AerCap Holdings (AER) Panoramica del titolo
AerCap Holdings N.V. si occupa di noleggio, finanziamento, vendita e gestione di attrezzature di volo commerciali negli Stati Uniti, in Cina e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 0/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 2/6 |
| Dividendi | 1/6 |
Premi
Analisi del rischio
AER Community Fair Values
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Analyst Price Targets
Concorrenti di AerCap Holdings N.V.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$141.64 |
| Massimo di 52 settimane | US$158.81 |
| Minimo di 52 settimane | US$118.93 |
| Beta | 0.92 |
| Variazione di 1 mese | -4.43% |
| Variazione a 3 mesi | -2.36% |
| Variazione di 1 anno | 17.83% |
| Variazione a 3 anni | 126.66% |
| Variazione a 5 anni | 142.37% |
| Variazione dall'IPO | 515.29% |
Notizie e aggiornamenti recenti
Articolo di analisi • Aug 06
Impressive Earnings May Not Tell The Whole Story For AerCap Holdings (NYSE:AER)
AerCap Holdings N.V.'s ( NYSE:AER ) robust earnings report didn't manage to move the market for its stock. We did some...Seeking Alpha • Aug 05
AerCap: Hidden Aircraft Value Still Makes It A Buy
Summary AerCap remains a buy as book value compounds, cash flow is robust, and asset sales consistently exceed carrying values. I downgrade AER from strong buy to buy as the easiest upside has materialized, but see continued value from disciplined capital deployment and supply-demand tailwinds. 2026 adjusted EPS guidance is $16.80, likely conservative; actual EPS could reach $18.25–$18.50 with second-half asset-sale gains. AER trades at 1.30x book value; full upside depends on flight equipment revaluation, with a base target of $171.64 and a bull case of $179.09. Read the full article on Seeking AlphaArticolo di analisi • Aug 01
AerCap Holdings N.V. Just Recorded A 22% EPS Beat: Here's What Analysts Are Forecasting Next
AerCap Holdings N.V. ( NYSE:AER ) defied analyst predictions to release its quarterly results, which were ahead of...Recent updates
Articolo di analisi • Aug 06
Impressive Earnings May Not Tell The Whole Story For AerCap Holdings (NYSE:AER)
AerCap Holdings N.V.'s ( NYSE:AER ) robust earnings report didn't manage to move the market for its stock. We did some...Seeking Alpha • Aug 05
AerCap: Hidden Aircraft Value Still Makes It A Buy
Summary AerCap remains a buy as book value compounds, cash flow is robust, and asset sales consistently exceed carrying values. I downgrade AER from strong buy to buy as the easiest upside has materialized, but see continued value from disciplined capital deployment and supply-demand tailwinds. 2026 adjusted EPS guidance is $16.80, likely conservative; actual EPS could reach $18.25–$18.50 with second-half asset-sale gains. AER trades at 1.30x book value; full upside depends on flight equipment revaluation, with a base target of $171.64 and a bull case of $179.09. Read the full article on Seeking AlphaArticolo di analisi • Aug 01
AerCap Holdings N.V. Just Recorded A 22% EPS Beat: Here's What Analysts Are Forecasting Next
AerCap Holdings N.V. ( NYSE:AER ) defied analyst predictions to release its quarterly results, which were ahead of...
Aggiornamento narrativa • Jul 31
AER: Aircraft Supply Imbalance And Capital Deployment Will Drive Future Profitability
The updated analyst price target for AerCap Holdings moves from about $169.88 to about $178.90. This revision is supported by recent research that highlights the company's leasing activity, transaction volume, capital deployment, and valuation, along with a revised view of future profitability and P/E assumptions.Aggiornamento narrativa • Jul 08
AER: Aircraft Supply Imbalance And Capital Deployment Will Support Future Earnings
The updated fair value estimate for AerCap Holdings moves to $169.88 per share, reflecting higher analyst price targets that are supported by views of a healthy leasing environment, strong capital deployment in recent quarters, and a sustained supply and demand imbalance in aircraft. Analyst Commentary Recent Street research on AerCap Holdings points to a cluster of higher price targets, with analysts focusing on the company’s leasing activity, capital deployment, and the current supply and demand setup in aircraft.Aggiornamento narrativa • Jun 23
AER: Ongoing Share Repurchases Will Support Earnings Power Debate
Analysts have modestly adjusted their view on AerCap Holdings, with a small net increase of about $1 in the average price target. This reflects offsetting $5 upward and downward revisions as they update assumptions on valuation and earnings potential.Articolo di analisi • Jun 19
AerCap Holdings (AER) Stock Could Be 12.4% Undervalued Despite A Sharp DCF Gap
AerCap Holdings (AER) has drawn fresh investor attention after recent share price moves, with the stock closing at $145.06. That reaction is prompting a closer look at its returns and fundamentals. See our latest analysis for AerCap Holdings. The recent 1-day share price return of 0.65% at $145.06 builds on a 7-day share price return of 5.19% and a 90-day share price return of 10.23%, while the 5-year total shareholder return of 172.83% points to strong long term compounding. If AerCap...Aggiornamento narrativa • Jun 05
AER: War Related Deal Uncertainty Will Be Offset By Ongoing Buyback
AerCap Holdings' average analyst price target has edged up by about $2 to roughly $165.50, as analysts factor in slightly firmer profit margin assumptions and modest tweaks to long term revenue and P/E expectations following a mix of recent price target raises and one reduction. Analyst Commentary Recent research updates on AerCap Holdings show a tilt toward modestly higher valuation assumptions, with several firms raising price targets and one trimming its target by US$5.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento narrativa • 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.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 AlphaRendimenti per gli azionisti
| AER | US Trade Distributors | US Mercato | |
|---|---|---|---|
| 7D | 0.1% | 0.1% | 0.5% |
| 1Y | 17.8% | 5.2% | 12.0% |
Ritorno vs Industria: AER ha superato il US Trade Distributors che ha restituito 5.2 % nell'ultimo anno.
Rendimento vs Mercato: AER ha superato il mercato US che ha restituito 12 % nell'ultimo anno.
Volatilità dei prezzi
| AER volatility | |
|---|---|
| AER Average Weekly Movement | 3.4% |
| Trade Distributors Industry Average Movement | 6.4% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Prezzo delle azioni stabile: AER non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 3% ) di AER è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1995 | 668 | Gus Kelly | www.aercap.com |
AerCap Holdings N.V. si occupa di leasing, finanziamento, vendita e gestione di attrezzature di volo commerciali negli Stati Uniti, in Cina e a livello internazionale. L'azienda si occupa di servizi di gestione di aeromobili e motori, come la ricommercializzazione di aeromobili e motori per il noleggio o la vendita, la riscossione dei canoni di noleggio e di manutenzione supplementare, il monitoraggio della manutenzione degli aeromobili, il controllo e l'applicazione del rispetto dei contratti e l'accettazione della consegna e della riconsegna di aeromobili e motori; l'esecuzione di revisioni continue delle prestazioni finanziarie del locatario. I servizi di gestione degli asset di aeromobili e motori comprendono anche l'ispezione periodica degli aeromobili e dei motori in leasing, il coordinamento delle modifiche tecniche agli aeromobili per soddisfare i nuovi requisiti dei locatari, la conduzione di trattative di ristrutturazione in caso di inadempienza del contratto di leasing, il recupero di aeromobili e motori, la predisposizione e il monitoraggio della copertura assicurativa, la registrazione e la cancellazione degli aeromobili, la predisposizione di valutazioni di aeromobili e motori e la fornitura di servizi di ricerca di mercato.
AerCap Holdings N.V. Riepilogo dei fondamenti
| AER statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$22.13b |
| Utili (TTM) | US$3.39b |
| Ricavi(TTM) | US$8.96b |
6.4x
Rapporto P/E2.4x
Rapporto P/SAER è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| AER Conto economico (TTM) | |
|---|---|
| Ricavi | US$8.96b |
| Costo del fatturato | US$3.33b |
| Profitto lordo | US$5.63b |
| Altre spese | US$2.24b |
| Utili | US$3.39b |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 21.97 |
| Margine lordo | 62.82% |
| Margine di profitto netto | 37.85% |
| Rapporto debito/patrimonio netto | 232.4% |
Come si è comportato AER nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.1%
Rendimento attuale del dividendo7%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/18 03:33 |
| Prezzo dell'azione a fine giornata | 2026/09/18 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
AerCap Holdings N.V. è coperta da 27 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jaap Meijer | Arqaam Capital Research Offshore S.A.L. |
| Terry Ma | Barclays |
| "Terry Ma | Barclays |