AerCap Reports Record Q3 2026 Adjusted EPS and Raises Full-Year Guidance
AerCap Holdings N.V. (AER) delivered a strong third-quarter performance for 2026, reporting a record adjusted EPS of $6.56 and an adjusted ROE of 22%. The company's results were bolstered by high asset demand, favorable global leasing environments, and significant gains from asset sales, which achieved an unlevered gain on sale margin of 45% for 70 owned assets. Driven by these strong fundamentals, management raised its full-year adjusted EPS guidance to approximately $20.70 and increased its full-year asset sales projection to exceed $5 billion. The company continues to prioritize shareholder returns, having repurchased $2.2 billion in shares year-to-date, representing roughly 10% of outstanding shares.
Tickers: $AER
Topics: aircraft leasing asset sales earnings report EPS guidance share repurchases