Overview

* AerCap Q3 2025 revenue and adjusted EPS beat analyst expectations

* Company raises full-year 2025 adjusted EPS guidance to ~$13.70

* AerCap ( AER ) announces new $750 mln share repurchase program

Outlook

* AerCap ( AER ) raises full-year 2025 adjusted EPS guidance to ~$13.70

Result Drivers

* ASSET SALES - Record gain-on-sale of $332 mln from $1.5 bln asset sales in Q3 2025

* UKRAINE RECOVERIES - $475 mln recovered in Q3 related to Ukraine Conflict, totaling $2.9 bln since 2023

* LEASING ENVIRONMENT - Favorable leasing and sales environment supports strong performance

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $2.30 $1.97

Revenue bln bln (4

Analysts

)

Q3 Beat $4.97 $3.10 (7

Adjusted Analysts

EPS )

Q3 EPS $6.98

Q3 $865 mln

Adjusted

Net

Income

Q3 Net $1.21

Income bln

Q3 Cash $1.50

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 8 "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 $134.00, about 9.7% above its October 28 closing price of $121.00

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

Press Release:

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(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.)