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AerCap Wins $1 Billion Russia Insurance Claim, Completes 116 Aircraft Deals in Q2 2025

AerCap Secures $1 Billion Insurance Award Over Russian Assets and Completes 116 Aircraft Transactions in Q2 2025
Dublin-based AerCap Holdings N.V. (NYSE: AER), the world’s largest aviation leasing company, reported significant operational and financial milestones for the second quarter of 2025. The quarter was marked by a landmark $1 billion insurance payout related to assets stranded in Russia, alongside the completion of 116 aircraft-related transactions.
Insurance Victory and Its Industry Implications
AerCap won a major legal battle in the London Commercial Court, securing approximately $1 billion from war risk insurers under its contingent and possessed insurance policy. This compensation covers aircraft and engines that have been immobilized in Russia following the country’s 2022 invasion of Ukraine. The ruling is expected to reverberate across the insurance sector, prompting heightened scrutiny of coverage terms related to geopolitical risks. Industry analysts suggest that aviation leasing competitors may reassess their risk management frameworks to mitigate exposure to similar disputes in the future.
Operational Highlights and Financial Activity
During the quarter, AerCap signed 71 lease agreements, which included eight widebody aircraft, 32 narrowbody aircraft, 13 engines, and 18 helicopters. The company also completed 21 purchases, adding 11 aircraft to its owned portfolio—comprising three Airbus A320neo Family jets, five Boeing 737 MAX aircraft, and three Embraer E195-E2 jets—along with five engines and five helicopters. Additionally, AerCap executed 24 sales transactions involving 14 aircraft, including nine Airbus A320 Family jets, one A320neo Family, one Boeing 767-300ER, and one Embraer E190 from its owned portfolio, as well as two managed aircraft, six engines, and four helicopters.
AerCap also completed approximately $2.9 billion in financing transactions during the quarter. The company repurchased around 4.7 million shares at an average price of $94.03 per share, amounting to roughly $445 million. Furthermore, AerCap declared a quarterly cash dividend of $0.27 per ordinary share.
Company Profile
AerCap serves approximately 300 customers worldwide, providing comprehensive fleet solutions. Headquartered in Dublin, the company is publicly traded on the New York Stock Exchange and operates offices in key global aviation hubs including Shannon, Miami, Singapore, Amsterdam, Shanghai, and Dubai.
Forward-Looking Statements: This announcement contains forward-looking statements based on current assumptions and expectations, which are subject to risks and uncertainties. Actual results may differ materially from those projected.
For further details, visit www.aercap.com.

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