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AerCap Holdings N.V. (AER) Q4 2025 Earnings Call Transcript

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Q4: 2026-02-06 Earnings Summary

EPS of $3.95 beats by $0.55

 | Revenue of $2.24B (8.30% Y/Y) beats by $127.19M

AerCap Holdings N.V. (AER) Q4 2025 Earnings Call February 6, 2026 8:30 AM EST

Company Participants

Brian Canniffe – Group Treasurer
Aengus Kelly – CEO & Executive Director
Peter Juhas – Chief Financial Officer

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Conference Call Participants

Jamie Baker – JPMorgan Chase & Co, Research Division
Ronald Epstein – BofA Securities, Research Division
Moshe Orenbuch – TD Cowen, Research Division
Terry Ma – Barclays Bank PLC, Research Division
Catherine O’Brien – Goldman Sachs Group, Inc., Research Division
Kristine Liwag – Morgan Stanley, Research Division
Arren Cyganovich – Truist Securities, Inc., Research Division
Shannon Doherty – Deutsche Bank AG, Research Division
Christopher Stathoulopoulos – Susquehanna Financial Group, LLLP, Research Division

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Presentation

Operator

Good day, and welcome to the AerCap’s Q4 2025 Financial Results. Today’s conference is being recorded, and a transcript will be available following the call on the company’s website.

At this time, I’d like to turn the conference over to Brian Canniffe, Group Treasurer. Please go ahead, sir.

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Brian Canniffe
Group Treasurer

Thank you, operator, and hello, everyone. Welcome to our Fourth Quarter 2025 Conference Call. With me today is our Chief Executive Officer, Aengus Kelly; and our Chief Financial Officer, Pete Juhas.

Before we begin today’s call, I would like to remind you that some statements made during this conference call, which are not historical facts, may be forward-looking statements. Forward-looking statements involve risks and uncertainties that may cause actual results or events to differ materially from those expressed or implied in such statements. AerCap undertakes no obligation other than that imposed by law to publicly update or revise any forward-looking statements to reflect future events, information or circumstances that arise after this call. Further information concerning issues that could materially affect performance can be found in AerCap’s earnings release dated February 6, 2026.

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A copy of the earnings release and conference call presentation are available

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