earnings
confidence high
sentiment positive
materiality 0.75
Aircastle FY 2025 net income $194M (+57% YoY); Q4 rev $251M (+22%); 46 aircraft acquired
Aircastle LTD
- 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.