AerCap Holdings N.V. (AER) Delivers Record Q3 Earnings and Boosts 2025 Outlook

AerCap Holdings N.V. (NYSE:AER) is one of the best stocks to invest in, according to billionaire D.E. Shaw. On October 29, AerCap Holdings N.V. (NYSE:AER) reported robust third quarter 2025 results, posting $1.216 billion in net income and a record $865 million in adjusted earnings. The company raised its full-year adjusted EPS guidance to $13.70, driven by strong asset sales totaling $1.5 billion and a record $332 million gain-on-sale.

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The firm also recovered $475 million related to assets lost in the Ukraine conflict, bringing total recoveries since 2023 to $2.9 billion. AerCap achieved a 27% return on equity and increased its book value per share by 20% year-over-year. Operational highlights included a major aircraft deal with Airbus, certification and delivery of Boeing 777-300ERSF freighters, and $1.5 billion in operating cash flow. The company’s adjusted debt-to-equity ratio stood at 2.1 to 1 at quarter-end.

Earlier on October 15, AerCap Holdings N.V. signed a seven-year agreement with GE Aerospace to provide lease pool management services for the GE9X engine. Under the terms of the agreement, AerCap is to provide GE9X shop visit management, lease return coordination, and technical services. The services will ensure GE Aerospace has a robust network of 777X aircraft that fly reliably and safely. The company is increasingly investing in capabilities to support GE9X customers as the engine nears entry into service.

“This agreement further strengthens our partnership with GE Aerospace and extends our engine leasing relationship into the next decade. It also adds GE’s newest technology engine, the GE9X, to our servicing capability, leveraging our existing industrial network to provide world-class support to GE Aerospace and their customers,” said Tom Slattery, Executive Vice President of AerCap Engines.

AerCap Holdings N.V. (NYSE:AER) is the world’s largest aviation leasing company, providing airlines with long-term leases for commercial aircraft, engines, and helicopters. The company offers comprehensive fleet solutions, including both new and used assets, and provides other aviation-related services, such as engine and aircraft trading, component services, and aftermarket support.

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Disclosure: None. This article is originally published at Insider Monkey.