Company Overview
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.
Why Investors Should Care
Generates a return on equity of 18.7%, reflecting efficient use of shareholder capital.
Trades at a P/E of 7.0, below the sector median of 26.0.
Maintains a net profit margin of 37.9%.
Recent Developments
- Dec 2025 Revenue of $8.52B (+6.5% YoY); net profit $3.75B.
- Trailing 12 Months Year-on-year growth — revenue +14.9%, earnings -35.3%.
- 5-Year Trend Long-term compounding — revenue CAGR 6.7%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 6.69% |
| 1 Year: | 14.90% |
Compounded Profit Growth
| 5 Years: | - |
| 1 Year: | -35.30% |
Stock Price Performance
| 1 Year: | +27.21% |
| 6 Months: | +3.58% |
| 3 Months: | +6.05% |
| 1 Month: | -5.14% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMAAbove
- RSI (14)39.74 · Neutral
P/E of 7.05 is below the sector median of 26.00 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Excellent profit margin of 37.9%.
- In a confirmed uptrend (50-DMA above 200-DMA).
CONS
No notable concerns flagged.
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Industrials).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AER AerCap Holdings N.V. | 143.54 | 7.05 | $22.56B | 1.11% | 3.85% | 18.66% | 6.69% | - |
| 2 | SPCX Space Exploration Technologies Corp. R3KAIDEFENCE | 153.47 | -139.52 | $1.16T | 0.00% | -3.22% | -11.95% | 34.08% | -3.34% |
| 3 | CAT Caterpillar Inc. SPXR3K | 822.48 | 35.47 | $378.07B | 0.79% | 17.98% | 56.97% | 2.29% | 5.24% |
| 4 | GE GE Aerospace SPXR3KDEFENCE | 334.91 | 39.40 | $347.49B | 0.60% | 9.52% | 48.23% | -7.42% | -5.36% |
| 5 | RTX RTX Corporation SPXR3KDEFENCE | 198.81 | 35.06 | $267.95B | 1.51% | 8.28% | 12.27% | 2.61% | 2.62% |
| 6 | GEV GE Vernova Inc. SPXR3KAI | 971.31 | 27.86 | $258.69B | 0.22% | 6.30% | 82.58% | 8.68% | - |
| 7 | DE Deere & Company SPXR3K | 680.73 | 37.88 | $183.54B | 0.95% | 12.53% | 18.24% | 3.43% | 5.10% |
| 8 | UNP Union Pacific Corporation SPXR3K | 288.45 | 23.38 | $171.36B | 2.01% | 15.22% | 39.70% | 2.30% | 7.77% |
| 9 | BA The Boeing Company SPXR3KDEFENCE | 210.73 | 75.80 | $166.43B | 0.00% | -9.01% | - | 1.67% | -3.28% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|
| Revenue | 1.89B | 2.31B | 2.24B | 2.24B | 2.17B |
| Cost of Revenue | 1.28B | 1.24B | 1.51B | 1.22B | 1.26B |
| Gross Profit | 604.41M | 1.06B | 737.26M | 1.03B | 907.13M |
| Operating Expenses | 170.83M | 128.89M | 133.12M | 126.29M | 129.45M |
| Operating Income | 433.58M | 935.74M | 604.15M | 899.10M | 777.68M |
| EBITDA | 1.10B | 1.60B | 1.26B | 1.54B | 1.42B |
| Interest Expense | - | - | - | - | - |
| Pretax Income | 1.38B | 1.37B | 630.03M | 894.31M | 795.25M |
| Tax Provision | 168.37M | 198.25M | 77.66M | 138.62M | 123.12M |
| Net Income | 1.26B | 1.22B | 632.80M | 818.13M | 725.72M |
| Diluted EPS | 7.09 | 6.98 | 3.79 | 4.96 | 4.59 |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Revenue | - | 7.01B | 7.58B | 8.00B | 8.52B |
| Cost of Revenue | - | 4.81B | 5.04B | 5.38B | 5.28B |
| Gross Profit | - | 2.21B | 2.54B | 2.62B | 3.24B |
| Operating Expenses | - | 399.53M | 464.13M | 488.92M | 545.93M |
| Operating Income | - | 1.81B | 2.07B | 2.13B | 2.69B |
| EBITDA | - | 4.20B | 4.55B | 4.71B | 5.34B |
| Interest Expense | 1.23B | - | - | - | - |
| Pretax Income | - | -1.00B | 3.27B | 2.26B | 4.09B |
| Tax Provision | - | -164.10M | 291.06M | 323.70M | 555.25M |
| Net Income | - | -726.04M | 3.14B | 2.10B | 3.75B |
| Diluted EPS | - | -3.02 | 13.78 | 10.79 | 21.30 |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Total Assets | - | 69.73B | 71.27B | 71.44B | 71.67B |
| Current Assets | - | 5.61B | 6.04B | 5.41B | 6.12B |
| Cash & Equivalents | - | 1.60B | 1.63B | 1.21B | 1.38B |
| Inventory | - | 55.87M | 85.67M | 90.92M | 112.44M |
| Receivables | - | 132.20M | 73.67M | 68.07M | 48.50M |
| Total Liabilities | - | 53.53B | 54.69B | 54.26B | 53.35B |
| Current Liabilities | - | 1.36B | 1.62B | 1.70B | 1.78B |
| Long Term Debt | - | 46.53B | 46.48B | 45.29B | 43.57B |
| Total Debt | - | 46.67B | 46.58B | 45.35B | 43.61B |
| Total Equity | - | 16.12B | 16.59B | 17.18B | 18.32B |
| Shares Outstanding | - | 250.35M | 215.54M | 204.54M | 179.04M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | - | 5.17B | 5.26B | 5.44B | 5.39B |
| Investing Cash Flow | - | -2.16B | -3.18B | -3.72B | -1.66B |
| Financing Cash Flow | - | -3.16B | -2.01B | -2.13B | -3.65B |
| Capital Expenditure | - | -3.87B | -6.23B | -6.62B | -6.07B |
| Free Cash Flow | - | 1.30B | -970.95M | -1.18B | -681.17M |
| Net Change in Cash | - | -150.35M | 66.75M | -420.07M | 75.53M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|
| Gross Margin % | - | 31.5% | 33.5% | 32.7% | 38.0% |
| Operating Margin % | - | 25.8% | 27.3% | 26.6% | 31.6% |
| Net Margin % | - | -10.4% | 41.4% | 26.2% | 44.0% |
| ROE % | - | -4.5% | 18.9% | 12.2% | 20.5% |
| ROCE % | - | 2.6% | 3.0% | 3.0% | 3.9% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 8.24% | 13.75M | $1.95B |
| 2 | Harris Associates L.P. | 3.87% | 6.46M | $915.01M |
| 3 | State Street Corporation | 3.21% | 5.35M | $757.99M |
| 4 | Two Sigma Investments, LP | 2.03% | 3.39M | $480.87M |
| 5 | JPMORGAN CHASE & CO | 2.00% | 3.34M | $472.44M |
| 6 | Price (T.Rowe) Associates Inc | 1.91% | 3.18M | $450.70M |
| 7 | Donald Smith & Co., Inc. | 1.75% | 2.91M | $412.53M |
| 8 | 59 North Capital Management, LP | 1.67% | 2.79M | $395.80M |
| 9 | Franklin Resources, Inc. | 1.57% | 2.61M | $370.35M |
| 10 | ARGA Investment Management, LP | 1.51% | 2.52M | $357.06M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for AER
AerCap Holdings (AER) Inspires Confidence with 100th Boeing 787 Delivery
AerCap Holdings N.V. (NYSE:AER) recently achieved a significant milestone with its 100th Boeing 787 delivery from its direct orderbook with Boeing, which happened to be the 25th Dreamliner for Aeroméxico. The company delivered its 10th Boei…
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AerCap (AER) Moves to Strong Buy: Rationale Behind the Upgrade
AerCap (AER) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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AER, BLMN and PKX made it to the Zacks Rank #1 (Strong Buy) value stocks list on September 1, 2026.
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AerCap Holdings (AER) Joins Baron Capital Fund, Is The Valuation Gap Still Compelling?
Recent attention on AerCap Holdings (AER) follows its addition to Baron Capital’s Financials ETF, where the fund highlights the company’s scale in aircraft leasing, its perceived resilience to AI disruption, and its updated earnings expecta…
AER — Frequently Asked Questions
What is the current share price of AerCap Holdings N.V. (AER)?
As of 2026-09-19 21:16 PDT, AerCap Holdings N.V. (AER) trades at $143.54 on NYSE. Its 52-week range is $111.82 to $154.82.
What is the market capitalisation of AER?
AerCap Holdings N.V. (AER) has a market capitalisation of $22.56B on NYSE.
What is the P/E ratio of AER?
AER trades at a trailing price-to-earnings (P/E) ratio of 7.05. The industry average P/E is 26.00. Its price-to-book (P/B) ratio is 1.18.
Does AER pay a dividend?
AerCap Holdings N.V. (AER) currently offers a dividend yield of 1.11%.
What is the return on equity (ROE) of AER?
AER has a return on equity (ROE) of 18.66%. Its return on capital employed (ROCE) is 3.85%.
Is AER a good stock to buy?
This page provides a data-driven analysis of AerCap Holdings N.V. (AER), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.