AerCap (AER) Signs Three Boeing 777 Freighter Leases With China Southern

AerCap signs three Boeing 777 freighter leases with China Southern expands the aircraft leasing dealflow for widebody cargo. AerCap Holdings has signed lease agreements with China Southern Air Logistics for three Boeing 777-300ER converted freighter aircraft. The aircraft are intended to support China Southern’s intercontinental cargo expansion, adding another major airline customer in Asia to AerCap’s cargo leasing footprint. The article frames the agreement as part of AerCap’s positioning for widebody freighter demand. While discussing market context, it notes AerCap shares were at $151.03 in the referenced commentary, with a consensus target of $169.88. It also states a 1-year return of 32.9% and a 3-year return of 137.2%, and that over five years the stock returned 203.3%. The piece further flags valuation commentary and that Simply Wall St raised interest coverage concerns.