StockWatch
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Diversified Commercial Services
Quarterly ResultJul 29, 2026, 11:26 AM

AerCap Q2 Net Income $726M, EPS $4.59; Raises FY26 Adj. EPS to $16.80

AI Summary

AerCap Holdings N.V. reported strong financial results for the second quarter of 2026, with net income of $726 million and diluted EPS of $4.59. The company also raised its full-year 2026 adjusted EPS guidance to approximately $16.80, citing the strength of its business model and continued demand for aviation assets. Key highlights included $1.4 billion in asset sales with significant gains, $1.5 billion in operating cash flow, and $691 million in share repurchases during the quarter. Additionally, AerCap placed an order for 15 Boeing 787 aircraft.

Key Highlights

  • Net income for Q2 2026 was $726 million, or $4.59 per share.
  • Adjusted net income for Q2 2026 was $811 million, or $5.14 per share.
  • Raised full-year 2026 adjusted EPS guidance to approximately $16.80.
  • Achieved $1.4 billion in asset sales during Q2, generating $223 million in gains.
  • Cash flow from operating activities reached $1.5 billion for Q2 2026.
  • Repurchased 4.9 million shares for $691 million in Q2 2026.
  • Book value per share was $119.21 as of June 30, 2026, up 16% year-over-year.
  • Placed an order for 15 Boeing 787 aircraft in July 2026.