Aercap Holdings N.V.

AER Industrials Rental & Leasing Services

Aercap Holdings N.V.’s revenue for fiscal 2025 (year ended December 2025) was $8.5 billion, up 6.50% from fiscal 2024.

Revenue
+4.62%
EPS
−12.2%
Free cash flow
+8.56%
Total debt
−1.72%

Quarter to September 2026, against a year earlier

166.21 0.49 +0.30%
Market cap
$25.7B
P/E
8.4×
Fwd P/E
7.7×
Dividend yield
0.88%
F-score
8/9
Altman Z
0.91
Beneish M
−2.82
Dividend safety
62/100

Aercap Holdings N.V. (AER) Operating margin

Alert me on Operating margin

Aercap Holdings N.V.'s operating margin over the twelve months to 30 September 2026 was 57.0%, down 14.3 percentage points from fiscal 2025 (71.2%). Over the past ten years it has ranged from 8.63% (fiscal 2022) to 71.2% (fiscal 2025) — the current reading is the highest in ten years. That is above the Rental & Leasing Services industry median of 8.37% and above the Industrials sector median of 5.21%.

Operating margin, annual

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Annual newest first

Period Operating margin Change (points)
FY2025 71.2% 17.92
FY2024 53.3% (13.72)
FY2023 67.0% 58.39
FY2022 8.63% (37.04)
FY2021 45.7% 19.06
FY2020 26.6% (26.77)
FY2019 53.4% 4.94
FY2018 48.4% 1.82
FY2017 46.6% 2.13
FY2016 44.5% (2.14)

Quarterly newest first

Period Operating margin Change (points)
Sep 2026 60.9% 2.53
Jun 2026 58.4% (2.27)
Mar 2026 60.7% 13.11
Dec 2025 47.6% (32.77)
43 more quarters

Against its own ten years

Low 8.63% High 71.2%
Ten-year median 46.6%
Current reading's percentile 77

Operating margin against peers

Company Operating margin
AER Aercap Holdings N.V. 57.0%
EQPT EquipmentShare.com Inc. compare 33.6%
GATX GATX Corporation compare 29.9%
URI United Rentals, Inc. compare 25.5%
SUNB Sunbelt Rentals Holdings, Inc. compare 20.8%
HRI Herc Holdings Inc. compare 13.8%
R Ryder System, Inc. compare 7.87%
UHAL U-Haul Holding Company compare 7.71%
CAR Avis Budget Group, Inc. compare 7.10%
Rental & Leasing Services industry median 8.37%
Industrials sector median 5.21%
Market median 0.00%

What Operating margin is

EBIT Margin tells an investor how much operating profit, before interest and taxes, a company keeps from each unit of revenue.

EBIT ÷ Revenue

The full definition of Operating margin →

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