Services-Equipment Rental & Leasing, NEC · SIC 7359

Aircastle LTD

AYR

Watch

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

AI

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

AI

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

QuarterRevenueYoYNet incomeYoYNet 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.

Sign in to write a note

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

#ManagerSharesValueQoQ changeAction
1Northwest & 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.