AerCap Competitive Intelligence & Landscape

AerCap is recognized as the world's largest owner of commercial aircraft and a leader in aviation leasing [https://www.aercap.com/investors/about-aercap]. As of December 31, 2025, its portfolio consisted of approximately 3,500 aircraft, engines, and helicopters that were owned, on order, or managed [https://www.aercap.com/_assets/_bbb860a197409674ea555acf6aff356b/aercap/db/512/14663/file/Annual+Report+for+the+2025+Financial+Year+%E2%80%93+Dutch+GAAP.pdf]. This extensive and diversified portfolio includes a significant order book of modern, fuel-efficient aircraft, which is among the most attractive in the industry [https://www.aercap.com/news-media/press-releases/detail/146/company-profile-for-aercap-holdings-n-v].

The company's value proposition centers on building long-lasting, trusted relationships with its customers to help them achieve their business growth ambitions in profitable and sustainable ways [https://aercap.com/].

AerCap provides unmatched scale and optionality, offering tailor-made fleet solutions that are unrivaled in the leasing business [https://aercap.com/]. The company operates globally with a network of regional offices across the US, Europe, Asia, and the Middle East, ensuring proximity to its diverse customer base [https://aercap.com/]. While an exact founding year is not explicitly stated, key leadership figures have a history in aviation leasing dating back to 1998 [https://www.aercap.com/about-us/leadership-team].

AerCap provides tailored fleet solutions, leveraging their scale and industry expertise to meet customer needs.

Specifically, AerCap is a leading provider in the air freighter market, offering a fleet of around 120 owned, serviced, and on-order cargo aircraft. Their cargo fleet solutions include modern narrowbody and widebody freighters, as well as a B737-800BCF cargo conversion program. They support freight forwarders, express delivery, and cargo operators with modern equipment and leasing programs.

In the engine leasing sector, AerCap stands as the world's leading engine lessor and financier, with over 25 years of experience. They manage a diverse pool of spare engines, offering tailor-made solutions to airlines, Maintenance, Repair, and Overhaul (MRO) facilities, and investors. This includes a strategic joint venture, Shannon Engine Support (SES), with Safran, which plays a critical role in supporting engine OEM commitments to airlines.

While specific pricing plans or tiers are not publicly detailed on aercap.com, AerCap's offerings are structured around operating leases and tailored solutions for its diverse customer base. Their focus is on providing comprehensive and customized fleet solutions rather than standardized pricing tiers. The company's services encompass a wide range of assets for lease, including various types of aircraft, freighters, engines, and helicopters, indicating that pricing would be bespoke, based on the asset type, lease term, and specific customer requirements.

AerCap's financial information, including total assets and equity, as well as financing activities, are publicly available in their financial reports. They focus on providing custom-fit solutions rather than a tiered or fixed pricing model, given the specialized nature of aviation leasing. Information related to recent pricing changes is not explicitly stated, but their business model emphasizes long-term trusted relationships and customized fleet solutions.

The company is also seeking a Contracts Manager in Singapore, and an Operations Manager – Contracts Management in Shannon, Ireland, highlighting a continued emphasis on managing high-value transactions, enforcing contract compliance, and maintaining strong client relationships globally. Furthermore, the presence of roles like Senior Manager, Corporate Communications (12-month fixed term contract) in Dublin suggests a strategic focus on external messaging and brand presence, possibly for specific projects or to bolster its industry leadership position.

AerCap also offers opportunities for professional development, as seen with the Technical Graduate position in Dublin, which supports the asset management of its global aircraft fleet. The company emphasizes attractive employment packages, including competitive salaries, health insurance, pension plans, and an all-employee share scheme, signaling an effort to attract and retain top talent to sustain its position as the largest aviation leasing company in the world. These hiring patterns collectively suggest a robust and forward-looking strategy, aiming to strengthen its technological infrastructure, expand its operational capabilities, and nurture future talent.

AerCap has reported impressive financial results. For the full year 2025, the company achieved a net income of $3.8 billion, or $21.30 per share, and an adjusted net income of $2.7 billion, or $15.37 per share [https://www.aercap.com/news-media/press-releases/detail/624/aercap-holdings-n-v-reports-record-financial-results-for]. In the first quarter of 2026, AerCap continued its strong performance with a net income of $818 million, or $4.96 per share, and a record adjusted net income of $889 million, or $5.39 per share [https://www.aercap.com/news-media/press-releases/detail/633/aercap-holdings-n-v-reports-record-financial-results-for]. The company also raised its full-year 2026 adjusted earnings per share guidance to approximately $14.50 [https://www.aercap.com/news-media/press-releases/detail/633/aercap-holdings-n-v-reports-record-financial-results-for].

Financially, AerCap is well-capitalized, requiring significant capital to fund its business operations and a substantial order book, which as of December 31, 2025, included 283 new aircraft, 35 new engines, and 12 new helicopters [https://www.aercap.com/investors/shareholder-services/sec-filings/content/0001628280-26-007513/0001628280-26-007513.pdf]. The company is actively engaged in shareholder returns, increasing its quarterly dividend to $0.40 per share and announcing a new $1.0 billion share repurchase program in Q1 2026 [https://www.aercap.com/news-media/press-releases/detail/624/aercap-holdings-n-v-reports-record-financial-results-for][https://www.aercap.com/news-media/press-releases/detail/633/aercap-holdings-n-v-reports-record-financial-results-for]. These actions highlight AerCap's robust financial health and commitment to delivering value to its investors.

The company regularly attends and presents at prominent financial conferences. Past participations include the BofA Securities 33rd Annual Industrials, Transportation & Airlines Key Leaders Conference, Barclays 18th Annual Americas Select Conference, JP Morgan Industrials Conference, and Baird Global Industrial Conference 2024, where their Chief Financial Officer, Peter Juhas, has presented [https://www.aercap.com/investors/news-events/past-events, https://www.aercap.com/_assets/_52996127c79266c92fdfa1d90d560e92/aercap/db/511/13696/presentation/Baird+Global+Industrial+Conference+%28Nov+2024%29_vSPA2.pdf].

AerCap also has a history of engaging with other significant industry events such as the Morgan Stanley - Laguna Conference, Cowen - Global Transportation & Aerospace/Defense Conference, Deutsche Bank - Aircraft Finance & Leasing Conference, and UBS Aerospace & Defense 1x1 Conference [https://www.aercap.com/investors/news-events/past-events?page=22].

A key event for AerCap is their Capital Markets Day, an in-depth session for investors and analysts to review the company's strategy and operations. They hosted a Capital Markets Day in New York on May 8, 2024, featuring presentations from CEO Aengus Kelly, CCO Peter Anderson, CFO Peter Juhas, and Chief Risk Officer Anton Joiner, alongside a fireside chat with leaders in Cargo, Engines, and Helicopters [https://www.aercap.com/investors/news-events/upcoming-events/detail/20240508-capital-markets-day, https://www.aercap.com/news-media/press-releases/detail/559/aercap-to-host-capital-markets-day-in-new-york-on-may-8-2024]. This event is also highlighted in their investor education resources, which offer slides, presentations, and videos to help investors learn more about the industry and the company [https://www.aercap.com/investors/investor-education].

Furthermore, AerCap conducts regular Shareholder Meetings, including an Annual General Meeting (AGM). The 2026 AGM was held on April 15, 2026, in Amsterdam, following the 2024 AGM on April 17, 2024 [https://www.aercap.com/investors/shareholder-services/shareholder-meetings]. The company also holds calls to discuss its quarterly financial results, such as the Q1 2026 Financial Results [https://www.aercap.com/investors/news-events/past-events]. Historically, AerCap has also participated in various virtual conferences like the Morgan Stanley Virtual Paris Air Show and the HSBC 15th Annual Transport & Logistics Virtual Conference [https://www.aercap.com/investors/news-events/past-events?page=8].