AYR
Aircastle LTD
Overview
Aircastle acquires, leases, and sells commercial jet aircraft to airlines worldwide. As of February 28, 2026, the company owned and managed 282 aircraft leased to 76 lessees in 45 countries, with a fleet net book value of $8.5 billion. The company generates revenue through lease payments, aircraft sales, and related aviation asset management services.
Aircastle LTD is a Industrials company operating in Rental & Leasing Services with a $2.40B market cap.
Most recent earnings call: Q3 FY23 on Jan 11, 2024.
11 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q3 FY2023Earnings2024-01-118 Q&A exchanges
- Q2 FY2023Earnings2023-10-1111 Q&A exchanges
- Q1 FY2023Earnings2023-07-1210 Q&A exchanges
- Q4 FY2022Earnings2023-04-25
- Q3 FY2022Earnings2023-01-1211 Q&A exchanges
- Q2 FY2022Earnings2022-10-127 Q&A exchanges
- Q1 FY2022Earnings2022-07-136 Q&A exchanges
- Q4 FY2021Earnings2022-04-3014 Q&A exchanges
- Q3 FY2021Earnings2022-01-1313 Q&A exchanges
- Q2 FY2021Earnings2021-10-1315 Q&A exchanges
- Q1 FY2021Earnings2021-07-1410 Q&A exchanges
History
Earnings history
Reported quarters with consensus, surprise, and 1-day reaction context.
Track Record
SampleSpoken Alpha tracks AYR's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 60% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2023 | $2.26 | $1.78 | +26.7% | +4.0% | +4.5% |
| Q4 FY2023 | $2.32 | $1.90 | +22.3% | -2.6% | +0.2% |
| Q3 FY2023 | $2.21 | $1.83 | +20.7% | +5.6% | +6.3% |
| Q2 FY2023 | $2.17 | $1.84 | +18.0% | +5.5% | +4.1% |
| Q1 FY2022 | $2.34 | $1.87 | +25.1% | -3.6% | -5.8% |
| Q4 FY2022 | $2.22 | $1.84 | +20.8% | -0.3% | -3.2% |
| Q3 FY2022 | $2.71 | $2.09 | +29.5% | +0.2% | +1.8% |
| Q2 FY2022 | $2.39 | $2.05 | +16.6% | +1.1% | -0.6% |
| Q1 FY2021 | $2.43 | $1.94 | +25.5% | -2.7% | -3.6% |
| Q4 FY2021 | $2.41 | $2.02 | +19.3% | +6.2% | +4.4% |
Guidance change history
Sample- Q1 FY2023Raised2023-04-15
- Q4 FY2023Raised2023-13-15
- Q3 FY2023Raised2023-10-15
- Q2 FY2023Raised2023-07-15
- Q1 FY2022Raised2022-04-15
- Q4 FY2022Raised2022-13-15
- Q3 FY2022Raised2022-10-15
- Q2 FY2022Raised2022-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Michael IngleseCEO3 mo11 callsFormerSample
CEO since 2019 • 12/16 beats (75%) • last guidance cut Q2 FY2023
- Roy ChandranChief Strategy Officer0 mo8 callsFormerSample
OTHER_C_SUITE since 2020 • 6/12 beats (50%) • last guidance cut Q2 FY2023
- Joseph SchreinerChief Technical Officer0 mono recorded callsFormerSample
OTHER_C_SUITE since 2020 • 9/12 beats (75%) • guidance suspended Q1 FY2023
- James C ConnellyChief Accounting Officer2 mo10 callsFormerSample
OTHER_C_SUITE since 2020 • 5/12 beats (42%) • last guidance cut Q1 FY2023
- Christopher L BeersChief Legal Officer3 mono recorded callsFormerSample
OTHER_C_SUITE since 2019 • 14/16 beats (88%) • guidance suspended Q2 FY2023
- Aaron DahlkeChief Financial Officer3 mo5 callsFormerSample
OTHER_C_SUITE since 2019 • 9/16 beats (56%) • last guidance cut Q1 FY2023
Peers
Other companies in Industrials
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for AYR.
$ curl https://api.spokenalpha.com/v1/companies/AYRFAQ
Frequently asked about AYR
Where can I find Aircastle LTD's (AYR) earnings call transcripts?
Spoken Alpha indexes AYR's earnings call transcripts at https://spokenalpha.com/companies/AYR. Each call links to attributed speakers and parsed analyst Q&A. Aircastle LTD's own investor relations page is at https://www.aircastle.com/investors.
When was Aircastle LTD's most recent earnings call?
Aircastle LTD (AYR) held its most recent earnings call on 2024-01-11, covering fiscal Q3 2023.
What sector is AYR in?
Aircastle LTD (AYR) operates in the Industrials sector (Rental & Leasing Services industry).