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Aircastle Limited Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary9 Oct, 2025
Executive summary
Reported Q2 2025 net income of $57 million and total revenues of $228 million, with a 17% year-over-year increase in lease rental revenue.
Acquired 11 aircraft for $503 million in Q2, with year-to-date aircraft additions totaling $1 billion and 50% of fleet net book value in new technology aircraft.
Fleet comprised 278 owned and managed aircraft serving 75 lessees in 46 countries, with 100% utilization as of August 31, 2025.
Executed $56 million in insurance settlements and realized $24 million in gains from asset sales.
Credit ratings were upgraded by S&P to BBB and Moody's to Baa2, reflecting improved profitability and liquidity.
Financial highlights
Lease rental revenues rose 17% year-over-year to $190 million in Q2 2025.
Net income for Q2 2025 was $57 million, up from $28.7 million in the prior year quarter.
Adjusted EBITDA for Q2 2025 reached $262 million.
Sold four aircraft for $73 million, realizing $24 million in gains.
Operating costs increased due to impairments from customer bankruptcies.
Outlook and guidance
Strong global air travel demand and favorable lessor conditions are expected to continue, with narrow-body production shortages supporting high aircraft values.
Management anticipates positive momentum for the second half of the year, supported by a robust pipeline of acquisitions and sales.
The global commercial fleet is expected to double over the coming decades, driving demand for financing.
Future new technology aircraft fleet composition?
Deployment strategy for $2.5B liquidity?
Core profitability excluding one-time items?
How do OEM delays shape Aircastle's fleet strategy?
Aircastle's M&A strategy in consolidating market?
Spirit bankruptcy: market impact of rejected planes?
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Next Aircastle Limited earnings date
Q3 202621 Jan, 2026
Next Aircastle Limited earnings date
Q3 202621 Jan, 2026
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Frequently asked questions
Aircastle Limited is a global aircraft leasing company that acquires, leases, and sells commercial jet aircraft to airlines worldwide. The company’s fleet primarily consists of narrowbody and widebody jets, which it leases under long-term contracts to a diversified range of airline customers. Aircastle offers flexible leasing solutions that enable airlines to expand or renew their fleets without the capital commitment of purchasing aircraft. The company is headquartered in Stamford, Connecticut.
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