The combination of strong profitability, fleet modernization, and credit rating upgrades suggests improved financial health and lower borrowing costs — monitor Q1 2026 leasing margins and debt issuance terms for confirmation of sustained momentum.
Price Chart
Executive Summary
Aircastle reported strong full-year 2025 results with net income up 57% to $194 million, driven by a $96 million gain on aircraft sales and 22% revenue growth in Q4. The company highlighted fleet improvements and credit rating upgrades.
Key Financial Metrics
Key Facts
- Full-year net income of $194 million, up 57% from $124 million in fiscal 2024
- Q4 total revenue of $251 million, up 22% year-over-year
- Generated $96 million in gains from sale of 33 aircraft during the year
- 51% of fleet net book value composed of new technology aircraft as of year-end
- Ratings upgraded to Baa2 (Moody's) and BBB (S&P)
Financial Impact
Revenue increased 22% YoY in Q4; full-year net income up 57%
Risk Factors
- Geopolitical risks in the Middle East could impact airline demand and fuel costs
- Fleet utilization dipped to 97.7% in Q4 from 99.3% in prior year quarter
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-026243 |
| Document: 0001628280-26-026243-index-headers.html | 0001628280-26-026243 |
| Document: 0001628280-26-026243-index.html | 0001628280-26-026243 |
| Document: 0001628280-26-026243.txt | 0001628280-26-026243 |
| 8-K Data (Synthetic) | 0001628280-26-026243 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 14, 2026 12d ago | 8-K | — | awaiting T+20 | — | — |
Jul 9, 2026 15w ago | 8-K | — | awaiting T+20 | — | — |
May 29, 2026 21w ago | 8-K | — | awaiting T+20 | — | — |
Apr 28, 2026 25w ago | 8-K | — | awaiting T+20 | — | — |
Apr 21, 2026 26w ago | 8-K | — | awaiting T+20 | — | — |
Apr 16, 2026 27w ago | 8-K | — | awaiting T+20 | — | — |
US Market Status
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