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

AerCap's Major Q2 Transactions

In a bold display of growth and resilience, AerCap Holdings N.V. recently announced several significant transactions that took place during the second quarter of 2025. With an impressive total of 116 assets leased, purchased, and sold, AerCap is reinforcing its status as a trailblazer in aviation leasing and asset management.

Significant Lease Agreements

During this quarter, AerCap secured 71 lease agreements which included:

• - 8 widebody aircraft
• - 32 narrowbody aircraft
• - 13 engines
• - 18 helicopters

These agreements represent a vital expansion of AerCap's portfolio, catering to various segments of the global aviation market. The addition of new aircraft and engines demonstrates AerCap's commitment to providing flexible and comprehensive leasing solutions to its diverse clientele.

Purchases to Strengthen the Portfolio

In an effort to further solidify its asset base, AerCap completed 21 purchase transactions as follows:

• - 11 aircraft, which included: 3 Airbus A320neo Family aircraft, 5 Boeing 737 MAX aircraft, and 3 Embraer E195-E2s.
• - 5 engines for enhancing the owned engine portfolio.
• - 5 helicopters, augmenting their versatile offerings.

These strategic purchases highlight AerCap's proactive approach to asset management, aiming to meet rising aviation demands efficiently.

A Profitable Sales Strategy

In addition to leasing and purchasing, AerCap executed 24 sale transactions, which comprised:

• - The sale of 14 aircraft including: 9 Airbus A320 Family aircraft, 1 Airbus A320neo Family aircraft, 1 Boeing 767-300ER, and 1 Embraer E190.
• - The divestment of 6 engines, and 4 helicopters.

This sales strategy showcases AerCap's agility in optimizing its asset portfolio and realizing value, ensuring effective resource allocation.

Legal Victory in Insurance Claims

In a noteworthy legal development, AerCap was awarded approximately $1 billion by the war risks insurers related to assets lost in Russia back in 2022. This ruling from the London Commercial Court is a significant win for the company, as it recovers from the adverse impacts of geopolitical tensions.

Strong Financing Moves

AerCap also engaged in various financial transactions totaling about $2.9 billion, demonstrating solid cash flow management and financial health. Furthermore, the company repurchased around 4.7 million shares at an average price of $94.03 per share, an investment totaling approximately $445 million. This move not only reflects AerCap's confidence in its future prospects but also its commitment to shareholder value.

In addition, a quarterly cash dividend of $0.27 per share was declared, further enhancing investor confidence.

Looking Ahead

As AerCap continues to navigate the intricate landscape of the aviation industry, these business developments signify a robust strategy focusing on growth and asset optimization. Listed on the New York Stock Exchange (AER) and headquartered in Dublin, AerCap serves approximately 300 customers globally, underscoring its pivotal role in offering comprehensive fleet solutions.

With an attractive order book and strategic foresight, AerCap is well-positioned to weather market fluctuations and maintain its leadership in aviation leasing and asset management. The company’s pursuit of excellence and innovation remains unwavering as it continues to respond dynamically to the evolving demands of the global aviation sector.

Conclusion

AerCap's fruitful quarter underscores its robust operational capabilities and strategic initiatives. As the aviation industry evolves, AerCap's dedication to fostering growth through strategic leases, purchases, and divestitures sets a commendable standard in the leasing sector, reflecting resilience and foresight amid ongoing global challenges.