AerCap

CEO Aengus Kelly and team have navigated multiple industry cycles, integrated GECAS to create the clear scale leader, resolved significant Russia-related exposures via sizable recoveries, and compounded book value through accretive buybacks and asset rotation.

Disclosures show substantial equity-based compensation and meaningful CEO ownership, aligning incentives with shareholders. Communication is clear with quantitative guidance and conservative leverage targets. We rate the team as best-in-class among specialty finance operators.