AerCap Holdings NV (AER)
NYSE:AER
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AER Stock Chart & Stats
$147.45
-$0.11(-0.12%)
At close: 4:00 PM EST
$147.45
-$0.11(-0.12%)
Day’s Range― - ―
52-Week Range$105.65 - $154.94
Previous CloseN/A
Volume215.16K
Average Volume (3M)1.39M
Market Cap
$23.26B
Enterprise Value$64.72B
Total Cash (Recent Filing)$1.58B
Total Debt (Recent Filing)$43.04B
Price to Earnings (P/E)5.7
Beta0.84
Next Earnings
Aug 05, 2026Next Dividend Ex-DateN/A
Dividend Yield0.74%
Share Statistics
EPS (TTM)23.25
Shares Outstanding166,876,540
10 Day Avg. Volume1,303,673
30 Day Avg. Volume1,385,666
Financial Highlights & Ratios
PEG Ratio0.07
Price to Book (P/B)1.35
Price to Sales (P/S)3.02
P/FCF Ratio-36.34
Enterprise Value/Market Cap2.78
Enterprise Value/Revenue7.98
Enterprise Value/Gross Profit15.10
Enterprise Value/Ebitda9.65
Forecast
1Y Price Target
$164.14Price Target Upside11.32% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering8
EPS Forecast (FY)16.94
Revenue Forecast (FY)$8.42B
Bulls Say, Bears Say
Bulls Say
Strong Profitability And MarginsConsistently high margins and record 2025 earnings indicate durable earnings power from lease contracts and asset management. Strong profitability supports reinvestment, dividends, and buybacks, helping the company sustain returns through airline cycles and fund fleet growth.
Robust Operating Cash Flow And LiquidityLarge, consistent operating cash flow plus substantial liquidity gives AerCap flexibility to fund capital-intensive lease deliveries, meet debt maturities, and execute shareholder returns. This cash strength reduces refinancing risk and supports strategic optionality over the medium term.
Strategic Fleet And Product DiversificationSecuring A320neo orders and engine partnerships expands placement capacity and aftermarket revenue via engine support, while cargo and helicopter growth diversifies revenue sources. These structural moves strengthen market positioning and reduce single-market concentration risk.
Bears Say
High Financial LeverageA leveraged capital structure is intrinsic to aircraft leasing but raises sensitivity to interest rates and capital markets. Elevated leverage constrains flexibility for opportunistic purchases or buybacks and increases refinancing risk during tighter credit cycles.
Weak Free-cash-flow ConversionNegative and volatile free cash flow despite strong operating cash implies large capex and timing gaps from asset sales. Poor cash conversion limits ability to deleverage organically and forces reliance on asset sales or capital markets to fund growth and returns.
Near-term Earnings And Operational HeadwindsManagement's conservative 2026 outlook, plus Spirit-related maintenance downtime and lower assumed other income, highlight operational volatility. Persistent maintenance, restructuring, and timing risks can depress utilization and cash flow over multiple quarters, affecting earnings stability.
Aercap Holdings News
AER FAQ
What was AerCap Holdings NV’s price range in the past 12 months?
AerCap Holdings NV lowest stock price was $105.65 and its highest was $154.94 in the past 12 months.
What is AerCap Holdings NV’s market cap?
AerCap Holdings NV’s market cap is $23.26B.
When is AerCap Holdings NV’s upcoming earnings report date?
AerCap Holdings NV’s upcoming earnings report date is Aug 05, 2026 which is in 66 days.
How were AerCap Holdings NV’s earnings last quarter?
AerCap Holdings NV released its earnings results on Apr 29, 2026. The company reported $5.39 earnings per share for the quarter, beating the consensus estimate of $3.715 by $1.675.
Is AerCap Holdings NV overvalued?
According to Wall Street analysts AerCap Holdings NV’s price is currently Undervalued.
Does AerCap Holdings NV pay dividends?
AerCap Holdings NV pays a Quarterly dividend of $0.27 which represents an annual dividend yield of 0.74%. See more information on AerCap Holdings NV dividends here
What is AerCap Holdings NV’s EPS estimate?
AerCap Holdings NV’s EPS estimate is 4.
How many shares outstanding does AerCap Holdings NV have?
AerCap Holdings NV has 166,876,540 shares outstanding.
What happened to AerCap Holdings NV’s price movement after its last earnings report?
AerCap Holdings NV reported an EPS of $5.39 in its last earnings report, beating expectations of $3.715. Following the earnings report the stock price went up 0.714%.
Which hedge fund is a major shareholder of AerCap Holdings NV?
Currently, no hedge funds are holding shares in AER
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Aercap Holdings Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$164.14 (11.32% Upside)
$164.14 (11.32% Upside)
Blogger Sentiment
Bullish
AER Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 2.9M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $15.0M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Negative
Last 7 Days ▼ 1.3%
Last 30 Days ▲ 0.2%
Last 30 Days ▲ 0.2%
News Sentiment
Neutral
Bullish news 59%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
22.64%
12-Months-Change
Fundamentals
Return on Equity
21.57%
Trailing 12-Months
Asset Growth
-1.56%
Trailing 12-Months
Company Description
AerCap Holdings NV
AerCap 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.
AER Company Deck
AER Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed a strong operational and financial quarter with record adjusted earnings, high ROE, meaningful liquidity, disciplined capital allocation (buybacks and opportunistic orders), and an improved full-year outlook. Management acknowledged external risks—chiefly sustained elevated jet fuel and regional geopolitical disruptions—that could pressure airline profitability, used-asset values and lease rate dynamics if prolonged. However, current flight reductions remain minimal, AerCap's portfolio is heavily weighted to new-technology aircraft (limited exposure to older assets), leverage is conservative, and management emphasized readiness to pursue accretive opportunities, suggesting that positives materially outweigh the risks at this time.View all AER earnings summariesAER Stock 12 Month Forecast
Average Price Target
$164.14
▲(11.32% Upside)
Technical Analysis
Ownership Overview
4.38% Insiders
15.37% Mutual Funds
39.97% Other Institutional Investors
29.23% Public Companies and Individual Investors