AerCap Holdings N.V. reported record financial results for the second quarter of 2025, with GAAP net income reaching $1.259 billion and earnings per share of $7.09. The adjusted net income was $502 million, resulting in an adjusted EPS of $2.83, surpassing analyst expectations.
A significant driver of the record net income was the approximately $973 million in net recoveries related to the Ukraine Conflict, following a favorable judgment by the London Commercial Court in June 2025. This substantial recovery significantly bolstered the company's financial position.
Basic lease rents for the quarter were $1,653 million, a 5% increase compared to the same period in 2024. The company also maintained strong operational performance with a 97% lease extension rate, indicating robust demand for its aviation assets.
AerCap raised its full-year 2025 adjusted EPS guidance to approximately $11.60, which includes $1.10 of gains on sale from the first half of the year. This upward revision reflects the strong first-half results and a positive outlook for the remainder of the year.
Additionally, AerCap announced a new strategic partnership for engine leasing with Air France-KLM, which is expected to expand its capabilities in supporting LEAP engine operators. The Board of Directors declared a quarterly cash dividend of $0.27 per share, payable on September 4, 2025.
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