AerCap Shares Plummet 3.22% Despite 83.9% Surge in $310M Trading Volume Ranks 393rd in Activity

AerCap (AER) fell 3.22% on July 30, 2025, with a trading volume of $0.31 billion, a 83.9% increase from the previous day. The stock ranked 393rd in trading activity. The company reported record net income of $1,259 million for Q2 2025, driven by a $1 billion insurance payout from a London court for assets lost in Russia. Adjusted net income reached $502 million, with a 29% return on equity. AerCap also raised its full-year 2025 adjusted EPS guidance to $11.60, citing strong operational performance and a 97% lease extension rate. Shareholders received $445 million in repurchases during the quarter.

The insurance recovery and robust operating cash flow of $1.3 billion underscore AerCap’s resilience amid geopolitical risks. The firm’s adjusted debt-to-equity ratio stood at 2.2:1, while book value per share rose 15% year-over-year to $102.99. Strategic initiatives, including a new engine leasing partnership with Air France-KLM and a framework agreement with Leonardo S.p.A., aim to enhance asset management efficiency. Despite a 3.22% stock decline, the company’s capital return program and asset turnover highlight its focus on shareholder value amid volatile market conditions.

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