AerCap Q2 adjusted EPS beats expectations, raises 2025 guidance
Overview
AerCap Q2 adjusted EPS beats analyst expectations, per LSEG data
Record net income of $1.26 bln driven by favorable court judgment
Co raises 2025 adjusted EPS guidance to $11.60
Outlook
Company raises full-year 2025 EPS guidance to $11.60
AerCap sees strong aviation asset demand
Company attributes EPS guidance increase to strong first-half results
AerCap expects continued positive outlook for remainder of 2025
New engine leasing partnership with Air France-KLM to support LEAP engine operators
Result Drivers
INSURANCE PAYMENT - Record net income driven by $1 bln insurance payment for assets lost in Russia
HIGH DEMAND - 97% lease extension rate indicates strong global demand for aviation assets
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Adjusted EPS | Beat | $2.83 | $2.72 (9 Analysts) |
Q2 EPS |
| $7.09 |
|
Q2 Adjusted Net Income |
| $502 mln |
|
Q2 Net Income |
| $1.26 bln |
|
Q2 Cash Flow from Operating Activities |
| $1.30 bln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the corporate financial services peer group is "buy"
Wall Street's median 12-month price target for AerCap Holdings NV is $130.00, about 13.3% above its July 29 closing price of $112.68
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 9 three months ago
Press Release: ID:nPnnZhgfa
