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Jun 30, 2025
AerCap Q2 2025 Earnings Report
AerCap reported record financial results for Q2 2025 with strong net income and raised full-year EPS guidance.
Key Takeaways
AerCap achieved a record Q2 2025 driven by a favorable insurance settlement and strong lease revenues. Adjusted earnings were also robust, reflecting stable operational fundamentals.
Reported net income of $1.26 billion driven by a $1B insurance settlement.
Adjusted net income was $502 million with EPS of $2.83.
Cash flow from operations totaled $1.3 billion in Q2 2025.
Capex for the quarter reached $734 million including aircraft, engines, and helicopters.
Revenue by Segment
Forward Guidance
AerCap raised its full-year 2025 adjusted EPS guidance to $11.60, reflecting confidence in future performance driven by favorable market dynamics and solid execution.
Positive Outlook
- Raised full-year adjusted EPS guidance to $11.60
- Strong lease extension rate of 97%
- High global demand for aviation assets
- Favorable $1B court judgment on insurance claim
- New engine leasing partnership with Air France-KLM
Challenges Ahead
- Decline in maintenance rents YoY
- Lower gain on asset sales versus prior year
- Ongoing exposure to geopolitical risks
- FX and tax rate variability could affect net results
- Higher SG&A expenses due to share-based compensation
Historical Earnings Impact
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Avg. Return Before/After Earnings
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