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.

AerCap Holdings N.V. net income declined due to higher cost of debt and a provision for potential credit losses. Demand for airplanes remains strong, supporting high gains on sales for aircraft trading. AerCap stock provides a rock solid investment opportunity with upside to it stock prices for years to come.

AerCap Stock Still Scores A Strong Buy Rating

DUBLIN , Oct. 30, 2024 /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, 2024, 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 2024

AerCap Holdings N.V. (NYSE:AER ) Q3 2024 Earnings Conference Call October 30, 2024 8:30 AM ET Company Participants Joseph McGinley - Head of Investor Relations Aengus Kelly - Chief Executive Officer Peter Juhas - Chief Financial Officer Conference Call Participants Hillary Cacanando - Deutsche Bank Stephen Trent - Citi Moshe Orenbuch - TD Cowen Ronald Epstein - Bank of America Christopher Stathoulopoulos - Susquehanna International Group Operator Good day everyone, and welcome to the AerCap's Q3 2024 Financial Results.

AerCap Holdings N.V. (AER) Q3 2024 Earnings Call Transcript

AerCap (AER) came out with quarterly earnings of $2.41 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $2.81 per share a year ago.

AerCap (AER) Q3 Earnings Match Estimates

Net income for the third quarter of 2024 was $375 million, or $1.95 per share. Adjusted net income for the third quarter of 2024 was $463 million, or $2.41 per share.

AerCap Holdings N.V. Reports Financial Results for the Third Quarter 2024

AerCap (AER) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will AerCap (AER) Beat Estimates Again in Its Next Earnings Report?

DUBLIN , Oct. 7, 2024 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it will host a conference call and webcast for investors and analysts on Wednesday, October 30, 2024, at 8:30 a.m.

AerCap Holdings N.V. to Release Third Quarter 2024 Financial Results on October 30, 2024

DUBLIN , Oct. 7, 2024 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the third quarter 2024: Signed 160 lease agreements, including 13 widebody aircraft, 107 narrowbody aircraft, 24 engines and 16 helicopters.

AerCap Leased, Purchased and Sold 226 Assets in the Third Quarter 2024 and Signed Financing Transactions for Approximately $10.5 Billion

DUBLIN , Oct. 3, 2024 /PRNewswire/ -- AerCap Holdings N.V. (the "Company") is pleased to announce the successful completion of its inaugural benchmark Sukuk issuance of $500 million priced at a profit rate of 4.500%, with a five-year maturity period.

AerCap Holdings N.V. Announces Closing of $500 Million Inaugural Sukuk Issuance

DUBLIN , Oct. 2, 2024 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced that it has signed lease agreements with Azerbaijan Airlines ("AZAL") for six new Airbus CFM LEAP powered aircraft, including three A320neos and three A321neos which are scheduled to deliver in 2026.

AerCap Signs Lease Agreements with New Customer Azerbaijan Airlines for Six New Airbus A320NEO Family Aircraft

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The civil aviation and defense industries are doing well, helped by the ongoing recovery of travel and defense spending.  However, top companies in the industry are not doing well.

I'd avoid Boeing and Airbus stocks and buy Aercap instead

AerCap's consistent performance, share repurchases and strategic dividend growth justify maintaining a buy rating for the stock. AerCap's share count has dropped by 21% due to share repurchases, enhancing shareholder value amid lower capex and higher aircraft value. Despite $45 billion in debt, AerCap prioritizes share repurchases over debt reduction to improve return on equity and future dividend growth.

AerCap: The Buy Thesis Strengthens On New Share Repurchase Program

DUBLIN , Sept. 19, 2024 /PRNewswire/ -- AerCap Holdings N.V.

AerCap Holdings N.V. Announces New $500 Million Share Repurchase Program

AerCap, the largest aircraft leasing company, owns over 2000 commercial aircraft and has a diverse portfolio of aircraft and engines. AER's extensive fleet and global reach make it a preferred lessor for all airlines. Despite production issues at Boeing and Airbus, AER remains a prime mover, benefiting from high demand and its strong financial position.

AerCap: The World's Biggest Airplane Company You've Never Heard Of

DUBLIN , Sept. 3, 2024 /PRNewswire/ -- 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 Holdings N.V. Announces Pricing of $2.4 Billion Aggregate Principal Amount of Senior Notes

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If you are a Target (NYSE: TGT) stock investor and took advantage of the stock's reasonably strong run-up over the past month, it may be time to look elsewhere. As of this moment, we find Edgewell Personal Care (NYSE: EPC) - a consumer products company that sells shaving, sun care, and feminine care products - and AerCap Holdings (NYSE: AER)- an aviation leasing company - to be better bets than Target stock.

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If you are a Cisco (NASDAQ:CSCO) investor and took advantage of its recent run-up following the company's better-than-expected Q4 FY'24 results, it may be time to look elsewhere. As of this moment, we find TC Energy (NYSE:TRP) – an operator of energy infrastructure in Canada, the United States, and Mexico, and AerCap Holdings (NYSE:AER) – an aviation leasing company, as more attractive buys than Cisco.

Drop Cisco Stock And Pick TC Energy And AerCap For Higher Gains?

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AerCap Holding is trading at 0.97x Price/Book, and I believe that is too cheap for a leading company riding multiple industry tailwinds. The A+ management team has done a stellar job of growing the business via M&A and strategically acquiring assets without diluting shareholder value. Based on a $95.44 BVPS for 2025 and a 1.10x FWD Price/Book multiple, I arrive at a price target of $105, representing a 17.4% upside.

AerCap Holdings: This Industry Leader Is A Buy Trading Below Book Value

AerCap stock has not performed as well as expected, but has shown growth over the past four years. AerCap's basic lease revenues are plateauing due to airplane delivery delays, but total revenues and income have increased. AerCap maintains strong liquidity, increases full year outlook, and has further upside potential based on book value and EV/EBITDA valuation methods.

Why Did AerCap Stock Drop Despite A Strong Buy Rating

AerCap Holdings N.V. (NYSE:AER ) Q2 2024 Earnings Conference Call August 1, 2024 8:30 AM ET Company Participants Aengus Kelly - Chief Executive Officer Peter Juhas - Chief Financial Officer Joseph McGinley - Head of Investor Relations Conference Call Participants Jamie Baker - JPMorgan Terry Ma - Barclays Moshe Orenbuch - TD Cowen Stephen Trent - Citi Hillary Cacanando - Deutsche Bank Kristine Liwag - Morgan Stanley Anthony Berni - Susquehanna International Group Mariana Perez Mora - Bank of America Operator Please stand by.

AerCap Holdings N.V. (AER) Q2 2024 Earnings Call Transcript

DUBLIN , Aug. 1, 2024 /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 second quarter ended June 30, 2024, with the U.S. Securities and Exchange Commission (the "SEC").

News for AerCap Hlds Stock (AER)