How Investors May Respond To AerCap Holdings (AER) $750 Million Share Buyback Announcement

• AerCap Holdings N.V. announced in September 2025 that it had launched a share repurchase program of up to US$750 million, set to expire at the end of 2025.
• This sizeable buyback underscores the company’s active capital management approach and may reflect management’s confidence in AerCap’s financial flexibility and long-term business prospects.
• We’ll explore how this significant share repurchase plan could shape AerCap’s investment narrative, especially in terms of capital allocation and earnings outlook.

Outshine the giants: these 25 early-stage AI stocks could fund your retirement.

AerCap Holdings Investment Narrative Recap

To be a shareholder in AerCap Holdings, you need to share a belief in the long-term resilience of global aircraft leasing, supported by sustained airline demand and prudent capital management. The new US$750 million buyback emphasizes management’s focus on returning capital to shareholders, yet has a limited direct effect on near-term catalysts, such as robust lease rates and high travel demand, or on the central risk of market oversupply as OEM deliveries ramp up. A key recent announcement is the reported completion of buybacks totaling US$799.6 million under the previous program by July 2025, which is closely tied to the new buyback plan. This pattern of returning capital through both buybacks and increasing dividends points to a disciplined approach to capital allocation during a period when investor focus remains on maximizing near-term earnings and maintaining financial flexibility in the face of potential industry headwinds. However, investors should also be aware that if industry supply constraints ease and OEM aircraft deliveries accelerate, this could lead to...

Read the full narrative on AerCap Holdings (it's free!)

AerCap Holdings is expected to generate $8.4 billion in revenue and $1.4 billion in earnings by 2028. This outlook is based on a 1.7% annual revenue growth rate and a decrease in earnings of $1.5 billion from the current $2.9 billion.

Uncover how AerCap Holdings' forecasts yield a $132.00 fair value, a 8% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members offered two fair value estimates for AerCap between US$132 and US$270.79. While you review these diverse opinions, consider how the risk of increased aircraft supply could affect long-term profitability forecasts across the sector.

Explore 2 other fair value estimates on AerCap Holdings - why the stock might be worth over 2x more than the current price!

Build Your Own AerCap Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your AerCap Holdings research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free AerCap Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AerCap Holdings' overall financial health at a glance.

Want Some Alternatives?

These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• Find companies with promising cash flow potential yet trading below their fair value.
• AI is about to change healthcare. These 31 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com