Update shared on 20 Nov 2025
Fair value Increased 4.69%The average analyst price target for AerCap Holdings has increased by $6.63 to $148.00. Analysts cite strong financial performance, favorable supply and demand trends, and robust capital deployment opportunities as key drivers of the upward revision.
Analyst Commentary
Analysts have provided updated perspectives on AerCap Holdings following the latest quarterly results and sector developments. Their commentaries reflect both optimism about the company’s prospects and some tempered caution regarding potential headwinds.
Bullish Takeaways- Bullish analysts are raising their price targets, citing strong financial results and robust capital deployment strategies that are expected to drive future value.
- There is broad confidence in AerCap’s positioning to benefit from a multi-year supply and demand imbalance, particularly for narrowbody and widebody aircraft.
- Persistent supply constraints for engines and aircraft are enhancing the value of AerCap’s high-quality portfolio and operational flexibility.
- The company is seen as having delivered an exceptional quarter, reinforcing analysts' positive outlooks and resulting in upward revisions of forecasts.
- Some analysts maintain only a neutral stance, pointing to the stock’s current valuation as a factor that balances otherwise strong fundamentals.
- While original equipment manufacturer production has improved, there is a view that any easing of supply constraints could eventually temper industry tailwinds.
- Cautious analysts note that ongoing market uncertainties and execution risks may pose challenges despite the strong sector environment.
What's in the News
- AerCap Holdings announced lease agreements with FlySafair for three new Boeing 737 MAX 8 aircraft, scheduled for delivery beginning in the first quarter of 2028, and two Boeing 737-800NG aircraft, expected from the third quarter of 2026 (Dubai Airshow 2025).
- The company delivered the first two Boeing 777-300ERSF Passenger-to-Freighter converted aircraft to Kalitta Air, marking a milestone in its cargo conversion program and advancing air freight innovation.
- AerCap entered a seven-year agreement with GE Aerospace to provide lease pool management services for the GE9X engine, expanding its role in supporting a new generation of aircraft engines.
- Multiple share buybacks were completed in 2025, including the repurchase of over 13 million shares for more than $1 billion, reflecting strong capital deployment and management confidence.
- The Board of Directors approved a new share repurchase program of up to $750 million, set to expire at the end of 2025.
Valuation Changes
- Consensus Analyst Price Target has risen from $141.38 to $148.00, reflecting increased optimism on AerCap Holdings' outlook.
- Discount Rate has edged up slightly from 13.28 percent to 13.46 percent. This indicates a marginally higher perceived risk or cost of capital.
- Revenue Growth projection has improved, with the rate moving from -0.72 percent to -0.48 percent. This suggests a smaller anticipated decline in revenues.
- Net Profit Margin estimate has increased from 12.54 percent to 14.00 percent, highlighting expectations of improved profitability.
- Future P/E Multiple has decreased from 26.68x to 24.97x. This points to more attractive relative valuation based on updated earnings forecasts.
Disclaimer
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