{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-026649","form_type":"8-K/A","ticker":"AYR","cik":"0001362988","company_name":"Aircastle LTD","filed_at":"2026-04-22T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.192682+00:00","generated_at":"2026-05-15T04:51:38.023769+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Aircastle Q4 net income $57M, revenue up 22% YoY; FY net income up 57% to $194M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-026649","json":"https://secwatch.observer/filing/0001628280-26-026649.json","markdown":"https://secwatch.observer/filing/0001628280-26-026649.md","text":"https://secwatch.observer/filing/0001628280-26-026649.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1362988/000162828026026649/0001628280-26-026649-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1362988/000162828026026649/ayr-20260421.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T04:51:38.023769+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":[{"claim_id":"4fbb3f5b0770a4e4de6877943d7c5cc5b4f7c831","claim":"Aircastle LTD reported three months ended February 28, 2026 results: revenue $251 million, net income $57 million.","evidence_excerpt":"Net income of $57 million on total revenues of $251 million and Adjusted EBITDA (2) of $230 million;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1362988/000162828026026649/0001628280-26-026649-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three months ended February 28, 2026"},{"label":"Revenue","value":"$251 million"},{"label":"Net income","value":"$57 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"a4af6d4426b0f4733a47b86b5650cc91ec595399","claim":"Aircastle LTD reported full year ended February 28, 2026 results: net income $194 million.","evidence_excerpt":"Net income of $194 million, up 57% compared to $124 million in fiscal 2024;","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1362988/000162828026026649/0001628280-26-026649-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year ended February 28, 2026"},{"label":"Net income","value":"$194 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}