AerCap and UBS post strong Q1 earnings and announce buybacks
Updated
Updated · Insider Monkey · May 6
AerCap and UBS post strong Q1 earnings and announce buybacks
10 articles · Updated · Insider Monkey · May 6
AerCap posted adjusted EPS of $5.39 against $3.71 consensus and launched a $1bn repurchase, while UBS reported $3.04bn net profit and plans $3bn of buybacks by Q2 results.
AerCap raised 2026 adjusted EPS guidance to $14.50 after what its CEO called a record quarter, while UBS said Credit Suisse client-account migrations in Switzerland were completed and cumulative cost savings reached $11.5bn.
UBS also warned Swiss regulatory proposals could add about $22bn of standalone CET1 capital needs, or roughly $37bn including earlier Credit Suisse-related requirements, as investors increasingly favour European companies beating muted earnings expectations.
Can UBS's record profits withstand a looming $37 billion regulatory capital demand from Swiss authorities?
With supply chains in chaos, how is aircraft lessor AerCap shattering earnings forecasts and boosting buybacks?
Are Europe's earnings beats a real challenge to U.S. market dominance or a fleeting illusion?