AerCap's Q1 2026: Record Earnings & Growth

AerCaps Q1 2026 earnings soared to record highs, with GAAP net income of $818 million and adjusted earnings of $989 million. Despite global turmoil, the company reported an 18% GAAP return on equity and 19% adjusted return. AerCaps robust aviation demand led to 87% lease extensions and 286 deals, including 202 new leases and 41 asset sales for $1.5 billion in revenue. Airlines are holding firm amidst jet fuel price increases, with global flights down only 0.68% YOY. AerCap raised full-year adjusted EPS guidance to $14.50, announced a $1 billion share buyback, and added 110 Airbus A320 neo aircraft to the backlog. With $21 billion in liquidity and a low leverage ratio of 2.1x, AerCap is well-positioned for growth and resilience in the face of market challenges. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/6364e49567313c45