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AerCap: the aircraft shortage is paying twice
AerCap is using tight aircraft supply to produce record earnings, asset-sale gains and buybacks. The upside is real, but the model still runs on leverage, airline customer health and aircraft residual values.
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AerCap: the aircraft shortage is paying twiceAerCap is using tight aircraft supply to produce record earnings, asset-sale gains and buybacks. The upside is real, but the model still runs on leverage, airline customer health and aircraft residual values.NYSEMay 14, 2026Research reportReadSlides