AerCap to report third-quarter results on October 28 after shares close at $150.05
Key Facts
AerCap said it will release its third-quarter 2026 results before the U.S. financial markets open on October 28, according to the company’s advance disclosure. It scheduled a review call for 8:30 a.m. Eastern time that day. The announcement follows a close of $150.05 for its shares on October 27, according to EL7 data. An earlier news draft described the quarterly results as record-setting and cited earnings figures, but those figures and any increase in guidance could not be verified through an open official earnings release. The third-quarter outcome and the size of any new forecast revision therefore cannot be confirmed from the available information.
In the second quarter of 2026, AerCap reported net income of $726 million, or $4.59 per share, and adjusted net income of $811 million, or $5.14 per share, according to the company’s results. It had previously raised its 2026 adjusted earnings-per-share guidance to about $16.80, excluding any additional gains from asset sales during the rest of the year. These figures provide a basis for comparison when the new results are released, but do not by themselves establish whether the company revised its outlook again. Before the third-quarter announcement, a Reuters report put market expectations at $4.44 per share and $2.12 billion in revenue for the September quarter. These were analyst estimates made before the announcement, not the company’s actual results.
In its second-quarter disclosure, the CEO linked the strength of the business to continued demand for high-quality aviation assets. In the same context, the company pointed to continued demand for air travel and constraints on aircraft supply, both of which support demand for the assets it leases. AerCap also sold $1.4 billion in assets in the second quarter, generating gains of $223 million from those sales. The company had clarified that its $16.80 adjusted earnings guidance did not include potential additional gains from asset sales in the second half. The CEO said that “continued demand for high-quality aviation assets” remained in place, according to a quote in the company’s earlier results.
Capital management included share repurchases in the second quarter, when the company bought back 4.9 million shares for $691 million. Before the third quarter, AerCap announced that it had repurchased 5.3 million shares at an average price of $147.12 per share, for a total of about $783 million. In September, it authorized a new $1 billion share repurchase program. These transactions provide context for the company’s capital allocation ahead of the upcoming results, alongside asset sales and gains. The company is scheduled to present its third-quarter results and review them on a call beginning at 8:30 a.m. Eastern time on October 28.