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AER - AerCap Investor Day Takeaways And Updated SOTP
AerCap Holdings N.V.
2024-05-13 06:32:21 ET
Summary
CEO Gus Kelly compellingly discussed the tight aircraft leasing market and the role of airframes and engines in maintaining market tightness.
AerCap shows indications of aircraft shortage through the extension of old leases and increasing lease rates.
AerCap announced a buyback program, a maiden dividend, and investment into CFM engines, highlighting its bullishness on the aircraft market for years to come.
We update our SOTP and recommendation based on the valuation.