{"filings":[{"id":1552316,"accession_number":"0001628280-26-047770","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2026-07-09T19:40:39+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle reports Q1 net income $34M, revenue $236M; raises $1B in new financings","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $236M, net income $34M; lease rental revenue up 6% YoY.","Adjusted EBITDA $208M; acquired 4 aircraft for $117M, sold 5 for $114M with $11M gains.","Raised $1B: $650M unsecured notes at 5.000% and $375M unsecured term loan (expandable to $425M).","Fleet utilization 97.9% (down from 99.5% YoY); 270 unencumbered aircraft with NBV $8.3B.","Total liquidity $2.6B; 98% of debt unsecured; adjusted net debt-to-equity 2.2x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":235530000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":758803,"accession_number":"0001193125-26-249214","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2026-05-30T00:57:56+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Aircastle enters $375M unsecured term loan facility with option to increase to $425M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Five-year term loan of $375M with option to increase to $425M during first six months.","Interest rate set at Term SOFR plus 1.30% per annum.","Proceeds to be used for working capital and other corporate purposes.","Obligations guaranteed by Aircastle Limited and Aircastle Ireland Designated Activity Company.","Facility arranged by Fifth Third Bank, ICBC, Huntington, and PNC Capital Markets."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92427,"accession_number":"0001193125-26-187264","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Aircastle issues $650M of 5.000% Senior Notes due 2031 for general corporate purposes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Principal amount $650M, coupon 5.000%, maturity May 15, 2031.","Issue price 99.636%; interest payable semi-annually on May 15 and Nov 15, starting Nov 15, 2026.","Net proceeds for general corporate purposes including aircraft acquisitions and refinancing existing debt.","Notes are unsecured senior obligations, guaranteed by Aircastle Advisor LLC.","Make-whole redemption prior to April 15, 2031; after that at par."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92423,"accession_number":"0001628280-26-026649","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K/A","filed_at":"2026-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q4 net income $57M, revenue up 22% YoY; FY net income up 57% to $194M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $57M on total revenue $251M; Adjusted EBITDA $230M.","FY net income $194M vs $124M in FY2024, up 57%; gain on aircraft sales $96M.","Acquired 46 aircraft in FY for $1.7B; 51% of NBV now new technology.","Liquidity of $2.6B as of Apr 1, 2026; credit ratings upgraded to Baa2/BBB.","CEO cites Middle East uncertainties and fuel costs but sees sustaining travel demand."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":975119000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92426,"accession_number":"0001628280-26-026243","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2026-04-21T23:59:59+00:00","items":[],"status":"ready","headline":"Aircastle FY 2025 net income $194M (+57% YoY); Q4 rev $251M (+22%); 46 aircraft acquired","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income for FY 2025 (ended Feb 28, 2026) was $194M, up 57% from $124M in FY 2024; Q4 net income $57M on rev $251M (+22%).","Acquired 46 aircraft for $1.7B during FY 2025; sold 33 aircraft for $730M, generating gains of $96M.","Ratings upgraded to Baa2 (Moody's) and BBB (S&P); raised $1.25B in new financings, including $650M 5% unsecured notes.","Adjusted EBITDA for FY 2025 was $945M vs $790M in FY 2024; total liquidity $2.6B as of April 1, 2026.","CEO notes Middle East uncertainties and fuel cost surge, but demand sustaining; fleet utilization 99.1% for FY."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":975119000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92425,"accession_number":"0001628280-26-025477","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aircastle announces board changes: Chairman Sakakida resigns; Ogasawara appointed Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Takayuki Sakakida resigned as Director and Chairman effective April 16, 2026; also left committee roles.","Takashi Tsunoda resigned as Director effective April 16, 2026.","Tomoaki Ogasawara appointed Director and Chairman; also appointed to Investment, Audit, Risk & Governance, and Compensation Committees.","Satoshi Irie appointed Director; both new directors nominated by Marubeni and will not receive compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92424,"accession_number":"0001628280-26-022771","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2026-04-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aircastle appoints Yasuhiko Hashimoto to board; Keiji Okuno resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Keiji Okuno resigned as Board member and from Audit & Investment committees, effective April 1, 2026.","Yasuhiko Hashimoto appointed to Board, Audit and Compensation Committees, effective same date.","Hashimoto is Managing Executive Officer at Mizuho Leasing, nominated by Mizuho Leasing under Aircastle's Bye-Laws.","Hashimoto will not receive any compensation from Aircastle for his board service.","Hashimoto brings over 30 years of experience at Mizuho Bank and Mizuho Leasing, including structured finance and global banking."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":103265,"accession_number":"0001628280-26-001935","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2026-01-13T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q3 2025 net income $31M, revenues $236M; lease rental revenue up 22% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $236M, net income $31M; lease rental revenue increased 22% vs Q3 2024.","Adjusted EBITDA $221M; acquired 9 aircraft for $355M in Q3, year-to-date acquisitions $1.3B.","Moody's upgraded credit rating to Baa2; adjusted net debt-to-equity 2.2x, total liquidity $2.6B.","Owned fleet grew to 273 aircraft (244 a year ago); unencumbered aircraft 269 with net book value $8.5B.","New technology aircraft comprised 52% of fleet net book value; fleet utilization 99.2%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":723776000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":119507,"accession_number":"0001628280-25-044678","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2025-10-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q2 2025: Revenue $228M, Net Income $57M; Acquires 11 aircraft for $503M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $228M, net income $57M; lease rental revenue up 17% YoY.","Acquired 11 new-technology aircraft for $503M; sold 4 older aircraft for net proceeds $73M with $24M gains.","S&P upgraded to BBB, Moody's to Baa2; issued $650M unsecured notes at 5.000%.","Adjusted EBITDA $262M; adjusted net debt-to-equity 2.2x; total liquidity $2.5B.","Fleet utilization 99.7%; owned 270 aircraft with net book value $8.5B as of Aug 31, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":487354000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136080,"accession_number":"0001193125-25-160506","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2025-07-17T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Aircastle issues $650M of 5.000% Senior Notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$650 million aggregate principal amount of 5.000% senior notes due September 15, 2030.","Issue price of 99.306%; guaranteed on a senior unsecured basis by Aircastle Advisor LLC.","Interest payable semi-annually beginning March 15, 2026.","Net proceeds to be used for general corporate purposes, including aircraft acquisitions and refinancing existing debt.","Notes are unregistered, offered under Rule 144A and Regulation S; closing expected July 17, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":136079,"accession_number":"0001628280-25-034745","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2025-07-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q1 net income $49M; acquires 12 aircraft for $465M; unsecured debt issuance $600M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $260M, net income $49M; rental revenue up 13% YoY; Adj. EBITDA $232M.","Acquired 12 aircraft for $465M (incl. 5 B737-MAX9 on lease to United); sold 14 older aircraft for $227M with $30M gains.","Issued new $600M unsecured term loan with 18 lenders; repaid $392M secured debt; 98% of debt now unsecured.","Total liquidity $2.6B as of July 1, 2025 ($2.0B undrawn facilities, $0.5B projected cash flows, $0.1B cash).","Fleet utilization >99%; 260 unencumbered aircraft with $8.0B net book value; 46% of fleet NBV in new technology."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":259844000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153120,"accession_number":"0001193125-25-111712","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2025-05-02T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Aircastle enters $600M unsecured term loan with MUFG and Sumitomo Mitsui Trust Bank","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$600M unsecured term loan, five-year maturity; option to increase to $700M within first year.","Interest at Term SOFR plus 1.40% per annum; Base Rate loans at plus 0.40%.","Proceeds used for working capital and other corporate purposes of the Borrower.","Guaranteed by Aircastle Limited and subsidiary Aircastle (Ireland) Designated Activity Company.","Covenants include limitations on additional debt, liens, investments, and restricted payments."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":153119,"accession_number":"0001628280-25-019657","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q4 net income $61M vs $29M YoY; full-year net income up 48% to $124M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total Q4 revenues $206M; Adjusted EBITDA $222M; acquired 29 aircraft for $1.0B (68% new tech).","Full-year net income $124M vs $83M in fiscal 2023; operating cash flow up 25%.","Russia-related settlement proceeds of $50M recorded in other income during Q4.","Issued $500M unsecured senior notes at 5.25% (108bps spread); $300M equity tranche received.","Fleet of 265 owned aircraft ($7.9B NBV); unencumbered NBV $7.1B; weighted utilization 99.3%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":820975000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171895,"accession_number":"0001193125-25-018401","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2025-01-31T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Aircastle prices $500M 5.250% Senior Notes due 2030 at 99.171%, closes Jan 31","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M aggregate principal of 5.250% Senior Notes due 2030 issued at 99.171% of par.","Notes mature March 15, 2030; interest payable semi-annually on March 15 and September 15.","Net proceeds for aircraft acquisitions and refinancing of existing indebtedness.","Redemption before Feb 15, 2030 at make-whole premium; thereafter at par."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":171894,"accession_number":"0001628280-25-001573","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2025-01-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q3 revenues $194M, net income $18M; Moody's outlook positive","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $194M, net income $18M; adjusted EBITDA $182M for Q3 ended Nov 30, 2024.","Acquired 8 aircraft for $259M (69% new tech); sold 8 for $145M with $20M gains; fleet utilization >99%.","Moody's changed Outlook to Positive, citing improved fleet characteristics and strong liquidity.","Total liquidity $2.8B as of Jan 1, 2025; adjusted net debt-to-equity 1.8x; unencumbered fleet NBV $6.1B.","Year-to-date cash from ops up 19% vs prior year; CEO notes strong demand and constrained OEM supply."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":615417000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188892,"accession_number":"0001628280-24-043274","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2024-10-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aircastle CLO Christopher Beers to retire Feb 2025; Sarah Clarkin promoted as successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CLO Christopher Beers to retire on Feb 28, 2025; he has served in role since 2014.","Sarah Clarkin, Aircastle veteran since 2006 and current Associate GC, becomes CLO March 1, 2025.","Beers will stay as Senior Advisor for one year to manage Russian insurance claims and litigation.","Beers eligible for 2024 bonus and consulting fees; LTIP awards vest on qualifying retirement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":188891,"accession_number":"0001628280-24-042652","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2024-10-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q2 net income $29M, total revenues $217M; fleet utilization >99%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $29M; Adjusted EBITDA of $199M for three months ended August 31, 2024.","Lease rental and direct financing revenue up 8% year-over-year; sold 10 aircraft for $304M with $35M gains.","Acquired 4 aircraft for $120M; issued $500M 5.75% unsecured senior notes due 2031.","Fleet utilization 99.2%; owned 244 aircraft with $7.1B net book value; unencumbered assets $6.0B.","Total liquidity $3.1B as of Oct 1, 2024; net debt-to-equity 1.9x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":421841000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205370,"accession_number":"0001193125-24-181073","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2024-07-18T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Aircastle issues $500M 5.750% Senior Notes due 2031 for general corporate purposes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$500M aggregate principal of 5.750% Senior Notes due 2031 issued at 99.640% of par.","Notes mature Oct 1, 2031; interest payable semi-annually starting Apr 1, 2025.","Proceeds to be used for aircraft acquisitions and refinancing existing debt.","AIDAC fully guarantees both new and existing notes, ranking pari passu.","Notes sold under Rule 144A/Regulation S; not registered with SEC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":205369,"accession_number":"0001628280-24-031681","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2024-07-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q1 revenue $205M, net income $16M; S&P outlook revised to Positive","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $205M, net income $16M; Adjusted EBITDA $186M.","Lease rental revenue up 14% YoY; acquired 9 aircraft for $223M.","Fleet utilization 99%; S&P revised outlook to Positive.","Received $300M equity from shareholders in June, completing $500M commitment.","Total liquidity $2.6B; 212 unencumbered aircraft with NBV $6.0B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":205173000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222266,"accession_number":"0001628280-24-027493","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aircastle board changes: Taro Kawabe resigns, Takashi Tsunoda appointed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Taro Kawabe resigned from Aircastle's board effective June 7, 2024.","Takashi Tsunoda appointed to the board effective June 7, 2024, nominated by Marubeni.","Tsunoda is Marubeni's General Manager of Asset Finance Dept.; no compensation from Aircastle.","Kawabe's resignation and Tsunoda's appointment are routine director changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":222265,"accession_number":"0001628280-24-015285","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2024-04-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aircastle announces board resignation and appointment; Naoshi Hirose joins board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kosuke Takechi resigned from the Aircastle Board effective April 8, 2024.","Naoshi Hirose appointed to the Board effective April 8, 2024, replacing Takechi.","Hirose is Marubeni Managing Executive Officer and Regional CEO for the Americas.","Hirose previously served over 35 years at Japan's METI, including Vice-Minister for International Affairs.","Hirose will not receive any compensation from the Company for his director service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":241786,"accession_number":"0001628280-24-004157","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2024-02-12T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Aircastle expands revolving credit capacity to $2.1B, extends maturities to 2027-2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate revolving credit capacity increased to $2.1B across four facilities with 35 lenders.","Closed $1B senior unsecured revolver; maturity extended from April 2025 to February 2028.","Extended $200M MML revolver to January 2027 and $300M Mizuho revolver to February 2027.","DBS-led facility raised from $375M to $600M, with term extended three years to January 2028."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":241785,"accession_number":"0001193125-24-012242","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2024-01-22T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Aircastle issues $650M of 5.950% Senior Notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$650M principal at 99.391% issue price; 5.950% semi-annual interest.","Notes mature February 15, 2029; first interest payment August 15, 2024.","Proceeds for general corporate purposes, aircraft acquisitions, and refinancing existing debt.","Make-whole redemption prior to January 15, 2029; thereafter at par plus accrued interest.","Change of control put at 101% of principal; offering closed January 22, 2024 under Rule 144A/Reg S."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":259220,"accession_number":"0001628280-23-034298","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2023-10-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q2 2023: Revenue $168M, net income $6M; receives $200M equity tranche, issues $650M notes","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $168M, net income $6M; Adjusted EBITDA $152M.","Received $200M of $500M equity commitment; remaining $300M expected Q1 2024.","Issued $650M 6.50% unsecured senior notes; expanded credit facilities by $130M to $1.9B.","Acquired 1 Embraer E2, sold 6 older aircraft for $4M gain; fleet utilization 98.3%.","Total liquidity $2.8B; net debt-to-equity 2.3x; 239 owned aircraft."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":386447000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":259219,"accession_number":"0001628280-23-034141","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2023-10-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aircastle Limited announces board changes: Kurihara resigns as director, Takechi appointed","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Takashi Kurihara resigned as director effective October 5, 2023; remains Chairman and on Compensation, Risk & Governance, Audit, and Investment Committees.","Kosuke Takechi appointed as director effective October 5, 2023; nominated by Marubeni Corporation.","Takechi is Managing Executive Officer, Regional CEO for Americas, and President/CEO of Marubeni America Corporation.","Takechi has over 30 years of experience in Marubeni's Aerospace & Ship Division; will not receive compensation from Aircastle."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":276497,"accession_number":"0001193125-23-188887","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2023-07-18T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"Aircastle issues $650M of 6.500% Senior Notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$650M aggregate principal of 6.500% Senior Notes due 2028; issued at 99.815% of par.","Net proceeds to fund aircraft acquisitions and refinance a portion of existing indebtedness.","Make-whole redemption permitted until June 18, 2028; thereafter at par plus accrued interest.","Upon a change of control triggering event, holders may require repurchase at 101% of principal plus accrued interest.","Notes offered to qualified institutional buyers under Rule 144A and outside U.S. under Regulation S; not registered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":276496,"accession_number":"0001362988-23-000024","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2023-07-07T23:59:59+00:00","items":["1.02","3.02","1.01","9.01"],"status":"ready","headline":"Aircastle enters subscription agreement for pro rata equity raise of up to $500M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Agreement with existing shareholders MM Air Ltd. and Marubeni Aviation Holdings Coöperatief U.A.","First tranche of $200M expected in July 2023; second tranche up to $300M in Q1 2024.","Second tranche subject to board and shareholder approval; proceeds for general corporate purposes.","Shares issued as unregistered securities relying on Section 4(a)(2) exemption."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":294247,"accession_number":"0001362988-23-000021","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle reports Q4 net income $14M vs year-ago loss; FY acquisitions $914M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $14M in Q4 vs $216M net loss in Q4 2021; total revenues $189M.","Raised $850M in new financings: $450M secured facility and $400M credit facilities.","Full year acquisitions 22 aircraft for $914M, 77% new technology; sold 25 for $426M.","Cash from operations up 17% YoY; total liquidity $2.0B as of April 3, 2023.","Fleet of 239 owned aircraft, NBV $6.6B; weighted avg fleet age 9.7 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":796033000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314848,"accession_number":"0001362988-23-000012","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2023-01-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aircastle appoints Paul O'Callaghan as COO, effective March 1, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Paul O'Callaghan, currently EVP of Portfolio Management since May 2014, promoted to COO.","Effective March 1, 2023; he joined Aircastle in 2005 and has 26+ years experience.","As COO, he will oversee portfolio operations, asset management, and technical functions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":314847,"accession_number":"0001362988-23-000010","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2023-01-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle reports Q3 net income $50M, revenues $258M; acquired 7 aircraft for $298M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $258M, net income $50M, adjusted EBITDA $240M.","Acquired seven narrow-body aircraft for $298M (six new tech); sold eight aircraft for $163M, gain $53M.","New $450M secured aircraft financing facility; total liquidity $2.3B as of Jan 6, 2023.","Received $24M Russia-related letters of credit; YTD cash from operations up 27%.","Owned 241 aircraft (NBV $6.6B); 209 unencumbered (NBV $5.5B); fleet utilization 94.4%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":606659000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":333228,"accession_number":"0001362988-22-000046","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2022-10-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q2 net loss $9M on $174M revenue; sells three wide-bodies for $53M gain","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 total revenues $174M; Adjusted EBITDA $159M; Net loss $9M.","Acquired seven narrow-body aircraft for $286M; sold five aircraft for $113M proceeds with $10M gain.","Wrote off $28M impairment on one 747 Freighter in Russia deemed irrecoverable.","Sept sold two 747 and one 777 for ~$53M gain; expanded revolver to $1.0B.","Total liquidity $2.1B as of Oct 1; 212 unencumbered aircraft worth $5.4B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":349143000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350710,"accession_number":"0001362988-22-000038","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2022-09-27T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aircastle director Noriyuki Yukawa resigns; Keiji Okuno appointed to Board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Noriyuki Yukawa resigned from Board and Audit/Investment Committees effective Sept 26, 2022.","Keiji Okuno appointed to Board and same committees effective same date, nominated by Mizuho Leasing.","Okuno previously Senior VP at PNB-Mizuho Leasing & Finance and over 15 years at ORIX Group.","Okuno will not receive compensation from Aircastle for his director service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350709,"accession_number":"0001362988-22-000035","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2022-09-13T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Aircastle expands unsecured revolver to $1B with $100M new BMO commitment","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving credit facility increased to $1 billion from $900 million via $100M commitment from BMO Harris Bank.","Facility matures in April 2025; proceeds for general corporate purposes, including aircraft acquisitions.","Lender group includes Citibank, Goldman Sachs, JPMorgan, RBC, Fifth Third, Credit Agricole, MUFG, BNP Paribas, and Mizuho."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350708,"accession_number":"0001362988-22-000029","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2022-08-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aircastle appoints Roy Chandran as CFO effective September 1, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Roy Chandran named permanent CFO after serving as Interim CFO since July 28, 2022, following Aaron Dahlke's resignation.","Chandran previously held role of Chief Strategy Officer at Aircastle since March 2020; joined the company in 2008.","Prior to Aircastle, Chandran was a Director at Citi in Global Structured Solutions Group with capital markets expertise.","CEO Mike Inglese noted Chandran's capital markets experience and smooth succession planning as reasons for appointment.","Chandran holds a BS in Chemical Engineering from RMIT Australia and an MBA from IMD Switzerland."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":350707,"accession_number":"0001362988-22-000026","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2022-07-28T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aircastle CFO Aaron Dahlke resigns effective Sept 1; Roy Chandran named interim CFO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Aaron Dahlke resigns as CFO effective Sept 1, 2022, to become CFO at Azusa Pacific University.","Roy Chandran (58) appointed interim CFO effective Sept 1; previously Chief Strategy Officer since March 2020.","Dahlke joined Aircastle in 2005 as CAO, promoted to CFO in 2017; CEO Inglese praised his contributions.","No permanent CFO search announced; interim appointment provides continuity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":387225,"accession_number":"0001362988-22-000009","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2022-02-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Aircastle to cease leasing to Russian airlines due to sanctions; 6% of fleet at risk","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["EU, US, others imposed sanctions after Russia's Feb 24, 2022 invasion of Ukraine, including aircraft supply bans.","Aircastle intends to fully comply, requiring cessation of leasing activity with Russian airlines.","As of Nov 30, 2021, approx. 6% of fleet by net book value was on lease to Russian carriers.","Company cites risk factors for potential write-downs if customer defaults or market conditions worsen.","Sanctions include wind-down periods for existing aircraft and component supply to Russia."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":387224,"accession_number":"0001362988-22-000007","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2022-01-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q3 2021: Net loss $62M, lease revenue up 13% QoQ, impairments $69M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $191M, net loss $62M (includes $45M non-cash impairment charges).","Lease rental revenue $156M (+13% vs Q2 2021); cash collections 100% of lease rental.","Adjusted EBITDA $174M; cash flow from operations up 118% for nine months vs 2020.","Acquired four aircraft (A320neo, B737-MAX8, two E2) in quarter; 12 YTD.","As of Jan 7, 2022, total deferrals $87M; 6 customers in insolvency (21 aircraft, 13% NBV)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":514942000.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":405167,"accession_number":"0001362988-21-000040","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2021-10-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q2 2021: Revenue $157.7M, net income $9.8M, issues $400M preference shares","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $157.7M, net income $9.8M; adjusted EBITDA $197.5M for Q2 ended Aug 31, 2021.","Issued $400M preference shares at 5.25% (upsized from $300M); Moody's upgraded outlook to Stable.","Total liquidity of $2.4B as of Oct 1, 2021 (incl. $1.4B undrawn credit, $0.3B cash, $0.3B asset sales, $0.4B projected operating cash).","Deferrals of $101.8M from 20 customers (77% part of lease restructurings); 6 customers in insolvency with 22 aircraft (13% NBV).","Delivered four A320neo aircraft to Frontier; sold four aircraft for $78M proceeds; cash operations up 57% in 1H 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":323462000.0,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":424206,"accession_number":"0001193125-21-231863","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2021-08-02T23:59:59+00:00","items":["1.02"],"status":"ready","headline":"Aircastle redeems all $500M 5.50% Senior Notes due 2022, total payment $525.9M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redeemed $500M aggregate principal of 5.50% Senior Notes due 2022 on July 30, 2021.","Total redemption payment was $525,918,407.17, including premium of 102.66% and accrued interest.","Upon deposit, the supplemental indenture was satisfied and discharged; company released from obligations.","Reduction of debt eliminates future interest expense on these notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":424205,"accession_number":"0001362988-21-000031","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2021-07-16T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Aircastle promotes Dane Silverman to CAO; Jim Connelly to lead ESG; Frank Constantinople to retire","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dane Silverman appointed Chief Accounting Officer, succeeding Jim Connelly.","Jim Connelly assumes new role as SVP ESG and Corporate Communications.","Frank Constantinople, SVP Investor Relations, intends to retire at end of October 2021.","Silverman joined Aircastle in 2018 as VP Controller; previously at Voyager Aviation and KPMG.","CEO Michael Inglese praised the changes and emphasized ESG as a priority."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":424204,"accession_number":"0001362988-21-000029","cik":1362988,"company_name":"Aircastle LTD","ticker":"AYR","form_type":"8-K","filed_at":"2021-07-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Aircastle Q1 net loss $9.8M; revenue $165.8M; prices $400M preferred at 5.25%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $9.8 million for quarter ended May 31, 2021; total revenues $165.8 million.","Adjusted EBITDA $148.3 million; gain on sale of flight equipment $9.0 million.","Successfully priced $400 million preferred shares at 5.25% coupon; upsized from $300M due to demand.","Moody's upgraded outlook to Stable; total liquidity $2.9 billion as of July 1, 2021.","Deferral arrangements with 22 airlines totaling $112 million; collections 89% of lease revenues."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":165810000.0,"consensus_period":"2021-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":null,"market_cap_bucket":null,"market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}