AerCap To Fly To New Heights: Q4 Earnings Fuel A Bullish 2025 Takeoff
Portfolio Pulse from
AerCap's Q4 earnings report shows a strong performance with a 43% gain on sale margin and an understated book value. The company anticipates significant recoveries related to the Ukraine Conflict and expects lease rents to rise by $700 million in 2025 due to higher lease rates and fewer COVID-era leases.

March 06, 2025 | 9:15 pm
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AerCap's Q4 earnings report highlights a 43% gain on sale margin and an understated book value. The company expects significant recoveries from the Ukraine Conflict and a $700 million increase in lease rents by 2025.
The strong Q4 earnings report, with a notable gain on sale margin, suggests robust financial health. The anticipated recoveries from the Ukraine Conflict and projected increase in lease rents indicate potential growth, making the short-term outlook positive for AerCap.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100