Ireland's AerCap forecasts FY 2026 adjusted EPS $12-$13
Overview
Aviation leasing leader's Q4 net income reached $633 mln, with adjusted net income at $660 mln
Company announced a new $1 bln share repurchase program and increased dividend to $0.40 per share
AerCap sold $3.9 bln in assets in 2025, reinvesting $5.4 bln in core business
Outlook
AerCap projects full-year 2026 adjusted EPS of $12.00 - $13.00
Company announces $1 bln share repurchase program for 2026
AerCap plans to continue capital investments in 2026
Result Drivers
ASSET SALES - AerCap sold $3.9 bln in assets in 2025, achieving record gains on sale of $819 mln
REINVESTMENT - Co reinvested $5.4 bln in core business, adding 103 aircraft to order book
INSURANCE RECOVERIES - $1.5 bln of insurance recoveries related to Ukraine Conflict in 2025
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Cash Flow from Operating Activities |
| $1.20 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 $157.00, about 9% above its February 5 closing price of $144.00
The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 9 three months ago
Press Release: ID:nPn8wGZSya
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