DUBLIN, Jan. 8, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it will host a conference call and webcast for investors and analysts on Wednesday, February 26, 2025 at 8:30 a.m. Eastern Time to review its fourth quarter 2024 financial results.AerCap's fourth quarter 2024 earnings press release will be released before financial markets open in the United States on February 26, 2025. A copy of the press release will be posted on the "Investors" section of Aer ...

AerCap Holdings N.V. (NYSE: AER ) is a company whose main business is leasing aircraft to different airlines around the world. Under this business model, AER acquires the units directly from the aircraft manufacturers The Boeing Company (I am an individual investor with over 10 years of trading. I have been developing as a stock analyst for the last five years. I am inclined to search for Value companies, mainly linked to the production of commodities. I mainly focus on companies that show sustained free ca ...

DUBLIN, Jan. 6, 2025 /PRNewswire/ -- AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust (together, the "Issuers"), each a wholly-owned subsidiary of AerCap Holdings N.V. ("AerCap" or the "Company"), priced an offering of senior notes, consisting of $750 million aggregate principal amount of the Issuers' 4.875% Senior Notes due 2028 (the "2028 Notes") and $750 million aggregate principal amount of the Issuers' 5.375% Senior Notes due 2031 (the "2031 Notes" and, together with ...

DUBLIN, Jan. 6, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the full year and fourth quarter 2024: Full Year 2024 Transactions Signed 496 lease agreements, completed 150 purchases and 166 sale transactions. Signed financing transactions for approximately $17.5 billion. Repurchased approximately 16.8 million shares, at an average price of $87.80 per share, for a total of approximately $1.5 billion. Fourth Quarter 2024 Transactions S ...

DUBLIN, Dec. 27, 2024 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has signed a sale and leaseback agreement for one new Boeing 787-9 aircraft with TAAG Angola Airlines ("TAAG"), the national carrier of Angola. The aircraft is scheduled to deliver to TAAG in February 2025. "We are pleased to welcome TAAG Angola Airlines as a new customer to AerCap and particularly pleased to be the first lessor to introduce the 787 to the airline," said Aengus Kelly, the CE ...

文章核心观点 - 在股市上涨29%的背景下，投资者应考虑投资于分红股票以实现多元化 分红股票不仅提供收入，还能带来稳定性 [1] 分红股票分析 AerCap - 公司是飞机租赁行业的市场领导者，2024年总回报率超过30% [3] - 2024年首次宣布季度分红，每股$0.25，年化收益率为1% [4] - 基于2024年调整后每股收益$10.70，分红支付率为约9%，远低于75%的健康水平 [5] - 公司积极回购股票，年内授权$1.5亿回购，回购了6.3%的流通股 [6] - 股票交易价格接近两年高位，市净率为1.1，但考虑到其资本分配策略，股票仍具吸引力 [6] Autoliv - 公司是汽车安全系统领域的领先创新者，包括安全气囊和安全带 [7] - 最近将季度分红提高了3%至每股$0.70，年化收益率为2.8% [7] - 2020年因疫情暂停分红，2021年恢复并每年提高，当前分红支付率为35% [8] - 过去三年优先回购股票，流通股减少了10%，最近宣布延长回购计划，将回购最多7.5百万股或$550百万 [9] - 2024年股价下跌近10%，部分原因是销售额下降和管理层下调2024年指引 [10] - 股票交易价格为三年低位，市盈率为13倍，考虑到汽车销售的周期性，公司具有投资吸引力 [11] NextEra Energy - 公司是全球最大的电力公用事业公司之一，2024年股价上涨约19% [13] - 当前支付季度分红每股$0.515，年化收益率为2.8%，管理层已连续30年支付并提高分红 [13] - 预计2025年初将再次提高分红，投资者应预期至少10%的增长 [13] - 过去12个月的分红支付率为59.5%，最近一个季度的运营收入为$7.6亿，调整后每股收益为$1.03，同比增长5.5%和9.6% [14] - 管理层预计2027年前调整后每股收益每年增长6%至8% [14] - 公司不优先回购股票，流通股在过去三年增加了近5%，主要原因是公司背负$80.5亿的净债务，过去12个月需支付近$5亿的服务费用 [15] - 公司在其行业中具有最低的调整后债务与总资本化比率，仅为50%，而同行为58%至70% [17] - 股票的市盈率略低于其10年中位数，为21.7，提供了一个公平的估值 [18]

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.AerCap Holdings N.V. (NYSE: AER ) reported third quarter results on the 30 th of October. Since my coverage of the second quarter results , the stock has gained 12.6%, which is in line with theDhierin runs the investing group The Aerospace Forum , ...

DUBLIN, Oct. 30, 2024 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has filed an interim financial report including its unaudited condensed consolidated financial statements and notes for the third quarter ended September 30, 2024, with the U.S. Securities and Exchange Commission (the "SEC"). AerCap's Form 6-K can be accessed on the "Investors" section of the Company's website at www.aercap.com, as well as on the SEC's website at www.sec.gov.About AerCap Aer ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 FORM 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of October 2024 Commission File Number 001-33159 AERCAP HOLDINGS N.V. (Translation of Registrant's Name into English) AerCap House, 65 St. Stephen's Green, Dublin D02 YX20, Ireland, +353 1 819 2010 (Address of Principal Executive Office) Indicate by check mark whether the registrant files or will file annual ...

业绩总结 - 2024年第三季度GAAP每股收益为1.95美元，调整后每股收益为2.41美元[9] - 2024年第三季度销售额为4.79亿美元，销售利润率为27%[9] - 2024年第三季度的净收入为3.75亿美元，调整后净收入为4.63亿美元[16] - 2024年全年的调整后每股收益指引提高至约10.70美元，不包括任何第四季度的销售收益[9] - 2024年全年的调整后净收入预计为21亿美元，调整后每股收益约为10.70美元[27] 资本回购与现金流 - 公司在2024年第三季度回购了价值4.97亿美元的股票，年初至今共回购了15亿美元的股票[9] - 2024年第三季度的运营现金流为14亿美元，调整后的杠杆比率为2.4倍[20] - 截至2024年9月30日，公司的每股账面价值为90.66美元[30] 资产与订单情况 - 基本租金收入为16.05亿美元，受到3100万美元的租赁溢价摊销的负面影响[18] - 资产销售的净收益为1.02亿美元，代表27%的无杠杆销售利润率[18] - 总乘客飞机资产数量为1,462架，占净账面价值的84%[31] - 总资产数量为2,306架，涵盖所有类型的飞机和发动机[31] - 2024年到2028年的总订单数量为324架乘客飞机[32] - 2024年预计交付的飞机数量为33架[32] - 截至2024年9月30日，公司有93台发动机在订单中[32] 新技术与资本结构 - 新技术飞机占公司机队的约73%[31] - 公司的资本结构中，长期次级债务的50%被视为股权信用[36]