AerCap Holdings N.V.

NYSE:AER 株式レポート

時価総額：US$22.0b

AerCap Holdings 将来の成長

Future 基準チェック /06

AerCap Holdingsの収益と利益は、それぞれ年間1.1%と21.1%減少すると予測されています。EPS は年間16.9%で 減少すると予想されています。自己資本利益率は 3 年後に13.6%になると予測されています。

主要情報

-21.1%

収益成長率

-16.89%

EPS成長率

Trade Distributors 収益成長13.9%
収益成長率-1.1%
将来の株主資本利益率13.64%
アナリストカバレッジ

Good

最終更新日30 Apr 2026

今後の成長に関する最新情報

分析記事 • 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...
分析記事 • 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...

Recent updates

ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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新しいナラティブ • 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.

業績と収益の成長予測

NYSE:AER - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20288,4742,552N/AN/A3
12/31/20278,3812,4901,7955,3776
12/31/20268,4432,4351,9725,3527
3/31/20268,6813,9264155,490N/A
12/31/20258,5173,751-6815,393N/A
9/30/20258,3453,789-1635,457N/A
6/30/20257,9842,948-1,0145,319N/A
3/31/20258,0562,137-2,0905,396N/A
12/31/20247,9972,099-1,1805,437N/A
9/30/20247,8232,533-1,0175,552N/A
6/30/20247,7673,263-9185,489N/A
3/31/20247,7333,308-8495,274N/A
12/31/20237,5803,136-9715,261N/A
9/30/20237,4812,525-1855,412N/A
6/30/20237,2841,860125,219N/A
3/31/20236,9911,7076445,198N/A
12/31/20227,014-7261,2995,171N/A
9/30/20226,558-1,1321,4525,355N/A
6/30/20225,876-1,1381,9985,031N/A
3/31/20225,284-1,2281,8724,630N/A
12/31/20214,5891,0011,9043,694N/A
9/30/20214,1789401,4852,612N/A
6/30/20214,193-3441,5642,365N/A
3/31/20214,351-3471,0391,902N/A
12/31/20204,494-2999472,130N/A
9/30/20204,719-17592,246N/A
6/30/20204,8861,103-1,0282,522N/A
3/31/20204,9701,188-1,0562,989N/A
12/31/20194,9371,146N/A3,106N/A
9/30/20194,9001,069N/A3,116N/A
6/30/20194,8731,062N/A3,015N/A
3/31/20194,786984N/A2,848N/A
12/31/20184,8001,016N/A2,840N/A
9/30/20184,7971,049N/A2,786N/A
6/30/20184,9041,052N/A2,887N/A
3/31/20184,9731,080N/A3,077N/A
12/31/20175,0371,076N/A3,140N/A
9/30/20175,0571,175N/A3,351N/A
6/30/20174,9911,134N/A3,365N/A
3/31/20174,9621,085N/A3,344N/A
12/31/20165,0431,047N/A3,381N/A
9/30/20165,098946N/A3,400N/A
6/30/20165,2131,014N/A3,365N/A
3/31/20165,3161,090N/A3,438N/A
12/31/20155,2871,179N/A3,360N/A
9/30/20155,2421,213N/A3,246N/A
6/30/20155,1641,253N/A3,329N/A

アナリストによる今後の成長予測

収入対貯蓄率: AERの収益は今後 3 年間で減少すると予測されています (年間-21.1% )。

収益対市場: AERの収益は今後 3 年間で減少すると予測されています (年間-21.1% )。

高成長収益: AERの収益は今後 3 年間で減少すると予測されています。

収益対市場: AERの収益は今後 3 年間で減少すると予想されています (年間-1.1% )。

高い収益成長: AERの収益は今後 3 年間で減少すると予測されています (年間-1.1% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AERの 自己資本利益率 は、3年後には低くなると予測されています ( 13.6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/22 08:13
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AerCap Holdings N.V. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26

アナリスト機関
Jaap MeijerArqaam Capital Research Offshore S.A.L.
David FintzenBarclays
Terry MaBarclays