AerCap Reports Strong Q2 Earnings with Increased Guidance
AerCap reported strong financial results for the second quarter of 2026, delivering adjusted earnings per share (EPS) of $5.14 and an adjusted return on equity of 18%. The company generated $1.5 billion in cash flow from operations during the period, which it used to repurchase over $690 million worth of shares and invest in new Boeing 787 aircraft. The firm also completed $1.4 billion in asset sales with a gain-on-sale margin of 20%, while maintaining an 85% lease extension rate on passenger aircraft—well above the long-term average. These results reflect AerCap's resilient business model and favorable industry conditions driven by supply-demand imbalances. AerCap raised its full-year earnings guidance to $16.80 per share, excluding any additional gains from asset sales. The company cited a supportive market environment despite recent geopolitical challenges that have increased input costs for airlines.
Tickers: $AER