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AerCap Holdings N.V. Stock Price

NYSE:AER Community·US$23.5b 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$148.81
31.81 (27.19%)
US$165.50
Fair Value
US$148.81
31.81 (27.19%)
10.1% undervalued intrinsic discount
US$165.50
Fair Value
Price US$148.81
AnalystConsensusTarget US$165.50

AER Community Narratives

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Fair Value US$165.5 10.1% undervalued intrinsic discount

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

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Trending Discussion

Updated Narratives

AER logo

AER: Ongoing Share Repurchases Will Support Earnings Power Debate

Fair Value: US$165.5 10.1% undervalued intrinsic discount
17 users have set this as their fair value
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Snowflake Analysis

Proven track record with slight risk.

4 Risks
3 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

Narrative Update 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.
Analysis Article 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...

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