AYR Aircastle LTD
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Executive Summary
Aircastle reported strong full-year 2025 results with net income up 57% to $194 million, driven by a $96 million gain on aircraft sales and 22% revenue growth in Q4. The company highlighted fleet improvements and credit rating upgrades.
Actionable Insight
The combination of strong profitability, fleet modernization, and credit rating upgrades suggests improved financial health and lower borrowing costs — monitor Q1 2026 leasing margins and debt issuance terms for confirmation of sustained momentum.
Key Facts
- Full-year net income of $194 million, up 57% from $124 million in fiscal 2024
- Q4 total revenue of $251 million, up 22% year-over-year
- Generated $96 million in gains from sale of 33 aircraft during the year
- 51% of fleet net book value composed of new technology aircraft as of year-end
- Ratings upgraded to Baa2 (Moody's) and BBB (S&P)
Financial Impact
Revenue increased 22% YoY in Q4; full-year net income up 57%
Risk Factors
- Geopolitical risks in the Middle East could impact airline demand and fuel costs
- Fleet utilization dipped to 97.7% in Q4 from 99.3% in prior year quarter
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-026243 |
| Document: 0001628280-26-026243-index-headers.html | 0001628280-26-026243 |
| Document: 0001628280-26-026243-index.html | 0001628280-26-026243 |
| Document: 0001628280-26-026243.txt | 0001628280-26-026243 |
| 8-K Data (Synthetic) | 0001628280-26-026243 |
Filters
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May 30, 2026
14d ago
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8-K
| — | awaiting T+20 | — | — |
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Apr 28, 2026
6w ago
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8-K
| — | awaiting T+20 | — | — |
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Apr 21, 2026
7w ago
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8-K
| — | awaiting T+20 | — | — |
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Apr 16, 2026
8w ago
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8-K
| — | awaiting T+20 | — | — |
US Market Status
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