Aircastle Reports Impressive Third Quarter 2025 Financial Performance with Significant Revenue Growth

Aircastle Limited Reports Strong Q3 2025 Results

Aircastle Limited, a leading global player in aircraft leasing, has shared its robust financial performance for the third quarter of the fiscal year ending November 30, 2025. The company revealed total revenues of $236 million, alongside a net income of $31 million. This marks a remarkable 22% increase in lease rental revenue compared to the same period in the previous year, illustrating Aircastle's ongoing success in navigating competitive market conditions.

In a statement, CEO Mike Inglese expressed his optimism about the aviation sector's sustainable growth. He noted that while air travel has been on the rise since 2024, airlines are adopting cost-effective leasing strategies to manage their operational costs amid persistent supply chain challenges. This adaptability is allowing airlines to capitalize on increasing travel demands while minimizing financial risks.

Inglese stated, "The successful results of our third fiscal quarter, including a 22% increase in lease rental revenue, reflect our team's commitment to delivering value in a competitive landscape." Additionally, the company achieved an Adjusted EBITDA of $221 million, indicating healthy operational efficiency.

Aircastle's recent fiscal activities also included the acquisition of nine aircraft for $355 million, bringing its total aircraft acquisitions for the fiscal year to approximately $1.3 billion. The total fleet's weighted average age is now around 4.1 years, indicating a modernized and efficient fleet composition. As of the end of November 2025, 52% of the net book value of Aircastle’s fleet consists of technologically advanced aircraft, showcasing the company's focus on innovation and efficiency.

With a total liquidity of $2.6 billion as of October 1, 2025, and 98% of its debt being unsecured, Aircastle is in a strong financial position to pursue its growth strategy. Moody's recent upgrade of Aircastle's credit rating to Baa2 further underscores the company's solid financial foundation and investor confidence. The company's unencumbered aircraft and flight equipment have a net book value of $8.5 billion, positioning Aircastle exceptionally well within the aircraft leasing market.

Despite challenges posed by the global economy, Aircastle has continued to thrive, reinforcing its reputation as a reliable partner in the aviation industry. As the company gears up for another successful year, its commitment to executing efficient aircraft leasing solutions will likely keep it at the forefront of the market.

Aircastle, with its well-managed aircraft portfolio, remains optimistic about future opportunities. The company plans to host a conference call to discuss these results further, inviting stakeholders and interested parties to join. Aircastle’s consistent performance over the years has transformed it into a preferred trading partner, thanks in part to the support from its notable shareholders, Marubeni Corporation and Mizuho Leasing. With a strong operational track record, Aircastle looks forward to building on its successes in the coming fiscal period.