AerCap

Management has compounded per-share value through disciplined trading, leverage control, and returning excess cash. In 2025 AerCap repurchased 22.1 million shares (~2.4 billion) and paid ~192 million in dividends, then in April 2026 authorized an additional 1.0 billion repurchase and raised the quarterly dividend to 0.40 per share.

The company added attractive new-technology orders and sold older assets at gains, rotating the fleet while maintaining investment-grade metrics. Share-based compensation is material but offset by substantial net reductions in share count. Track record and incentives are aligned with long-term compounding.