earnings
confidence high
sentiment positive
materiality 0.75
Aircastle Q2 2025: Revenue $228M, Net Income $57M; Acquires 11 aircraft for $503M
Aircastle LTD
- 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.