AerCap Holdings N.V. AER

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165.09 USD +2.68 (+1.65%)

Nov 4, 2026, 12:22 PM EST

161.40 Day range 165.75
129.85 52-week range 165.75
YTD
+14.84%
1 year
+26.12%
Market cap
25.07B
Revenue (ttm)
9.07B
Profit margin
34.47%
EPS (ttm)
19.56
Shares out
151.86M
P/E ratio
8.44
Forward P/E
8.53
Dividend
1.60 (1.03%)
Ex-dividend date
Nov 9, 2026
YTD return
+14.84%
1-year return
+26.12%
Volume
349.32K
Avg volume
1.10M
Open
163.86
Previous close
162.41
Day's range
161.40 – 165.75
52-week range
129.85 – 165.75
Beta
0.98
Analysts
Strong Buy
Price target
186.60 (+13.0%)
Earnings date
Feb 5, 2027

1Y +31.26 (+23.39%)

130140150160Dec 25Feb 26May 26Jul 26Sep 26164.89

Key statistics

Enterprise value
65.02B
PEG ratio
0.80
Price / sales
2.72
Price / book
1.30
Dividend yield
0.98%
Payout ratio
7.52%
Revenue growth
4.60%
Free cash flow
-1.70B
Total cash
2.65B
Total debt
43.31B
Return on equity
17.00%
Short % of float
1.72%
50-day average
146.03
200-day average
144.66

Financials — quick view

All financials
AER Revenue — quarterly 2.42B
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026
AER Net income — quarterly 948.80M
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026
AER EPS — quarterly 6.22
2022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 20262026-Q3 2026

Earnings

AER recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Feb 5, 2027Dec 30, 20264.93———
Oct 28, 2026Sep 30, 20264.566.56+2.00+43.86%
Jul 29, 2026Jun 30, 20264.145.14+1.00+24.15%
Apr 29, 2026Mar 31, 20263.725.39+1.67+44.89%
Feb 6, 2026Dec 31, 20253.403.95+0.55+16.18%
Oct 29, 2025Sep 29, 20253.104.97+1.87+60.32%

Upgrades / downgrades

AER analyst upgrades and downgrades
DateFirmActionFromTo
Oct 29, 2026JP MorganmainOverweightOverweight
Oct 29, 2026CitigroupmainBuyBuy
Oct 29, 2026Morgan StanleymainEqual-WeightEqual-Weight
Oct 29, 2026TD CowenmainBuyBuy
Oct 29, 2026BarclaysmainOverweightOverweight
Oct 29, 2026Truist SecuritiesmainBuyBuy

About AerCap Holdings N.V.

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.

Sector
Industrials
Industry
Rental & Leasing Services
Country
Ireland
Website
aercap.com

News

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Insider holders

AER insider holders
InsiderRelationLatest transactionDateShares held
BRANCH JULIAN BRADFORD CPADirectorConversion of Exercise of derivative securityApr 14, 202636,906
CARTWRIGHT STACEYDirectorConversion of Exercise of derivative securityApr 14, 20264,783
DROUILLARD VINCENTGeneral CounselSaleOct 28, 2026190,792
FORST RITADirectorSaleAug 5, 20267,333
JUHAS PETERChief Financial OfficerSaleMay 11, 2026377,653
KELLY AENGUSChief Executive OfficerSaleMay 5, 20260

Institution ownership

AER institution ownership
Holder% heldSharesValueReported
Blackrock Inc.8.24%13,748,6092.23BJun 29, 2026
Harris Associates L.P.3.87%6,460,1451.05BJun 29, 2026
State Street Corporation3.21%5,351,498869.19MJun 29, 2026
Two Sigma Investments, LP2.03%3,394,989551.41MJun 29, 2026
JPMORGAN CHASE & CO2.00%3,335,501541.75MJun 29, 2026
Price (T.Rowe) Associates Inc1.91%3,181,994516.82MJun 29, 2026

Fund ownership

AER fund ownership
Holder% heldSharesValueReported
HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund1.74%2,900,000471.02MJun 29, 2026
VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund1.28%2,143,438348.14MJul 30, 2026
Touchstone Fd.s Group TRT-Touchstone Fd.s Group TRT-Touchstone Mid Cap1.03%1,716,843278.85MJun 29, 2026
ALLSPRING FUNDS TRUST-Allspring Special Mid Cap Value Fund0.99%1,660,194269.65MAug 30, 2026
Franklin Mutual Series Funds-FRANKLIN MUTUAL GLOBAL DISCOVERY FUND0.78%1,294,730210.29MJun 29, 2026
iShares Trust-iShares Core MSCI EAFE ETF0.73%1,214,844197.31MSep 29, 2026