AerCap (AER) Q2 2026: EPS Beats by 10.8%, Guidance Raised to $16.80
As seen on the 24/7 Wall St. homepage on July 29, 2026.
AerCap smashed earnings with a 10.8% EPS beat as aircraft shortages fueled a 291% surge in asset sale gains and pushed maintenance rents up 54%. The Dublin-based lessor raised full-year adjusted EPS guidance to $16.80 on the strength of selling 38 planes at a 20% unlevered margin, reflecting voracious demand for flight equipment amid constrained supply.
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AerCap reported Q2 2026 earnings per share of $4.59, clearing the consensus estimate of $4.14 by roughly 10.8%. Revenue came in at $2.17 billion, also topping expectations by about 2.9%. The results continue a strong run for the Dublin-based aircraft lessor, which has now beaten EPS estimates in six of the last seven quarters, including a particularly wide beat in Q1 2026 when it posted $5.39 against a $3.71 estimate.
The headline numbers were driven by two forces rooted in constrained aircraft supply: asset sale gains surged 291% as AerCap sold 38 planes at a 20% unlevered margin, and maintenance rents climbed 54%, reflecting the premium airlines are paying to keep aging jets airworthy while new deliveries remain delayed. Both dynamics point to an environment where the company can extract outsized returns from its fleet even before factoring in ordinary lease income.
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On the strength of those results, AerCap raised its full-year adjusted EPS guidance to $16.80. Investors will want to watch whether the aircraft shortage conditions that powered the asset-sale gains and elevated maintenance rents persist through the back half of the year, and whether the pace of disposals at that 20% unlevered margin can be maintained as the fleet rotates.
Mentioned: AER