AerCap (AER) Q2 FY26 earnings call

AerCap delivered a strong second quarter, marked by robust financial performance, disciplined capital deployment, and a strategic order for 15 Boeing 787 aircraft. The company raised its full-year EPS guidance, reflecting confidence in its business model and the supportive industry backdrop of constrained aircraft and engine availability. Management continues to evaluate new opportunities, such as aeroderivatives, while prioritizing shareholder returns and maintaining financial flexibility.