AerCap Holdings NV: Consolidated 2025 Transaction Activity and Upcoming Financial Disclosure
AerCap Holdings NV, the world’s largest aircraft leasing firm, has completed a highly active 2025 calendar year, executing 371 new lease agreements and managing a total of 705 aircraft‑related transactions. These activities reflect the company’s continued momentum in the global leasing market and its capacity to balance growth with disciplined asset management.
2025 Full‑Year Transaction Profile
| Transaction Category | Count | Key Highlights |
|---|---|---|
| Lease agreements | 371 | New contracts signed across the global fleet, reinforcing AerCap’s market share in both commercial and regional aircraft segments. |
| Purchases | 145 | Strategic acquisitions of aircraft assets to bolster long‑term leasing capacity and optimize fleet mix. |
| Sales | 189 | Divestitures of select aircraft, aligning the portfolio with evolving demand patterns and improving asset turnover. |
| Financing agreements | ~13.2 billion USD | Signed financing transactions to support ongoing lease and purchase commitments. |
| Insurance proceeds | ~1.5 billion USD | Cash receipts primarily stemming from the June 11, 2025 judgment by the London Commercial Court, compensating for assets lost in Russia in 2022. |
| Repurchases | – | The company repurchased approximately 240 assets in the fourth quarter, demonstrating a disciplined approach to portfolio restructuring. |
These figures underscore AerCap’s ability to generate liquidity while simultaneously expanding its leasing footprint. The company’s 2025 activities were supported by a robust cash‑flow generation, as evidenced by the substantial insurance proceeds and strategic financing.
Fourth‑Quarter 2025 Activity
In Q4 2025, AerCap completed 240 asset‑level transactions—comprising leases, purchases, and sales—maintaining an active transaction pipeline even during the most recent quarter. This continued activity highlights the firm’s resilience and its commitment to optimizing fleet composition as market conditions evolve.
Upcoming Financial Results Release
AerCap will host an investor conference call and webcast on Friday, February 6, 2026, at 8:30 a.m. Eastern Time. The fourth‑quarter 2025 earnings press release will be issued prior to the opening of U.S. markets and will be posted on the company’s investor portal at www.aercap.com . Market participants are expected to scrutinize the company’s earnings per share, cash‑flow metrics, and guidance for the upcoming fiscal year.
Market Position and Financial Health
- Market Capitalization: $23.17 billion
- Price‑to‑Earnings Ratio: 27.44
- Recent Stock Performance: The share closed at $144.63 on 2026‑01‑01, with a 52‑week range of $85.57 to $146.67, reflecting a steady upward trajectory.
- Geographic Footprint: Headquarters in Dublin, with additional offices in Amsterdam, Los Angeles, Shannon, Fort Lauderdale, Singapore, Shanghai, Abu Dhabi, Seattle, and Toulouse.
AerCap’s sustained transaction volume, combined with a solid balance sheet and active dividend policy, positions the company favorably in the industrial leasing sector. Investors and analysts will likely focus on the forthcoming earnings release to assess the impact of the 2025 transaction activities on profitability, lease‑rate dynamics, and future capital allocation strategies.
