secwatch.observer — SEC 8-K summary
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Issuer:     Aircastle LTD (AYR)
CIK:        0001362988
Form:       8-K/A
Filed at:   2026-04-22T23:59:59+00:00
Accession:  0001628280-26-026649
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Aircastle Q4 net income $57M, revenue up 22% YoY; FY net income up 57% to $194M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1362988/000162828026026649/0001628280-26-026649-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1362988/000162828026026649/ayr-20260421.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-026649

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer