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Dec 31, 2025
AerCap Q4 2025 Earnings Report
AerCap delivered record quarterly earnings with strong asset sales and capital returns.
Key Takeaways
AerCap reported strong Q4 2025 results with solid lease revenue growth, significant gains on asset sales, and robust profitability, supporting higher shareholder returns.
Net income reached a strong level driven by gains on asset sales.
Lease revenues increased year over year across core categories.
Return on equity remained solid in the quarter.
The quarterly dividend was increased to $0.40 per share.
Revenue by Segment
Forward Guidance
Management expressed confidence in continued earnings strength and disciplined capital deployment in 2026.
Positive Outlook
- Strong demand for aviation leasing assets.
- Active asset sales at attractive gains.
- Ongoing capital returns via dividends and buybacks.
- Solid balance sheet and liquidity position.
- Positive long-term outlook for air travel demand.
Challenges Ahead
- Exposure to interest rate fluctuations.
- Potential airline credit risk.
- Geopolitical and macroeconomic uncertainty.
- Aircraft residual value volatility.
- Regulatory and tax environment changes.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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