AerCap Holdings

Weathering an extreme business shock

  • Sectors : Aircraft Leasing
  • Companies : AerCap Holdings

Ratings and price correct at time of issue.

  • AerCap Holdings

    Closing Price: 5387c

  • RATING 27/06/17

  • PREVIOUS RATING N/A

DAVY VIEW

While AerCap’s Q1 2022 results will likely feature significant impairments (up to $2.5bn), it is quietly assured about insurance claims (of up to $3.5bn) and it recently locked in a $3.3bn discount from the GECAS deal, before any synergies. We think the business is well positioned to deliver mid-term shareholder value.

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Mar 30 2022, 16:00 IST/BST

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