AerCap Holdings N.V. logo

AerCap Holdings N.V.

AER

NYSEIndustrialsRental & Leasing Services

Previous close

$146.29

−$0.50 · -0.34%

Aug 21, 4:00 PM ET

AER company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Buy

Favorable setup — positive multi-factor alignment

Valuation

89

Deep Value

Momentum

46

Neutral

Sentiment

60

Mixed

Risk resilience

77

Moderate Risk

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Company profile

Company website

AerCap Holdings N.V., a company founded in 1995 and based in Dublin, Ireland, operates extensively in the global aviation industry. The firm specializes in the acquisition, leasing, funding, sale, and general management of commercial aircraft and engines. Its operations span crucial international markets, including China, Hong Kong, Macau, the United States, and Ireland, alongside its broader global activities. A core component of AerCap's business involves a comprehensive suite of aircraft asset management services. These services range from remarketing aircraft and engines to diligently collecting rental and maintenance fees, overseeing aircraft upkeep, and ensuring strict adherence to contractual terms. They manage the complete asset lifecycle, facilitating equipment handovers (delivery and redelivery), and conducting continuous financial evaluations of lessees. The company's expertise further extends to regular inspections of leased aircraft, coordinating technical upgrades to meet new client specifications, negotiating financial restructuring in instances of lease defaults, and repossessing assets when necessary. AerCap also handles insurance provisions, aircraft registration and de-registration processes, conducts asset valuations, and provides valuable market intelligence. Beyond physical asset administration, AerCap offers essential financial and administrative support. This encompasses treasury functions, including financing, refinancing, hedging strategies, and ongoing cash flow management for its operational entities. Additionally, it provides crucial administrative services like accounting and corporate secretarial support, which involves the preparation of budgets and financial statements. AerCap also plays a significant role in the aviation supply chain by providing airframe and engine components. It offers integrated supply chain solutions to a diverse client base, including airlines, maintenance, repair, and overhaul (MRO) service providers, and specialized aircraft parts distributors. By the end of 2021, AerCap Holdings N.V. boasted an impressive portfolio comprising 2,369 aircraft, which included assets that were directly owned, managed for other entities, or currently on order.

Industry
Rental & Leasing Services
Sector
Industrials
Headquarters
IE
CEO
Aengus Kelly
Listed since
Nov 21, 2006
Employees
668

Market position

Day range

Current $146.29

52-week range

Current $146.29

Open
$148.25
Previous close
$146.79
Volume
804.97K
0.66× average
Average volume
1.22M
Average daily volume
Market cap
23.07B USD
Beta
0.93
Market reference 1
50-day average
$148.77
-1.66% below average
200-day average
$142.98
+2.32% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

P/E (TTM)
7.08×
P/B (TTM)
1.24×
P/S (TTM)
2.78×
Dividend yield
1.00%

Profitability & efficiency

Gross margin
59.86%
Operating margin
52.80%
Net margin
40.87%

Financial health

Debt / equity
2.32×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends67%39%11%-17%Gross margin, FY2021: 55.18%Gross margin, FY2022: 54.18%Gross margin, FY2023: 57.30%Gross margin, FY2024: 57.60%Gross margin, FY2025: 59.77%Operating margin, FY2021: 48.25%Operating margin, FY2022: 48.49%Operating margin, FY2023: 51.17%Operating margin, FY2024: 51.49%Operating margin, FY2025: 51.87%Net margin, FY2021: 21.80%Net margin, FY2022: -10.35%Net margin, FY2023: 41.37%Net margin, FY2024: 26.24%Net margin, FY2025: 45.80%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 55.18%. Gross margin FY2022 54.18%. Gross margin FY2023 57.30%. Gross margin FY2024 57.60%. Gross margin FY2025 59.77%. Operating margin FY2021 48.25%. Operating margin FY2022 48.49%. Operating margin FY2023 51.17%. Operating margin FY2024 51.49%. Operating margin FY2025 51.87%. Net margin FY2021 21.80%. Net margin FY2022 -10.35%. Net margin FY2023 41.37%. Net margin FY2024 26.24%. Net margin FY2025 45.80%.

Income trends

Revenue

8.19B USD+2.40%

Operating income

4.25B USD+3.16%

Net income

3.75B USD+78.72%
Income trends across reported periods9.08B USD5.51B USD1.95B USD−1.62B USDRevenue, FY2021: 4.59B USDRevenue, FY2022: 7.01B USDRevenue, FY2023: 7.58B USDRevenue, FY2024: 8B USDRevenue, FY2025: 8.19B USDOperating income, FY2021: 2.21B USDOperating income, FY2022: 3.4B USDOperating income, FY2023: 3.88B USDOperating income, FY2024: 4.12B USDOperating income, FY2025: 4.25B USDNet income, FY2021: 1B USDNet income, FY2022: −726.04M USDNet income, FY2023: 3.14B USDNet income, FY2024: 2.1B USDNet income, FY2025: 3.75B USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 4.59B USD. Revenue FY2022 7.01B USD. Revenue FY2023 7.58B USD. Revenue FY2024 8B USD. Revenue FY2025 8.19B USD. Operating income FY2021 2.21B USD. Operating income FY2022 3.4B USD. Operating income FY2023 3.88B USD. Operating income FY2024 4.12B USD. Operating income FY2025 4.25B USD. Net income FY2021 1B USD. Net income FY2022 −726.04M USD. Net income FY2023 3.14B USD. Net income FY2024 2.1B USD. Net income FY2025 3.75B USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue8.19B USD8B USD7.58B USD7.01B USD4.59B USD
Cost of goods sold3.29B USD3.39B USD3.24B USD3.21B USD2.06B USD
Gross profit4.89B USD4.61B USD4.34B USD3.8B USD2.53B USD
Selling, general, and administrative545.93M USD488.92M USD464.13M USD399.53M USD317.89M USD
Operating expenses646.77M USD488.92M USD464.13M USD399.53M USD317.89M USD
Interest expense1.98B USD2.07B USD1.87B USD1.68B USD1.23B USD
Depreciation and amortization2.65B USD31.82M USD33.83M USD2.39B USD1.74B USD
Operating income4.25B USD4.12B USD3.88B USD3.4B USD2.21B USD
Net income3.75B USD2.1B USD3.14B USD−726.04M USD1B USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
91%
10 beats, 0 misses, 1 met estimate
Average EPS surprise
+27.70%
11 comparable reports
Latest EPS result
5.14
Estimate 4.14 · Beat by 24.15%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates5.624.533.432.34Q1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 26, 2025: actual 3.31, estimate 2.57, surprise +28.79%, Beat. Q2 2025, reported Apr 30, 2025: actual 3.68, estimate 2.75, surprise +33.82%, Beat. Q3 2025, reported Jul 30, 2025: actual 2.83, estimate 2.68, surprise +5.60%, Beat. Q4 2025, reported Oct 29, 2025: actual 4.97, estimate 3.1, surprise +60.32%, Beat. Q1 2026, reported Feb 6, 2026: actual 3.95, estimate 3.4, surprise +16.18%, Beat. Q2 2026, reported Apr 29, 2026: actual 5.39, estimate 3.72, surprise +44.89%, Beat. Q3 2026, reported Jul 29, 2026: actual 5.14, estimate 4.14, surprise +24.15%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 4.15, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates2.33B2.16B1.98B1.8BQ1 '25BeatQ2 '25BeatQ3 '25MissQ4 '25MissQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 26, 2025: actual 2.07B USD, estimate 1.96B USD, surprise +5.48%, Beat. Q2 2025, reported Apr 30, 2025: actual 2.08B USD, estimate 2.01B USD, surprise +3.21%, Beat. Q3 2025, reported Jul 30, 2025: actual 1.89B USD, estimate 2.01B USD, surprise -6.27%, Miss. Q4 2025, reported Oct 29, 2025: actual 1.89B USD, estimate 1.98B USD, surprise -4.35%, Miss. Q1 2026, reported Feb 6, 2026: actual 2.24B USD, estimate 2.11B USD, surprise +6.44%, Beat. Q2 2026, reported Apr 29, 2026: actual 2.24B USD, estimate 2.07B USD, surprise +8.24%, Beat. Q3 2026, reported Jul 29, 2026: actual 2.17B USD, estimate 2.1B USD, surprise +3.33%, Beat. Q4 2026, reported Nov 4, 2026: actual —, estimate 2.08B USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

25 ratings
Strong buy00%
Buy2496%
Hold14%
Sell00%
Strong sell00%

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