#Ireland #Dublin #NV #AerCap Holdings #Aviation Leasing

AerCap's Impressive Asset Transactions in Q3 2025

AerCap Holdings N.V. (NYSE: AER) has reported remarkable business activities in the third quarter of 2025, showcasing its strength and strategy in the aviation leasing market. The company signed a substantial number of lease agreements, and conducted multiple asset purchases and sales, indicating a robust operational performance amidst a dynamic market landscape.

Key Highlights of Q3 2025

During this quarter, AerCap successfully executed several key transactions:

• - Lease Agreements: AerCap signed 66 new lease agreements which comprised 14 widebody aircraft, 25 narrowbody aircraft, 15 engines, and 12 helicopters. This significant number underlines AerCap's expanding portfolio and commitment to meeting customer demands in various aviation segments.
• - Purchases: The company completed 35 purchases involving 17 aircraft, which included 8 Airbus A320neo Family aircraft and 9 Boeing 737 MAX aircraft augmenting AerCap's owned aircraft portfolio. Additionally, it acquired 11 engines and 7 helicopters, indicating diversified investment in valuable aviation assets.
• - Sales Transactions: AerCap engaged in 45 sale transactions, parting with 40 aircraft that included various models from the Airbus and Boeing families, as well as 10 aircraft from its managed portfolio. Furthermore, the company sold 4 engines and 1 helicopter, demonstrating proactive asset management strategies aimed at optimizing its fleet and financial performance.

Financial Achievements and Settlements

In terms of financial achievements, AerCap received an insurance settlement amounting to approximately €203 million and was awarded about $234 million related to a previous judgment from the Commercial Court in London concerning lost assets in Russia in 2022. These settlements not only bolster AerCap's financial resilience but also reflect its adeptness in navigating complex challenges.

The company repurchased around 8.2 million shares at an average price of $119.95 per share, totaling about $981 million in share buybacks. This reflects AerCap's commitment to enhancing shareholder value and confidence in its future growth prospects.

Additionally, AerCap declared a quarterly cash dividend of $0.27 per ordinary share, further illustrating its strong cash flow position and ongoing commitment to returning value to shareholders.

Insights on Growth and Strategic Moves

AerCap's operational strategy is centered around sustainable growth and market positioning as the leading aviation leasing firm worldwide. With a diversified portfolio and a comprehensive understanding of the aviation market, the company maintains one of the industry's most attractive order books, catering to a wide range of customer needs globally.

The quarter's transactions underscore AerCap's proactive approach to fleet management through effective lease agreements and judicious asset sales. The company serves around 300 customers, indicating a strong market presence and a robust client-focus strategy.

Conclusion

AerCap Holdings continues to reaffirm its position as a pivotal player in the aviation leasing sector through strategic transactions and financial prudence. As the company navigates the complexities of global aviation, its latest quarterly performance highlights not only resilience but also a dynamic growth trajectory. Moving forward, shareholders and industry observers alike will be keenly watching how AerCap continues to leverage its market leadership to drive operational success and shareholder returns in the evolving landscape of aviation.

For more insights and information about AerCap Holdings, visit aercap.com.