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An announcement from Aercap Holdings ( (AER) ) is now available.
On February 6, 2026, AerCap reported record financial results for the fourth quarter and full year ended December 31, 2025, highlighted by net income of $633 million for the quarter and $3.8 billion for the year, with adjusted net income of $660 million and $2.7 billion, respectively. The company generated strong lease revenue growth, realized $819 million of gains on $3.9 billion of asset sales, received $1.5 billion of insurance and other recoveries related to the Ukraine conflict in 2025, and delivered GAAP return on equity of 21% for the year while increasing book value per share by 19% to $112.59. Reflecting confidence in its outlook and robust cash generation, AerCap returned $2.6 billion to shareholders in 2025 through buybacks and dividends, launched a new $1 billion share repurchase program in December, raised its quarterly dividend to $0.40 per share, and issued adjusted EPS guidance of $12.00–$13.00 for 2026, underscoring its strategy of disciplined capital deployment and shareholder value creation.
The most recent analyst rating on (AER) stock is a Buy with a $159.00 price target. To see the full list of analyst forecasts on Aercap Holdings stock, see the AER Stock Forecast page.
Spark’s Take on AER Stock
According to Spark, TipRanks’ AI Analyst, AER is a Outperform.
Aercap Holdings’ strong financial performance and bullish technical indicators are key strengths, supported by a favorable valuation. The recent earnings call provided positive guidance and strategic moves, though challenges with Spirit Airlines and engine maintenance present risks.
To see Spark’s full report on AER stock, click here.
More about Aercap Holdings
AerCap Holdings N.V., headquartered in Dublin and listed on the NYSE, is a leading global aviation leasing company, focused on acquiring, leasing and trading commercial aircraft and related aviation assets for airlines worldwide. The company also manages an extensive order book of new aircraft, positioning itself as a key lessor in the commercial aviation finance market.
Average Trading Volume: 1,206,949
Technical Sentiment Signal: Buy
Current Market Cap: $25.28B
Learn more about AER stock on TipRanks’ Stock Analysis page.