AER Stock - AerCap Holdings N.V.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $8.00B | $7.58B | $7.01B | $4.59B | $4.49B |
| Gross Profit | $4.61B | $4.34B | $3.80B | $2.53B | $2.52B |
| Gross Margin | 57.6% | 57.3% | 54.2% | 55.2% | 56.2% |
| Operating Income | $4.12B | $3.88B | $3.40B | $2.21B | $2.28B |
| Net Income | $2.10B | $3.14B | $-726,041,000 | $1.00B | $-298,566,000 |
| Net Margin | 26.2% | 41.4% | -10.4% | 21.8% | -6.6% |
| EPS | $11.06 | $13.99 | $-3.02 | $6.83 | $-2.33 |
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.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 9th 2025 | Truist | Initiation | Buy | $159 |
| November 21st 2024 | Goldman | Resumed | Buy | $119 |
| July 29th 2024 | TD Cowen | Resumed | Buy | $125 |
| June 7th 2024 | Morgan Stanley | Initiation | Equal Weight | $103 |
| May 9th 2024 | TD Cowen | Reiterated | Buy | $105← $100 |
| January 10th 2024 | BMO Capital Markets | Initiation | Outperform | $103 |
| November 15th 2023 | Barclays | Initiation | Overweight | $80 |
| May 15th 2023 | Citigroup | Initiation | Buy | $71 |
| March 30th 2023 | Goldman | Resumed | Buy | $74 |
Earnings History & Surprises
AEREPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 28, 2026 | — | — | — | — |
Q1 2026 | Feb 25, 2026 | $3.27 | — | — | — |
Q4 2025 | Oct 29, 2025 | $3.10 | $4.97 | +60.3% | ✓ BEAT |
Q3 2025 | Jul 30, 2025 | $2.68 | $2.83 | +5.6% | ✓ BEAT |
Q2 2025 | Apr 30, 2025 | $2.75 | $3.68 | +33.8% | ✓ BEAT |
Q1 2025 | Feb 26, 2025 | $2.57 | $3.31 | +28.8% | ✓ BEAT |
Q4 2024 | Oct 30, 2024 | $2.41 | $2.41 | 0.0% | = MET |
Q3 2024 | Aug 1, 2024 | $2.37 | $3.01 | +27.0% | ✓ BEAT |
Q2 2024 | May 1, 2024 | $2.41 | $3.29 | +36.5% | ✓ BEAT |
Q1 2024 | Feb 23, 2024 | $2.44 | $3.11 | +27.5% | ✓ BEAT |
Q4 2023 | Oct 27, 2023 | $2.44 | $2.81 | +15.2% | ✓ BEAT |
Q3 2023 | Jul 31, 2023 | $2.06 | $2.56 | +24.3% | ✓ BEAT |
Q2 2023 | May 2, 2023 | $1.98 | $2.34 | +18.2% | ✓ BEAT |
Q1 2023 | Mar 2, 2023 | $1.98 | $2.66 | +34.3% | ✓ BEAT |
Q4 2022 | Nov 3, 2022 | $1.38 | $2.21 | +60.1% | ✓ BEAT |
Q3 2022 | Aug 11, 2022 | $1.45 | $1.91 | +31.7% | ✓ BEAT |
Q2 2022 | May 17, 2022 | $1.39 | $2.23 | +60.4% | ✓ BEAT |
Q1 2022 | Mar 30, 2022 | $2.15 | $1.04 | -51.6% | ✗ MISS |
Q4 2021 | Nov 10, 2021 | $2.37 | $3.35 | +41.4% | ✓ BEAT |
Q3 2021 | Jul 29, 2021 | $1.38 | $1.92 | +39.1% | ✓ BEAT |
Latest News
Truist Securities Initiates Coverage On AerCap Holdings with Buy Rating, Announces Price Target of $159
📈 PositiveAerCap Signs Lease Agreements With New Customer My Freighter For Two New Airbus A321neo Aircraft Delivering In Q4 2027
📈 PositiveAerCap Cargo Delivers First 777 300ERSF To Fly Meta Marking Debut Of Big Twin In APAC EMEA Operations
📈 PositiveAerCap Signs Lease Agreements For Three Boeing 737 MAX Aircraft And Two 737NG Aircraft With FlySafair
📈 PositiveSusquehanna Maintains Positive on AerCap Holdings, Raises Price Target to $157
📈 PositiveMorgan Stanley Maintains Equal-Weight on AerCap Holdings, Raises Price Target to $150
📈 PositiveB of A Securities Maintains Buy on AerCap Holdings, Raises Price Target to $150
📈 PositiveTD Cowen Maintains Buy on AerCap Holdings, Raises Price Target to $150
📈 PositiveBarclays Maintains Overweight on AerCap Holdings, Raises Price Target to $144
📈 PositiveAerCap Holdings shares are trading higher after the company reported better-than-expected Q3 adjusted EPS results.
📈 PositiveAerCap Holdings Raises FY2025 Adj EPS Guidance from $11.60 to $13.70 vs $13.10 Est
📈 PositiveAerCap Holdings Q3 Adj. EPS $4.97 Beats $3.08 Estimate, Sales $1.894B Miss $1.978B Estimate
📈 PositiveBarclays Maintains Overweight on AerCap Holdings, Raises Price Target to $132
📈 PositiveAerCap Announced It Has Signed A Seven-year Agreement With Ge Aerospace To Provide Lease Pool Management Services For The GE9X Engine
📈 PositiveSpirit Airlines Receives Court Approval For $475M Debtor-In-Possession Financing And Key Agreement With Its Largest Aircraft Lessor; Of Total Financing, $200M Is Immediately Available To Company; Approval With AerCap Includes $150M Payment, Rejection Of 27 Aircraft Leases, Resolution Of All Claims & Disputes Between Companies
📈 PositiveSpirit Airlines Expects To Announce Agreements With Additional Lessors, Including New Liquidity And Further Fleet Rationalization; Proposed Deal Resolves All Claims & Disputes Between AerCap & Co, Provides For Future Delivery Of 30 Aircraft
📈 PositiveSpirit Airlines Announces Significant Progress Toward A Successful Restructuring; Obtained Immediate Interim Access To $120M Of Liquidity; Negotiated A Multi-Tranche Dip Financing Facility Of Up To $475M From Its Existing Bondholders; Negotiated Agreement With AerCap Ireland Limited, That Will Accelerate Co's Fleet Optimization Strategy; To Reject Leases On 27 Aircraft, To Reduce Operating Costs By Hundreds Of Mlns Of Dollars; Under Agreement, AerCap To Pay Spirit $150M
📈 PositiveAerCap Prices $1.2B Senior Notes Offering To Support Aircraft Investments And Debt Repayment
📈 PositiveAerCap Delivers First Two Boeing 777-300ERSF Freighters To Kalitta Air, Replacing Aging 747 Fleet
📈 PositiveSpirit Aviation Holdings Says On Aug 25, Lessor Terminates Undelivered Aircraft Leases Due To Alleged Defaults; Lease Termination Fee Of $2.1M Due For Each Aircraft; Disagrees With Assertion That An Event Of Default Occurred & Continuing Under Any Undelivered Aircraft Lease; Got Notice From Wilmington Trust Asserting Certain Events Of Default Under Undelivered Aircraft Leases Had Occurred & Were Continuing; Currently In Discussions With AerCap With Respect To The Undelivered Aircraft Leases
📉 NegativeFrequently Asked Questions about AER
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