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AerCap is using tight aircraft supply to produce record earnings, asset-sale gains and buybacks. The upside is real, but the model still runs on leverage, airline customer health and aircraft residual values.
SEC filings, financial facts, source resources, and Goglides workspace context for QUALCOMM INC/DE.
OpenQualcomm reported FY2025 revenue of $44.3 billion and fiscal Q2 2026 revenue of $10.6 billion. The thesis depends on handset durability, licensing economics, automotive and IoT diversification, AI edge demand and capital returns.
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