Aercap Holdings N.V. AER
- Market cap
- $22.5B
- P/E
- 7.2×
Follow AER
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 24.61 | 41.54 | 36.16 | 38.62 | 10.42 | 37.29 | 37.20 | 49.58 | 70.48 | 85.57 |
Analyst estimates 2026–2028 Powerpack |
Low Price
|
||
| 45.53 | 54.50 | 58.30 | 62.86 | 64.86 | 71.38 | 69.36 | 75.48 | 100.81 | 146.67 |
High Price
|
|||
| 398 | 407 | 385 | 390 | 377 | 736 | 641 | 679 | 699 | 668 |
Employees
|
|||
| 13 | 12 | 12 | 13 | 12 | 7 | 11 | 11 | 11 | 13 |
Revenue/Emp
|
|||
| 5,152 | 5,037 | 4,800 | 4,937 | 4,494 | 5,224 | 7,014 | 7,580 | 7,997 | 8,517 |
Revenue
|
|||
| 88.69% | 89.33% | 100.00% | 100.00% | 100.00% | 93.89% | 88.26% | 100.00% | 89.87% | 92.40% |
Gross Margin
|
|||
| 1,200 | 1,236 | 1,151 | 1,341 | (315) | 1,148 | (1,002) | 3,272 | 2,263 | 4,092 |
EBT
|
|||
| 23.30% | 24.53% | 23.98% | 27.15% | (7.00%) | 21.97% | (14.29%) | 43.17% | 28.30% | 48.05% |
EBT Margin
|
|||
| 1,040 | 1,080 | 1,017 | 1,167 | (295) | 1,009 | (721) | 3,148 | 2,099 | 3,751 |
Net Income
|
|||
| 1,531 | 1,612 | 1,613 | 1,677 | 1,663 | 1,835 | 2,728 | 2,731 | 2,804 | 2,822 |
Depreciation
|
|||
| 27.77 | 31.28 | 33.07 | 36.69 | 35.18 | 35.68 | 29.16 | 33.81 | 42.13 | 49.46 |
Revenue/Sh
|
|||
| 5.64 | 6.68 | 7.00 | 8.51 | (2.31) | 6.83 | (3.02) | 13.99 | 11.06 | 21.78 |
Earnings/Sh
|
|||
| 18.23 | 19.50 | 19.57 | 23.08 | 16.68 | 25.23 | 21.50 | 23.47 | 28.64 | 31.32 |
Cash Flow/Sh
|
|||
| (2.84) | (13.52) | (15.25) | (11.78) | (2.40) | (6.19) | (7.67) | (11.33) | (12.58) | (4.54) |
Capex/Sh
|
|||
| 15.39 | 5.98 | 4.32 | 11.30 | 14.27 | 19.03 | 13.83 | 12.13 | 16.06 | 26.78 |
Free CF/Sh
|
|||
| 46.26 | 53.64 | 61.18 | 69.72 | 69.93 | 113.70 | 67.34 | 73.99 | 90.53 | 106.42 |
Book Value/Sh
|
|||
| 186 | 161 | 145 | 135 | 128 | 146 | 240 | 224 | 190 | 172 |
Shares
|
|||
| 7.51 | 7.87 | 5.67 | 7.21 | 0.00 | 8.65 | 0.00 | 5.05 | 8.64 | 6.60 |
PE Ratio
|
|||
| 1.54 | 1.68 | 1.20 | 1.68 | 1.30 | 1.83 | 1.99 | 2.14 | 2.27 | 2.91 |
PS Ratio
|
|||
| 0.92 | 0.98 | 0.65 | 0.88 | 0.65 | 0.58 | 0.86 | 0.98 | 1.06 | 1.35 |
PB Ratio
|
|||
| 6.46 | 6.92 | 7.05 | 7.38 | 7.36 | 11.08 | 8.37 | 8.03 | 7.76 | 7.85 |
EV/Sales
|
|||
| 11.66 | 36.22 | 53.99 | 23.98 | 18.14 | 20.76 | 17.65 | 22.38 | 20.35 | 14.50 |
EV/FCF
|
|||
| 3,381 | 3,140 | 2,840 | 3,106 | 2,130 | 3,694 | 5,171 | 5,261 | 5,437 | 5,393 |
Op' Cash Flow
|
|||
| (526) | (2,177) | (2,214) | (1,585) | (307) | (907) | (1,844) | (2,541) | (2,388) | (782) |
Capex
|
|||
| 2,855 | 963 | 627 | 1,520 | 1,823 | 2,787 | 3,327 | 2,720 | 3,049 | 4,611 |
FCF
|
|||
| (2,313) | (2,209) | (2,561) | (2,622) | (1,794) | (3,536) | (2,916) | (3,776) | (4,725) | (5,089) |
Working Cap'
|
|||
| 27,717 | 28,421 | 29,508 | 29,486 | 28,742 | 50,205 | 46,533 | 46,484 | 45,295 | 43,565 |
Total Debt
|
|||
| 25,352 | 26,397 | 28,093 | 28,186 | 27,247 | 48,290 | 44,776 | 44,658 | 43,893 | 42,086 |
Net Debt
|
|||
| 8,582 | 8,639 | 8,881 | 9,382 | 8,932 | 16,647 | 16,195 | 16,589 | 17,185 | 18,323 |
Sh' Equity
|
|||
| 2.45% | 2.57% | 2.38% | 2.64% | (0.70%) | 1.72% | (1.01%) | 4.45% | 2.94% | 5.24% |
ROA
|
|||
| 2.21% | 2.20% | 1.95% | 2.23% | (0.09%) | 1.11% | (1.01%) | 3.34% | 2.32% | 4.23% |
ROIC
|
|||
| 12.31% | 12.50% | 11.59% | 12.55% | (3.26%) | 7.82% | (4.42%) | 19.13% | 12.43% | 21.13% |
ROE
|
|||
Aercap Holdings N.V. peers in Rental & Leasing Services
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| UHAL U-Haul Holding Company | $10.5B | 437× | Compare |
| R Ryder System, Inc. | $9.1B | 19.2× | Compare |
| URI United Rentals, Inc. | $64.2B | 25.1× | Compare |
| GATX GATX Corporation | $6.5B | 18.2× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| HRI Herc Holdings Inc. | $4.4B | 92.2× | Compare |
| EQPT EquipmentShare.com Inc. | $4.1B | 19.3× | Compare |
| CAR Avis Budget Group, Inc. | $3.7B | 0.0× | Compare |
| WSC WillScot Holdings Corporation | $3.2B | 0.0× | Compare |
Aercap Holdings N.V. (AER) key facts
- Aercap Holdings N.V. (AER) is a Rental & Leasing Services company in the Industrials sector, listed on the New York Stock Exchange.
- Aercap Holdings N.V.’s revenue for fiscal 2025 (year ended December 2025) was $8.5 billion, up 6.50% from fiscal 2024.
- As of September 25, 2026, AER traded at $149.21, a market capitalization of $22.5 billion.
- Return on equity was 21.1% and debt-to-equity 2.32.
Aercap Holdings N.V. (AER) Latest News
23 Sep
Dublin-based AerCap Funding Designated Activity Company, a wholly-owned unit of AerCap Holdings N.V., priced $1.5 billion of senior notes in two tranches: $750 million of 5.50% senior notes due 2030 and $750 million of 5.875% senior notes due 2033. The notes will be guaranteed on a senior unsecured basis by AerCap and certain subsidiaries. Proceeds are for general corporate purposes, including acquiring, financing or refinancing aircraft assets and repaying existing indebtedness. Citigroup, Mizuho, BNP Paribas, Deutsche Bank Securities, Santander and Truist Securities are serving as joint book-running managers. A Form F-3 registration statement and related prospectus have been filed with the SEC; materials are available on EDGAR or from the underwriters. The press release includes the standard forward-looking statements disclaimer. AerCap describes itself as a global aviation leasing leader with a broad fleet and customer base. New debt issuance expands AerCap's leverage to fund aircraft acquisitions and debt refinancing, modestly affecting financial risk and liquidity without signaling a fundamental change in strategy.
5 Sep
AerCap Holdings delivers its 100th Boeing 787 aircraft. Milestone 787 delivery boosts short-term sentiment without altering core trajectory.
1 Sep
AerCap Holdings N.V. (AER) receives a Strong Buy rating upgrade. Analyst upgrade to Strong Buy can lift short-term investor sentiment for AER.
14 Aug
AerCap, Boeing and Aeroméxico mark Dreamliner delivery and operational milestones strengthening fleet partnerships. Milestone celebrations confirm ongoing Dreamliner placements that support AerCap lease revenues and fleet utilization.
3 Aug
AerCap Holdings N.V. (AER) released its Q2 2026 earnings call transcript covering quarterly financial results, operational updates and forward outlook. Q2 2026 earnings results and management commentary on performance and guidance carry major influence on AER valuation and investor sentiment.
30 Jul
AerCap Holdings NV reported Q2 2026 earnings with record asset sales and raised guidance. Record asset sales and raised guidance represent major strategic and financial advances that can significantly shift company trajectory and investor sentiment.
29 Jul
AerCap Holdings N.V. reported strong financial results for the second quarter of 2026 and raised its 2026 guidance. Strong quarterly results combined with raised full-year guidance directly improve financial outlook and investor sentiment for AerCap.
AerCap Holdings N.V. released its Q2 2026 earnings call transcript covering financial results and business outlook. Quarterly earnings data and guidance directly inform performance expectations and investor sentiment.
Aercap Holdings reported Q2 earnings with revenue growth, net income details, fleet utilization rates and management commentary on aviation leasing demand and capital allocation plans. Quarterly earnings updates typically influence short-term stock sentiment and analyst revisions without shifting long-term company trajectory.
AerCap Holdings N.V. released its Q2 2026 earnings call summary, covering financial results, operational updates, and forward guidance for the aircraft leasing business. Quarterly earnings updates deliver financial metrics and outlook that can move AER share price in the near term but rarely reshape long-term strategy.
AerCap Holdings N.V. reported Q2 earnings with key metrics compared against analyst estimates. Q2 earnings metrics versus estimates can influence near-term investor sentiment on financial results.
21 Jul
AerCap Holdings orders 15 Boeing 787 Dreamliner jets to meet high demand. Major aircraft order expands AerCap fleet and revenue potential.
AerCap Holdings orders 15 Boeing 787 Dreamliners. Fleet expansion via major Boeing order directly lifts AerCap's future leasing capacity and revenue outlook.
GE Aerospace announces AerCap selects GEnx engines to power 15 additional Boeing 787 Dreamliners. AerCap fleet expansion with GEnx engines on 15 Boeing 787s supports leasing growth and operational efficiency.
20 Jul
AerCap and Air France Industries KLM Engineering & Maintenance are forming a joint venture to handle LEAP engine maintenance and support. Joint venture expands AerCap's LEAP engine services and market reach without fundamentally altering company trajectory.
10 Jul
AerCap expands 777-300ERSF freighter leases with China Southern, triggering investor reactions to the deal. Lease expansion adds revenue from major Chinese carrier but remains incremental to overall fleet and earnings trajectory.
AerCap Holdings signs leases for three Boeing 777 freighters with China Southern Airlines. Three freighter leases with China Southern add revenue and utilization to AerCap's portfolio.
8 Jul
AerCap Cargo signed lease agreements with China Southern Group for three Boeing 777-300ERSF converted freighters. Lease deals for three freighters signal expanded cargo operations and potential revenue growth for AerCap.
6 Jun
AerCap Holdings revises its financial targets and issues 2026 guidance, shifting its projected growth trajectory and investor outlook. New targets and 2026 guidance can moderately shift investor expectations for AER performance.
12 May
Analysts are reworking price targets and assumptions for AerCap Holdings N.V. (AER), shifting the narrative around the aircraft leasing company amid evolving market views. Analyst revisions to targets and assumptions moderately influence investor sentiment and AerCap's market performance.
7 May
AerCap Holdings N.V. (AER) ranks among the top 10 European stocks that beat earnings estimates, making it a recommended buy due to strong performance. AerCap's earnings beat and top-10 ranking among European stocks drive significant positive investor sentiment and potential stock price gains.
4 May
AerCap Holdings N.V. (AER) released the transcript of its Q1 2026 earnings call, detailing financial results, operational updates, and management outlook. Q1 earnings transcript reveals financial performance, strategic updates, and guidance directly influencing investor sentiment and stock trajectory.
30 Apr
AerCap Holdings N.V. released Q1 2026 earnings call summary detailing quarterly financial performance, leasing activity, fleet updates, and forward guidance amid aviation market recovery. Quarterly earnings summaries reveal financial health, revenue growth, and outlook that significantly sway stock price and investor confidence.
29 Apr
Aercap Holdings N.V. (AER) Q1 earnings call highlights key financial metrics, leasing demand recovery, fleet utilization rates, and forward guidance amid aviation sector rebound. Q1 earnings highlights detail financial performance, backlog growth, and outlook shaping AER's valuation and investor confidence.
AerCap Holdings (AER) reported strong Q1 2026 earnings and steady dividends, potentially altering the bull case. Strong Q1 2026 earnings and dividend steadiness highlight robust financial health, likely driving significant positive shifts in investor sentiment and stock performance.
AerCap Holdings N.V. (AER) Q1 earnings and revenues surpassed analyst estimates. Q1 earnings and revenue beats demonstrate strong financial performance likely boosting stock price and investor confidence.
AerCap Holdings N.V. reported record financial results for Q1 2026, raised full-year 2026 guidance, and announced a new $1.0 billion share repurchase program. Record Q1 results, raised 2026 guidance, and $1B buyback program demonstrate robust performance and commitment to shareholder value, likely driving positive stock momentum.
AerCap Holdings N.V. announces filing of its interim financial report for the first quarter of 2026. Quarterly financial filings provide insights into recent performance, potentially impacting investor sentiment and stock valuation.
AerCap (AER) Q1 earnings compared to analyst estimates, with key metrics analyzed. Q1 earnings versus estimates moderately influences financial performance and investor sentiment.
27 Apr
Deutsche Bank warns high fuel prices are slowing airline capacity deployment, potentially hurting aircraft lessors like Aercap Holdings with reduced demand for leased planes. Analyst warning flags industry headwinds from slower airline fleet growth that could moderately pressure Aercap's leasing revenues and market sentiment.