Aircraft lessor AerCap raises profit guidance on record asset sales
Published by Global Banking & Finance Review®
Posted on October 29, 2025
1 min readLast updated: January 21, 2026
Published by Global Banking & Finance Review®
Posted on October 29, 2025
1 min readLast updated: January 21, 2026
AerCap, the largest aircraft lessor, raises its profit outlook following record aircraft sales, forecasting EPS of $13.70 amid a jet supply shortage.
DUBLIN (Reuters) -AerCap, the world's largest aircraft lessor, raised its full-year earnings guidance on Wednesday after booking record gains from the sale of aircraft during the third quarter amid a continued severe shortage in the supply of jets.
The Dublin-based company's third-quarter revenue and adjusted EPS also beat analyst expectations, indicative, it said, of a continued favourable environment for leasing and sales.
AerCap expects full-year adjusted earnings per share (EPS) of around $13.70, including gains on the sale of aircraft, engines and helicopters in the first nine months of the year, but before any potential further gains in the final quarter.
It had forecast adjusted EPS of $11.60 at the end of June before it sold 32 more assets for $1.5 billion, which produced gains on sales of $332 million, its highest ever for a quarter.
That compared with $102 million for the same period in 2024, relating to 22 assets sold for $479 million.
AerCap still increased its portfolio of owned, managed or ordered aircraft, engines and helicopters to 3,536 at the end of September from just over 3,500 three months earlier.
(Reporting by Padraic Halpin; Editing by David Holmes)
Earnings per share (EPS) is a financial metric that indicates the profitability of a company by dividing its net income by the number of outstanding shares. It is commonly used by investors to assess a company's financial performance.
Asset sales refer to the process of selling a company's assets, such as equipment, real estate, or financial instruments, to generate cash. This can be part of a strategy to improve liquidity or restructure the business.
An aircraft lessor is a company that owns aircraft and leases them to airlines or other operators. This arrangement allows airlines to use aircraft without the large upfront costs of purchasing them.
Portfolio gains refer to the increase in value of the assets held within an investment portfolio. This can result from capital appreciation, dividends, or interest earned on the investments.
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