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Hillary Cacanando

Vice President and Senior Equity Analyst at Deutsche Bank

Hillary Cacanando is a Vice President and Senior Equity Analyst at Deutsche Bank, specializing in coverage of the aviation, leasing, and transportation sectors, with an emphasis on the US and Canadian markets. She covers major companies such as FTAI Aviation, AerCap Holdings, and Blade Air Mobility, consistently delivering investment recommendations that have achieved a 68% success rate with an average return of 34.1% per rating over the past year, and notably delivering a 301.6% return on her top recommendation. Since joining Deutsche Bank, Cacanando has built a strong reputation as a top-performing analyst, currently ranking #718 among over 9,500 Wall Street analysts on TipRanks, although publicly available records of her previous firms or the exact year she joined Deutsche Bank remain limited. She holds industry-standard professional credentials and is listed among key analysts covering top transport firms like BOC Aviation and AerCap Holdings.

Hillary Cacanando's questions to AerCap Holdings (AER) leadership

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.

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