← Research LibraryThe BriefFY2025 20-F · headline figures audited against SEC data
The world's largest aircraft lessor: lease revenue up, $2.4 billion of buybacks, and net income lifted to $3.75B by $1.5 billion of Russia-related insurance recoveries.
The read at a glance✓ Audited against SEC data
- Growth — Revenue +6.5% to $8.52B; lease revenue +5%OK
- Profitability — Net income +78.7% to $3.75B, including $1.5B of recoveriesOK
- Balance sheet — Debt $43.6B, down 3.8%; BBB+ from all three agenciesNote
- Accounting quality — Distress and manipulation scores not available; KPMG auditorNote
- Capital allocation — $2.4B of buybacks and $192M of dividends in 2025OK
- Fleet — 1,501 owned aircraft, 99% utilization, 283 on orderOK
Business
AerCap buys aircraft, engines and helicopters and leases them to about 300 customers worldwide. It owned 1,501 aircraft at the end of 2025, managed 148 more and had 283 new aircraft on order. It earns rent, sells older aircraft for gains, and funds the fleet with $43.6B of debt.
Where the revenue comes from
Fiscal 2025, as AerCap Holdings N.V. reports it. History and quarterly detail are in the app.
Latest filings
- 6-K · Company announcement (foreign filer)2026-10-07
- 6-K · Company announcement (foreign filer)2026-09-23
- 6-K · Company announcement (foreign filer)2026-09-16
- 6-K · Company announcement (foreign filer)2026-07-29
- 6-K · Company announcement (foreign filer)2026-07-07
In the full recordFree for 14 days
- What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- Company history🔒
- The filings, readable — with what changed vs the prior year highlighted🔒
- Full financial statements, industry-aware, sources cited throughout🔒
- Forensic score history & components — the trend, not one year🔒
- Ownership: insider buys/sells, clusters, activist stakes🔒
- Ana — ask about AerCap Holdings N.V., every answer cited to the official filings🔒
Every figure comes from the company's filings, and analysis whose figures don't match SEC data is rejected before publication.
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