AerCap Holdings (AER) Aandelenoverzicht
AerCap Holdings N.V. houdt zich bezig met het leasen, financieren, verkopen en beheren van commerciële vliegapparatuur in de Verenigde Staten, China en internationaal. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 5/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 2/6 |
| Dividenden | 1/6 |
Beloningen
Risicoanalyse
AER Community Fair Values
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Analyst Price Targets
AerCap Holdings N.V. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$155.13 |
| 52 Week Hoogtepunt | US$158.81 |
| 52 Week Laag | US$108.00 |
| Bèta | 0.93 |
| 1 maand verandering | 1.09% |
| 3 maanden verandering | 4.47% |
| 1 Jaar Verandering | 42.57% |
| 3 jaar verandering | 146.51% |
| 5 jaar verandering | 177.02% |
| Verandering sinds IPO | 573.89% |
Recent nieuws en updates
Seeking Alpha • 16h
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 AlphaAnalyse-artikel • 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...
Narratiefupdate • 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.Recent updates
Seeking Alpha • 16h
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 AlphaAnalyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Narratiefupdate • 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.Analyse-artikel • 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 AlphaRendement voor aandeelhouders
| AER | US Trade Distributors | US Markt | |
|---|---|---|---|
| 7D | 4.4% | 2.9% | 4.9% |
| 1Y | 42.6% | 20.1% | 21.3% |
Rendement versus industrie: AER overtrof de US Trade Distributors industrie, die het afgelopen jaar een rendement 20.1 % opleverde.
Rendement versus markt: AER overtrof de US markt, die het afgelopen jaar een rendement opleverde van 21.3 %.
Prijsvolatiliteit
| AER volatility | |
|---|---|
| AER Average Weekly Movement | 3.9% |
| Trade Distributors Industry Average Movement | 6.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiele aandelenkoers: AER heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van AER is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1995 | 668 | Gus Kelly | www.aercap.com |
AerCap Holdings N.V. houdt zich bezig met het leasen, financieren, verkopen en beheren van commerciële vliegapparatuur in de Verenigde Staten, China en internationaal. Het bedrijf houdt zich bezig met vermogensbeheerdiensten voor vliegtuigen en motoren, zoals het remarketen van vliegtuigen en motoren voor lease of verkoop; het innen van huur- en aanvullende onderhoudshuurbetalingen, het toezicht houden op vliegtuigonderhoud, het toezicht houden op en afdwingen van naleving van contracten en het accepteren van levering en herlevering van vliegtuigen en motoren; het uitvoeren van doorlopende financiële prestatiebeoordelingen van huurders. De vermogensbeheerdiensten voor vliegtuigen en motoren omvatten ook het periodiek inspecteren van geleasede vliegtuigen en motoren; het coördineren van technische aanpassingen aan vliegtuigen om aan nieuwe eisen van de lessee te voldoen; het voeren van herstructureringsonderhandelingen in verband met wanbetaling; het terugnemen van vliegtuigen en motoren; het regelen en bewaken van verzekeringsdekking; het registreren en uitschrijven van vliegtuigen; het regelen van taxaties van vliegtuigen en motoren; en het leveren van marktonderzoeksdiensten.
AerCap Holdings N.V. Samenvatting
| AER fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$23.95b |
| Inkomsten(TTM) | US$3.39b |
| Inkomsten(TTM) | US$8.96b |
7.1x
Koers/Winstverhouding2.7x
P/S-verhoudingIs AER overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| AER resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$8.96b |
| Kosten van inkomsten | US$3.33b |
| Brutowinst | US$5.63b |
| Overige uitgaven | US$2.24b |
| Inkomsten | US$3.39b |
Laatst gerapporteerde inkomsten
Jun 30, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 21.97 |
| Brutomarge | 62.82% |
| Nettowinstmarge | 37.85% |
| Schuld/Eigen Vermogen Verhouding | 232.4% |
Hoe presteerde AER op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
1.0%
Huidig dividendrendement7%
UitbetalingsratioBetaalt AER een betrouwbaar dividend?
Zie AER dividendgeschiedenis en benchmarks| AerCap Holdings dividenddata | |
|---|---|
| Ex Dividend Datum | Aug 12 2026 |
| Betaaldatum dividend | Sep 03 2026 |
| Dagen tot Ex-dividend | 6 days |
| Dagen tot dividendbetaaldatum | 28 days |
Betaalt AER een betrouwbaar dividend?
Zie AER dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/05 02:17 |
| Aandelenkoers aan het einde van de dag | 2026/08/05 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
AerCap Holdings N.V. wordt gevolgd door 26 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jaap Meijer | Arqaam Capital Research Offshore S.A.L. |
| David Fintzen | Barclays |
| Terry Ma | Barclays |