If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.AerCap Holdings N.V. (NYSE: AER ) reported third quarter results on the 30 th of October. Since my coverage of the second quarter results , the stock has gained 12.6%, which is in line with theDhierin runs the investing group The Aerospace Forum , ...

DUBLIN, Oct. 30, 2024 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has filed an interim financial report including its unaudited condensed consolidated financial statements and notes for the third quarter ended September 30, 2024, with the U.S. Securities and Exchange Commission (the "SEC"). AerCap's Form 6-K can be accessed on the "Investors" section of the Company's website at www.aercap.com, as well as on the SEC's website at www.sec.gov.About AerCap Aer ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of October 2024 Commission File Number 001-33159 AERCAP HOLDINGS N.V. (Translation of Registrant's Name into English) AerCap House, 65 St. Stephen's Green, Dublin D02 YX20, Ireland, +353 1 819 2010 (Address of Principal Executive Office) Indicate by check mark whether the registrant files or will file annual ...

业绩总结 - 2024年第三季度GAAP每股收益为1.95美元，调整后每股收益为2.41美元[9] - 2024年第三季度销售额为4.79亿美元，销售利润率为27%[9] - 2024年第三季度的净收入为3.75亿美元，调整后净收入为4.63亿美元[16] - 2024年全年的调整后每股收益指引提高至约10.70美元，不包括任何第四季度的销售收益[9] - 2024年全年的调整后净收入预计为21亿美元，调整后每股收益约为10.70美元[27] 资本回购与现金流 - 公司在2024年第三季度回购了价值4.97亿美元的股票，年初至今共回购了15亿美元的股票[9] - 2024年第三季度的运营现金流为14亿美元，调整后的杠杆比率为2.4倍[20] - 截至2024年9月30日，公司的每股账面价值为90.66美元[30] 资产与订单情况 - 基本租金收入为16.05亿美元，受到3100万美元的租赁溢价摊销的负面影响[18] - 资产销售的净收益为1.02亿美元，代表27%的无杠杆销售利润率[18] - 总乘客飞机资产数量为1,462架，占净账面价值的84%[31] - 总资产数量为2,306架，涵盖所有类型的飞机和发动机[31] - 2024年到2028年的总订单数量为324架乘客飞机[32] - 2024年预计交付的飞机数量为33架[32] - 截至2024年9月30日，公司有93台发动机在订单中[32] 新技术与资本结构 - 新技术飞机占公司机队的约73%[31] - 公司的资本结构中，长期次级债务的50%被视为股权信用[36]

财务数据和关键指标变化 - 公司在2024年第三季度实现调整后净收入为4.63亿美元，每股收益为2.41美元 [6][21] - GAAP净收入为3.75亿美元，每股收益为1.95美元 [20] - 运营现金流达到创纪录的56亿美元，反映出强劲的现金流表现 [7][17] 各条业务线数据和关键指标变化 - 基本租金收入为16.05亿美元，较第二季度的15.68亿美元有所增加 [22] - 维护收入为1.61亿美元，若不考虑资产摊销，维护收入将增加至2.05亿美元 [23] - 资产销售净收益为1.02亿美元，销售22项资产的总收入为4.79亿美元，未杠杆销售利润率为27% [24][31] 各个市场数据和关键指标变化 - 全球航空流量同比增长12%，显示出航空租赁市场的强劲需求 [17] - 公司在中国市场的曝光率已从三年前的21%降至13.5%，预计将继续下降 [55] - 在美国市场，航空公司对旧资产的需求持续增加，延长租赁率超过90% [10][68] 公司战略和发展方向和行业竞争 - 公司计划继续优化资产组合，专注于长期价值而非短期收益 [43][60] - 在供应链紧张的背景下，预计飞机和发动机的价值将继续上涨 [8][17] - 公司在股东回报方面表现积极，已回购约5.5百万股股票，总回购金额达到4.97亿美元 [29][33] 管理层对经营环境和未来前景的评论 - 管理层对未来的展望乐观，预计2024年调整后每股收益将提高至约10.70美元 [7][30] - 由于供应链问题，预计飞机交付延迟将持续到2026年 [15][16] - 管理层认为，尽管面临挑战，航空租赁市场的基本面依然强劲 [17][31] 其他重要信息 - 公司在第三季度宣布每股派息0.25美元，将于12月初支付 [9] - 由于乌克兰冲突，公司在第三季度获得了400万美元的恢复收入 [20] 问答环节所有提问和回答 问题: 关于全球利率放宽与持续供应短缺的关系 - 管理层认为，尽管利率变化可能影响资本进入市场，但航空租赁行业的吸引力依然强劲，租赁率将保持稳定 [36][38] 问题: 关于销售环境和27%的销售收益 - 管理层表示，销售收益的可持续性与宏观经济环境密切相关，预计在低利率环境下，销售价格将上升 [40][42] 问题: 关于Azul重组的信用损失 - 管理层确认，140百万美元的信用损失准备金与Azul的重组有关，预计未来不会有额外的减值影响 [46][48] 问题: 关于波音罢工的影响 - 管理层指出，波音罢工可能会对在役机队产生影响，特别是在维修和零部件供应方面 [51][52] 问题: 关于中国市场的曝光率 - 管理层表示，中国市场对窄体飞机的需求依然强劲，预计未来将继续增长 [81][82]

AerCap (AER) came out with quarterly earnings of $2.41 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $2.81 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this airplane leasing company would post earnings of $2.41 per share when it actually produced earnings of $3.01, delivering a surprise of 24.90%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. AerCap, which belon ...

文章核心观点 - 公司在第三季度表现强劲,飞机需求旺盛,飞机利用率达99%,续租率92%,出售飞机的收益率27% [2][3] - 公司提高了2024年全年调整后每股收益指引,从约10.25美元提高到约10.70美元,不包括第四季度的出售收益 [1][4] - 公司宣布了5亿美元的新股回购计划,今年的总授权额达到15亿美元,这些行动都得益于公司创纪录的经营现金流 [3][4] 财务数据总结 收入和净利差 - 基本租金收入为16.05亿美元,同比增长2% [5] - 维修租金和其他收入为1.61亿美元,同比增长28% [6] - 资产出售净收益为1.02亿美元,同比下降21% [7][8] - 其他收入为0.79亿美元,同比增长30% [8] - 总收入和其他收入为19.48亿美元,同比增长3% [5] 费用 - 利息费用为5.16亿美元,同比增长16% [9] - 销售、一般及管理费用为1.21亿美元,同比增长8% [10] - 租赁费用为2.75亿美元,同比增长66%,主要是信用损失准备增加1.4亿美元 [10] 其他财务指标 - 调整后净利润为4.63亿美元,调整后每股收益为2.41美元 [19] - 资产负债率为2.4:1,股东权益账面价值为每股90.66美元,同比增长约16% [12][13] - 在第三季度回购了550万股,共计4.97亿美元 [4] - 经营活动产生的现金流为14亿美元,过去12个月达到56亿美元,创历史新高 [4][9]

DUBLIN, Oct. 7, 2024 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it will host a conference call and webcast for investors and analysts on Wednesday, October 30, 2024, at 8:30 a.m. Eastern Time to review its third quarter 2024 financial results.AerCap's third quarter 2024 earnings press release will be released before financial markets open in the United States on October 30, 2024. A copy of the press release will be posted on the "Investors" section of AerCap ...

DUBLIN, Oct. 3, 2024 /PRNewswire/ -- AerCap Holdings N.V. (the "Company") is pleased to announce the successful completion of its inaugural benchmark Sukuk issuance of $500 million priced at a profit rate of 4.500%, with a five-year maturity period. The trust certificates in Sukuk format were issued by Aercap Sukuk Limited.The Company intends to use the net proceeds from the issuance for general corporate purposes, including to acquire, invest in, finance or refinance aircraft assets and to repay indebtedne ...

Here are three stocks with buy rank and strong value characteristics for investors to consider today, October 1:Brookfield Business Partners L.P. (BBU) : This private equity company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 8.4% over the last 60 days.Brookfield Business Partners has a price-to-earnings ratio (P/E) of 5.30 compared with 16.20 for the industry. The company possesses a Value Scoreof A.OppFi Inc. (OPFI) : This fintech compan ...