AerCap Beats Q2 Estimates, Lifts 2026 EPS View to ~$16.80, and Declares $0.40 Dividend
AER sits 42% above its 52-week low of $105.65.
Summary
AerCap reported Q2 2026 adjusted EPS of $5.14, beating estimates, and raised full-year 2026 adjusted EPS guidance to ~$16.80. The company also declared a $0.40 quarterly dividend and announced a new order for 15 Boeing 787s.
Key Events · Earnings and Guidance · AER
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Q2 Earnings Beat
Adjusted net income of $811 million, or $5.14 per share, exceeded expectations. GAAP net income was $726 million, down 42% year-over-year due to a large Ukraine-related insurance recovery in the prior-year quarter.
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Full-Year Guidance Raised
Management raised full-year 2026 adjusted EPS guidance to approximately $16.80, up from prior expectations, not including any additional gains on sale for the remainder of the year.
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Quarterly Dividend Declared
Board declared a quarterly cash dividend of $0.40 per share, payable September 3, 2026 to shareholders of record on August 12, 2026.
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New Aircraft Order
Entered into an agreement with Boeing to purchase 15 Boeing 787 aircraft, with deliveries scheduled from 2030 to 2033, expanding the order book.
Analysis · AER · Trade & Services
AerCap delivered adjusted EPS of $5.14, beating expectations, and raised full-year 2026 adjusted EPS guidance to approximately $16.80 — a significant upward revision. The company also declared a $0.40 quarterly dividend and announced a new order for 15 Boeing 787 aircraft, signaling confidence in long-term demand. The strong results and raised outlook come despite a 42% drop in GAAP net income, which was largely due to a tough comparison against last year's large Ukraine-related insurance recovery. The core leasing business remains robust, with record asset sales and aggressive share buybacks continuing.
How filings like this one have moved
In the 30 days to Oct 2, 2026, 36.5% of the 1055 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.56%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, AER was trading at $150.32 on NYSE in the Trade & Services sector, with a market capitalization of approximately $23.7B. The 52-week trading range was $105.65 to $156.33. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.