Aircraft Leasing

Stamford – October 14, 2026 -- Aircastle reported net income of $69 million on total revenues of $283 million for the three months ended August 31, 2026, with $38 million in gains on aircraft sales contributing to the result.

Adjusted EBITDA reached $247 million. CEO Mike Inglese said strong travel demand and constrained aircraft supply continue to support lease rates and asset values.

Aircastle acquires five aircraft for $269 million while selling 11 for $243 million

The lessor acquired five aircraft during the quarter, including three Airbus A321neo and one Boeing 737MAX8. Year-to-date aircraft acquisitions total $386 million.

It sold 11 aircraft and other flight equipment for proceeds of $243 million. New technology aircraft made up 54% of the fleet's net book value as of August 31, 2026.

Farnborough – October 12, 2026 -- AerCap Holdings N.V. (NYSE: AER) placed a direct order for 15 Boeing 787-9 Dreamliners, taking its fleet of 787 aircraft to approximately 140. The lessor announced the order at the 2026 Farnborough International Air Show.

AerCap schedules deliveries of the 15 aircraft through 2033

The aircraft will be delivered through 2033, giving the lessor a long-dated widebody pipeline. AerCap selected GE Aerospace's GEnx-1B engines to power all 15 jets.

Order includes substitution rights to the larger 787-10

The agreement lets AerCap switch from the 787-9 to the larger 787-10 variant. The company said the option gives it flexibility as it works to meet the changing needs of its customers.

Dublin – October 12, 2026 -- AerCap Holdings N.V. raised its full-year 2026 adjusted earnings per share guidance to approximately $16.80 after reporting second-quarter net income of $726 million, or $4.59 per share. Adjusted net income reached $811 million, or $5.14 per share. The guidance excludes any additional gains on sale for the rest of the year.

AerCap sells $1.4 billion of assets at a 20% unlevered gain margin

The lessor booked a net gain on sale of $223 million on 38 owned assets sold for $1.4 billion. A year earlier it recorded $57 million of gains on 18 assets sold for $374 million. The second-quarter sales equate to 1.7x book value on an equity basis.

Return on equity was 16% for the quarter, or 18% on an adjusted basis. Operating cash flow totaled $1.5 billion.

Dublin – October 12, 2026 -- AerCap Holdings N.V. (NYSE: AER) has delivered its 100th Boeing 787 from its direct orderbook with Boeing, a 787-9 placed on lease with Grupo Aeroméxico, which marks the airline's 25th Dreamliner.

AerCap's tenth 787 lease to Aeroméxico doubles as a program milestone

The aircraft is the tenth Boeing 787 that AerCap has leased to Aeroméxico. AerCap describes itself as the world's largest owner of 787s, with the largest 787 order book of any lessor at approximately 140 aircraft owned and on order.