AerCap Holdings (AER) Aperçu de l'action
AerCap Holdings N.V. se consacre à la location, au financement, à la vente et à la gestion d'équipements de vol commerciaux aux États-Unis, en Chine et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 3/6 |
| Croissance future | 0/6 |
| Performances passées | 4/6 |
| Santé financière | 2/6 |
| Dividendes | 2/6 |
Récompenses
Analyse des risques
AER Community Fair Values
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Analyst Price Targets
AerCap Holdings N.V. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$138.62 |
| Plus haut sur 52 semaines | US$154.94 |
| Plus bas sur 52 semaines | US$105.65 |
| Bêta | 0.95 |
| Variation sur 1 mois | 0.25% |
| Variation sur 3 mois | -8.42% |
| Variation sur 1 an | 22.97% |
| Variation sur 3 ans | 141.33% |
| Variation sur 5 ans | 134.95% |
| Évolution depuis l'introduction en bourse | 502.17% |
Nouvelles et mises à jour récentes
Mise à jour du récit • May 11
AER: Refreshed Models Balance War Related Deal Risks With Buyback Support
AerCap Holdings' updated fair value estimate in this framework edges up to about $164 from $162 as analysts refine their models, balancing softer modeled revenue growth and profit margins with higher assumed future P/E multiples and a slightly higher discount rate following recent price target adjustments across the Street. Analyst Commentary Recent Street research on AerCap highlights both optimism and caution as analysts revise their models and price targets following Q4 results and management commentary.Article d’analyse • May 01
AerCap Holdings N.V. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
AerCap Holdings N.V. ( NYSE:AER ) defied analyst predictions to release its first-quarter results, which were ahead of...Recent updates
Mise à jour du récit • May 11
AER: Refreshed Models Balance War Related Deal Risks With Buyback Support
AerCap Holdings' updated fair value estimate in this framework edges up to about $164 from $162 as analysts refine their models, balancing softer modeled revenue growth and profit margins with higher assumed future P/E multiples and a slightly higher discount rate following recent price target adjustments across the Street. Analyst Commentary Recent Street research on AerCap highlights both optimism and caution as analysts revise their models and price targets following Q4 results and management commentary.Article d’analyse • May 01
AerCap Holdings N.V. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
AerCap Holdings N.V. ( NYSE:AER ) defied analyst predictions to release its first-quarter results, which were ahead of...Mise à jour du récit • Apr 25
AER: Refreshed Post Q4 Models And Aircraft Deals Will Support Future Upside
Analysts have increased their average price target for AerCap Holdings by about $0.33 to $162.00, citing refreshed models following recent quarterly results and management commentary that led firms such as Morgan Stanley and Deutsche Bank to raise their targets. Analyst Commentary Recent research points to refreshed valuation work following AerCap Holdings' Q4 results and management commentary, with price targets moving higher as analysts update their models.Mise à jour du récit • Apr 07
AER: Post Q4 Execution And Capital Deployment Will Support Future Upside
Analysts have lifted their consolidated price target on AerCap Holdings to about $162, supported by updated post Q4 models that include recent $10 and $30 target increases from major firms following management's latest commentary. Analyst Commentary Recent research updates point to a cluster of higher price targets for AerCap around the post Q4 period, with some firms lifting their views following management's latest commentary and refreshed models.Mise à jour du récit • Mar 23
AER: Benign Credit Conditions And Capital Deployment Will Support Future Upside
Analysts have raised their AerCap Holdings price targets to a range of approximately $160 to $162, reflecting updated models after recent Q4 results, management commentary, and broader 2026 sector outlooks. Analyst Commentary Recent research updates point to a cluster of price targets around $160 to $162, built on refreshed models after Q4 results, management commentary, and 2026 sector views.Mise à jour du récit • Mar 08
AER: Benign Credit Conditions And Capital Deployment Will Shape Future Returns
Narrative Update The updated analyst price target for AerCap Holdings moves to about $162 from roughly $161, with analysts citing refreshed models after recent results and outlook commentary as the key drivers behind the change. Analyst Commentary Recent research updates on AerCap Holdings focus on refreshed models following Q4 results and updated outlooks, which have fed directly into higher valuation targets across multiple firms.Mise à jour du récit • Feb 21
AER: Credit Conditions And Capital Deployment Will Shape Future Returns
AerCap Holdings' analyst price target has been raised by about $7 to just over $160 as analysts factor in updated fair value estimates, a higher projected profit margin of about 30%, and a slightly lower future P/E ratio, even while trimming revenue growth assumptions. Analyst Commentary Recent research updates provide a glimpse into how the Street is thinking about AerCap Holdings, particularly around where the shares might reasonably trade as outlooks are refreshed.Seeking Alpha • Feb 11
AerCap: Turning Used Aircraft Into A Strong Buyback Machine (Rating Upgrade)
Summary AerCap delivered Q4 EPS of $15.37, surpassing expectations, with shares up 9.3% as value from asset sales is recycled into buybacks. Lease revenue grew 11%, driven by higher basic rents and maintenance rents, while asset sales generated substantial gains despite lower margins year-over-year. AER guides 2026 adjusted EPS to $12–$13, excluding asset sale gains; robust asset sale activity could materially lift reported EPS above guidance. My base case price target is $176.13 (23.6% upside), with a bull scenario at $190 (33% upside), maintaining a buy rating due to strong capital recycling. Read the full article on Seeking AlphaMise à jour du récit • Feb 07
AER: Tight Aircraft Supply And Capital Deployment Will Shape Future Returns
Narrative Update on AerCap Holdings The analyst price target for AerCap Holdings has been raised from about $152.33 to $153.67, with analysts pointing to updated assumptions on revenue growth, profit margins, and future P/E, supported by recent research that highlights a supportive credit backdrop, expectations for loan and mortgage market conditions into 2026, and an extended supply and demand imbalance in aircraft leasing. Analyst Commentary Recent research updates on AerCap highlight a cluster of higher price targets, with analysts largely focused on credit conditions, aircraft supply and demand, and how management deploys capital over the next few years.Mise à jour du récit • Jan 23
AER: Tight Supply And Capital Deployment Will Shape Balanced Future Returns
Narrative Update: AerCap Holdings The analyst price target for AerCap Holdings has been lifted from about US$151.22 to roughly US$152.33. Analysts attribute this change to updated estimates that reflect expectations for a supportive aircraft leasing backdrop, resilient aircraft asset values, and continued opportunities for capital deployment over the coming years.Mise à jour du récit • Jan 09
AER: Tight Aircraft Supply And Capital Deployment Will Continue To Shape Future Returns
Narrative Update: AerCap Holdings Analyst Price Target Shift The analyst price target on AerCap Holdings has moved modestly higher by about US$2 per share to US$151, reflecting updated views that emphasize a supportive aircraft leasing backdrop, sustained aircraft asset values, and continued capital deployment opportunities outlined in recent research. Analyst Commentary Recent research updates cluster around a similar message, with several bullish analysts lifting their price targets into a US$150 to US$162 range and pointing to supportive fundamentals for aircraft leasing and capital deployment.Mise à jour du récit • Dec 18
AER: Tight Aircraft Supply And Capital Deployment Will Continue To Support Future Returns
AerCap Holdings’ fair value estimate has inched higher from approximately $148 to $149.22 per share as analysts, citing a strong quarter, improved profitability assumptions, and expectations for a sustained tight aircraft leasing market with robust capital deployment, lift their price targets into the mid $150s. Analyst Commentary Street research updates reflect a broadly constructive stance on AerCap, with multiple price target hikes into the $150 range as analysts recalibrate models following an exceptional quarter and a still tight aircraft leasing market.Mise à jour du récit • Dec 04
AER: Supply Constraints And Capital Deployment Will Continue To Drive Future Value
AerCap Holdings' analyst price target has been raised meaningfully toward the mid 150 dollar range, as analysts point to an exceptional recent quarter, a sustained supply-demand imbalance in aircraft markets, and the potential for robust capital deployment to drive further value. Analyst Commentary Bullish analysts highlight that the step up in price targets reflects a combination of stronger than expected execution, attractive capital return potential, and a still favorable supply demand backdrop in both narrowbody and widebody markets.Mise à jour du récit • Nov 20
AER: Persistent Aircraft Supply Constraints Will Drive Value Into 2025
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.Mise à jour du récit • Nov 06
AER: High-Quality Portfolio And Supply Constraints Will Support Performance Into 2025
AerCap Holdings’ analyst price target has increased by $8, rising from $133.13 to $141.38. Analysts cite the company’s strong performance, persistent industry supply constraints, and portfolio quality in their revised outlook.Article d’analyse • Nov 05
Impressive Earnings May Not Tell The Whole Story For AerCap Holdings (NYSE:AER)
Unsurprisingly, AerCap Holdings N.V.'s ( NYSE:AER ) stock price was strong on the back of its healthy earnings report...Article d’analyse • Nov 01
AerCap Holdings N.V. Just Beat Revenue Estimates By 17%
It's been a good week for AerCap Holdings N.V. ( NYSE:AER ) shareholders, because the company has just released its...Mise à jour du récit • Oct 22
Analysts Boost AerCap Price Target as Profit Margins Improve and Valuation Outlook Strengthens
Analysts have raised their price target for AerCap Holdings from $132 to $133.13 per share, citing improved profit margins and a slightly lower projected price-to-earnings ratio as key factors supporting the positive revision. What's in the News AerCap Holdings signed a seven-year agreement with GE Aerospace to manage lease pools for the GE9X engine and to continue support for several other GE engine models.Article d’analyse • Sep 13
AerCap Holdings (NYSE:AER) Seems To Be Using A Lot Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • Jul 09
AerCap Holdings N.V.'s (NYSE:AER) Share Price Is Matching Sentiment Around Its Earnings
AerCap Holdings N.V.'s ( NYSE:AER ) price-to-earnings (or "P/E") ratio of 9.5x might make it look like a buy right now...Article d’analyse • Jun 18
When Should You Buy AerCap Holdings N.V. (NYSE:AER)?
Let's talk about the popular AerCap Holdings N.V. ( NYSE:AER ). The company's shares led the NYSE gainers with a...Seeking Alpha • Mar 18
AerCap: Key Developments In 2024 Annual Report
Summary AerCap's 2024 20-F filing shows stability in widebody lease expirations and a bullish stance on secondary market values, with a significant shift from Asia to Europe. The company increased its engine leasing clients and added new aircraft, reflecting a strong order book despite delivery delays, and budgeted $6B in capex for 2025. AerCap's debt decreased, maintaining a low debt/equity ratio, and it plans significant share buybacks, potentially reducing shares by 15% in the coming year. Valued at $143 per share, AER stock offers high returns with low risk, leveraging its scale advantages and strategic asset management, despite potential risks like leadership changes and market competition. Read the full article on Seeking AlphaSeeking Alpha • Mar 06
AerCap To Fly To New Heights: Q4 Earnings Fuel A Bullish 2025 Takeoff
Summary AerCap's Q4 earnings validated my bullish stance, showcasing a 43% gain on sale margin and highlighting the company's deeply understated book value. Q1 recoveries related to the Ukraine Conflict could be substantial with the London Mega trial concluding and insurers beginning to settle. Basic lease rents may rise $700 million in 2025, driven by higher lease rates on new asset deliveries and fewer COVID era leases. AerCap remains deeply undervalued, with strong management, a low cost of capital, growing earnings and revenues, and substantial contracted future lease cash flows as drivers for a higher multiple. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
AerCap: A Solid Growth Opportunity With Growing Dividends
Summary AerCap's stock price increased by nearly 11% since my Strong Buy rating in October 2024, outperforming the S&P 500's 5.1% return. Despite delivery delays from Boeing and Airbus, AerCap's total revenues grew 7% due to higher aircraft trading activity and attractive margins. AerCap's liquidity is strong, with $20 billion covering capital expenditures and debt maturities, providing excess coverage of $10 billion. Downgrading AerCap from Strong Buy to Buy. I expect stable growth and growing dividends, making it ideal for income-focused investors. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
AerCap Set To Fly Higher In 2025
Summary AerCap is trading at an undemanding P/E of 8 and should compound book value at 15%+ for the next 4-5 years. New and used aircraft values and lease rates are at historically strong levels, which have only started to benefit AerCap's earnings. The brilliant GECAS acquisition and surge in aircraft values have yet to be fully reflected in AerCap's share price. AerCap's intrinsic value is far above its book value, yet shares are currently trading near book value, creating an opportunity for investors. With accelerating earnings and continued share repurchases, my two year target price for AerCap is above $160/share. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
AerCap Holdings: A Financial Company That Flies
Summary AerCap Holdings operates by leasing aircraft to airlines globally, acquiring units from Boeing and Airbus, and financing purchases with aircraft as collateral. Viewing AerCap as a financial entity reveals strong financial results, favorable ratios, and manageable leverage, presenting a compelling investment opportunity. Analyzing AerCap like a bank highlights its robust business model and potential for significant returns. The company's strategic approach to aircraft acquisition and leasing positions it well within the financial sector, enhancing its investment appeal. Read the full article on Seeking AlphaSeeking Alpha • Oct 31
AerCap Stock Still Scores A Strong Buy Rating
Summary AerCap Holdings N.V.'s net income declined due to the higher cost of debt and a provision for potential credit losses. Demand for airplanes remains strong, supporting high gains in sales for aircraft trading. AerCap stock provides a rock-solid investment opportunity with an upside to its stock prices for years to come. Read the full article on Seeking AlphaSeeking Alpha • Sep 20
AerCap: The Buy Thesis Strengthens On New Share Repurchase Program
Summary AerCap's consistent performance, share repurchases and strategic dividend growth justify maintaining a buy rating for the stock. AerCap's share count has dropped by 21% due to share repurchases, enhancing shareholder value amid lower capex and higher aircraft value. Despite $45 billion in debt, AerCap prioritizes share repurchases over debt reduction to improve return on equity and future dividend growth. AER's valuation suggests a potential 14% upside with a target price of $112, driven by share repurchases and confidence in the aircraft portfolio. Read the full article on Seeking AlphaSeeking Alpha • Sep 10
AerCap: The World's Biggest Airplane Company You've Never Heard Of
Summary AerCap, the largest aircraft leasing company, owns over 2000 commercial aircraft and has a diverse portfolio of aircraft and engines. AER's extensive fleet and global reach make it a preferred lessor for all airlines. Despite production issues at Boeing and Airbus, AER remains a prime mover, benefiting from high demand and its strong financial position. AER is a better investment than Boeing or Airbus, offering steady growth, reasonable PE, and selling at book value. Read the full article on Seeking Alpha
Nouveau récit • Aug 21
Aviation Leader's Strategy For Growth Amidst Market Challenges Promises Bright Horizons
AerCap's efficient operations and strong demand for its assets indicate potential for future revenue growth through operational efficiency and market demand.Rendement pour les actionnaires
| AER | US Trade Distributors | US Marché | |
|---|---|---|---|
| 7D | -0.8% | -3.8% | -0.8% |
| 1Y | 23.0% | 19.4% | 27.1% |
Rendement vs Industrie: AER a dépassé le secteur US Trade Distributors qui a rapporté 19.4 % au cours de l'année écoulée.
Rendement vs marché: AER a sous-performé le marché US qui a rapporté 27.1 % au cours de l'année écoulée.
Volatilité des prix
| AER volatility | |
|---|---|
| AER Average Weekly Movement | 5.0% |
| Trade Distributors Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: AER n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de AER ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1995 | 668 | Gus Kelly | www.aercap.com |
AerCap Holdings N.V. se consacre à la location, au financement, à la vente et à la gestion d'équipements de vol commerciaux aux États-Unis, en Chine et dans le monde entier. La société propose des services de gestion des actifs des avions et des moteurs, tels que la recommercialisation des avions et des moteurs en vue de leur location ou de leur vente ; la collecte des loyers et des loyers supplémentaires de maintenance, le contrôle de la maintenance des avions, le contrôle et l'application de la conformité contractuelle, et l'acceptation de la livraison et de la re-livraison des avions et des moteurs ; la réalisation d'examens continus des performances financières des preneurs. Ses services de gestion des actifs des aéronefs et des moteurs comprennent également l'inspection périodique des aéronefs et des moteurs loués, la coordination des modifications techniques apportées aux aéronefs pour répondre aux nouvelles exigences des locataires, la conduite de négociations de restructuration en cas de défaut de paiement des loyers, la reprise de possession des aéronefs et des moteurs, la mise en place et le suivi de la couverture d'assurance, l'enregistrement et la désenregistrement des aéronefs, l'organisation de l'évaluation des aéronefs et des moteurs et la fourniture de services d'étude de marché.
AerCap Holdings N.V. Résumé des fondamentaux
| AER statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$22.01b |
| Bénéfices(TTM) | US$3.93b |
| Recettes(TTM) | US$8.68b |
5.6x
Ratio P/E2.5x
Ratio P/SLe site AER est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| AER compte de résultat (TTM) | |
|---|---|
| Recettes | US$8.68b |
| Coût des recettes | US$3.30b |
| Marge brute | US$5.38b |
| Autres dépenses | US$1.45b |
| Les revenus | US$3.93b |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 24.90 |
| Marge brute | 61.95% |
| Marge bénéficiaire nette | 45.22% |
| Ratio dettes/capitaux propres | 234.2% |
Quelles ont été les performances à long terme de AER?
Voir les performances historiques et les comparaisonsDividendes
1.2%
Rendement actuel des dividendes6%
Ratio de distributionLe site AER verse-t-il des dividendes fiables ?
Voir AER l'historique des dividendes et les indices de référence| AerCap Holdings dates des dividendes | |
|---|---|
| Date ex-dividende | May 13 2026 |
| Date de paiement du dividende | Jun 04 2026 |
| Jours jusqu'au dividende Ex | 10 days |
| Jours jusqu'à la date de paiement du dividende | 12 days |
Le site AER verse-t-il des dividendes fiables ?
Voir AER l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 22:18 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
AerCap Holdings N.V. est couverte par 26 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jaap Meijer | Arqaam Capital Research Offshore S.A.L. |
| David Fintzen | Barclays |
| Terry Ma | Barclays |