Watch for the full Q2 2026 financial report (Form 6-K) for revenue and operating cash flow details. Given the pattern of consistent large EPS beats, the stock may already price in the headline surprise; focus on any change in fleet utilization rates and lessor demand commentary for next quarter's trajectory.
Price Chart
Executive Summary
AerCap reported Q2 2026 EPS of $5.14, beating consensus of $3.96 by 29.6%, though the press release only confirms the filing of the interim report without providing revenue figures or guidance. The massive EPS beat continues the pattern of large quarterly surprises, but absence of revenue and forward-looking details tempers immediate bullish conviction.
Key Financial Metrics
Key Facts
- EPS actual $5.14 vs consensus $3.96, +29.6% beat
- Revenue actual not disclosed in press release
- Company filed interim financial report for Q2 2026; no guidance provided
- Consistent pattern of large EPS beats over last four quarters (range +2.9% to +57.3%)
Financial Impact
EPS beat of $1.18 per share vs consensus, representing ~$400M+ net income upside over expectations (based on ~340M diluted shares)
Risk Factors
- No revenue disclosure in this release, raising risk of a revenue miss that could offset the EPS beat
- Absence of forward guidance leaves uncertainty on future lease revenue and interest expense trends
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302837969 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 16d ago | 6-K | $142.21 $144.76 | ▲ +1.79% | ▼ −0.77% | $144.34 (+1.50%) |
Jul 29, 2026 9w ago | Press Release | $148.63 $155.13 | ▲ +4.37% | ▼ −1.16% | $144.34 (−2.89%) |
Jul 29, 2026 9w ago | 6-K | $148.63 $155.13 | ▲ +4.37% | ▼ −1.16% | $144.34 (−2.89%) |
Jul 3, 2026 13w ago | Press Release | $147.84 $151.03 | ▲ +2.16% | ▲ +1.23% | $144.34 (−2.37%) |
Jul 3, 2026 13w ago | Press Release | $147.84 $151.03 | ▲ +2.16% | ▲ +1.23% | $144.34 (−2.37%) |
Jun 29, 2026 13w ago | 6-K | $145.78 $153.45 | ▲ +5.26% | ▲ +4.66% | $144.34 (−0.99%) |
May 9, 2026 20w ago | Insider Cluster | $145.82 $139.79 | ▼ −4.13% | ▼ −4.05% | $144.34 (−1.01%) |
May 6, 2026 21w ago | Insider Cluster | $150.63 $142.88 | ▼ −5.15% | ▼ −6.32% | $144.34 (−4.18%) |
Apr 29, 2026 22w ago | 6-K | $138.11 $144.62 | ▲ +4.71% | ▲ +1.60% | $144.34 (+4.51%) |
Apr 27, 2026 22w ago | 3 | $137.13 $137.73 | ▲ +0.44% | ▼ −1.25% | $144.34 (+5.26%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access