{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-25-034745","form_type":"8-K","ticker":"AYR","cik":"0001362988","company_name":"Aircastle LTD","filed_at":"2025-07-10T23:59:59+00:00","discovered_at":"2026-05-14T18:02:43.819323+00:00","generated_at":"2026-05-18T08:43:25.641942+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Aircastle Q1 net income $49M; acquires 12 aircraft for $465M; unsecured debt issuance $600M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-25-034745","json":"https://secwatch.observer/filing/0001628280-25-034745.json","markdown":"https://secwatch.observer/filing/0001628280-25-034745.md","text":"https://secwatch.observer/filing/0001628280-25-034745.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1362988/000162828025034745/0001628280-25-034745-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1362988/000162828025034745/ayr-20250710.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-18T08:43:25.641942+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}