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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.
Q1 2026 revenue beat, raised revenue guidance, and the first sixth-generation 256-qubit system sale. The proof gate is RPO conversion, organic revenue growth, and adjusted EBITDA loss discipline.
Enphase reported Q1 2026 results and announced an IQ solid-state transformer program for AI data centers. The proof gate is revenue stabilization, battery shipments, non-GAAP gross margin, and IQ SST progress.