust cash flows and strategic asset management, focusing on shareholder value and new technology aircraft.
Challenges include legal proceedings, increased insurance rates, and delays in delivery schedules, while opportunities lie in global aviation demand and asset management.
The company's strengths in cash generation, asset sales, and helicopter leasing business position it well for future growth, with a positive outlook for the next quarterly update.
AerCap's barbell portfolio strategy faces challenges in OE deliveries and supply chain motivations, but opportunities outside China and in new technology aircraft drive growth.

AerCap reports strong Q2 earnings, eyes Transpacific for growth

AerCap's Q2 performance reflects robust financial results and strategic initiatives for growth.
Despite market challenges, the company's strong liquidity and focus on buybacks position it well.
Transpacific expansion and buyback programs present promising opportunities for future growth.

AerCap reports strong Q3 earnings and outlines growth strategies

AerCap's Q3 2023 earnings call showcased robust financial performance, strategic capital management, and market adaptability. Despite challenges from supply chain disruptions and industry delays, the company remains well-positioned with strong liquidity and shareholder value creation strategies. Opportunities for growth lie in the company's market position and proactive financial planning.

AerCap posts record earnings, eyes growth amid aviation challenges

AerCap's record earnings and strong cash flows in Q4 2023 set a solid foundation for continued success in 2024, despite industry challenges.
The company's strategic focus on share repurchases, asset monetization, and maximizing shareholder value underscores its commitment to sustainable growth.
Navigating aircraft shortages, maintenance challenges, and market dynamics, AerCap remains well-positioned to capitalize on opportunities and drive performance.
Collaboration with manufacturers, market trends favoring Airbus A321, and credit rating aspirations signal a proactive and resilient approach to future growth.

AerCap reports robust Q1 earnings, eyes growth amid industry challenges

AerCap Holdings delivered impressive financial performance in Q1 2024, driven by strong adjusted EPS and net income growth.
Despite challenges in delivery timelines and industry competition, the company remains well-positioned with a solid financial foundation.
Opportunities lie in capitalizing on strong demand for new aircraft, expanding market share in key segments, and leveraging raised guidance for growth.
Investor interest is expected to increase with the upcoming Capital Markets Day, offering insights into the company's strategic direction.

AerCap reports robust Q2 earnings, eyes U.S. market growth

AerCap delivered a strong performance in Q2 2024, with increased earnings guidance and notable transactions, supported by solid financial strength and credit ratings.
While facing challenges such as balance sheet growth and market concentration shifts, the company remains well-positioned to capitalize on opportunities for expansion and value creation.
Investors can be optimistic about AerCap's performance and strategic direction, considering its financial stability, shareholder returns, and growth prospects in the aviation sector.

AerCap posts robust Q3 results, faces Boeing strike challenges

AerCap's Q3 performance reflects financial strength and operational resilience despite challenges from the Boeing strike.
The company's strategic initiatives, including increased earnings guidance and shareholder returns, position it well for future growth.
Addressing market concerns and leveraging opportunities in the aircraft leasing sector will be crucial for AerCap's sustained success.

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AerCap Holdings NV engages in the leasing, financing, sales, and management of commercial flight equipment. It offers passenger and cargo aircraft. The company was founded in 1995 and is headquartered in Dublin, Ireland.

DUBLIN , Jan. 4, 2024 /PRNewswire/ -- On January 4, 2024, AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust (together, the "Issuers"), each a wholly-owned subsidiary of AerCap Holdings N.V. ("AerCap" or the "Company"), priced an offering of senior notes, consisting of $800 million aggregate principal amount of the Issuers' 5.100% Senior Notes due 2029 (the "2029 Notes"), issued at a price to the public of 98.819%, and $700 million aggregate principal amount of the Issuers' 5.300% Senior Notes due 2034 (the "2034 Notes" and, together with the 2029 Notes, the "Notes"), issued at a price to the public of 97.729%.

AerCap Holdings N.V. Announces Pricing of $1.5 Billion Aggregate Principal Amount of Senior Notes

DUBLIN , Jan. 3, 2024 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the full year and fourth quarter 2023: Full Year 2023 Transactions Signed 592 lease agreements, completed 173 purchases and 188 sale transactions.

AerCap Leased, Purchased and Sold 953 Assets in the Full Year 2023 and 267 Assets in the Fourth Quarter 2023 and Repurchased Approximately 44 Million Shares in the Full Year 2023

AerCap has delivered strong returns compared to airlines in 2023, validating the recommendation to own AerCap instead of airlines. AerCap is buying back ~20% of shares outstanding in 2023 and more to come in 2024. AerCap's current book value is understated, with potential recoveries from Russia and asset sales at a premium to book value.

AerCap: A Quality Compounder Trading Below Fair Value

DUBLIN , Dec. 13, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has signed lease agreements for two Airbus A321 Passenger-to-Freighter ("P2F") aircraft with Spanish cargo operator, Swiftair.

AerCap Signs Lease Agreements for Two Airbus A321 Passenger-to-Freighter Aircraft with Swiftair

AerCap's stock has typically traded within a range of 0.7-1.2x book value, but the growing divergence between asset fair value and book value presents an opportunity. Factors contributing to the potential excess of book value include the value of confiscated Russian aircraft, purchase accounting post-GECAS takeover, historical record gains on sale, and recent above-trendline inflation. Conservative adjustments for these factors suggest an AER asset fair value of $123 per share, surpassing its book value by $40.

AerCap Holdings: 4 Hidden Factors Why True Tangible Value Is $123 Per Share

AerCap (AER) could be a great choice for investors looking to make a profit from fundamentally strong stocks that are currently on the move. It is one of the several stocks that made it through our "Recent Price Strength" screen.

What Makes AerCap (AER) a Good Fit for 'Trend Investing'

AerCap Holdings raised guidance and share repurchase estimates for 2023, appearing confident in its long-term prospects. AerCap's core business continues to perform well and its scale and relationships enable it to make unique and compelling investments. The company has been actively buying back shares at a discount, with the potential for significant capital returns in the coming years.

AerCap Holdings: Going Private In Slow Motion

DUBLIN , Nov. 20, 2023 /PRNewswire/ -- On November 20, 2023, AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust (together, the "Issuers"), each a wholly-owned subsidiary of AerCap Holdings N.V. ("AerCap" or the "Company"), announced the pricing terms of the Issuers' new senior notes due 2027 (the "New Notes") to be issued in connection with their offers (together, the "Exchange Offers") to all Eligible Holders (as defined below) of the Issuers' outstanding notes listed below (the "Existing Notes") to exchange such Existing Notes for consideration consisting of a combination of up to $1,500,000,000 aggregate principal amount of the Issuers' New Notes (the "New Notes Cap") and a cash payment, the complete terms and conditions of which are set forth in an offering memorandum, dated November 6, 2023 (the "Offering Memorandum").

AerCap Holdings N.V. Announces Pricing Terms of Private Exchange Offers of Certain Outstanding Notes for New Notes

DUBLIN, Nov. 20, 2023 /PRNewswire/ -- On November 20, 2023, AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust (together, the "Issuers"), each a wholly-owned subsidiary of AerCap Holdings N.V. ("AerCap" or the "Company"), announced the results, as of the "Early Participation Date" of 5:00 p.m.

AerCap Holdings N.V. Announces Early Participation Results and Early Settlement Election of Private Exchange Offers of Certain Outstanding Notes for New Notes

DUBLIN, Nov. 16, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced the completion of the secondary public offering of 30,729,878 of its ordinary shares by GE Capital US Holdings, Inc. (the "Selling Shareholder"), a wholly owned subsidiary of General Electric Company, at a price to the public of $65.25 per ordinary share (the "Secondary Offering").

AerCap Holdings N.V. Announces Completion of Secondary Share Offering, Including the Full Exercise of Underwriters' Option to Purchase Additional Shares

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DUBAI, UAE, Nov. 14, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced the successful acquisition of five General Electric GE90-115B engines from Sanad, the global aerospace engineering and leasing solutions leader wholly owned by Abu Dhabi's sovereign investor Mubadala Investment Company PJSC (Mubadala).

AerCap Acquires Five General Electric GE90 Engines from Sanad

DUBLIN , Nov. 14, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced the pricing of a secondary offering of 26,721,633 of its ordinary shares (the "Secondary Offering") by GE Capital US Holdings, Inc. (the "Selling Shareholder"), a wholly owned subsidiary of General Electric Company, at a price to the public of $65.25 per ordinary share.

AerCap Holdings N.V. Announces Pricing of Secondary Share Offering

DUBLIN , Nov. 13, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced that GE Capital US Holdings, Inc. (the "Selling Shareholder"), a wholly owned subsidiary of General Electric Company, is offering 26,721,633 ordinary shares of AerCap through an underwritten public offering (the "Secondary Offering").

AerCap Holdings N.V. Announces Secondary Share Offering and Share Repurchase

AerCap (AER) is on the Move, Here's Why the Trend Could be Sustainable

DUBLIN , Nov. 6, 2023 /PRNewswire/ -- On November 6, 2023, AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust (together, the "Issuers"), each a wholly-owned subsidiary of AerCap Holdings N.V. ("AerCap" or the "Company"), announced the commencement of offers (together, the "Exchange Offers") to all Eligible Holders (as defined below) of the Issuers' outstanding notes listed in the table below (the "Existing Notes") to exchange such Existing Notes for consideration consisting of a combination of up to $1,500,000,000 aggregate principal amount of the Issuers' new notes due 2027 (the "New Notes") and a cash payment, the complete terms and conditions of which are set forth in an offering memorandum, dated today (the "Offering Memorandum").

AerCap Holdings N.V. Announces Private Exchange Offers of Certain Outstanding Notes for New Notes

Does AerCap (AER) have what it takes to be a top stock pick for momentum investors? Let's find out.

AerCap (AER) Is Up 2.22% in One Week: What You Should Know

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AerCap Holdings N.V.'s adjusted net income exceeds revenue growth, beating analyst estimates by $0.42 per share. The company's liquidity position remains strong, with an increase in cash and lower debt maturities. Growth drivers for AerCap include upward pressure on lease rates, gains on sale of aircraft, and potential settlements related to Russia.

AerCap: Why I Am So Unbelievably Bullish

The mean of analysts' price targets for AerCap (AER) points to a 31.1% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Wall Street Analysts See a 31.06% Upside in AerCap (AER): Can the Stock Really Move This High?

DUBLIN , Oct. 31, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has delivered its first Airbus A321 Passenger-to-Freighter ("P2F") aircraft to IndiGo.

AerCap Delivers its First Airbus A321 Passenger-to-Freighter Converted Aircraft to IndiGo

AerCap Holdings N.V. (NYSE:AER ) Q3 2023 Results Conference Call October 27, 2023 8:30 AM ET Company Participants Joseph McGinley - Head of Investor Relations Aengus Kelly - Chief Executive Officer Pete Juhas - Chief Financial Officer Conference Call Participants Jamie Baker - JP Morgan Stephen Trent - Citigroup Helane Becker - TD Cowen Catherine O'Brien - Goldman Sachs Hillary Cacanando - Deutsche Bank Vincent Caintic - Stephens Jordan Lyonnais - Bank of America Operator Good day, and welcome to the AerCap Holdings N.V.

AerCap Holdings N.V. (AER) Q3 2023 Earnings Call Transcript

DUBLIN , Oct. 27, 2023 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has filed an interim financial report including its unaudited condensed consolidated financial statements and notes for the third quarter ended September 30, 2023, with the U.S. Securities and Exchange Commission (the "SEC").

AerCap Holdings N.V. Announces Filing of Interim Financial Report for the Third Quarter of 2023

AerCap (AER) came out with quarterly earnings of $2.81 per share, beating the Zacks Consensus Estimate of $2.44 per share. This compares to earnings of $2.21 per share a year ago.

News for AerCap Hlds Stock (AER)