Latest revenue
$236.4M
as of 2025-11-30
Latest net income
$30.7M
as of 2025-11-30
Net margin
13.0%
as of 2025-11-30
Price
Price history unavailable for AYR.
Market data
Price feed temporarily unavailable for AYR.
5-year trend
dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).
What this company does
INTRODUCTION ITEM 1. BUSINESS Unless the context suggests otherwise, references in this Annual Report to “Aircastle,” the “Company,” “we,” “us,” or “our” refer to Aircastle Limited and its subsidiaries. Throughout this Annual Report, when we refer to our aircraft, we include aircraft that we have transferred into grantor trusts or similar entities for purposes of financing such assets through term financings. These grantor trusts or similar entities are consolidated for purposes of our financial statements. All amounts in this Annual Report are expressed in U.S. dollars and the financial statements have been prepared in accordance with U.S. generally accepted accounting principles (“U.S.…
AI summary unavailable — showing raw filing excerpt
Generated from AYR's filing dated 2026-04-21
Key risks
ITEM 1A. RISK FACTORS In addition to the other information set forth in this Annual Report, you should carefully consider the following factors, which could materially adversely affect our business, financial condition, results of operations in future periods or our ability to meet our debt obligations. The risks described below are not the only risks facing our Company. Additional risks not currently known to us or that we currently deem to be immaterial also may materially adversely affect our business, financial condition, or results of operations. Summary of Risk Factors Risks Related to Our Lessees •We are indirectly impacted by the risks facing airlines and their ability to perform…
AI summary unavailable — showing raw filing excerpt
Generated from AYR's filing dated 2026-04-21
Profitability
Net margin
19.9%
32.2%Return on equity
7.3%
48.6%Return on assets
2.2%
48.6%Leverage
Debt / equity
2.37×
0.0%Long-term debt / equity
1.93×
9.3%Debt / assets
70.3%
0.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-02-28 | $251.3M | +22.3% | $56.8M | -6.5% | 22.6% |
Q4 2025 2025-11-30 | $236.4M | +22.1% | $30.7M | +69.6% | 13.0% |
Q3 2025 2025-08-31 | $227.5M | +5.0% | $57.2M | +99.7% | 25.2% |
Q2 2025 2025-05-31 | $259.8M | +26.6% | $49.3M | +206.5% | 19.0% |
Q1 2025 2025-02-28 | $205.6M | -10.7% | $60.8M | +106.8% | 29.6% |
Q4 2024 2024-11-30 | $193.6M | -18.9% | $18.1M | -29.4% | 9.3% |
Q3 2024 2024-08-31 | $216.7M | +29.0% | $28.7M | +419.4% | 13.2% |
Q2 2024 2024-05-31 | $205.2M | -6.1% | $16.1M | -29.4% | 7.8% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Equipment Rental & Leasing, NEC · SIC 7359
Your notes
Keep private notes on AYR — thesis, target price, catalysts to watch.
Visible only to you. Never shared. Never used to train AI.
Insider activity
No insider transactions on file for AYR in the last 12 months.
Source: SEC Form 4 filings. Backfill runs nightly.
Who owns AYR
Institutional value
$3.47B
Total shares held
154.5K
Distinct holders
1
+0 vs prior
As of
2019-09-30
Prior: 2019-06-30
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | Northwest & Ethical Investments L.P. | 154.5K | $3.47B | -6.5K (-4.1%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once AYR's latest filing finishes processing.