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.
AerCap: the aircraft shortage is paying twice
NYSEAERCoverage BootstrapAviation
Thesis summary
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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