AerCap Holdings NV Files Q2 2025 Interim Financial Report with SEC

AerCap Holdings NV has filed its interim financial report for Q2 2025 with the SEC, maintaining its position as a global aviation leasing leader. The report highlights a strong customer base and attractive order book, but also notes potential risks from geopolitical tensions and economic fluctuations. Analysts should monitor these factors for future performance.

AerCap Holdings NV, a leading global aviation leasing company, has released its interim financial report for the second quarter of 2025, highlighting robust performance and a strong market position. The company reported record net income of $1,259 million, or $7.09 per share, and adjusted net income of $502 million, or $2.83 per share [1].

Key highlights of the report include:
- Lease Revenue: Basic lease rents reached $1,653 million, a 5% increase from the same period in 2024.
- Net Gain on Sale of Assets: The company sold 18 assets for $374 million, generating a net gain of $57 million.
- Operating Cash Flow: Cash flow from operating activities was $1.3 billion, up from $1.2 billion in the same period last year.
- Return on Equity: The company achieved a return on equity of 29%, with an adjusted return on equity of 11%.
- Debt/Equity Ratio: The adjusted debt/equity ratio was 2.2 to 1 as of June 30, 2025.
- Book Value Per Share: The book value per share increased to $102.99, an approximate 15% increase from June 30, 2024.

AerCap also announced a strategic partnership with Air France-KLM for engine leasing and entered into a framework agreement with Leonardo S.p.A. to support the transfer of maintenance agreements. The company's strong performance is attributed to high global demand for aviation assets, with a 97% lease extension rate during the second quarter.

However, the report also notes potential risks from geopolitical tensions and economic fluctuations, which analysts should monitor for future performance. The company's effective tax rate was 12.2% for the second quarter of 2025, compared to 15.5% in the same period last year.

AerCap's financial results for Q2 2025 demonstrate its resilience and leadership in the aviation leasing sector. The company's strong customer base and attractive order book position it well for future growth, despite potential external risks.

References:
[1] AerCap Holdings N.V. (2025). AerCap Holdings N.V. Reports Record Financial Results for the Second Quarter of 2025. Retrieved from https://www.aercap.com/news-media/press-releases/detail/607/aercap-holdings-n-v-reports-record-financial-results-for