AerCap's Q4: EPS Win, Revenue Wobble, $500M Share Buyback & More
AerCap's Q4: EPS Win, Revenue Wobble, $500M Share Buyback & More
AerCap Holdings N.V. (NYSE:AER) shares are trading lower after it reported fourth-quarter FY23 results.
AerCap Holdings N.V.（纽约证券交易所代码：AER）在公布23财年第四季度业绩后股价走低。
Total lease revenue grew 5% Y/Y to $1.718 billion. Total revenues and other income rose 4% to $1.899 billion, missing the consensus of $1.926 billion.
总租赁收入同比增长5％，达到17.18亿美元。总收入和其他收入增长了4％，达到18.99亿美元，未达到19.26亿美元的共识。
Basic lease rents were $1.576 billion in the fourth quarter, up 6% Y/Y, impacted by $40 million of lease premium amortization.
受4000万美元租赁溢价摊还的影响，第四季度基本租赁租金为15.76亿美元，同比增长6％。
The aviation leasing company signed 179 lease agreements in the fourth-quarter, comprising 11 wide-body aircraft, 89 narrow-body aircraft, three regional jets, 57 engines, and 19 helicopters.
这家航空租赁公司在第四季度签署了179份租赁协议，包括11架宽体飞机、89架窄体飞机、三架支线飞机、57台发动机和19架直升机。
AerCap had an adjusted return on equity of 16% for the fourth quarter. Adjusted EPS of $3.11 beat the analyst consensus of $2.45.
AerCap第四季度调整后的股本回报率为16％。调整后的每股收益为3.11美元，超过了分析师共识的2.45美元。
Net gain on sale of assets for the fourth quarter was $94 million, relating to 35 assets sold for $625 million, compared with $121 million a year ago.
第四季度出售资产的净收益为9400万美元，涉及以6.25亿美元出售的35项资产，而去年同期为1.21亿美元。
During the fourth quarter of 2023, the company recognized recoveries related to the Ukraine Conflict of $614 million.
在2023年第四季度，该公司确认与乌克兰冲突有关的回收额为6.14亿美元。
The adjusted debt/equity ratio was 2.47 to 1, and AerCap held $1.8 billion in cash and equivalents as of December 31, 2023.
调整后的债务/权益比率为2.47比1，截至2023年12月31日，AerCap持有18亿美元的现金及等价物。
As of December 31, 2023, AerCap's portfolio comprised 3,452 aircraft, engines and helicopters that were owned, on order or managed.
截至2023年12月31日，AerCap的产品组合包括自有、订购或管理的3,452架飞机、发动机和直升机。
Repurchase: In February 2024, the Board of Directors approved a new share repurchase program authorizing total repurchases of up to $500 million of shares through September 30, 2024.
回购：2024 年 2 月，董事会批准了一项新的股票回购计划，授权在 2024 年 9 月 30 日之前总回购高达 5 亿美元的股票。
Aengus Kelly, Chief Executive Officer of AerCap, said: "These results reflect the continued strong operating environment across our businesses and the positive momentum for leasing and sales of aircraft, engines and helicopters."
AerCap首席执行官Aengus Kelly表示：“这些业绩反映了我们业务持续强劲的运营环境以及飞机、发动机和直升机租赁和销售的积极势头。”
"Given the strong tailwinds that we see for demand for aircraft, engines and helicopters, we are confident about the outlook for AerCap in 2024 and beyond."
“鉴于我们对飞机、发动机和直升机需求的强劲推动力，我们对2024年及以后的AerCap前景充满信心。”
Price Action: AER shares are trading lower by 1.06% to $77.74 on the last check Friday.
价格走势：在周五的最后一次支票中，AER股价下跌1.06％，至77.74美元。