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Wire

AerCap Places Order for 15 Boeing 787-9 Dreamliners

AerCap (AER) said Tuesday it has placed a direct order for 15 Boeing (BA) 787-9 Dreamliners, expanding its portfolio of the widebody jet to about 140 airplanes.Financial details weren't disclosed.The agreement, announced at the 2026 Farnborough International Airshow, includes substitution rights that allow AerCap to switch to the larger Boeing 787-10 variant.The 15 aircraft, to be powered by GE Aerospace's (GE) GEnx-1B engines, are scheduled for delivery through 2033, AerCap said.Price: $210.99, Change: $+1.51, Percent Change: +0.72%

$AER$BA$GE
Commodities

Correction: Exchange-Traded Funds, Equity Futures Decline Pre-Bell Friday as Investors Shift Focus From Middle East to Technology Stocks

(Corrects the third paragraph to state that May advance trade deficit widened.)The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.7%, and the actively traded Invesco QQQ Trust (QQQ) retreated 1.6% in Friday's premarket activity, as investors shifted their focus from the US-Iran conflict in the Middle East to technology stocks.US stock futures were also lower, with S&P 500 Index futures down 0.5%, Dow Jones Industrial Average futures slipping 0.2%, and Nasdaq futures retreating 1.4% before the start of regular trading.The US advance international trade in goods deficit widened to $105.76 billion in May from $83.01 billion in April, according to data released by the US Census Bureau.June's final University of Michigan consumer sentiment report is slated for a 10 am ET release, followed by the weekly Baker Hughes oil-and-gas rig count at 1 pm ET.Federal Reserve Bank of Minneapolis President Neel Kashkari is scheduled to speak on Friday.In premarket action, bitcoin was down 0.3%. Among cryptocurrency ETFs, the cryptocurrency fund ProShares Bitcoin Strategy ETF (BITO) was down 0.2%, ProShares Ether ETF (EETH) declined by 1.3%, and Bitcoin & Ether Market Cap Weight ETF (BETH) lost 0.01%.Power Play:ConsumerThe State Street Consumer Staples Select Sector SPDR ETF (XLP) was up 0.5%, the Vanguard Consumer Staples Index Fund ETF Shares (VDC) was down 0.8%, and the iShares US Consumer Staples ETF (IYK) was 0.1% lower. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) lost 0.1%. The VanEck Retail ETF (RTH) was inactive, while the State Street SPDR S&P Retail ETF (XRT) was flat.Trip.com (TCOM) shares were down more than 3% pre-bell as multiple analyst price target cuts followed the company's Q1 earnings announcement.Winners and Losers:FinancialThe State Street Financial Select Sector SPDR ETF (XLF) advanced 0.3%. Direxion Daily Financial Bull 3X Shares (FAS) was up 0.6%, while its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), was 0.2% lower.HIVE Digital Technologies (HIVE) shares traded down 6.1% in early hours activity after the company priced an offering of $115 million worth of 0% exchangeable senior notes due 2031 in a private offering.HealthcareThe State Street Health Care Select Sector SPDR ETF (XLV) advanced 0.03%, the Vanguard Health Care Index Fund (VHT) was up 1.1%, while the iShares US Healthcare ETF (IYH) rose 0.5%. The iShares Biotechnology ETF (IBB) was 0.1% lower.Nuvation Bio (NUVB) stock was down nearly 1% premarket, extending losses from the previous day's 10% fall. The company said late Thursday it priced an underwritten offering of $250 million of 0.75% convertible senior notes due in 2032.EnergyThe iShares US Energy ETF (IYE) was marginally higher, while the State Street Energy Select Sector SPDR ETF (XLE) was down by 0.5%.Equinor (EQNR) stock was down nearly 2% before market open after the company said it is ending its offshore wind business activities in Japan and shutting its Tokyo office by the end of the year.IndustrialThe State Street Industrial Select Sector SPDR ETF (XLI) retreated by 0.2%, while the Vanguard Industrials Index Fund (VIS) gained by 0.2% and the iShares US Industrials ETF (IYJ) was flat.AerCap (AER) stock was up more than 2% before the opening bell after the company said it delivered the first of three Airbus A321neo aircraft to Azerbaijan Airlines.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) retreated 2.1%, and the iShares US Technology ETF (IYW) was 1.4% lower, while the iShares Expanded Tech Sector ETF (IGM) was down 2%. Among semiconductor ETFs, the State Street SPDR S&P Semiconductor ETF (XSD) declined by 2.9%, while the iShares Semiconductor ETF (SOXX) fell by 4.3%.Microsoft (MSFT) shares were up 1.4% in premarket activity after closing the prior day with a 3.5% fall. The Italian Competition Authority said the company faces a formal regulatory investigation into whether it engaged in deceptive marketing during a recent price increase for Microsoft 365.CommoditiesFront-month US West Texas Intermediate crude oil fell by 3.1% to $69.70 per barrel on the New York Mercantile Exchange. Natural gas gained by 2.9% to $3.44 per 1 million British Thermal Units. The United States Oil Fund (USO) declined by 3.2%, while the United States Natural Gas Fund (UNG) was 2.5% higher.Gold futures for July were up by 0.4% to $4,063.80 an ounce on the Comex. Silver futures gained by 0.1% to $58.83 an ounce. SPDR Gold Shares (GLD) advanced by 0.4%, and the iShares Silver Trust (SLV) was 0.5% higher.

Dow JonesNasdaq CompositeS&P 500$AER$BETH$BITO$EEM$EETH$EQNR$EXI$FAS$FAZ$GLD$HIVE$IBB$IGM$IGV$IPK$IVV$IWM$IYE$IYH$IYJ$IYK$IYW$MSFT$NUVB$PMR$QQQ$RTH$SLV$SOXX$SPY$TCOM$UNG$USO$VDC$VHT$VIS$XLE$XLF$XLI$XLK$XLP$XLV$XLY$XRT$XSD
Commodities

Exchange-Traded Funds, Equity Futures Decline Pre-Bell Friday as Investors Shift Focus From Middle East to Technology Stocks

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.7%, and the actively traded Invesco QQQ Trust (QQQ) retreated 1.6% in Friday's premarket activity, as investors shifted their focus from the US-Iran conflict in the Middle East to technology stocks.US stock futures were also lower, with S&P 500 Index futures down 0.5%, Dow Jones Industrial Average futures slipping 0.2%, and Nasdaq futures retreating 1.4% before the start of regular trading.The US advance international trade in goods deficit narrowed to $105.76 billion in May from $83.01 billion in April, according to data released by the US Census Bureau.June's final University of Michigan consumer sentiment report is slated for a 10 am ET release, followed by the weekly Baker Hughes oil-and-gas rig count at 1 pm ET.Federal Reserve Bank of Minneapolis President Neel Kashkari is scheduled to speak on Friday.In premarket action, bitcoin was down 0.3%. Among cryptocurrency ETFs, the cryptocurrency fund ProShares Bitcoin Strategy ETF (BITO) was down 0.2%, ProShares Ether ETF (EETH) declined by 1.3%, and Bitcoin & Ether Market Cap Weight ETF (BETH) lost 0.01%.Power Play:ConsumerThe State Street Consumer Staples Select Sector SPDR ETF (XLP) was up 0.5%, the Vanguard Consumer Staples Index Fund ETF Shares (VDC) was down 0.8%, and the iShares US Consumer Staples ETF (IYK) was 0.1% lower. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) lost 0.1%. The VanEck Retail ETF (RTH) was inactive, while the State Street SPDR S&P Retail ETF (XRT) was flat.Trip.com (TCOM) shares were down more than 3% pre-bell as multiple analyst price target cuts followed the company's Q1 earnings announcement.Winners and Losers:FinancialThe State Street Financial Select Sector SPDR ETF (XLF) advanced 0.3%. Direxion Daily Financial Bull 3X Shares (FAS) was up 0.6%, while its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), was 0.2% lower.HIVE Digital Technologies (HIVE) shares traded down 6.1% in early hours activity after the company priced an offering of $115 million worth of 0% exchangeable senior notes due 2031 in a private offering.Health CareThe State Street Health Care Select Sector SPDR ETF (XLV) advanced 0.03%, the Vanguard Health Care Index Fund (VHT) was up 1.1%, while the iShares US Healthcare ETF (IYH) rose 0.5%. The iShares Biotechnology ETF (IBB) was 0.1% lower.Nuvation Bio (NUVB) stock was down nearly 1% premarket, extending losses from the previous day's 10% fall. The company said late Thursday it priced an underwritten offering of $250 million of 0.75% convertible senior notes due in 2032.EnergyThe iShares US Energy ETF (IYE) was marginally higher, while the State Street Energy Select Sector SPDR ETF (XLE) was down by 0.5%.Equinor (EQNR) stock was down nearly 2% before market open after the company said it is ending its offshore wind business activities in Japan and shutting its Tokyo office by the end of the year.IndustrialThe State Street Industrial Select Sector SPDR ETF (XLI) retreated by 0.2%, while the Vanguard Industrials Index Fund (VIS) gained by 0.2% and the iShares US Industrials ETF (IYJ) was flat.AerCap (AER) stock was up more than 2% before the opening bell after the company said it delivered the first of three Airbus A321neo aircraft to Azerbaijan Airlines.TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) retreated 2.1%, and the iShares US Technology ETF (IYW) was 1.4% lower, while the iShares Expanded Tech Sector ETF (IGM) was down 2%. Among semiconductor ETFs, the State Street SPDR S&P Semiconductor ETF (XSD) declined by 2.9%, while the iShares Semiconductor ETF (SOXX) fell by 4.3%.Microsoft (MSFT) shares were up 1.4% in premarket activity after closing the prior day with a 3.5% fall. The Italian Competition Authority said the company faces a formal regulatory investigation into whether it engaged in deceptive marketing during a recent price increase for Microsoft 365.CommoditiesFront-month US West Texas Intermediate crude oil fell by 3.1% to $69.70 per barrel on the New York Mercantile Exchange. Natural gas gained by 2.9% to $3.44 per 1 million British Thermal Units. The United States Oil Fund (USO) declined by 3.2%, while the United States Natural Gas Fund (UNG) was 2.5% higher.Gold futures for July were up by 0.4% to $4,063.80 an ounce on the Comex. Silver futures gained by 0.1% to $58.83 an ounce. SPDR Gold Shares (GLD) advanced by 0.4%, and the iShares Silver Trust (SLV) was 0.5% higher.

Dow JonesNasdaq CompositeS&P 500$AER$BETH$BITO$EEM$EETH$EQNR$EXI$FAS$FAZ$GLD$HIVE$IBB$IGM$IGV$IPK$IVV$IWM$IYE$IYH$IYJ$IYK$IYW$MSFT$NUVB$PMR$QQQ$RTH$SLV$SOXX$SPY$TCOM$UNG$USO$VDC$VHT$VIS$XLE$XLF$XLI$XLK$XLP$XLV$XLY$XRT$XSD
Insider Trading

Aercap Holdings Insider Sold Shares Worth $1,667,537, According to a Recent SEC Filing

Cormac Stuart, Chief Accounting Officer, on June 15, 2026, sold 11,644 shares in Aercap Holdings (AER) for $1,667,537. Following the Form 4 filing with the SEC, Stuart has control over a total of 13,642 ordinary shares of the company, with 13,642 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1378789/000095015726000724/xslF345X05/ownership.xml

$AER
Insider Trading

Aercap Holdings N.v. Insider Sold Shares Worth $10,998,763, According to a Recent SEC Filing

Peter Juhas, Chief Financial Officer, on May 12, 2026, sold 76,000 shares in Aercap Holdings N.v. (AER) for $10,998,763. Following the Form 4 filing with the SEC, Juhas has control over a total of 377,653 ordinary shares of the company, with 183,574 shares held directly and 194,079 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1378789/000095015726000607/xslF345X05/ownership.xml

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Insider Trading

Aercap Holdings N.v. Insider Sold Shares Worth $675,600, According to a Recent SEC Filing

Vincent Drouillard, General Counsel, on May 07, 2026, sold 4,504 shares in Aercap Holdings N.v. (AER) for $675,600. Following the Form 4 filing with the SEC, Drouillard has control over a total of 200,492 ordinary shares of the company, with 91,323 shares held directly and 109,169 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1378789/000095015726000587/xslF345X05/form4.xml

$AER
Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Aercap Holdings N.v.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $10 to $174, or 9.3x our 2027 EPS estimate, in line with AER's three-year average forward P/E of 9.2x. After a strong Q1, we increase our 2026 EPS estimate by $0.80 to $17.05 and our 2027 EPS forecast by $1.11 to $18.76. AER reported record Q1 adjusted net income of $889 million ($5.39/share), beating consensus by 45%, and delivered a 19.4% adjusted ROE. Management raised full-year 2026 adjusted EPS guidance (excluding additional asset sales) to $14.50 (from $13-$14 previously) and announced a new $1 billion share repurchase program. AER's portfolio is well positioned, with 81% new technology aircraft, limiting exposure to potential older aircraft retirements if elevated fuel prices persist. Management secured 110 A320neo aircraft orders with attractive 2028+ delivery slots by leveraging its engine leasing leadership. Despite geopolitical headwinds, demand for aviation assets remains robust, with 87% lease extension rates and strong sales margins (24% unlevered gain).

$AER
Research

Research Alert: Aercap Holdings Posts Q1 Beat & Raise, Strong Asset Demand And Margin Expansion

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AerCap delivered record Q1 adj. EPS of $5.39, up 46% Y/Y, beating consensus by $1.68, while generating 19% adjusted ROE. Revenues rose 8% Y/Y to $2.24B (+9% above consensus), driven by basic lease rents of $1.68B and robust asset sales of $1.5B generating $291M in gains (+64% Y/Y) at 24% unlevered margins. The company achieved an 87% lease extension rate and executed strong capital deployment with $745M in share repurchases. Management raised full-year 2026 adjusted EPS guidance to ~$14.50 (from a range of $12.00 to $13.00), excluding additional asset sale gains. AerCap added 110 new A320neo aircraft to its order book, with deliveries starting in 2028, positioning the company to capitalize on persistent OEM production constraints. We believe the combination of elevated asset values, premium pricing power, and locked-in delivery slots for fuel-efficient aircraft should drive sustained spread expansion and excess capital generation well beyond 2026. This creates potential for continued double-digit EPS growth.

$AER
Commodities

Exchange-Traded Funds Higher, Equity Futures Mixed Pre-Bell Wednesday Ahead of Fed Policy Decision

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.02% and the actively traded Invesco QQQ Trust (QQQ) was 0.3% higher in Wednesday's premarket activity, ahead of the Federal Open Market Committee's policy decision.US stock futures were mixed, with S&P 500 Index futures up 0.01%, Dow Jones Industrial Average futures retreating 0.03%, and Nasdaq futures gaining 0.3% before the start of regular trading.The US Federal Reserve's Federal Open Market Committee will make its latest policy announcement at 2 pm ET, followed by a press conference by Fed Chair Jerome Powell.Mortgage applications declined in the week ending April 24 after a large increase in the previous week, as mortgage rates rose slightly, according to the Mortgage Bankers Association Wednesday.US housing starts rose to an annual pace of 1.502 million in March, topping forecasts of 1.38 million and increasing from 1.356 million previously.In March, US building permits fell to an annual rate of 1.372 million, missing expectations of 1.39 million and declining from 1.538 million in the prior reading.Durable goods orders rose 0.8% in March, beating expectations for a 0.5% increase and marking a rebound from the previous 1.2% drop.Weekly petroleum stocks data are due to be released at 10:30 am ET, followed by the Atlanta Federal Reserve Survey of Business Uncertainty for April at 11 am ET.In premarket activity, bitcoin was up by 1.7%. Among cryptocurrency ETFs, the cryptocurrency fund ProShares Bitcoin Strategy ETF (BITO) was 1.8% higher, Ether ETF (EETH) advanced 1.6%, and Bitcoin & Ether Market Cap Weight ETF (BETH) retreated by 0.01%.Power Play:TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) advanced by 0.7%, and the iShares US Technology ETF (IYW) was 0.5% higher, while the iShares Expanded Tech Sector ETF (IGM) was up 0.8%. Among semiconductor ETFs, the State Street SPDR S&P Semiconductor ETF (XSD) increased by 1.6%, while the iShares Semiconductor ETF (SOXX) rose by 1.8%.United Microelectronics (UMC) shares were up more than 8% in Wednesday's premarket activity after the company reported Q1 earnings and revenue.Winners and Losers:FinancialThe State Street Financial Select Sector SPDR ETF (XLF) advanced 0.2%. Direxion Daily Financial Bull 3X Shares (FAS) was up 0.7%, while its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), was 0.6% lower.UBS Group (UBS) shares were up more than 5% pre-bell after the company reported higher Q1 earnings and revenue.IndustrialThe State Street Industrial Select Sector SPDR ETF (XLI) advanced 0.3%, while the Vanguard Industrials Index Fund (VIS) was flat and the iShares US Industrials ETF (IYJ) was down 1.1%.AerCap Holdings (AER) stock was up more than 5% before the opening bell after the company reported higher Q1 revenue.Health CareThe State Street Health Care Select Sector SPDR ETF (XLV) retreated by 0.4%, the Vanguard Health Care Index Fund (VHT) lost 0.3%, while the iShares US Healthcare ETF (IYH) was inactive. The iShares Biotechnology ETF (IBB) was flat.GSK (GSK) stock was down more than 4% premarket even after the company reported higher Q1 core earnings and revenue.ConsumerThe State Street Consumer Staples Select Sector SPDR ETF (XLP) was down 0.1%, and the Vanguard Consumer Staples Index Fund ETF Shares (VDC) retreated by 0.1%. The iShares US Consumer Staples ETF (IYK) advanced 0.5%. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) lost 0.4%. The VanEck Retail ETF (RTH) gained 0.1%, while the State Street SPDR S&P Retail ETF (XRT) was 0.2% lower.Yum China (YUMC) shares were up more than 3% pre-bell after the company reported Q1 adjusted earnings and revenue.EnergyThe iShares US Energy ETF (IYE) was up 0.9%, while the State Street Energy Select Sector SPDR ETF (XLE) was up by 1.2%.Phillips 66 (PSX) stock was up more than 1% before the opening bell after the company reported it swung to Q1 adjusted earnings.CommoditiesFront-month US West Texas Intermediate crude oil rose by 3.3% to $103.22 per barrel on the New York Mercantile Exchange. Natural gas retreated by 1.3% to $2.66 per 1 million British Thermal Units. The United States Oil Fund (USO) increased by 3.4%, while the United States Natural Gas Fund (UNG) was 1.3% lower.Gold futures for May were down by 0.7% at $4,576.40 an ounce on the Comex. Silver futures retreated by 0.9% to $73.05 an ounce. SPDR Gold Shares (GLD) was 0.6% lower, and the iShares Silver Trust (SLV) fell by 0.6%.

Dow JonesNasdaq CompositeS&P 500$AER$BETH$BITO$EEM$EETH$EXI$FAS$FAZ$GLD$GSK$IBB$IGM$IGV$IPK$IVV$IWM$IYE$IYH$IYJ$IYK$IYW$PMR$PSX$QQQ$RTH$SLV$SOXX$SPY$UBS$UMC$UNG$USO$VDC$VHT$VIS$XLE$XLF$XLI$XLK$XLP$XLV$XLY$XRT$XSD$YUMC
US Markets

Airline Capacity Deployment Slowdown Amid High Fuel Prices Could Hit Aircraft Lessors, Deutsche Bank Says

Aircraft lessors could be impacted by a projected slowdown in airline capacity deployment globally amid elevated jet fuel prices triggered by the Middle East conflict, Deutsche Bank said Monday.Energy prices have soared following the US-Israel war with Iran that has disrupted shipments through the Strait of Hormuz, the world's most important chokepoint for crude flows.The conflict, which paused following a ceasefire between the US and Iran and later between Israel and Lebanon, has pushed jet fuel prices past $4 a gallon, according to Deutsche Bank."While aircraft lessors are not directly impacted (by high fuel prices) like airlines with higher operating costs, they are indirectly affected by changes in supply and demand for aircraft," Deutsche Bank analyst Shannon Doherty said in a note to clients Monday. "We cannot ignore the fact that surging jet fuel prices will lead to a slowing of global airline capacity deployment, with groundings a possibility among the financially weakest operators."Last week, American Airlines (AAL) and United Airlines (UAL) lowered their full-year earnings projections. United Airlines said at the time it faced headwinds in the first quarter, including a $340 million increase in fuel expense, compared with a year earlier.Qatar Airways recently contacted lessors to potentially defer or reduce rental payments, Deutsche Bank said Monday. If other airlines request similar favors and aircraft lessors opt to provide that relief, new terms will likely be net present value-positive over the longer term for lessors, according to the note.A premium multiple to AerCap Holdings' (AER) book value is "justified" given its diversified asset fleet earning mid-double-digit return on equity, Doherty said. An undersupply of aircraft assets is "structural" and is expected to last through the end of the decade, the brokerage wrote."AerCap represents one of the best ways to play this theme given the high demand for aircraft, its large orderbook, durable earnings, and high visibility into future cash flows given the long duration nature of its lease contracts," Doherty said.Price: $137.95, Change: $-0.14, Percent Change: -0.10%

$AAL$AER$FTAI$UAL

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