AerCap Holdings NV (AER)

Currency in USD
175.85
+0.42(+0.24%)
Closed·
175.850.00(0.00%)
·
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Fair Value
Day's Range
173.30176.18
52 wk Range
129.85176.70
Key Statistics
Prev. Close
175.85
Open
174.38
Day's Range
173.3-176.18
52 wk Range
129.85-176.7
Volume
1.36M
Average Volume (3m)
1.15M
1-Year Change
29.14%
Book Value / Share
120.59
Fair Value
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Fair Value Upside
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AER Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
186.60
Upside
+6.11%
Members' Sentiments
Bearish
Bullish
ProTips
Management has been aggressively buying back shares

AerCap Holdings NV News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Analyst Ratings

9 Buy
1 Hold
0 Sell
Ratings:
10 analysts
Overall Consensus
Strong Buy

Analysts 12-Month Price Target:

Average 186.60
(+6.11% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
TD Cowen
Buy195.00+10.89%185.00MaintainOct 29, 2026
Morgan Stanley
Hold175.00-0.48%165.00MaintainOct 29, 2026
JPMorgan
Buy200.00+13.73%183.00MaintainOct 29, 2026
Truist Securities
Buy185.00+5.20%180.00MaintainOct 29, 2026
Barclays
Buy181.00+2.93%179.00MaintainOct 29, 2026

AerCap Holdings NV SWOT Analysis


Financial Resilience
AerCap's robust performance, with revenues of $7.98 billion and a 58.63% gross profit margin, showcases its ability to thrive amidst industry challenges
Strategic Victories
Delve into AerCap's $1 billion insurance recovery and strategic agreements, positioning the company for substantial capital returns and portfolio optimization
Market Outlook
Analysts project EPS growth to $14.11, with an average price target of $124.25, reflecting confidence in AerCap's future prospects and industry positioning
Navigating Headwinds
Explore AerCap's adept management of external challenges, including economic uncertainties and competitive pressures in the evolving aviation leasing landscape
Read full SWOT analysis

AerCap Holdings NV Earnings Call Summary for Q3/2026

  • AerCap Q3 2026 adjusted EPS of $6.56 beat estimates by 47.75%; revenue of $2.42B topped forecasts by 14.15%, driving shares up 2.73% premarket.
  • Company raised full-year 2026 adjusted EPS guidance to $20.70 and increased expected asset sales to over $5B from prior $4B-$5B range.
  • Record quarterly net gain on asset sales of $353M and 22% adjusted ROE reflect strong demand for aircraft amid tight supply conditions.
  • Management expects 2027 cash capital spending of $5.5B; order book fully placed through 2027 and 80% placed through 2028.
  • CEO Kelly emphasized active asset management strategy over simple ownership; CFO noted leverage below target due to strong earnings performance.
Last Updated: 2026-10-28, 09:38 a/m
Read Full Transcript

Earnings

Latest Release
Oct 28, 2026
EPS / Forecast
6.56 / 4.44
Revenue / Forecast
2.42B / 2.12B
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 19.72
Dividend Yield
0.91%
Industry Median 2.79%
Annualized payout
1.60
Paid quarterly
5-Years Growth
-
Growth Streak

AER Income Statement

Compare AER to Peers and Sector

Metrics to compare
AER
Peers
Sector
Relationship
P/E Ratio
8.4x19.9x10.8x
PEG Ratio
−1.180.520.03
Price/Book
1.4x3.9x1.4x
Price / LTM Sales
2.9x2.8x1.1x
Upside (Analyst Target)
6.1%5.0%35.4%
Fair Value Upside
Unlock0.1%11.6%Unlock

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally. The company engages in aircraft and engine asset management services, such as remarketing aircraft and engines for lease or sale; collecting rental and supplemental maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; conducting ongoing lessee financial performance reviews. Its aircraft and engine asset management services also include periodically inspecting the leased aircraft and engines; 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. In addition, the company provides corporate administrative services comprising accounting, and corporate secretarial services consisting of the preparation of budgets and financial statements; and cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of companies. Further, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors. The company has a portfolio of owned, managed, or on order aircraft, consisting of 3,500 aircraft, engines, and helicopters. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.

Sector
Financial
Employees
668

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
57.80M38.71%10.14B
Other Institutional Investors
82.90M55.64%14.54B
Public Companies & Retail Investors
8.42M5.65%1.48B
Total
149.11M100.00%26.16B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.9.22%13,748,6092,411,918
Harris Associates L.P.4.33%6,460,1451,133,303

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FAQ

What Is the AerCap Holdings NV (AER) Stock Price Today?

The AerCap Holdings NV stock price today is 175.85 USD.

What Stock Exchange Does AerCap Holdings NV Trade On?

AerCap Holdings NV is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for AerCap Holdings NV?

The stock symbol for AerCap Holdings NV is "AER."

Does AerCap Holdings NV Pay Dividends? What’s The Current Dividend Yield?

The AerCap Holdings NV dividend yield is 0.9%%.

What Is the AerCap Holdings NV Market Cap?

As of today, AerCap Holdings NV market cap is 26.22B USD.

What Is AerCap Holdings NV's Earnings Per Share (TTM)?

The AerCap Holdings NV EPS (TTM) is 19.72.

When Is the Next AerCap Holdings NV Earnings Date?

AerCap Holdings NV will release its next earnings report on Mar 03, 2027.

From a Technical Analysis Perspective, Is AER a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has AerCap Holdings NV Stock Split?

AerCap Holdings NV has split 0 times.

How Many Employees Does AerCap Holdings NV Have?

AerCap Holdings NV has 668 employees.

What is the current trading status of AerCap Holdings NV (AER)?

As of Nov 11, 2026, AerCap Holdings NV (AER) is trading at a price of 175.85 USD, with a previous close of 175.85 USD. The stock has fluctuated within a day range of 173.30 USD to 176.18 USD, while its 52-week range spans from 129.85 USD to 176.70 USD.

What Is AerCap Holdings NV (AER) Price Target According to Analysts?

The average 12-month price target for AerCap Holdings NV is 186.60 USD, with a high estimate of 200 USD and a low estimate of 175 USD. 9 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Strong Buy. The stock has an +6.11% Upside potential.
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