
AerCap raised its full-year 2026 adjusted earnings per share guidance to approximately $14.50, not including any additional gains on sale for the remainder of the year.
Bullish
AerCap achieved record adjusted net income and strong asset sales with significant gains, while strategically expanding its fleet and initiating a new $1.0 billion share repurchase program.
Bearish
AerCap's basic lease rents and maintenance rents were negatively impacted by amortization, while other income decreased and leasing expenses rose, alongside geopolitical risks.