AerCap (AER) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. Since a c ...

DUBLIN, June 12, 2024 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has signed lease agreements for four 737-800 Boeing Converted Freighter (BCF) aircraft with JD Airlines, the cargo airline of JD Logistics (also known as Jingdong Logistics), which are scheduled for delivery in 2024. The aircraft will be operated on behalf of JD Logistics, the subsidiary of JD.com, a leading supply chain-based technology and service provider in China. The aircraft will be ba ...

Have you been paying attention to shares of AerCap (AER) ? Shares have been on the move with the stock up 5.8% over the past month. The stock hit a new 52-week high of $93.71 in the previous session. AerCap has gained 24.7% since the start of the year compared to the 4.1% move for the Zacks Finance sector and the 16.8% return for the Zacks Financial - Leasing Companies industry. What's Driving the Outperformance? The stock has an impressive record of positive earnings surprises, as it hasn't missed our earn ...

Order for 150 new CFM LEAP engines valued at approximately $3 billion. New $500 million share repurchase authorization. Initiating quarterly common stock dividend of $0.25 per share. DUBLIN, May 8, 2024 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) today will host its 2024 Capital Markets Day in New York, beginning at 9:00 am EDT. At the event, which may be viewed virtually here, AerCap's CEO Aengus Kelly will be joined by other members of the senior leadership team to discuss the company's st ...

DUBLIN, May 1, 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 first quarter ended March 31, 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 AerCap i ...

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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 May 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 repo ...

财务数据和关键指标变化 - 公司在第一季度实现了调整后每股收益3.29美元,同比增长40% [10] - 公司调整后净利润为6.58亿美元 [10] - 公司每股账面价值增长27%至87.47美元 [10] - 公司提高了2024年全年每股收益指引至约9.20美元 [28] 各条业务线数据和关键指标变化 - 基本租金收入15.86亿美元,环比增加1000万美元 [20] - 维修收入1.79亿美元,其中3500万美元来自维修权资产摊销 [21] - 资产出售净收益1.6亿美元,出售43架自有飞机,未计杠杆收益率为21% [22] - 其他收入9300万美元,主要为利息收入和一次性项目 [23] 各个市场数据和关键指标变化 - 中国航空客运量在第一季度创下新纪录,国际航线客运量仍比2019年低22% [12] - 二手飞机市场需求强劲,公司签署了多架A320ceo、E1、737货机和777的租赁合同 [13] - 新机型需求依然旺盛,公司787、A330neo、E2和A220系列飞机已全部售罄 [13] 公司战略和发展方向及行业竞争 - 公司将继续专注于为股东创造长期价值,提高每股收益和每股账面价值 [11] - 公司认为未来15年内很难看到巴西航空工业公司或中国商飞能成为全球竞争对手 [57][59] 管理层对经营环境和未来前景的评论 - 公司认为行业供需失衡导致定价压力,经常有多家航司竞争可用飞机 [12] - 公司对航空业前景保持乐观,认为公司和行业将从积极的宏观环境中获益 [16] - 公司预计未来一年内可能会有一些违约和其他风险,因此在指引中保留了一些缓冲 [39] 问答环节重要的提问和回答 问题1 **Terry Ma 提问** 询问公司本季度净息差下降的原因以及未来展望 [33][34][35] **Peter Juhas 回答** 公司不是专注于管理净息差,但本季度下降主要是由于提前还款费用的影响,未来可能会有所改善 [34][35] 问题2 **Jamie Baker 提问** 询问公司最新签订的飞机租赁合同的租金水平情况 [43][44] **Aengus Kelly 回答** 公司将在下周的投资者日上详细介绍320和787等主要机型的租金变化情况 [44] 问题3 **Hillary Cacanando 提问** 询问公司是否考虑支付股息,以及对巴西航空工业公司和中国商飞的看法 [52][56][57][59] **Aengus Kelly 回答** 公司将在下周讨论资本配置相关事宜,对于巴西和中国新飞机项目,短期内不太可能对市场产生重大影响 [57][59]

AerCap (AER) came out with quarterly earnings of $3.29 per share, beating the Zacks Consensus Estimate of $2.31 per share. This compares to earnings of $2.34 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 42.42%. A quarter ago, it was expected that this airplane leasing company would post earnings of $2.44 per share when it actually produced earnings of $3.11, delivering a surprise of 27.46%. Over the last four quarters, th ...

Net income for the first quarter of 2024 was $604 million, or $3.02 per share. Adjusted net income for the first quarter of 2024 was $658 million, or $3.29 per share. Raising full year 2024 adjusted earnings per share guidance to approximately $9.20. DUBLIN, May 1, 2024 /PRNewswire/ -- AerCap Holdings N.V. (NYSE: AER), the industry leader across all areas of aviation leasing, today reported strong financial results for the first quarter of 2024. "AerCap continued its strong performance during the first quar ...