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.

Spirit Airlines

DUBLIN, Oct. 7, 2021 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) today announced that it has signed agreements with Spirit Airlines for the lease of 20 new Airbus A320neo Family aircraft.

AerCap Signs Lease Agreements with Spirit Airlines for 20 Airbus A320neo Family Aircraft

DUBLIN, Oct. 7, 2021 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the third quarter 2021: Signed lease agreements for 42 aircraft, including 5 widebody aircraft and 37 narrowbody aircraft.

AerCap Leased, Purchased and Sold 60 Aircraft in the Third Quarter 2021

AerCap expects further consolidation in the global aircraft leasing sector after its takeover of General Electric's leasing business, a senior executive said on Monday.

AerCap expects further consolidation in air leasing sector

Low-quality competitors are greatly affected by COVID, which puts AerCap in a better position. Effects from the merger between AerCap and GECAS may result in a higher net spread for the company and, thus, higher return on equity.

AerCap: A Reopening Investment But In The Meantime Profitable

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Revenues increased by 3% supported by sales of unsecured claims. Revenues are expected to grow, driven by new leases on existing aircraft as well as new aircraft.

AerCap Stock: A High Altitude Buy On Cash Flow Growth

AerCap Holdings N.V. (AER) CEO Aengus Kelly on Q2 2021 Results - Earnings Call Transcript

DUBLIN, July 29, 2021 /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, 2021 with the U.S. Securities and Exchange Commission (the "SEC").

AerCap Holdings N.V. Announces Filing of Interim Financial Report for the Second Quarter of 2021

DUBLIN, July 29, 2021 /PRNewswire/ -- AerCap Holdings N.V. (NYSE: AER), the global leader in aircraft leasing, today reported financial results for the second quarter of 2021 ended June 30, 2021.

AerCap Holdings N.V. Reports Financial Results for the Second Quarter 2021

General Electric

EU antitrust regulators on Tuesday approved without conditions Irish aircraft leasing company AerCap's $30 billion bid for General Electric's aircraft leasing business, according to a filing on the European Commission website.

AerCap wins unconditional EU okay for $30 billion GE deal

EU antitrust regulators are set to give unconditional approval to Irish aircraft leasing company AerCap's $30 billion bid for General Electric's aircraft leasing business, three people familiar with the matter said.

Exclusive-EU set to okay AerCap's $30 billion GE deal without conditions -sources

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AerCap Holdings N.V. (NYSE: AER) announces agreements with  Delta Air Lines (NYSE: DAL) for the long-term lease of seven Airbus (OTC: EADSY) A350-900 aircraft, delivering in Q3 and Q4 of 2021.

AerCap Executes Lease For 7 Airbus A350 Aircraft To Delta Air Lines

DUBLIN, July 13, 2021 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) today announced it has executed agreements with Delta Air Lines for the long-term lease of seven Airbus A350-900 aircraft, delivering in Q3 and Q4 of 2021.

AerCap Leases 7 Airbus A350 Aircraft to Delta Air Lines

DUBLIN, July 8, 2021 /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 Thursday, July 29, 2021 at 8:30 a.m.

AerCap Holdings N.V. to Release Second Quarter 2021 Financial Results on July 29, 2021

DUBLIN, July 7, 2021 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the second quarter 2021: Signed lease agreements for 51 aircraft, including 13 widebody aircraft and 38 narrowbody aircraft.

AerCap Leased, Purchased and Sold 78 Aircraft in the Second Quarter 2021

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EU antitrust regulators will decide by July 26 whether to clear a $30 billion bid by Ireland's AerCap to buy the aircraft leasing business of General Electric, a European Commission filing showed on Monday.

EU antitrust regulators to decide on AerCap's $30 billion GE deal by July 26

Winter months slowed down cash collection improvement, but further improvement is expected in the remainder of the year. Maintenance reserves are shielding revenues.

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David Einhorn (Trades, Portfolio), president of Greenlight Capital Re Ltd. ( GLRE , Financial), disclosed this week that his firm's top-five trades during the first quarter included sells in Green Brick Partners Inc. ( GRBK , Financial) and AerCap Holdings NV ( AER , Financial), positions that were among the top-five holdings as of the December 2020 filing.

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Donald Smith's Donald Smith & Co. sold shares of the following stocks during the first quarter of 2021, which ended on March 31.

Donald Smith Trims AerCap, JetBlue

DUBLIN, May 12, 2021 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced that its shareholders have approved the previously announced acquisition of GE Capital Aviation Services ("GECAS"), a General Electric business, at the Annual General Meeting of Shareholders held earlier today (the "Annual Meeting").

AerCap Holdings N.V. Shareholders Approve Acquisition of GE Capital Aviation Services

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Donald Smith & Co. released its first-quarter portfolio this week, revealing that its top five trades included a new position in Navient Corp. ( NAVI , Financial) and the trimming of its holdings in AerCap Holdings NV ( AER , Financial), JetBlue Airways Corp. ( JBLU , Financial) and The Mosaic Co. ( MOS , Financial). The firm also revealed a holding in Bonanza Creek Energy Inc. ( BCEI , Financial), a company that restructured its shares following a merger with HighPoint Resources in April.

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News for AerCap Hlds Stock (AER)