Question · Q3 2025
Hillary Cacanando from Deutsche Bank inquired about the specifics of AerCap's Spirit Airlines exposure, including its impact on Q4 2025 guidance and potential for 2026, detailing downtime, engine shop visit costs, and the status of previously grounded aircraft.
Answer
CFO Peter Juhas explained that Spirit's impact includes downtime and engine overhaul costs, mostly factored into Q4 2025 guidance, with some potential spillover into 2026. CEO Aengus Kelly added that 27 aircraft are being returned, while 10 remain with Spirit, with arrears paid.