• On 13 January 2026, AerCap Holdings N.V. announced it had signed purchase and leaseback agreements with Virgin Atlantic for six new Airbus A330-900 aircraft from the airline’s existing orderbook, with deliveries scheduled between the second quarter of 2026 and the fourth quarter of 2027.

• This transaction underlines AerCap’s ability to secure long-term, widebody lease placements directly from airline orderbooks, reinforcing demand for its fleet solutions and adding visibility to future lease income.

• We’ll now examine how this new A330-900 sale-leaseback program with Virgin Atlantic may influence AerCap’s existing investment narrative.

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To own AerCap, you need to be comfortable with a capital intensive aircraft leasing model that depends on disciplined fleet allocation, resilient airline customers and prudent leverage. The Virgin Atlantic A330-900 sale-leaseback program modestly reinforces near term visibility on widebody utilization, but it does not materially change the key catalyst of capital deployment discipline or the main near term risk of potential lease rate pressure if aircraft supply loosens.

The most relevant recent context is AerCap’s ongoing share repurchase authorization of up to US$1,000,000,000 through June 2026, which signals continued focus on capital allocation alongside fleet investments like the Virgin Atlantic A330-900 transaction. Together, these moves frame how management is balancing growth opportunities, shareholder returns and the risk that higher leverage in a weaker cycle could pressure margins.

Yet behind AerCap’s contract wins and buybacks, investors should also be aware of the risk that a future oversupply of aircraft could…

Read the full narrative on AerCap Holdings (it’s free!)

AerCap Holdings’ narrative projects $8.4 billion revenue and $1.4 billion earnings by 2028. This implies 1.7% yearly revenue growth and a $1.5 billion earnings decrease from $2.9 billion today.

Uncover how AerCap Holdings’ forecasts yield a $151.22 fair value, a 7% upside to its current price.

Simply Wall St Community members currently see AerCap’s fair value between US$151 and US$530 across 2 independent views, underscoring how far opinions can differ. You should weigh those against the risk that rising aircraft deliveries and intense leasing competition might eventually pressure lease rates and asset values, then explore several alternative viewpoints before forming your own view.