AerCap Q2 adjusted EPS beats expectations, raises 2025 guidance

AerCap Holdings

30/07/2025 12:32

Overview

AerCap Q2 adjusted EPS beats analyst expectations, per LSEG data

Record net income of $1.26 bln driven by favorable court judgment

Co raises 2025 adjusted EPS guidance to $11.60

Outlook

Company raises full-year 2025 EPS guidance to $11.60

AerCap sees strong aviation asset demand

Company attributes EPS guidance increase to strong first-half results

AerCap expects continued positive outlook for remainder of 2025

New engine leasing partnership with Air France-KLM to support LEAP engine operators

Result Drivers

INSURANCE PAYMENT - Record net income driven by $1 bln insurance payment for assets lost in Russia

HIGH DEMAND - 97% lease extension rate indicates strong global demand for aviation assets

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Adjusted EPS
Beat
$2.83
$2.72 (9 Analysts)
Q2 EPS
$7.09
Q2 Adjusted Net Income
$502 mln
Q2 Net Income
$1.26 bln
Q2 Cash Flow from Operating Activities
$1.30 bln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the corporate financial services peer group is "buy"

Wall Street's median 12-month price target for AerCap Holdings NV is $130.00, about 13.3% above its July 29 closing price of $112.68

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release: ID:nPnnZhgfa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)