29 Oct 2026
#5 October 2026: Irish Aircraft Leasing Newsletter
AerCap Reports Record Third-Quarter Results And Raises Guidance
AerCap reported net income of 949 million dollars for the third quarter of 2026, while adjusted net income reached a record 1.009 billion dollars. The Dublin-headquartered lessor also purchased 32 aircraft, completed around 1.1 billion dollars in asset sales and raised its full-year adjusted earnings guidance.
AviLease Reports 21% Revenue Growth During First Nine Months
AviLease reported revenue of 591 million dollars for the first nine months of 2026, up 21% year-on-year. The lessor ended the third quarter with 202 owned and managed aircraft across 54 airline customers in 34 countries, while maintaining 100% fleet utilisation.
CDB Aviation Leases Additional Boeing 737-800 To Neos
CDB Aviation has agreed to lease an additional Boeing 737-800 to Italian carrier Neos, with delivery scheduled for November 2026. The agreement expands a relationship established in 2021 and will support Neos across its intra-European and intercontinental operations.
Acumen’s Take
On AerCap’s Third-Quarter Performance
AerCap’s results reflect strong earnings, active asset sales and continued capital deployment across its portfolio. The combination of transaction activity and operating cash flow provides flexibility for further investment, portfolio management and shareholder returns.
On AviLease’s Growth
AviLease’s revenue growth and full fleet utilisation indicate continued expansion across a geographically diversified customer base. Further new-technology aircraft commitments should support portfolio growth while maintaining exposure to assets with broad airline demand.
On CDB Aviation And Neos
The additional 737-800 placement demonstrates the continued relevance of established narrowbody aircraft within airline fleets. For lessors, follow-on transactions with existing customers can support placement certainty and strengthen long-term commercial relationships.
Acumen Aviation © 29th October 2026 All Rights Reserved.
