Aircraft Finance & Leasing   Aircraft Orders and Deliveries   Airline Industry & Market Trends   Aircraft Manufacturing (OEMs)  

AerCap posts record FY2025 net income $3.8B; Q4 net income $633M

AerCap reported a record 2025 net profit of $3.8 billion ($21.30 per share) and Q4 net income of $633 million ($3.79 per share). The lessor sold $3.9 billion of assets (realizing $819 million in gains), invested $5.4 billion in new assets and added 103 aircraft, incl. options, to its orderbook.

Discovered 2026-02-06T04:03:34.393877-08:00 | 2026-02-06T04:03:34.393877-08:00

Briefing

What Hype is tracking

  • AerCap's $3.8B net income, $3.9B of asset sales (with $819M gains) and $5.4B of new-asset investments show active balance-sheet redeployment and liquidity conversion at scale — a leading signal for lessor market health.

  • The addition of 103 aircraft (including options) to AerCap's orderbook increases near-term demand for OEM production and deliveries, complementing carriers' widebody intake such as 20 Boeing 787 deliveries planned into 2026.

  • Strong lessor earnings and fleet investment align with broader industry momentum and profitability recovery highlighted in IATA's record profit projection for 2026.

Reported By

aeromorning.com Airline Economics Breitflyte aerotelegraph.com aercap.com
Sources Tracked
6
First Seen
2026-02-06T04:03:34.393877-08:00
Latest Update
2026-02-09T21:09:06.309531-08:00
Coverage
Aviation

Sources

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