AER Stock Recent News

AerCap (AER) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

DUBLIN , April 4, 2025 /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 Wednesday, April 30, 2025 at 8:30 a.m.

DUBLIN , April 4, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the first quarter 2025: Signed 112 lease agreements, including 4 widebody aircraft, 47 narrowbody aircraft, 42 engines and 19 helicopters.

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.