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AerCap Holdings NYSE:AER Stock Report

Last Price

US$113.07

Market Cap

US$20.0b

7D

1.6%

1Y

23.3%

Updated

19 May, 2025

Data

Company Financials +

Community vs My Fair Value

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US$122.78
FV
7.9% undervalued intrinsic discount
1.78%
Revenue growth p.a.
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11 days ago author updated this narrative

AerCap Holdings N.V. Competitors

Price History & Performance

Summary of share price highs, lows and changes for AerCap Holdings
Historical stock prices
Current Share PriceUS$113.07
52 Week HighUS$114.33
52 Week LowUS$82.21
Beta1.42
1 Month Change16.15%
3 Month Change9.69%
1 Year Change23.25%
3 Year Change137.09%
5 Year Change292.60%
Change since IPO391.18%

Recent News & Updates

AerCap Holdings N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

May 03
AerCap Holdings N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

AerCap: An Excellent Stock To Buy

May 01

Recent updates

AerCap Holdings N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

May 03
AerCap Holdings N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

AerCap: An Excellent Stock To Buy

May 01

Insufficient Growth At AerCap Holdings N.V. (NYSE:AER) Hampers Share Price

Mar 21
Insufficient Growth At AerCap Holdings N.V. (NYSE:AER) Hampers Share Price

AerCap: Key Developments In 2024 Annual Report

Mar 18

AerCap To Fly To New Heights: Q4 Earnings Fuel A Bullish 2025 Takeoff

Mar 06

AerCap: A Solid Growth Opportunity With Growing Dividends

Feb 26

AerCap Set To Fly Higher In 2025

Feb 06

When Should You Buy AerCap Holdings N.V. (NYSE:AER)?

Jan 09
When Should You Buy AerCap Holdings N.V. (NYSE:AER)?

AerCap Holdings: A Financial Company That Flies

Jan 07

Investors Don't See Light At End Of AerCap Holdings N.V.'s (NYSE:AER) Tunnel

Dec 18
Investors Don't See Light At End Of AerCap Holdings N.V.'s (NYSE:AER) Tunnel

Is AerCap Holdings (NYSE:AER) A Risky Investment?

Nov 27
Is AerCap Holdings (NYSE:AER) A Risky Investment?

Solid Earnings May Not Tell The Whole Story For AerCap Holdings (NYSE:AER)

Nov 06
Solid Earnings May Not Tell The Whole Story For AerCap Holdings (NYSE:AER)

AerCap Stock Still Scores A Strong Buy Rating

Oct 31

We Ran A Stock Scan For Earnings Growth And AerCap Holdings (NYSE:AER) Passed With Ease

Sep 26
We Ran A Stock Scan For Earnings Growth And AerCap Holdings (NYSE:AER) Passed With Ease

AerCap: The Buy Thesis Strengthens On New Share Repurchase Program

Sep 20

AerCap: The World's Biggest Airplane Company You've Never Heard Of

Sep 10

Little Excitement Around AerCap Holdings N.V.'s (NYSE:AER) Earnings

Sep 08
Little Excitement Around AerCap Holdings N.V.'s (NYSE:AER) Earnings

AerCap Holdings (NYSE:AER) Has A Somewhat Strained Balance Sheet

Aug 21
AerCap Holdings (NYSE:AER) Has A Somewhat Strained Balance Sheet
author-image

Aviation Leader's Strategy For Growth Amidst Market Challenges Promises Bright Horizons

AerCap's efficient operations and strong demand for its assets indicate potential for future revenue growth through operational efficiency and market demand.

AerCap Holdings: This Industry Leader Is A Buy Trading Below Book Value

Aug 05

Is It Too Late To Consider Buying AerCap Holdings N.V. (NYSE:AER)?

Jul 15
Is It Too Late To Consider Buying AerCap Holdings N.V. (NYSE:AER)?

Investors Aren't Buying AerCap Holdings N.V.'s (NYSE:AER) Earnings

Jun 08
Investors Aren't Buying AerCap Holdings N.V.'s (NYSE:AER) Earnings

AerCap: High Capex And Loan Refinancing Threatens Future Buybacks

May 30

AerCap Investor Day Takeaways And Updated SOTP

May 13

AerCap Holdings: Hitting Cruising Altitude

May 02

AerCap: Great Year, But Fair Value In Sight (Rating Downgrade)

Mar 04

AerCap Share Price Could Potentially Go Higher

Feb 21

AerCap: A Quality Compounder Trading Below Fair Value

Jan 02

AerCap Holdings: 4 Hidden Factors Why True Tangible Value Is $123 Per Share

Dec 08

AerCap Holdings: Going Private In Slow Motion

Nov 20

AerCap: Strong Q3 Results And Potential Insurance Claims Make For A Compelling Opportunity

Oct 28

AerCap: Size Up As General Electric Sells Down

Sep 25

AerCap's Repurchase Playbook With GE Is A Piece Of Art

Sep 13

AerCap Stock: Strong Buy On Russia News

Sep 07

AerCap: Buy Your Own Airplane And Collect Cash

Aug 02

Shareholder Returns

AERUS Trade DistributorsUS Market
7D1.6%3.4%2.9%
1Y23.3%-11.5%11.9%

Return vs Industry: AER exceeded the US Trade Distributors industry which returned -11.5% over the past year.

Return vs Market: AER exceeded the US Market which returned 11.9% over the past year.

Price Volatility

Is AER's price volatile compared to industry and market?
AER volatility
AER Average Weekly Movement5.4%
Trade Distributors Industry Average Movement7.2%
Market Average Movement8.1%
10% most volatile stocks in US Market16.9%
10% least volatile stocks in US Market4.2%

Stable Share Price: AER has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: AER's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1995699Gus Kellywww.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 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 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.

AerCap Holdings N.V. Fundamentals Summary

How do AerCap Holdings's earnings and revenue compare to its market cap?
AER fundamental statistics
Market capUS$19.96b
Earnings (TTM)US$2.14b
Revenue (TTM)US$8.06b

9.3x

P/E Ratio

2.5x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AER income statement (TTM)
RevenueUS$8.06b
Cost of RevenueUS$3.35b
Gross ProfitUS$4.71b
Other ExpensesUS$2.57b
EarningsUS$2.14b

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)12.10
Gross Margin58.43%
Net Profit Margin26.53%
Debt/Equity Ratio269.0%

How did AER perform over the long term?

See historical performance and comparison

Dividends

1.0%

Current Dividend Yield

9%

Payout Ratio

Does AER pay a reliable dividends?

See AER dividend history and benchmarks
When do you need to buy AER by to receive an upcoming dividend?
AerCap Holdings dividend dates
Ex Dividend DateMay 14 2025
Dividend Pay DateJun 05 2025
Days until Ex dividend5 days
Days until Dividend pay date17 days

Does AER pay a reliable dividends?

See AER dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/19 07:45
End of Day Share Price 2025/05/16 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

AerCap Holdings N.V. is covered by 27 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jaap MeijerArqaam Capital Research Offshore S.A.L.
Terry MaBarclays
David FintzenBarclays