AerCap Holdings Past Earnings Performance
Past criteria checks 2/6
AerCap Holdings has been growing earnings at an average annual rate of 6.5%, while the Trade Distributors industry saw earnings growing at 23.5% annually. Revenues have been growing at an average rate of 10.6% per year. AerCap Holdings's return on equity is 19%, and it has net margins of 41.4%.
Key information
6.5%
Earnings growth rate
-6.8%
EPS growth rate
| Trade Distributors Industry Growth | 23.4% |
| Revenue growth rate | 10.6% |
| Return on equity | 19.0% |
| Net Margin | 41.4% |
| Next Earnings Update | 01 May 2024 |
Recent past performance updates
Recent updates
Is Now The Time To Look At Buying AerCap Holdings N.V. (NYSE:AER)?
Apr 12
These 4 Measures Indicate That AerCap Holdings (NYSE:AER) Is Using Debt Extensively
Mar 22AerCap: Great Year, But Fair Value In Sight (Rating Downgrade)
Mar 04AerCap Share Price Could Potentially Go Higher
Feb 21AerCap: A Quality Compounder Trading Below Fair Value
Jan 02Should You Think About Buying AerCap Holdings N.V. (NYSE:AER) Now?
Dec 17AerCap Holdings: 4 Hidden Factors Why True Tangible Value Is $123 Per Share
Dec 08AerCap Holdings: Going Private In Slow Motion
Nov 20AerCap: Strong Q3 Results And Potential Insurance Claims Make For A Compelling Opportunity
Oct 28AerCap: Size Up As General Electric Sells Down
Sep 25AerCap's Repurchase Playbook With GE Is A Piece Of Art
Sep 13AerCap Stock: Strong Buy On Russia News
Sep 07Is AerCap Holdings N.V. (NYSE:AER) Potentially Undervalued?
Sep 02AerCap: Buy Your Own Airplane And Collect Cash
Aug 02Is AerCap Holdings (NYSE:AER) A Risky Investment?
Jul 16Is It Time To Consider Buying AerCap Holdings N.V. (NYSE:AER)?
Jun 03AerCap Holdings: Performance Continues To Impress; Reiterate Buy
May 25AerCap: The Capital Structure Arbitrage Is Back
Feb 27AerCap Holdings (NYSE:AER) Has A Somewhat Strained Balance Sheet
Feb 20Avoid The Airlines, Buy AerCap
Dec 29AerCap Non-GAAP EPS of $2.21 beats by $0.82, revenue of $1.72B beats by $70M
Nov 03We Think AerCap Holdings (NYSE:AER) Is Taking Some Risk With Its Debt
Oct 30AerCap signs aircraft lease deal with TUI Group
Oct 20AerCap leased, bought, sold 255 assets during Q3
Oct 11AerCap, SAS sign lease extension deal for six Airbus A320 aircraft
Oct 05AerCap signs lease agreements for a total of 15 aircrafts with Air Europa
Aug 29AerCap Is A Strong Buy As Earnings Beat Expectations
Aug 11AerCap signs lease agreements for 737-800 Boeing Converted Freighters with GOL
Jul 18AerCap Holdings (NYSE:AER) Use Of Debt Could Be Considered Risky
Jul 16AerCap leased, acquired and sold 184 assets in Q2
Jul 12AerCap: A Buy With Strong Upside
May 24Air Lease Corporation: A Better Buy Than AerCap
Apr 05AerCap Stock: Not A Screaming Buy
Mar 29Is AerCap Holdings (NYSE:AER) A Risky Investment?
Mar 28AerCap And Air Lease Corporation: Potential Value Destruction From Russia
Mar 16AerCap Tumbles On War Sanctions Against Russia
Mar 02AerCap: Street Awaits First Meaningful Post-Merger Guidance, Long-Term Outlook Good
Feb 15AerCap Holdings (NYSE:AER) Use Of Debt Could Be Considered Risky
Dec 22AerCap Holdings (NYSE:AER) Is Posting Solid Earnings, But It Is Not All Good News
Nov 17Revenue & Expenses BreakdownBeta
How AerCap Holdings makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Dec 23 | 7,575 | 3,136 | 464 | 0 |
| 30 Sep 23 | 7,478 | 2,525 | 434 | 0 |
| 30 Jun 23 | 7,281 | 1,860 | 428 | 0 |
| 31 Mar 23 | 6,989 | 1,707 | 413 | 0 |
| 31 Dec 22 | 6,915 | -726 | 400 | 0 |
| 30 Sep 22 | 6,558 | -1,132 | 427 | 0 |
| 30 Jun 22 | 5,876 | -1,138 | 390 | 0 |
| 31 Mar 22 | 5,284 | -1,228 | 358 | 0 |
| 31 Dec 21 | 4,589 | 1,001 | 318 | 0 |
| 30 Sep 21 | 4,178 | 940 | 262 | 0 |
| 30 Jun 21 | 4,193 | -344 | 255 | 0 |
| 31 Mar 21 | 4,351 | -347 | 235 | 0 |
| 31 Dec 20 | 4,494 | -299 | 242 | 0 |
| 30 Sep 20 | 4,719 | -17 | 250 | 0 |
| 30 Jun 20 | 4,886 | 1,103 | 254 | 0 |
| 31 Mar 20 | 4,970 | 1,188 | 265 | 0 |
| 31 Dec 19 | 4,937 | 1,146 | 267 | 0 |
| 30 Sep 19 | 4,900 | 1,069 | 267 | 0 |
| 30 Jun 19 | 4,873 | 1,062 | 266 | 0 |
| 31 Mar 19 | 4,786 | 984 | 286 | 0 |
| 31 Dec 18 | 4,800 | 1,016 | 305 | 0 |
| 30 Sep 18 | 4,797 | 1,049 | 331 | 0 |
| 30 Jun 18 | 4,904 | 1,052 | 351 | 0 |
| 31 Mar 18 | 4,973 | 1,080 | 351 | 0 |
| 31 Dec 17 | 5,037 | 1,076 | 348 | 0 |
| 30 Sep 17 | 5,057 | 1,175 | 360 | 0 |
| 30 Jun 17 | 4,991 | 1,134 | 357 | 0 |
| 31 Mar 17 | 4,962 | 1,085 | 359 | 0 |
| 31 Dec 16 | 5,043 | 1,047 | 351 | 0 |
| 30 Sep 16 | 5,098 | 946 | 358 | 0 |
| 30 Jun 16 | 5,213 | 1,014 | 368 | 0 |
| 31 Mar 16 | 5,316 | 1,090 | 373 | 0 |
| 31 Dec 15 | 5,287 | 1,179 | 381 | 0 |
| 30 Sep 15 | 5,242 | 1,213 | 395 | 0 |
| 30 Jun 15 | 5,164 | 1,253 | 400 | 0 |
| 31 Mar 15 | 4,596 | 1,067 | 372 | 0 |
| 31 Dec 14 | 3,572 | 810 | 300 | 0 |
| 30 Sep 14 | 2,557 | 578 | 204 | 0 |
| 30 Jun 14 | 1,591 | 328 | 131 | 0 |
| 31 Mar 14 | 1,070 | 280 | 92 | 0 |
| 31 Dec 13 | 1,050 | 292 | 89 | 0 |
| 30 Sep 13 | 964 | 238 | 91 | 0 |
| 30 Jun 13 | 953 | 212 | 90 | 0 |
Quality Earnings: AER has a large one-off gain of $1.2B impacting its last 12 months of financial results to 31st December, 2023.
Growing Profit Margin: AER became profitable in the past.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: AER's earnings have grown by 6.5% per year over the past 5 years.
Accelerating Growth: AER has become profitable in the last year, making the earnings growth rate difficult to compare to its 5-year average.
Earnings vs Industry: AER has become profitable in the last year, making it difficult to compare its past year earnings growth to the Trade Distributors industry (3.3%).
Return on Equity
High ROE: AER's Return on Equity (19%) is considered low.