Aercap CEO sees sale-leaseback discussions intensifying in new year

By Reuters News

- AerCap Holdings N.V. AER.N analyst call:

  • AERCAP CEO: IF JETFUEL REMAINS AT ELEVATED LEVELS, WE WOULD EXPECT AIRLINES TO SEEK PROACTIVE MEASURES TO STRENGTHEN LIQUIDITY

  • AERCAP CEO: EXPECT SALES OF CHINESE ASSETS TO SLOW DOWN INTO 2027, 2028 AS EXPOSURE HAS REDUCED MATERIALLY

  • AERCAP CEO: WOULD EXPECT TO SEE REDUCED FLYING OF LESS FUEL-EFFICIENT AIRCRAFT IF FUEL PRICES REMAIN ELEVATED, NO HUGE IMPACT FOR AERCAP

  • AERCAP CEO: KEY FOR BOEING MAX 10 TO COMPETE WITH AIRBUS IS WHETHER IT CAN GET INTO LARGE SCALE SERVICE IN NEXT 4-5 YEARS

  • AERCAP CEO: SUSPECT THAT IN THE NEW YEAR THERE MAY BE A BIT MORE INTENSITY IN DISCUSSIONS OVER POTENTIAL SALE-LEASEBACK WITH CUSTOMERS

Further company coverage: AER.N

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