AerCap Q2 Net Income Drops 42% but Raises FY26 EPS View to $16.80
AER sits 46% above its 52-week low of $105.65.
Summary
AerCap's Q2 net income fell 42% to $725.7M on higher expenses, but adjusted EPS of $5.14 beat expectations and the company raised full-year 2026 adjusted EPS guidance to approximately $16.80. Revenue rose 15% to $2.17B, reflecting strong leasing demand. The guidance raise signals confidence in the aircraft leasing cycle, offsetting the headline net income decline. This follows a series of positive developments including $900M in debt financing and new lease agreements with China Southern and Air France-KLM. Shares edged up 0.6% pre-market, trading near a 52-week high.
Updates
· SEC 6-K — AerCap declared a quarterly cash dividend of $0.40 per share, payable September 3, 2026 to shareholders of record August 12, 2026.
At the time of this announcement, AER was trading at $154.08 on NYSE in the Finance sector, with a market capitalization of approximately $24.3B. The 52-week trading range was $105.65 to $155.99. This news item was assessed with positive market sentiment and an importance score of 8 out of 10. Source: dpa-AFX.