AerCap

AER

Market cap $24.3B

The London Company Mid Cap portfolio returned 3.2% (3.0% net) during the quarter vs. a 0.2% increase in the Russell Midcap Index. Dollar Tree, Inc. was a top performer after completing the divestiture of the Family Dollar business, removing a long-standing drag on growth. AerCap Holdings shares performed well all year after reporting solid quarterly results as the company owns the largest portfolio of aircraft.

DUBLIN, Feb. 12, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has filed its annual report on Form 20-F, including its audited financial statements for the fiscal year ended December 31, 2025, with the U.S. Securities and Exchange Commission (the "SEC") in accordance with United States requirements.

AerCap delivered Q4 EPS of $15.37, surpassing expectations, with shares up 9.3% as value from asset sales is recycled into buybacks. Lease revenue grew 11%, driven by higher basic rents and maintenance rents, while asset sales generated substantial gains despite lower margins year-over-year. AER guides 2026 adjusted EPS to $12–$13, excluding asset sale gains; robust asset sale activity could materially lift reported EPS above guidance.

Non-Binding Agreement for 24 Aircraft Returns and 10 Future Sale-Leaseback Transactions DENVER, Feb. 11, 2026   /PRNewswire/ -- Frontier Group Holdings, Inc. (Nasdaq: ULCC) ("Frontier" or the "Company"), parent company of Frontier Airlines, Inc., announced today a non-binding agreement with AerCap Holdings N.V. (NYSE: AER) ("AerCap") for the early return of 24 A320neo aircraft currently in operation, all of which have lease agreements scheduled to expire within the next two to eight years.

AerCap Holdings N.V. (AER) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for AerCap (AER) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Net income of $633 million, or $3.79 per share, for the fourth quarter of 2025 and $3.8 billion, or $21.30 per share, for the full year 2025. Adjusted net income of $660 million, or $3.95 per share, for the fourth quarter of 2025 and $2.7 billion, or $15.37 per share, for the full year 2025.

Oakmark U.S. Large Value Strategy portfolio's return was 4.79% (net) for the reporting period vs. Russell 1000 Value Index that returned 3.81% for the same period.

AerCap delivered a 51% return in 2025, outperforming the S&P 500 and surpassing my bullish expectations. FY26 core EPS could come in at $13, with another $5 in gain of sale earnings. With repurchases, FY26 earnings could approach $20/share, a 7x P/E at the current price. Key drivers include improving net interest margin, higher lease rents, and ongoing share repurchases supporting continued earnings growth.

The head of the world's largest aircraft leasing company, AerCap , cautioned on Monday against overreacting to recent geopolitical and economic uncertainty and said the aviation financing industry worked on secure long-term cycles.