Ireland's AerCap Q1 adjusted EPS beats estimates, raises 2026 outlook

AerCap Holdings

29/04/2026 12:20

Overview

Ireland aviation lessor's Q1 adjusted EPS beat analyst expectations

Q1 revenue rose 8% yr/yr, driven by strong demand for aviation assets

Company raised 2026 adjusted EPS guidance and announced $1.0 bln share buyback

Outlook

AerCap raises 2026 adjusted EPS guidance to ~$14.50, excluding additional gains on sale

Result Drivers

ASSET SALES - Higher net gain on sale of assets, with $291 mln in gains from selling 41 owned assets, contributed to results

STRONG DEMAND & SUPPLY CONSTRAINTS - Company said robust demand for aviation assets and ongoing supply constraints supported performance

LEASE EXTENSIONS - High lease extension rate of 87% supported lease revenue stability

Company press release: ID:nPnbPgmq4a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Adjusted EPS
Beat
$5.39
$3.73 (8 Analysts)
Q1 EPS
$4.96
Q1 Adjusted Net Income
$889 mln
Q1 Net Income
$818 mln


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 $163.50, about 19.2% above its April 28 closing price of $137.13

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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)