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AerCap Holdings N.V. Stock Price

NYSE:AER Community·US$21.1b Market Cap
  • 1 Narratives written by author
  • 1 Comments on narratives written by author
  • 27 Fair Values set on narratives written by author

AER Share Price Performance

US$134.50
19.85 (17.31%)
US$163.78
Fair Value
US$134.50
19.85 (17.31%)
17.9% undervalued intrinsic discount
US$163.78
Fair Value
Price US$134.50
AnalystConsensusTarget US$163.78

AER Community Narratives

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Fair Value US$163.78 17.9% undervalued intrinsic discount

Analysts Boost AerCap Price Target as Profit Margins Improve and Valuation Outlook Strengthens

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US$163.78
17.9% undervalued intrinsic discount
Revenue
-1.44% p.a.
Profit Margin
23.77%
Future PE
15.29x
Price in 2029
US$238.27

Trending Discussion

Updated Narratives

AER logo

AER: Refreshed Models Balance War Related Deal Risks With Buyback Support

Fair Value: US$163.78 17.9% undervalued intrinsic discount
17 users have set this as their fair value
1 users have commented on this narrative
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Snowflake Analysis

Good value with proven track record.

4 Risks
4 Rewards

AerCap Holdings N.V. Key Details

US$8.7b

Revenue

US$3.3b

Cost of Revenue

US$5.4b

Gross Profit

US$1.5b

Other Expenses

US$3.9b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
24.90
61.95%
45.22%
234.2%
View Full Analysis

About AER

Founded
1995
Employees
668
CEO
Aengus Kelly
WebsiteView website
www.aercap.com

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally. The company engages in aircraft and engine asset management services, such as remarketing aircraft and engines for lease or sale; collecting rental and supplemental maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; conducting ongoing lessee financial performance reviews. Its aircraft and engine asset management services also include periodically inspecting the leased aircraft and engines; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft and engines; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and engine valuations; and providing market research services. In addition, the company provides corporate administrative services comprising accounting, and corporate secretarial services consisting of the preparation of budgets and financial statements; and cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of companies. Further, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors. The company has a portfolio of owned, managed, or on order aircraft, consisting of 3,500 aircraft, engines, and helicopters. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.

Recent AER News & Updates

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 Alpha
Narrative Update 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.

Recent updates

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