#Ireland #Dublin #Asset Management #AerCap #Aviation Leasing

AerCap Holdings N.V. Reports 2025 Asset Transactions

AerCap Holdings N.V. (NYSE: AER), a leader in the global aviation leasing industry, has revealed its comprehensive business activity throughout the year 2025 and in the fourth quarter.

Major Transactions of 2025

In a noteworthy year, AerCap executed a total of 705 transactions involving leasing, purchasing, and sales of aviation assets. This included:

• - Signing 371 lease agreements
• - Completing 145 acquisition transactions
• - Finalizing 189 sales transactions

These transactions demonstrate the company's agility and market responsiveness. Additionally, AerCap successfully engaged in financing activities totaling approximately $13.2 billion during the year, further solidifying its financial strength and capability to support growth.

One significant event in 2025 was the receipt of $1.5 billion in cash insurance proceeds related to assets lost in Russia, stemming from a judgment awarded by the London Commercial Court in June 2025. This major influx underscores the strategic nature of AerCap's asset recovery operations and risk management strategies.

Furthermore, the company repurchased about 22.1 million shares, investing around $2.4 billion at an average price of $109.92 per share. This stock buyback not only enhances shareholder value but also reflects the company’s confidence in its long-term strategic direction.

Fourth Quarter Highlights

The fourth quarter of 2025 continued the momentum seen throughout the year. AerCap finalized 240 asset transactions, which included:

• - 122 lease agreements, spanning various aircraft types, including 22 widebody aircraft and 42 narrowbody aircraft.
• - 40 purchases, contributing significantly to the owned aircraft portfolio, such as 15 Airbus A320neo Family aircraft and multiple Embraer models.
• - 78 sale transactions, with 62 aircraft sold, highlighting the robust demand for managed assets.

The company's financial transactions in Q4 alone amounted to approximately $8.5 billion, underpinning its capital management prowess. Additionally, AerCap initiated a stock repurchase program resulting in the buyback of approximately 3.5 million shares for approximately $444 million at an average price of $127.63 per share. This operation illustrates AerCap’s continued commitment to enhancing shareholder rewards.

For the final quarter, AerCap also declared a quarterly cash dividend of $0.27 per share, showcasing its solid earnings and commitment to returning value to shareholders.

About AerCap

AerCap stands as a dominant force in the aviation leasing sector, providing tailored fleet solutions to around 300 customers worldwide. The company's diverse portfolio includes an impressive mix of aircraft, engines, and helicopters, which it manages from various global offices including locations in Dublin, Singapore, and Miami. AerCap’s strategic foresight and operational efficiencies position it well to navigate the evolving challenges of the aviation market.

In conclusion, AerCap's remarkable performance in 2025, as illustrated by its asset transactions and strategic initiatives, reflects its resilience and operational strength in the dynamic aviation leasing landscape. With a focus on customer satisfaction and sustainable growth, AerCap is well-equipped to foster its leadership in the industry as it moves into the upcoming fiscal year.