AerCap reported third quarter 2026 results that significantly exceeded analyst expectations, driven by record aircraft demand and a strong secondary market for assets. Total revenues reached $2.42 billion, while basic lease rents—a critical measure of core performance—rose to $1.70 billion as the company leveraged the ongoing global shortage of new aircraft.
Key Highlights
- Basic lease rents reached $1.70 billion, a YoY increase reflecting strong yield expansion amid a persistent aircraft supply deficit.
- Net gain on asset sales totaled $353 million for the quarter, highlighting robust demand and high valuations for mid-life flight equipment.
- The company continued its aggressive capital return strategy, repurchasing approximately $783 million worth of shares during the third quarter.