{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-026243","form_type":"8-K","ticker":"AYR","cik":"0001362988","company_name":"Aircastle LTD","filed_at":"2026-04-21T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.193269+00:00","generated_at":"2026-05-15T05:05:09.671128+00:00","sec_items":[],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Aircastle FY 2025 net income $194M (+57% YoY); Q4 rev $251M (+22%); 46 aircraft acquired","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-026243","json":"https://secwatch.observer/filing/0001628280-26-026243.json","markdown":"https://secwatch.observer/filing/0001628280-26-026243.md","text":"https://secwatch.observer/filing/0001628280-26-026243.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1362988/000162828026026243/0001628280-26-026243-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1362988/000162828026026243/ayrq42025exhibit991.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T05:05:09.671128+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"}