AerCap Posts $948.8M Third-Quarter Net Income
AER sits 25% above its 52-week low of $119.91.
Summary
AerCap reported third-quarter net income of $948.8 million, with EPS of $6.17 and adjusted EPS of $6.56 on revenue of $2.42 billion, up 5%. The adjusted EPS beat estimates, and the company described the period as another record quarter for the third quarter 2026 while raising its 2026 guidance to adjusted EPS of $20.70. The headline carries only the bottom-line number, so the market's read depends on how it stacks up against consensus and prior quarters; for a lessor of this size, a roughly $950M quarterly profit is a substantial figure. Context: the company has been active on capital return, authorizing a new $1B buyback in September and closing a $1.5B senior notes offering in early October. Watch the call for fleet utilization, lease-rate trends, and any further update to 2026 guidance.
At the time of this announcement, AER was trading at $149.81 on NYSE in the Finance sector, with a market capitalization of approximately $23.2B. The 52-week trading range was $119.91 to $158.81. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Dow Jones Newswires.