AerCap Holdings N.V. (NYSE: AER) is a Industrials company in the Rental & Leasing Services industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 6.94 | EPS (ttm) | 20.32 | Insider Own | 7.55% | Shs Outstand | 157.69M | Perf Week | -2.19% |
| Market Cap | 22.23B | Forward P/E | 7.74 | EPS next Y | 18.21 | Insider Trans | -1.21% | Shs Float | 149.87M | Perf Month | -5.74% |
| Enterprise Value | 63.21B | PEG | 2.09 | EPS next Q | 4.15 | Inst Own | - | Short Float | 1.76% | Perf Quarter | 1.42% |
| Income | 3.39B | P/S | 2.68 | EPS this Y | -7.87% | Inst Trans | - | Short Ratio | 2.25 | Perf Half Y | 0.26% |
| Sales | 8.30B | P/B | 1.21 | EPS next Y | -2.73% | ROA | 4.77% | Short Interest | 2.64M | Perf YTD | -1.92% |
| Book/sh | 116.75 | P/C | 12.36 | EPS next 5Y | 3.32% | ROE | 18.52% | 52W High | 158.80 -11.21% | Perf Year | 14.63% |
| Cash/sh | 11.41 | P/FCF | - | EPS past 3/5Y | - | ROIC | 5.75% | 52W Low | 118.93 18.56% | Perf 3Y | 129.19% |
| Dividend Est. | 1.60 (1.13%) | EV/EBITDA | 8.39 | Sales past 3/5Y | 5.30% 12.75% | Gross Margin | 59.86% | Volatility | 1.67% 1.88% | Perf 5Y | 161.45% |
| Dividend TTM | 1.47 (1.04%) | EV/Sales | 7.62 | EPS Y/Y TTM | 88.32% | Oper. Margin | 52.80% | ATR (14) | 3.04 | Perf 10Y | 257.51% |
| Dividend Ex-Date | Aug 12, 2026 | Quick Ratio | 0.68 | Sales Y/Y TTM | 3.79% | Profit Margin | 40.87% | RSI (14) | 34.91 | Recom | 2.04 |
| Dividend Gr. 3/5Y | - | Current Ratio | 0.68 | EPS Q/Q | 81.63% | SMA20 | -4.24% | Beta | 0.98 | Target Price | 177.00 |
| Payout | 6.60% | Debt/Eq | 2.38 | Sales Q/Q | 10.07% | SMA50 | -5.38% | Rel Volume | 0.97 | Prev Close | 143.54 |
| Employees | 668 | LT Debt/Eq | 2.38 | Earnings | Nov 04 | SMA200 | -1.87% | Avg Volume | 1.10M | Price | 141.00 |
| IPO Date | Nov 21, 2006 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 24.22% 3.33% | Net Debt/EBITDA | 5.44 | Volume | 1,061,231 | Change | -1.77% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Jul-30-26 | Reiterated | Deutsche Bank | Buy | $175 → $190 |
| Jul-30-26 | Reiterated | Morgan Stanley | Equal Weight | $155 → $165 |
| Jul-08-26 | Reiterated | Truist Securities | Buy | $161 → $175 |
| Jul-07-26 | Reiterated | Barclays | Overweight | $164 → $179 |
| Jul-07-26 | Reiterated | Susquehanna | Positive | $170 → $176 |
| Apr-30-26 | Reiterated | Truist Securities | Buy | $159 → $161 |
| Apr-30-26 | Reiterated | Barclays | Overweight | $162 → $164 |
| Apr-30-26 | Reiterated | Susquehanna | Positive | $70 → $170 |
| Apr-30-26 | Reiterated | Morgan Stanley | Equal Weight | $103 → $155 |
| Feb-10-26 | Reiterated | Deutsche Bank | Buy | $145 → $175 |
AerCap Holdings N.V., a company founded in 1995 and based in Dublin, Ireland, operates extensively in the global aviation industry. The firm specializes in the acquisition, leasing, funding, sale, and general management of commercial aircraft and engines. Its operations span crucial international markets, including China, Hong Kong, Macau, the United States, and Ireland, alongside its broader global activities. A core component of AerCap's business involves a comprehensive suite of aircraft asset management services. These services range from remarketing aircraft and engines to diligently collecting rental and maintenance fees, overseeing aircraft upkeep, and ensuring strict adherence to contractual terms. They manage the complete asset lifecycle, facilitating equipment handovers (delivery and redelivery), and conducting continuous financial evaluations of lessees. The company's expertise further extends to regular inspections of leased aircraft, coordinating technical upgrades to meet new client specifications, negotiating financial restructuring in instances of lease defaults, and repossessing assets when necessary. AerCap also handles insurance provisions, aircraft registration and de-registration processes, conducts asset valuations, and provides valuable market intelligence. Beyond physical asset administration, AerCap offers essential financial and administrative support. This encompasses treasury functions, including financing, refinancing, hedging strategies, and ongoing cash flow management for its operational entities. Additionally, it provides crucial administrative services like accounting and corporate secretarial support, which involves the preparation of budgets and financial statements. AerCap also plays a significant role in the aviation supply chain by providing airframe and engine components. It offers integrated supply chain solutions to a diverse client base, including airlines, maintenance, repair, and overhaul (MRO) service providers, and specialized aircraft parts distributors. By the end of 2021, AerCap Holdings N.V. boasted an impressive portfolio comprising 2,369 aircraft, which included assets that were directly owned, managed for other entities, or currently on order.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 8,300 | 8,189 | 7,997 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 3,332 | 3,295 | 3,390 | — | — | — | — | — | — | |
| Gross Profit | 4,968 | 4,894 | 4,606 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 517 | 546 | 489 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 69 | 101 | 0 | — | — | — | — | — | — | |
| Operating Income | 4,384 | 4,247 | 4,117 | — | — | — | — | — | — | |
| Interest Expense | 1,895 | 1,982 | 2,066 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 1,443 | 2,040 | 371 | — | — | — | — | — | — | |
| Net Income Before Taxes | 3,930 | 4,306 | 2,422 | — | — | — | — | — | — | |
| Income Taxes | 538 | 555 | 324 | — | — | — | — | — | — | |
| Consolidated Net Income | 3,393 | 3,751 | 2,099 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 3,393 | 3,751 | 2,099 | — | — | — | — | — | — | |
| Net Income | 3,393 | 3,751 | 2,099 | — | — | — | — | — | — | |
| EPS (Recurring) | 20.66 | 21.78 | 11.06 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 20.66 | 21.78 | 11.06 | — | — | — | — | — | — | |
| EPS (Diluted) | 20.32 | 21.30 | 10.79 | — | — | — | — | — | — | |
| EBITDA | 7,537 | 8,721 | 4,520 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 6.94 | 6.75 | 8.87 | — | — | — | — | — | — | |
| Price To Sales Ratio | 2.65 | 3.02 | 2.27 | — | — | — | — | — | — | |
| Gross Margin | 59.86 | 59.76 | 57.60 | — | — | — | — | — | — | |
| Operating Margin | 52.82 | 51.86 | 51.48 | — | — | — | — | — | — | |
| Net Margin | 40.88 | 45.81 | 26.25 | — | — | — | — | — | — | |
| Shares Outstanding | 156 | 172 | 190 | — | — | — | — | — | — | |
| Market Capitalization | 21,996 | 24,727 | 18,183 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Forst Rita | Director | Aug 06 '26 | Sale | 155.64 | 2,000 | 311,280 | 7,333 | Aug 10 |
| Stuart Cormac | Chief Accounting Officer | Jun 15 '26 | Sale | 143.21 | 11,644 | 1,667,537 | 0 | Jun 17 |
| Juhas Peter | Chief Financial Officer | May 12 '26 | Sale | 144.72 | 76,000 | 10,998,763 | 183,574 | May 13 |
| Drouillard Vincent | General Counsel | May 07 '26 | Sale | 150.00 | 4,504 | 675,600 | 91,323 | May 08 |
| Kelly Aengus | Chief Executive Officer | May 06 '26 | Sale | 148.83 | 50,000 | 7,441,459 | 56,725 | May 08 |
| Kelly Aengus | Chief Executive Officer | Apr 20 '26 | Option Exercise | 0.00 | 500,000 | 0 | 5,560,034 | Apr 21 |
| Juhas Peter | Chief Financial Officer | Apr 20 '26 | Option Exercise | 0.00 | 30,000 | 0 | 327,182 | Apr 21 |
| Drouillard Vincent | General Counsel | Apr 20 '26 | Option Exercise | 0.00 | 15,000 | 0 | 185,828 | Apr 21 |
| Branch Julian Bradford | Director | Apr 15 '26 | Option Exercise | 0.00 | 45,039 | 0 | 48,925 | Apr 17 |
| Warden Robert G | Director | Apr 15 '26 | Option Exercise | 0.00 | 4,814 | 0 | 31,667 | Apr 17 |
| Forst Rita | Director | Apr 15 '26 | Option Exercise | 0.00 | 4,814 | 0 | 10,939 | Apr 17 |
| Cartwright Stacey | Director | Apr 15 '26 | Option Exercise | 0.00 | 4,814 | 0 | 6,389 | Apr 17 |
| Walsh Michael George | Director | Aug 24 '17 | Buy | 48.58 | 500 | 24,290 | 500 | Aug 24 |
| LAWRENCE JAMES A | Director | Aug 09 '17 | Buy | 49.69 | 46,720 | 2,321,517 | 100,000 | Aug 09 |
| LAWRENCE JAMES A | Director | Aug 07 '17 | Buy | 49.91 | 53,280 | 2,659,205 | 53,280 | Aug 09 |