Aercap Holdings N.V. (AER)

The company now

AerCap reported third-quarter 2026 net income of $949 million, or $6.17 per share, and a record adjusted net income of $1,009 million, on 28 October 2026 1.

Total revenues and other income for the quarter were $2,415 million, up 5 percent from $2,309 million a year earlier 1.

Net gain on sale of assets was $353 million, from 70 owned assets sold for $1.1 billion 1. The company said the sales earned an unlevered gain-on-sale margin of 45 percent 1.

The company raised its full-year 2026 adjusted earnings per share guidance to approximately $20.70, before any fourth-quarter gains on sale 1. The guidance counts gains on sale in the first nine months of 2026 but none from the fourth quarter 1.

Chief executive Aengus Kelly said higher fuel prices are impacting airline profitability, but that supply and demand in commercial aviation remain favorable for AerCap 1.

The company repurchased 5.3 million shares in the quarter and announced a new $1 billion repurchase program 1. The board declared a quarterly dividend of $0.40 per share, payable on 3 December 2026 2.

As of Nov 4, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.