AerCap (AER) Q1 FY26 earnings call

AerCap delivered record Q1 FY26 earnings and raised full-year adjusted EPS guidance, driven by robust demand for aviation assets and strategic capital deployment. The company capitalized on a strong sales environment and expanded its order book with new technology aircraft, while maintaining a disciplined approach to capital allocation including significant share repurchases. Management acknowledges potential pressure on airlines from elevated fuel prices but sees opportunities for lessors.