Recent Updates — AER
AerCap Holdings N.V. reported third-quarter 2026 GAAP net income of $948.8 million, or $6.17 per diluted share, driven by record adjusted net income of $1,009 million and a 5% increase in total revenues to $2.4 billion. The company raised its full-year 2026 adjusted earnings per share guidance to approximately $20.70, excluding fourth-quarter gains on asset sales. AerCap also announced a new $1 billion share repurchase program and declared a quarterly cash dividend of $0.40 per share, payable December 3, 2026, to shareholders of record as of November 11, 2026. The global leader in aviation leasing operates by owning, managing, and leasing aircraft, engines, and helicopters to airlines worldwide.
On October 7, 2026, AerCap Funding Designated Activity Company, a wholly-owned subsidiary of AerCap Holdings N.V., issued $1.5 billion aggregate principal amount of senior notes. The issuance consists of two tranches: $750 million of 5.500% Senior Notes due in 2030 and $750 million of 5.875% Senior Notes due in 2033. The company filed an underwriting agreement dated September 23, 2026, along with supplemental indentures and legal opinions to incorporate these documents into its existing Form F-3 registration statement. AerCap Holdings N.V. is a global aircraft leasing company that provides aviation financing and leasing solutions.
On September 23, 2026, AerCap Funding Designated Activity Company priced a $1.5 billion offering of senior notes consisting of $750 million in 5.500% Senior Notes due 2030 and $750 million in 5.875% Senior Notes due 2033. The notes are fully guaranteed by AerCap Holdings N.V., with net proceeds designated for general corporate purposes, including acquiring aircraft assets and repaying indebtedness. Citigroup Global Markets Inc., Mizuho Securities USA LLC, BNP Paribas Securities Corp., Deutsche Bank Securities Inc., Santander US Capital Markets LLC, and Truist Securities, Inc. served as joint book-running managers. AerCap Holdings N.V. operates in the aviation leasing industry.
On September 16, 2026, AerCap Holdings N.V.'s board of directors approved a new share repurchase program authorizing up to $1 billion in ordinary share buybacks through June 30, 2027. The company intends to fund these purchases using existing cash reserves and operational cash flow, with execution timing determined by management based on market conditions. This initiative may be suspended or discontinued at any time. AerCap Holdings N.V. operates as a global aircraft lessor.
AerCap Holdings N.V. reported second quarter 2026 net income of $726 million, or $4.59 per diluted share, and raised its full-year adjusted earnings per share guidance to approximately $16.80. The company declared a quarterly cash dividend of $0.40 per share, payable on September 3, 2026, to shareholders of record as of August 12, 2026. AerCap also announced the placement of an order for 15 Boeing 787 aircraft with deliveries scheduled from 2030 to 2033. The company operates in the aviation leasing industry.
AerCap Funding Designated Activity Company, a wholly-owned subsidiary of AerCap Holdings N.V., issued $900 million in 4.875% Senior Notes due 2031 on July 7, 2026. The issuance of the Notes is supported by an underwriting agreement dated June 29, 2026, involving multiple underwriting banks. AerCap Holdings N.V. operates in the aircraft leasing and aviation finance industry.