GuruFocus·Jun 26, 2026
AerCap Delivers First of Three New Airbus A321neo Aircraft to Azerbaijan AirlinesAerCap Delivers First of Three New Airbus A321neo Aircraft to Azerbaijan Airlines PR Newswire DUBLIN, June 26, 2
AerCap Holdings N.V.(AER)Earnings, Financials & Key Ratios
AER•NYSE
$151.07
7.1× P/E·Price updated Jul 7, 2026
AboutAerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews. Its aircraft asset management services also include periodically inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft and engines; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and engine valuations; and providing market research services. The company also provides cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of vehicles; and administrative services comprising accounting and corporate secretarial services consisting of the preparation of budgets and financial statements. In addition, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors. As of December 31, 2021, the company had a portfolio of 2,369 owned, managed, or on order aircraft. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.Show more
- Revenue$8.19B+2.4%
- EBITDA$6.89B+66.2%
- Net Income$3.75B+78.7%
- EPS (Diluted)21.30+97.4%
- Gross Margin59.77%+3.8%
- EBITDA Margin84.19%+62.3%
- Operating Margin51.87%+0.7%
- Net Margin45.8%+74.5%
- ROE21.13%+70.0%
AER Price & Volume
AerCap Holdings N.V. (AER) stock price & volume — 10-year historical chart
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Portfolio Optimization Drives Disciplined Capital Allocation Strategy
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strong
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Geopolitical asset impairment exposure
Key Thesis Takeaways
- AerCap has successfully transitioned into a phase of balance sheet stabilization, evidenced by a reduction in the debt-to-equity ratio from 2.89x in 2024Q3 to 2.34x by 2026Q1.
- While the company maintains a dominant market position, investors should monitor the inherent volatility in net income, which has fluctuated between $375 million and $1.3 billion over the last ten quarters.
- Future performance remains contingent on the company's ability to manage its significant capital intensity, where CapEx/Revenue ratios frequently exceed 80%, while navigating potential geopolitical asset impairment risks.
Verdict Logic
while the company demonstrates disciplined capital allocation through significant share buybacks like the $967.6 million executed in 2025Q3, the current ratio contraction to 0.63 and volatile earnings quality suggest a cautious approach until liquidity stabilizes.
AER Growth Metrics
AerCap Holdings N.V. (AER) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years4.47%
5 Years12.75%
3 Years5.3%
TTM0.67%
Profit CAGR
10 Years12.27%
5 Years-
3 Years-
TTM83.69%
EPS CAGR
10 Years14.05%
5 Years-
3 Years-
TTM103.21%
Return on Capital
10 Years5.55%
5 Years5.3%
3 Years5.93%
Last Year6.25%
AER Recent Earnings
AerCap Holdings N.V. (AER) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
Apr 29, 2026Metric
Actual
Est
EPS
$5.39+44.9%
$3.72
Rev
$2.2B+8.2%
$2.1B
Q1 2026
Feb 6, 2026Metric
Actual
Est
EPS
$3.95+16.2%
$3.40
Rev
$2.2B+6.4%
$2.1B
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$4.97+60.3%
$3.10
Rev
$1.9B-4.4%
$2.0B
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$2.83+5.6%
$2.68
Rev
$1.9B-6.3%
$2.0B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 29, 2026 | $5.39vs $3.72+44.9% | $2.2Bvs $2.1B+8.2% |
| Q1 2026 | Feb 6, 2026 | $3.95vs $3.40+16.2% | $2.2Bvs $2.1B+6.4% |
| Q4 2025 | Oct 29, 2025 | $4.97vs $3.10+60.3% | $1.9Bvs $2.0B-4.4% |
| Q3 2025 | Jul 30, 2025 | $2.83vs $2.68+5.6% | $1.9Bvs $2.0B-6.3% |
Based on last 12 quarters of dataView full earnings history →
Latest AER News
Recent stock market news and headlines for AerCap Holdings N.V. (AER)
PRNewsWire·Jun 26, 2026
AerCap Delivers First of Three New Airbus A321neo Aircraft to Azerbaijan AirlinesDUBLIN, June 26, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced that it has delivered the first of three new Airbus A321neo aircraft to Azerbaijan Airlines ("AZAL").
PRNewsWire·Jun 23, 2026
AerCap Delivers First New GE-powered Boeing 787-9 Aircraft to Thai AirwaysFirst New GE-powered 787-9 to be inducted into the airline's fleet DUBLIN, June 23, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced that it has delivered the first new GE-powered Boeing 787-9 aircraft to Thai Airways International Public Company Limited ("THAI"), during a special ceremony attended by representatives from THAI, Boeing, GE and AerCap at the Boeing Delivery Center in Everett, Seattle.
Peers Comparison
Key metrics vs top competitors for AerCap Holdings N.V. (AER)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $151.07 | $25.21B | 7.09 | 2.4% | 45.8% | 21.13% | 0.72% | |
| $65.00 | $7.26B | 7.00 | 10.32% | 36.09% | 13.23% | — | |
| $25.66 | $4.21B | -11.61 | 162.95% | -181.16% | -57.61% | — | |
| $227.55 | $23.34B | 49.47 | 43.24% | 18.92% | 181.39% | — | |
| $174.17 | $6.18B | 19.10 | 9.77% | 17.88% | 10.73% | — | |
| $221.88 | $1.69B | 14.42 | 18.73% | 15.79% | 17.13% | — |
Compare AER vs Peers
AerCap Holdings N.V. (AER) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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AER Frequently Asked Questions
AerCap Holdings N.V. (AER) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is AerCap Holdings N.V.'s revenue?
AerCap Holdings N.V. (AER) reported $8.11B in revenue for fiscal year 2025. This represents a 1491% increase from $509.7M in 2002.
How fast is AerCap Holdings N.V. growing?
AerCap Holdings N.V. (AER) grew revenue by 2.4% over the past year. Growth has been modest.
Is AER profitable?
Yes, AerCap Holdings N.V. (AER) is profitable, generating $3.93B in net income for fiscal year 2025 (45.8% net margin).
Dividend & Returns
Does AER pay dividends?
Yes, AerCap Holdings N.V. (AER) pays a dividend with a yield of 0.72%. This makes it attractive for income-focused investors.
What is AER's return on equity?
AerCap Holdings N.V. (AER) has a return on equity (ROE) of 21.1%. This is excellent, indicating efficient use of shareholder capital.
What is AerCap Holdings N.V.'s free cash flow?
AerCap Holdings N.V. (AER) generated $405.1M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.