AerCap Holdings Performance degli utili passati
Criteri Il passato verificati 4/6
AerCap Holdings ha registrato una crescita degli utili a un tasso medio annuo di 45.7%, mentre il settore Trade Distributors ha registrato utili in crescita a un tasso medio annuo di 5.7%. I ricavi sono stati in crescita a un tasso medio annuo di 13.3%. Il ritorno sul capitale proprio di AerCap Holdings è 21.3% e ha margini netti di 45.2%.
Informazioni chiave
45.65%
Tasso di crescita degli utili
47.77%
Tasso di crescita dell'EPS
| Trade Distributors Crescita del settore | 23.44% |
| Tasso di crescita dei ricavi | 13.28% |
| Rendimento del capitale proprio | 21.34% |
| Margine netto | 45.22% |
| Prossimo aggiornamento sugli utili | 29 Jul 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
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.Seeking Alpha • Jun 02
AerCap: The Underperformer Everyone May Be Mispricing
Summary AerCap Holdings N.V. has underperformed the S&P 500, but I maintain a Strong Buy rating due to its undervalued flight equipment and resilient business model. Recent pressures stem from investor sentiment, concerns about aircraft values, and sector rotation into AI and semiconductor names, not from fundamental weakness at AER. AER's Q1 2026 showed 27% GAAP net income growth, 6% lease revenue growth, expanding net spread margin, and improved debt coverage, supporting robust fundamentals. My price target implies 17–32% upside if flight equipment is marked to market, though current share repurchases add little incremental value at prevailing prices. Read the full article on Seeking AlphaAggiornamento 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.Articolo di analisi • 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...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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come AerCap Holdings guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 8,681 | 3,926 | 559 | 0 |
| 31 Dec 25 | 8,517 | 3,751 | 546 | 0 |
| 30 Sep 25 | 8,345 | 3,789 | 536 | 0 |
| 30 Jun 25 | 7,984 | 2,948 | 528 | 0 |
| 31 Mar 25 | 8,056 | 2,137 | 483 | 0 |
| 31 Dec 24 | 7,997 | 2,099 | 489 | 0 |
| 30 Sep 24 | 7,823 | 2,533 | 488 | 0 |
| 30 Jun 24 | 7,767 | 3,263 | 478 | 0 |
| 31 Mar 24 | 7,733 | 3,308 | 473 | 0 |
| 31 Dec 23 | 7,580 | 3,136 | 464 | 0 |
| 30 Sep 23 | 7,481 | 2,525 | 434 | 0 |
| 30 Jun 23 | 7,284 | 1,860 | 428 | 0 |
| 31 Mar 23 | 6,991 | 1,707 | 413 | 0 |
| 31 Dec 22 | 7,014 | -726 | 400 | 0 |
| 30 Sep 22 | 6,558 | -1,132 | 427 | 0 |
| 30 Jun 22 | 5,876 | -1,138 | 390 | 0 |
| 31 Mar 22 | 5,284 | -1,228 | 358 | 0 |
| 31 Dec 21 | 4,589 | 1,001 | 318 | 0 |
| 30 Sep 21 | 4,178 | 940 | 262 | 0 |
| 30 Jun 21 | 4,193 | -344 | 255 | 0 |
| 31 Mar 21 | 4,351 | -347 | 235 | 0 |
| 31 Dec 20 | 4,494 | -299 | 242 | 0 |
| 30 Sep 20 | 4,719 | -17 | 250 | 0 |
| 30 Jun 20 | 4,886 | 1,103 | 254 | 0 |
| 31 Mar 20 | 4,970 | 1,188 | 265 | 0 |
| 31 Dec 19 | 4,937 | 1,146 | 267 | 0 |
| 30 Sep 19 | 4,900 | 1,069 | 267 | 0 |
| 30 Jun 19 | 4,873 | 1,062 | 266 | 0 |
| 31 Mar 19 | 4,786 | 984 | 286 | 0 |
| 31 Dec 18 | 4,800 | 1,016 | 305 | 0 |
| 30 Sep 18 | 4,797 | 1,049 | 331 | 0 |
| 30 Jun 18 | 4,904 | 1,052 | 351 | 0 |
| 31 Mar 18 | 4,973 | 1,080 | 351 | 0 |
| 31 Dec 17 | 5,037 | 1,076 | 348 | 0 |
| 30 Sep 17 | 5,057 | 1,175 | 360 | 0 |
| 30 Jun 17 | 4,991 | 1,134 | 357 | 0 |
| 31 Mar 17 | 4,962 | 1,085 | 359 | 0 |
| 31 Dec 16 | 5,043 | 1,047 | 351 | 0 |
| 30 Sep 16 | 5,098 | 946 | 358 | 0 |
| 30 Jun 16 | 5,213 | 1,014 | 368 | 0 |
| 31 Mar 16 | 5,316 | 1,090 | 373 | 0 |
| 31 Dec 15 | 5,287 | 1,179 | 381 | 0 |
| 30 Sep 15 | 5,242 | 1,213 | 395 | 0 |
Guadagni di qualità: AER ha un grande una tantum guadagno di $1.4B che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di AER (45.2%) AER sono più alti rispetto allo scorso anno (26.5%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: AER è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 45.7% all'anno.
Accelerare la crescita: La crescita degli utili di AER nell'ultimo anno ( 83.7% ) supera la media quinquennale ( 45.7% all'anno).
Guadagni vs Settore: La crescita degli utili AER nell'ultimo anno ( 83.7% ) ha superato la percentuale del settore Trade Distributors 4.9%.
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 21.34% ) di AER sia elevato, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/22 18:39 |
| Prezzo dell'azione a fine giornata | 2026/07/22 00:00 |
| Utili | 2026/03/31 |
| 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 |
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* 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 team di livello mondiale 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 26 analisti. 7 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. |
| David Fintzen | Barclays |
| Terry Ma | Barclays |