BOC Aviation Earnings Call Transcripts
Fiscal Year 2025
-
Net profit after tax reached $787M in 2025, with underlying profit up 18% to a record $746M. Revenues rose 2% to $2.6B, and the company increased its dividend payout policy to 40% of net profit. Strong liquidity, robust aircraft demand, and a record order book support long-term growth.
-
Net profit after tax reached $342 million for H1 2025, with revenues up 6% to $1.2 billion and a record order book supporting long-term growth. Strong cash flow, improved lease yields, and robust market demand underpin a positive outlook despite ongoing supply constraints.
Fiscal Year 2024
-
Record net profit of $924 million and 4% revenue growth were driven by strong leasing and aircraft sales, with robust liquidity and a record order book supporting future expansion. Aircraft supply constraints persist, but higher lease yields and CAPEX are expected in 2025.
-
Record H1 2024 net profit of $460M driven by strong core business and asset recoveries, with revenues up 11% and robust cash flow. Aircraft delivery delays persist, but high demand and lease rates support a positive outlook for 2024-25.