The Special Situation Report

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The Special Situation Report
Exiting AerCap (AER)
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Exiting AerCap (AER)

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Asif
Apr 21, 2025
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The Special Situation Report
The Special Situation Report
Exiting AerCap (AER)
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A little over a year ago, we wrote about the aircraft and jet engine leasing company AerCap (AER) in our March 2024 Special Situations Newsletter and added the company to our model portfolio. The summary of our thesis was as follows:

Summary

  • AerCap, an aircraft leasing company, is a share cannibal, having repurchased 15% of the company in the last five qu…

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