Overview

* AerCap ( AER ) Q2 adjusted EPS beats analyst expectations, per LSEG data

* Record net income of $1.26 bln driven by favorable court judgment

* Co raises 2025 adjusted EPS guidance to $11.60

Outlook

* Company raises full-year 2025 EPS guidance to $11.60

* AerCap ( AER ) sees strong aviation asset demand

* Company attributes EPS guidance increase to strong first-half results

* AerCap ( AER ) expects continued positive outlook for remainder of 2025

* New engine leasing partnership with Air France-KLM to support LEAP engine operators

Result Drivers

* INSURANCE PAYMENT - Record net income driven by $1 bln insurance payment for assets lost in Russia

* HIGH DEMAND - 97% lease extension rate indicates strong global demand for aviation assets

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Beat $2.83 $2.72 (9

Adjusted Analysts

EPS )

Q2 EPS $7.09

Q2 $502 mln

Adjusted

Net

Income

Q2 Net $1.26

Income bln

Q2 Cash $1.30

Flow bln

from

Operatin

g

Activiti

es

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 ( AER ) is $130.00, about 13.3% above its July 29 closing price of $112.68

* The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)