AerCap Holdings N.V. has delivered its 100th Boeing 787 from its direct orderbook with Boeing, marking the 25th Dreamliner for Aeroméxico and the 10th delivered to the airline under a lease agreement. The milestone underscores AerCap's position as the largest lessor in the 787 program, with roughly 140 aircraft owned or on order, and supports its pricing power amid constrained aircraft supply. In the first half of 2026, AerCap executed 488 asset transactions, ending June with a portfolio of 3,567 aircraft, helicopters, and engines, of which it owned 1,461, with 1,404 leased out. The company has committed to purchase 379 additional aircraft by 2034, including 15 Boeing 787s added in July, while its owned fleet averages 7.4 years in age with utilization between 97% and 98%. Analysts remain bullish, with a consensus 1-year target price of $177.89, implying about 22.5% upside, and 9 of 10 analysts rating the stock a Buy, while hedge fund holdings increased to 61 in Q2 2026 from 56 in Q1.
AerCap Holdings NV
Grupo Aeroméxico, S.A.B. de C.V.The Boeing CompanyAerCap's delivery of its 100th 787 and commitment to buy 379 more aircraft by 2034, including 15 787s added in July, reflects continued orderbook demand for Boeing's Dreamliner.
