Description
AerCap Holdings Orders 15 Boeing 787s To Capture Scarce Wide-Body Demand!
The financial results for AerCap Holdings N.V. in the second quarter of 2026 indicate continued operational momentum and financial strength amid a supportive industry backdrop. AerCap reported adjusted earnings per share of $5.14 and an adjusted return on equity of 18%, supported by $1.5 billion in operating cash flow. The company achieved a lease extension rate on passenger aircraft of 85%, above its long-term average, and completed $1.4 billion in asset sales with a gain-on-sale margin of 20%, reflecting favorable supply-demand dynamics in aircraft leasing. AerCap’s strategic activities included ordering 15 new Boeing 787 aircraft, reinforcing its position as the largest 787 fleet owner and widely anticipated to meet future wide-body demand. Delivery of these aircraft is scheduled between 2030 and 2033, aligning with expectations for a prolonged fleet renewal cycle driven by constrained wide-body production and aging aircraft retirements.
