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.
References
Sources used in this report
SEC APISEC company tickers exchange dataset2026-05-14 · Ticker, issuer name, exchange and CIK confirmation.SEC APISEC submissions for AerCap2026-05-14 · Issuer identity, SIC, fiscal year end, headquarters and filing sequence.SEC XBRL APISEC companyfacts for AerCap2026-05-14 · Tagged assets, liabilities, equity, revenue, net income, EPS and shares outstanding.Annual filingAerCap fiscal 2025 Form 20-F2026-02-12 · Business model, portfolio scale, customer mix, geography, governance, ownership, leverage, purchase commitments and risks.Form 6-K exhibitAerCap Q1 2026 interim report2026-04-29 · Latest interim financial statements and March 31 2026 balance sheet.Company Form 6-K exhibitAerCap Q1 2026 earnings release2026-04-29 · Q1 earnings, adjusted EPS, guidance raise, revenue bridge, gains on sale, portfolio metrics, dividend and buyback.Company Form 6-K exhibitAerCap FY2025 earnings release2026-02-06 · FY2025 record results, adjusted EPS, operating cash flow, insurance recoveries, book value and capital returns.Annual meeting materialAerCap 2026 annual meeting explanation2026-03-04 · Board refreshment, capital allocation, dividend and repurchase authority context.Governance filingAerCap 2026 nomination and compensation committee report2026-03-04 · Executive incentives, CEO equity design and long-term shareholder alignment.Industry participant annual filingBoeing fiscal 2025 Form 10-K2026-01-30 · Official aircraft demand, supply, production and regulatory constraint context.