AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial aircraft and engines in Mainland China, Hong Kong, Macau, the United States, Ireland, and internationally.
AerCap Holdings Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||US$55.40|
|52 Week High||US$21.99|
|52 Week Low||US$63.49|
|1 Month Change||2.57%|
|3 Month Change||3.86%|
|1 Year Change||95.28%|
|3 Year Change||-3.33%|
|5 Year Change||45.79%|
|Change since IPO||140.66%|
Recent News & Updates
AerCap: A Reopening Investment But In The Meantime Profitable
Low-quality competitors are greatly affected by COVID, which puts AerCap in a better position. Effects from the merger between AerCap and GECAS may result in a higher net spread for the company and, thus, higher return on equity. The airlines' balance sheet will need to be deleveraged, and lessors are their best position to take advantage.
AerCap Stock: A High Altitude Buy On Cash Flow Growth
Revenues increased by 3% supported by sales of unsecured claims. Revenues are expected to grow, driven by new leases on existing aircraft as well as new aircraft. Cash flow will climb further as balances due are paid, new leases on existing aircraft take effect and more new aircraft are leased.
EU antitrust regulator sets July 26 decision for AerCap's $30B GE deal
hapabapa/iStock Editorial via Getty Images AerCap ([[AER]] +4.1%) surges after getting a July 26 deadline from the European Union for approval of its planned $30B purchase of GE Capital's ([[GE]] +2.3%) jet leasing business, according to a filing from the European Commission. The EU competition enforcer can approve the deal with or without concessions or open a four-month investigation if antitrust concerns are identified. Analysts have said the scale of the combined company, which would controlling 3x the number of
AerCap: Buy On High Hopes For Summer?
Winter months slowed down cash collection improvement, but further improvement is expected in the remainder of the year. Maintenance reserves are shielding revenues. AerCap remains in a strong liquidity position.
Is AerCap Holdings N.V. (NYSE:AER) Trading At A 48% Discount?
Today we will run through one way of estimating the intrinsic value of AerCap Holdings N.V. ( NYSE:AER ) by projecting...
|AER||US Trade Distributors||US Market|
Return vs Industry: AER exceeded the US Trade Distributors industry which returned 46.2% over the past year.
Return vs Market: AER exceeded the US Market which returned 33.7% over the past year.
Stable Share Price: AER is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 5% a week.
Volatility Over Time: AER's weekly volatility (5%) has been stable over the past year.
About the Company
AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial aircraft and engines in Mainland China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft; and conducting ongoing lessee financial performance reviews. Its aircraft asset management services also include periodically inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and aircraft engine valuations; and providing market research services.
Is AerCap Holdings undervalued compared to its fair value and its price relative to the market?
Undervalued compared to fair value
Share Price vs. Fair Value
Below Fair Value: AER ($55.4) is trading below our estimate of fair value ($360.35)
Significantly Below Fair Value: AER is trading below fair value by more than 20%.
Price To Earnings Ratio
PE vs Industry: AER is unprofitable, so we can't compare its PE Ratio to the US Trade Distributors industry average.
PE vs Market: AER is unprofitable, so we can't compare its PE Ratio to the US market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate AER's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: AER is good value based on its PB Ratio (0.8x) compared to the US Trade Distributors industry average (2.3x).
How is AerCap Holdings forecast to perform in the next 1 to 3 years based on estimates from 8 analysts?
Forecasted annual earnings growth
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: AER is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (2%).
Earnings vs Market: AER is forecast to become profitable over the next 3 years, which is considered above average market growth.
High Growth Earnings: AER's is expected to become profitable in the next 3 years.
Revenue vs Market: AER's revenue (23.3% per year) is forecast to grow faster than the US market (9.7% per year).
High Growth Revenue: AER's revenue (23.3% per year) is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: AER's Return on Equity is forecast to be low in 3 years time (10.8%).
How has AerCap Holdings performed over the past 5 years?
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: AER is currently unprofitable.
Growing Profit Margin: AER is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: AER is unprofitable, and losses have increased over the past 5 years at a rate of 24.8% per year.
Accelerating Growth: Unable to compare AER's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: AER is unprofitable, making it difficult to compare its past year earnings growth to the Trade Distributors industry (73.5%).
Return on Equity
High ROE: AER has a negative Return on Equity (-3.64%), as it is currently unprofitable.
How is AerCap Holdings's financial position?
Financial Position Analysis
Short Term Liabilities: AER's short term assets ($3.8B) exceed its short term liabilities ($2.3B).
Long Term Liabilities: AER's short term assets ($3.8B) do not cover its long term liabilities ($30.0B).
Debt to Equity History and Analysis
Debt Level: AER's debt to equity ratio (298.6%) is considered high.
Reducing Debt: AER's debt to equity ratio has reduced from 346.2% to 298.6% over the past 5 years.
Debt Coverage: AER's debt is not well covered by operating cash flow (8.4%).
Interest Coverage: AER's interest payments on its debt are not well covered by EBIT (1.7x coverage).
What is AerCap Holdings's current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate AER's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate AER's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if AER's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if AER's dividend payments have been increasing.
Current Payout to Shareholders
Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.
Future Payout to Shareholders
Future Dividend Coverage: No need to calculate the sustainability of AER's dividend in 3 years as they are not forecast to pay a notable one for the US market.
How experienced are the management team and are they aligned to shareholders interests?
Average management tenure
Gus Kelly (47 yo)
Mr. Aengus Kelly, also known as Gus, has been the Chief Executive Officer of AerCap Holdings N.V. since May 18, 2011. Mr. Kelly served as the Chief Executive Officer of AerCap, Inc., a subsidiary of AerCap...
Experienced Management: AER's management team is considered experienced (4.9 years average tenure).
Experienced Board: AER's board of directors are considered experienced (4.3 years average tenure).
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
AerCap Holdings N.V.'s employee growth, exchange listings and data sources
- Name: AerCap Holdings N.V.
- Ticker: AER
- Exchange: NYSE
- Founded: 1995
- Industry: Trading Companies and Distributors
- Sector: Capital Goods
- Market Cap: US$7.098b
- Shares outstanding: 128.12m
- Website: https://www.aercap.com
Number of Employees
- AerCap Holdings N.V.
- AerCap House
- 65 St. Stephen’s Green
- Co. Dublin
- D02 YX20
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2021/09/16 22:51|
|End of Day Share Price||2021/09/16 00:00|
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.