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Mar 31, 2025
AerCap Q1 2025 Earnings Report
AerCap reported strong financial results for Q1 2025, increasing EPS guidance and announcing a new share repurchase program.
Key Takeaways
AerCap posted robust Q1 2025 results, driven by solid demand in aviation leasing and asset sales. Net income reached $643 million with adjusted EPS of $3.68, and total revenue rose slightly year-over-year. The company raised full-year EPS guidance and approved a $500 million share repurchase program.
Net income was $643 million and adjusted net income was $679 million.
Revenue increased to $2.077 billion, driven by stronger asset sales and other income.
EPS was $3.48; adjusted EPS was $3.68 for the quarter.
AerCap raised its full-year EPS guidance and launched a new $500 million share repurchase program.
Revenue by Segment
Forward Guidance
AerCap raised its full-year 2025 adjusted EPS guidance to a range of $9.30 to $10.30, citing a strong demand environment and successful asset sales.
Positive Outlook
- Raised FY25 adjusted EPS guidance to $9.30 - $10.30.
- Strong demand for aviation assets continues to drive performance.
- Unlevered gain-on-sale margin reached 35% in Q1 2025.
- Received a Fitch Ratings upgrade to BBB+, aligned across all agencies.
- New $500 million share repurchase program introduced.
Challenges Ahead
- Cash and equivalents decreased to $1.27 billion from $1.4 billion.
- Maintenance rents declined from $179 million to $146 million YoY.
- Leasing expenses remained elevated at $81 million despite improvements.
- SG&A expenses stayed high at $113 million.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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