AER News Wednesday, October 28, 2026 +0.10 Neutral

AerCap CEO Says If Jet Fuel Remains At Elevated Levels, We Would Expect Airlines To Seek Proactive Measures To Strengthen Liquidity; Expect Sales Of Chinese Assets To Slow Down Into 2027, 2028 As Exposure Has Reduced Materially; Would Expect To See Reduced Flying Of Less Fuel-Efficient Aircraft If Fuel Prices Remain Elevated, No Huge Impact For AerCap; Key For Boeing Max 10 To Compete With Airbus Is Whether It Can Get Into Large Scale Service In Next 4-5 Years

AerCap CEO Says If Jet Fuel Remains At Elevated Levels, We Would Expect Airlines To Seek Proactive Measures To Strengthen Liquidity; Expect Sales Of Chinese Assets To Slow Down Into 2027, 2028 As Exposure Has Reduced Materially; Would Expect To See Reduced Flying Of Less Fuel-Efficient Aircraft If Fuel Prices Remain Elevated, No Huge Impact For AerCap; Key For Boeing Max 10 To Compete With Airbus Is Whether It Can Get Into Large Scale Service In Next 4-5 Years

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