AerCap Holdings N.V.
AerCap Holdings N.V. Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
What the Q2 FY26 call signalled
2 of 4 strong
The short version
- AerCap expects asset sales to exceed $3 billion in 2026, up from an initial guidance of $2-3 billion, with sales weighted towards the first half of the year (Page 3). - AerCap raised its full-year 2026 adjusted EPS guidance to approximately $14.50 per share, which includes $1.50 per share of gains on sale from Q1 but excludes gains on sale for the remainder of the year.
From AerCap Holdings N.V.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- AerCap expects asset sales to exceed $3 billion in 2026, up from an initial guidance of $2-3 billion, with sales weighted towards the first half of the year (Page 3).
- The company raised its full-year 2026 adjusted EPS guidance to approximately $14.50, at the top end of prior estimates, reflecting confidence in growth (Page 3).
- AerCap added 110 Airbus A320neo aircraft to its order book with delivery starting in 2028, highlighting a disciplined approach to capital allocation targeting strong demand assets (Pages 2-3).
- The firm anticipates ongoing growth opportunities driven by unique platform capabilities and expects to find accretive opportunities throughout the year (Page 5).
2 more points from AerCap Holdings N.V.'s call on revenue
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Profitability & Margins
See what AerCap Holdings N.V. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- AerCap expects approximately $5 billion of CapEx in 2026.
- The company continuously finds accretive asset growth opportunities each year.
- In Q1 2026, AerCap added 110 Airbus A320neo aircraft to its order book with deliveries starting in 2028.
- The new Airbus order was achieved by leveraging AerCap’s leadership in engine leasing to free production slots.
- AerCap maintains a disciplined approach to capital deployment, balancing organic growth and share repurchases.
- The company also announced a new $1 billion share repurchase program alongside increased full-year guidance.
2 more points from AerCap Holdings N.V.'s call on capex
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Fundraising & Capital Structure
See what AerCap Holdings N.V. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- AerCap added 110 Airbus A320neo aircraft to their order book in the first quarter.
- The delivery stream for these 110 aircraft starts in 2028.
- AerCap secured attractive terms for these orders due to their unique position, including engine leasing leadership.
- Slots for these aircraft were available starting in 2028, earlier than typical orders placed at airshows which usually start around 2032-2033.
- AerCap exercises options to secure slots that other leasing companies could not access.
- Total expected CapEx (capital expenditures) mentioned is around $5 billion for the year.
2 more points from AerCap Holdings N.V.'s call on order book
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Continue your research
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Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Frequently Asked Questions
What were AerCap Holdings N.V. Q2 FY26 results?
- AerCap expects asset sales to exceed $3 billion in 2026, up from an initial guidance of $2-3 billion, with sales weighted towards the first half of the year (Page 3). - AerCap raised its full-year 2026 adjusted EPS guidance to approximately $14.50 per share, which includes $1.50 per share of gains on sale from Q1 but excludes gains on sale for the remainder of the year.
What is AerCap Holdings N.V. share price analysis?
AerCap Holdings N.V. currently shows a below-average growth signal. The stock trades at a P/E of 6.2 with a market cap of $24,884. Investors should review the full earnings analysis for detailed insights.
Is AerCap Holdings N.V. planning capital expenditure?
- AerCap expects approximately $5 billion of CapEx in 2026.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.