AER Stock Recent News

DUBLIN , March 25, 2025 /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" or the "Company"), priced an offering of $500 million aggregate principal amount of the Issuers' Fixed-Rate Reset Junior Subordinated Notes due 2056 (the "Notes").

AerCap's 2024 20-F filing shows stability in widebody lease expirations and a bullish stance on secondary market values, with a significant shift from Asia to Europe. The company increased its engine leasing clients and added new aircraft, reflecting a strong order book despite delivery delays, and budgeted $6B in capex for 2025. AerCap's debt decreased, maintaining a low debt/equity ratio, and it plans significant share buybacks, potentially reducing shares by 15% in the coming year.

AerCap CEO Aengus Kelly discusses the impact of tariffs on Boeing's production and delivery timeline.

AerCap CEO Aengus Kelly said a worst-case tariff scenario could move Boeing prices up by $40 million. Kelly also said his company has seen a "marked improvement" in Boeing products over the past couple of years.

CNBC's Phil LeBeau and AerCap CEO Aengus Kelly join 'Squawk Box' to discuss the state of global airline travel demand, impact of tariffs, Boeing's production and delivery timeline, and more.

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AerCap's Q4 earnings validated my bullish stance, showcasing a 43% gain on sale margin and highlighting the company's deeply understated book value. Q1 recoveries related to the Ukraine Conflict could be substantial with the London Mega trial concluding and insurers beginning to settle. Basic lease rents may rise $700 million in 2025, driven by higher lease rates on new asset deliveries and fewer COVID era leases.

AerCap's stock price increased by nearly 11% since my Strong Buy rating in October 2024, outperforming the S&P 500's 5.1% return. Despite delivery delays from Boeing and Airbus, AerCap's total revenues grew 7% due to higher aircraft trading activity and attractive margins. AerCap's liquidity is strong, with $20 billion covering capital expenditures and debt maturities, providing excess coverage of $10 billion.

DUBLIN , Feb. 26, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) today announced it has filed its annual report on Form 20-F, including its audited financial statements for the fiscal year ended December 31, 2024, with the U.S. Securities and Exchange Commission (the "SEC") in accordance with United States requirements.

AerCap Holdings N.V. (NYSE:AER ) Q4 2024 Earnings Conference Call February 26, 2025 8:30 AM ET Company Participants Aengus Kelly - CEO Peter Juhas - CFO Joseph McGinley - IR Conference Call Participants Hillary Cacanando - Deutsche Bank Jamie Baker - J.P.