Aircastle Ltd (AYR) — SEC Filings
Aircastle Ltd (AYR) — 19 SEC filings. Latest: 10-Q (Oct 9, 2025). Includes 11 8-K, 6 10-Q, 2 10-K.
View Aircastle Ltd on SEC EDGAR
Overview
Aircastle Ltd (AYR) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Oct 9, 2025: Aircastle Limited reported a significant increase in net income for the three and six months ended August 31, 2025. Net income for the three months surged to $57.233 million from $28.659 million in the prior year, a 99.7% increase. For the six months, net income more than doubled to $106.520 million
Sentiment Summary
Across 19 filings, the sentiment breakdown is: 1 bullish, 17 neutral, 1 mixed. The dominant filing sentiment for Aircastle Ltd is neutral.
Filing Type Overview
Aircastle Ltd (AYR) has filed 6 10-Q, 11 8-K, 2 10-K with the SEC between Jan 2024 to Oct 2025.
Filings by Year
Recent SEC Filings (19)
Risk Profile
Risk Assessment: Of AYR's 18 recent filings, 0 were flagged as high-risk, 11 as medium-risk, and 7 as low-risk. The overall risk profile suggests moderate risk with a balanced mix of positive and cautionary disclosures.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $487.354M |
| Net Income | $106.520M |
| EPS | $5.97 |
| Debt-to-Equity | 2.43 |
| Cash Position | $147.343M |
| Operating Margin | 10.1% |
| Total Assets | $8.885B |
| Total Debt | $5.248B |
Industry Context
The aircraft leasing industry is capital-intensive and cyclical, heavily influenced by global economic conditions, airline profitability, and aircraft manufacturing cycles. Key trends include fleet modernization, demand for newer, more fuel-efficient aircraft, and the increasing role of financial institutions in the sector. Competition is fierce, with major players vying for airline customers and attractive aircraft assets.
Top Tags
financials (5) · material-agreement (4) · financial-obligation (4) · 10-Q (4) · 8-k (3) · aircraft-leasing (3) · Aircraft Leasing (2) · Financial Performance (2) · Revenue Growth (2) · Aviation Industry (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net Income | $106.520M | Increased 138.1% for the six months ended August 31, 2025, from $44.740M in 2024. |
| Total Revenues | $487.354M | Increased 15.5% for the six months ended August 31, 2025, from $421.841M in 2024. |
| Flight Equipment Acquisition | $980.225M | Significant investment for the six months ended August 31, 2025, up from $335.410M in 2024. |
| Impairment of Flight Equipment | $36.219M | Increased 230.1% for the six months ended August 31, 2025, from $10.972M in 2024. |
| Cash and Cash Equivalents | $147.343M | Decreased from $279.052M at February 28, 2025. |
| Lease Rental Revenue | $373.159M | Increased for the six months ended August 31, 2025, from $324.949M in 2024. |
| Gain on Sale of Flight Equipment | $54.178M | Increased for the six months ended August 31, 2025, from $36.426M in 2024. |
| Depreciation Expense | $192.578M | Increased for the six months ended August 31, 2025, from $177.033M in 2024. |
| Interest, net | $139.370M | Increased for the six months ended August 31, 2025, from $127.237M in 2024. |
| Common Shares Outstanding | 17,840 | As of October 1, 2025, unchanged from August 31, 2024. |
| Debt-to-equity ratio | 2.8x | Increased from 2.7x at previous fiscal year-end |
| New aircraft acquired | 5 | Added to the fleet during the quarter |
| Value of new aircraft acquired | $150M | Approximate value of the 5 new aircraft |
| Average remaining lease term | 6.5 years | Indicates stability of future revenue streams |
| Fiscal Year End | 20250228 | The end date of the reporting period for the 10-K. |
Forward-Looking Statements
- {"claim":"Aircastle Limited will provide further details about the 'Material Definitive Agreement' in a subsequent filing or press release.","entity":"Aircastle Limited","targetDate":"2024-03-31","confidence":"high"}
- {"claim":"The 'Material Definitive Agreement' will involve a significant expansion of Aircastle's aircraft leasing portfolio.","entity":"Aircastle Limited","targetDate":"2024-06-30","confidence":"medium"}
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Frequently Asked Questions
What are the latest SEC filings for Aircastle Ltd (AYR)?
Aircastle Ltd has 19 recent SEC filings from Jan 2024 to Oct 2025, including 11 8-K, 6 10-Q, 2 10-K. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of AYR filings?
Across 19 filings, the sentiment breakdown is: 1 bullish, 17 neutral, 1 mixed. The dominant sentiment is neutral.
Where can I find Aircastle Ltd SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Aircastle Ltd (AYR) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Aircastle Ltd?
Key financial highlights from Aircastle Ltd's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for AYR?
The investment thesis for AYR includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Aircastle Ltd?
Executive information for Aircastle Ltd is extracted from SEC filings as they are enriched with AI analysis.
What are the main risk factors for Aircastle Ltd stock?
Of AYR's 18 assessed filings, 0 were flagged high-risk, 11 medium-risk, and 7 low-risk.
What are recent predictions and forward guidance from Aircastle Ltd?
Recent forward-looking statements from Aircastle Ltd include guidance on {"claim":"Aircastle Limited will provide further details about the 'Material Definitive Agreement' in a subsequent filin and 1 other predictions.