Quarterly ResultOct 28, 2026, 11:56 AM
AerCap Reports Record Q3 2026 Net Income of $949M; Raises 2026 Guidance
AI Summary
AerCap Holdings N.V. reported record financial results for the third quarter of 2026, with GAAP net income of $949 million ($6.17 per share) and record adjusted net income of $1,009 million ($6.56 per share). The company raised its full-year 2026 adjusted earnings per share guidance to approximately $20.70. AerCap also announced a new $1 billion share repurchase program and repurchased $783 million of shares in the quarter. The company highlighted strong demand for aviation assets and favorable supply-demand dynamics.
Key Highlights
- AerCap reported Q3 2026 GAAP net income of $949 million, or $6.17 per share.
- Record adjusted net income for Q3 2026 was $1,009 million, or $6.56 per share.
- Full-year 2026 adjusted EPS guidance raised to approximately $20.70.
- GAAP return on equity was 20%, and adjusted return on equity was a record 22% for Q3 2026.
- Cash flow from operating activities was $1.8 billion for Q3 2026.
- AerCap repurchased 5.3 million shares for $783 million in Q3 2026, totaling over $2.2 billion year-to-date.
- A new $1 billion share repurchase program was announced.
Price Impact
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