NYSE$AER
AerCap Holdings NV · Q2 2025 earnings
Q2 2025 earnings · · Before market open · Investor relations
Briefing
AerCap reported record financial results for Q2 2025 with strong net income and raised full-year EPS guidance.
AerCap achieved a record Q2 2025 driven by a favorable insurance settlement and strong lease revenues. Adjusted earnings were also robust, reflecting stable operational fundamentals.
- Reported net income of $1.26 billion driven by a $1B insurance settlement.
- Adjusted net income was $502 million with EPS of $2.83.
- Cash flow from operations totaled $1.3 billion in Q2 2025.
- Capex for the quarter reached $734 million including aircraft, engines, and helicopters.
Headline financials
Revenue & EPS history
AerCap · Revenue · Quarterly
$1.89B
Revenue by segment
AerCap · $1.92B total across 4 segments · Q2 2023
- Basic Lease Rents$1.56B+6.8%81.1%
- Gain on Asset Sales$166M+371.3%8.6%
- Maintenance Rents$156M+51.8%8.1%
- Other Income$41.1M-42.3%2.1%
Forward guidance
AerCap raised its full-year 2025 adjusted EPS guidance to $11.60, reflecting confidence in future performance driven by favorable market dynamics and solid execution.
Tailwinds
- Raised full-year adjusted EPS guidance to $11.60
- Strong lease extension rate of 97%
- High global demand for aviation assets
- Favorable $1B court judgment on insurance claim
- New engine leasing partnership with Air France-KLM
Headwinds
- Decline in maintenance rents YoY
- Lower gain on asset sales versus prior year
- Ongoing exposure to geopolitical risks
- FX and tax rate variability could affect net results
- Higher SG&A expenses due to share-based compensation
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q2 2025
+1.2%
Avg return
Earnings day
+1.9%
Avg return
5 days after
+2.2%
Avg return
30 days after
64%
35 / 55 earnings
Positive
+11.3%
Q3 2011
Best reaction
-10.5%
Q4 2021
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +1.0% | +0.4% | +1.5% | |
| Q2 2025 | -3.2% | +8.3% | +10.7% | |
| Q4 2024 | +0.8% | -0.5% | +0.7% | |
| Q4 2023 | -3.3% | -2.9% | +10.1% | |
| Q2 2023 | -1.5% | +4.9% | +13.6% | |
| Q3 2023 | +3.0% | +4.9% | +13.6% | |
| Q1 2023 | -2.1% | -2.2% | +2.5% | |
| Q4 2022 | +1.2% | -1.8% | -10.9% | |
| Q3 2022 | +8.0% | +10.0% | +18.8% | |
| Q2 2022 | +5.7% | +5.9% | -1.4% | |
| Q1 2022 | +1.5% | +3.1% | -16.5% | |
| Q4 2021 | -10.5% | -9.0% | -16.8% | |
| Q3 2021 | -3.8% | -4.8% | -11.8% | |
| Q2 2021 | +2.0% | +1.4% | +8.0% | |
| Q1 2021 | -1.1% | -3.1% | -2.7% | |
| Q4 2020 | +2.9% | +7.2% | +25.7% | |
| Q3 2020 | -1.3% | +2.1% | +22.4% | |
| Q2 2020 | +3.2% | +7.2% | +19.2% | |
| Q1 2020 | -0.6% | +11.7% | +37.6% | |
| Q4 2019 | +2.9% | +2.0% | -59.7% | |
| Q3 2019 | +1.3% | +1.3% | +2.1% | |
| Q2 2019 | +8.2% | +4.8% | +5.3% | |
| Q1 2019 | +3.6% | +3.6% | -9.7% | |
| Q4 2018 | +1.2% | +1.6% | -8.5% | |
| Q3 2018 | +1.0% | +2.8% | +6.2% | |
| Q2 2018 | -1.0% | +1.4% | +0.9% | |
| Q1 2018 | +3.5% | +4.6% | +5.3% | |
| Q4 2017 | +0.6% | +0.6% | -2.2% | |
| Q3 2017 | -0.7% | -1.3% | -1.4% | |
| Q2 2017 | +2.5% | +2.0% | +3.1% | |
| Q1 2017 | -0.1% | -1.0% | -0.2% | |
| Q4 2016 | +0.5% | -2.8% | -4.0% | |
| Q3 2016 | +0.2% | +1.5% | +6.8% | |
| Q2 2016 | +1.1% | +0.7% | +7.7% | |
| Q1 2016 | -9.0% | — | — | |
| Q4 2015 | +2.2% | — | — | |
| Q3 2015 | -0.9% | — | — | |
| Q2 2015 | -1.6% | — | — | |
| Q1 2015 | -1.2% | — | — | |
| Q4 2014 | +1.8% | — | — | |
| Q3 2014 | +3.2% | — | — | |
| Q2 2014 | +7.1% | — | — | |
| Q4 2013 | +6.7% | — | — | |
| Q4 2012 | +3.8% | — | — | |
| Q3 2012 | +0.9% | — | — | |
| Q2 2012 | +2.5% | — | — | |
| Q4 2011 | -0.4% | — | — | |
| Q4 2009 | -0.4% | — | — | |
| Q4 2008 | -0.4% | — | — | |
| Q3 2011 | +11.3% | — | — | |
| Q2 2011 | +0.0% | — | — | |
| Q4 2010 | +1.5% | — | — | |
| Q1 2011 | +0.1% | — | — | |
| Q3 2010 | +4.7% | — | — | |
| Q2 2010 | +6.2% | — | — |
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