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 | 1/6 |
| Dividendes | 2/6 |
Récompenses
Analyse des risques
AER Community Fair Values
Create NarrativeSee what 23 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
AerCap Holdings N.V. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$140.94 |
| Plus haut sur 52 semaines | US$154.94 |
| Plus bas sur 52 semaines | US$105.65 |
| Bêta | 0.99 |
| Variation sur 1 mois | 1.26% |
| Variation sur 3 mois | -3.01% |
| Variation sur 1 an | 32.03% |
| Variation sur 3 ans | 154.08% |
| Variation sur 5 ans | 143.13% |
| Évolution depuis l'introduction en bourse | 512.25% |
Nouvelles et mises à jour récentes
Recent updates
AerCap Holdings N.V. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
May 01
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.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.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.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.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.AerCap: Turning Used Aircraft Into A Strong Buyback Machine (Rating Upgrade)
Feb 11AER: 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.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.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.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.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.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.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.Impressive Earnings May Not Tell The Whole Story For AerCap Holdings (NYSE:AER)
Nov 05AerCap Holdings N.V. Just Beat Revenue Estimates By 17%
Nov 01Analysts 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.AerCap Holdings (NYSE:AER) Seems To Be Using A Lot Of Debt
Sep 13AerCap Holdings N.V.'s (NYSE:AER) Share Price Is Matching Sentiment Around Its Earnings
Jul 09When Should You Buy AerCap Holdings N.V. (NYSE:AER)?
Jun 18AerCap: Key Developments In 2024 Annual Report
Mar 18AerCap To Fly To New Heights: Q4 Earnings Fuel A Bullish 2025 Takeoff
Mar 06AerCap: A Solid Growth Opportunity With Growing Dividends
Feb 26AerCap Set To Fly Higher In 2025
Feb 06AerCap Holdings: A Financial Company That Flies
Jan 07AerCap Stock Still Scores A Strong Buy Rating
Oct 31AerCap: The Buy Thesis Strengthens On New Share Repurchase Program
Sep 20AerCap: The World's Biggest Airplane Company You've Never Heard Of
Sep 10
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.AerCap Holdings: This Industry Leader Is A Buy Trading Below Book Value
Aug 05Rendement pour les actionnaires
| AER | US Trade Distributors | US Marché | |
|---|---|---|---|
| 7D | 2.1% | -0.2% | 0.8% |
| 1Y | 32.0% | 26.1% | 27.8% |
Rendement vs Industrie: AER a dépassé le secteur US Trade Distributors qui a rapporté 26.1 % au cours de l'année écoulée.
Rendement vs marché: AER a dépassé le marché US qui a rapporté 27.8 % au cours de l'année écoulée.
Volatilité des prix
| AER volatility | |
|---|---|
| AER Average Weekly Movement | 4.6% |
| Trade Distributors Industry Average Movement | 7.0% |
| Market Average Movement | 7.1% |
| 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$22.22b |
| Bénéfices(TTM) | US$3.93b |
| Recettes(TTM) | US$8.68b |
Le 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 | 234.0% |
Quelles ont été les performances à long terme de AER?
Voir les performances historiques et les comparaisonsDividendes
Le 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 | 9 days |
| Jours jusqu'à la date de paiement du dividende | 31 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 | 2026/05/03 14:55 |
| Cours de l'action en fin de journée | 2026/05/01 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 |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* 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 |