Ireland's AerCap forecasts FY 2026 adjusted EPS $12-$13

AerCap Holdings

06/02/2026 12:11

Overview

Aviation leasing leader's Q4 net income reached $633 mln, with adjusted net income at $660 mln

Company announced a new $1 bln share repurchase program and increased dividend to $0.40 per share

AerCap sold $3.9 bln in assets in 2025, reinvesting $5.4 bln in core business

Outlook

AerCap projects full-year 2026 adjusted EPS of $12.00 - $13.00

Company announces $1 bln share repurchase program for 2026

AerCap plans to continue capital investments in 2026

Result Drivers

ASSET SALES - AerCap sold $3.9 bln in assets in 2025, achieving record gains on sale of $819 mln

REINVESTMENT - Co reinvested $5.4 bln in core business, adding 103 aircraft to order book

INSURANCE RECOVERIES - $1.5 bln of insurance recoveries related to Ukraine Conflict in 2025

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Cash Flow from Operating Activities
$1.20 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 $157.00, about 9% above its February 5 closing price of $144.00

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release: ID:nPn8wGZSya

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(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.)