AerCap beats Q2 street views, raises FY outlook

AerCap reported strong second-quarter 2026 results, with adjusted EPS of $5.14, beating estimates by $1.00, and revenue of $2.17 billion, up 14.8% year over year and ahead of expectations by $60 million. The company also raised its full-year 2026 adjusted EPS outlook to approximately $16.80, while noting this excludes any additional gains on asset sales for the rest of the year. The update was positive for sentiment, reinforcing AerCap’s operating momentum and profitability, though the raised outlook still appears below the latest consensus estimate of $17.42. Overall, the release points to solid demand and execution, but investors may focus on whether the company can close the gap to Street expectations and continue monetizing aircraft assets.