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.（紐約證券交易所代碼：AER）在公佈23財年第四季度業績後股價走低。
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.
總租賃收入同比增長5％，達到17.18億美元。總收入和其他收入增長了4％，達到18.99億美元，未達到19.26億美元的共識。
Basic lease rents were $1.576 billion in the fourth quarter, up 6% Y/Y, impacted by $40 million of lease premium amortization.
受4000萬美元租賃溢價攤還的影響，第四季度基本租賃租金爲15.76億美元，同比增長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.
這家航空租賃公司在第四季度簽署了179份租賃協議，包括11架寬體飛機、89架窄體飛機、三架支線飛機、57臺發動機和19架直升機。
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第四季度調整後的股本回報率爲16％。調整後的每股收益爲3.11美元，超過了分析師共識的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.
第四季度出售資產的淨收益爲9400萬美元，涉及以6.25億美元出售的35項資產，而去年同期爲1.21億美元。
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，該公司確認與烏克蘭衝突有關的回收額爲6.14億美元。
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.
調整後的債務/權益比率爲2.47比1，截至2023年12月31日，AerCap持有18億美元的現金及等價物。
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的產品組合包括自有、訂購或管理的3,452架飛機、發動機和直升機。
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.
回購：2024 年 2 月，董事會批准了一項新的股票回購計劃，授權在 2024 年 9 月 30 日之前總回購高達 5 億美元的股票。
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首席執行官Aengus Kelly表示：“這些業績反映了我們業務持續強勁的運營環境以及飛機、發動機和直升機租賃和銷售的積極勢頭。”
"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."
“鑑於我們對飛機、發動機和直升機需求的強勁推動力，我們對2024年及以後的AerCap前景充滿信心。”
Price Action: AER shares are trading lower by 1.06% to $77.74 on the last check Friday.
價格走勢：在週五的最後一次支票中，AER股價下跌1.06％，至77.74美元。