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AERCAP HOLDINGS NV

AERNYSE
πŸ† #437 by market capEarnings Oct 27US Equity
$149.31β–Ό $0.27 (βˆ’0.18%)
πŸŒ™ After hours$149.31β–² 0.00%Regular close Β· extended-hours price shown
1hβ€”
24hβ–Ό 0.2%
7dβ–Ό 3.8%
14dβ–² 0.4%
30dβ–² 0.1%
1yβ–² 31.2%
🏦Market Cap
$23.06B
Mid Cap
πŸ“ˆRevenue Growth (YoY)
+6.4%
Slowing
πŸ“ŠGross Margin
90.7%
High
πŸ’΅FCF Margin
7.9%
Moderate
βš–οΈP/S Ratio
3.0x
Cheap
Otter Score
61
Fair

Trading Snapshot

Day Range
$148.42 – $150.40
52-Week Range
$109.21 – $158.81
Volume
$3.09B
Avg Volume
$3.91B
Shares Outstanding
154.4M
Next Earnings
Oct 27, 2026

Fundamentals Snapshot

Annual Revenue
$8.19B
Last Q Revenue
$2.08B
P/E Ratio
6.9
P/S Ratio
3.0x
EPS (TTM)
$20.31
Dividend Yield
0.96%

Why Investors Own AER

  • βœ“High-growth profile β€” revenue up +16.7% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 65% gross margin and 29% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$8.19Bβ–² +20.8% YoY
Gross Margin (TTM)
65.0%β–² +4.3% YoY
Operating Income (TTM)
$860Mβ–² +20.8% YoY
Free Cash Flow (TTM)
$2.41Bβ–² +20.8% YoY

About AERCAP HOLDINGS NV

AerCap Holdings N.V., a company founded in 1995 and based in Dublin, Ireland, operates extensively in the global aviation industry. The firm specializes in the acquisition, leasing, funding, sale, and general management of commercial aircraft and engines. Its operations span crucial international markets, including China, Hong Kong, Macau, the United States, and Ireland, alongside its broader global activities. A core component of AerCap's business involves a comprehensive suite of aircraft asset management services. These services range from remarketing aircraft and engines to diligently collecting rental and maintenance fees, overseeing aircraft upkeep, and ensuring strict adherence to contractual terms. They manage the complete asset lifecycle, facilitating equipment handovers (delivery and redelivery), and conducting continuous financial evaluations of lessees. The company's expertise further extends to regular inspections of leased aircraft, coordinating technical upgrades to meet new client specifications, negotiating financial restructuring in instances of lease defaults, and repossessing assets when necessary. AerCap also handles insurance provisions, aircraft registration and de-registration processes, conducts asset valuations, and provides valuable market intelligence. Beyond physical asset administration, AerCap offers essential financial and administrative support. This encompasses treasury functions, including financing, refinancing, hedging strategies, and ongoing cash flow management for its operational entities. Additionally, it provides crucial administrative services like accounting and corporate secretarial support, which involves the preparation of budgets and financial statements. AerCap also plays a significant role in the aviation supply chain by providing airframe and engine components. It offers integrated supply chain solutions to a diverse client base, including airlines, maintenance, repair, and overhaul (MRO) service providers, and specialized aircraft parts distributors. By the end of 2021, AerCap Holdings N.V. boasted an impressive portfolio comprising 2,369 aircraft, which included assets that were directly owned, managed for other entities, or currently on order.

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Otter Score Breakdown

β“˜
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
61/100

Analyst Price Target

β“˜
Average Target
$167.37
β–² +12.1% Upside
High Target$198.15
Low Target$154.01
Based on 34 analysts

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