Price
No data yet.
Social Signal Score
Analyst Ratings
25 analystsRevenue
$2.08B+71.98%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Aengus Kelly
- Sector
- Industrials
- Industry
- Rental & Leasing Services
- Employees
- 668
- Beta
- 0.93
- Country
- IE
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 0.95
Financials
Revenue
$2.08B+72.0%Net Income
$725.72M+221.6%EBITDA
$1.79B+215.8%Free Cash Flow
$139.34MEPS (diluted)
$4.59+276.2%Shares Outstanding (diluted)
157.96M-14.8%Operating Expenses
$129.45MCash & Debt
$1.80BReturn of Capital
$801.35MRevenue by Segment (annual)
$49.58MDividend per Share
$0.40Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $8.19B | $3.75B | $21.78 |
| 2024 | $8.00B | $2.10B | $11.06 |
| 2023 | $7.58B | $3.14B | $13.99 |
| 2022 | $7.01B | $-726.04M | $-3.02 |
| 2021 | $4.59B | $1.00B | $6.83 |
| 2020 | $4.49B | $-298.57M | $-2.33 |
| 2019 | $4.94B | $1.15B | $8.51 |
| 2018 | $4.80B | $1.02B | $7.00 |
| 2017 | $5.04B | $1.08B | $6.68 |
| 2016 | $5.04B | $1.05B | $5.64 |
| 2015 | $5.29B | $1.18B | $5.78 |
| 2014 | $3.57B | $810.45M | $4.61 |
| 2013 | $1.05B | $292.41M | $2.58 |
| 2012 | $972.52M | $163.66M | $1.24 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from AER's reported EPS growth of 24.7% a year over 13 years.
- EPS in 5 years
- $65.68
- Implied price
- $459.78
- Return from $144.34
- 26.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $228.59 — today's price is already 36.9% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 3 | 5 | 7 | 9 | 11 |
|---|---|---|---|---|---|
| 14.7% | -2.1% | 8.4% | 16.0% | 21.9% | 26.9% |
| 19.7% | 2.2% | 13.1% | 21.0% | 27.3% | 32.5% |
| 24.7% | 6.4% | 17.9% | 26.1% | 32.6% | 38.0% |
| 29.7% | 10.7% | 22.6% | 31.1% | 37.9% | 43.5% |
| 34.7% | 15.0% | 27.3% | 36.2% | 43.2% | 49.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
150+114.29%Social Signal Score
Mentions (10)
- Newsprnewswire.com·1d ago·Neutral
AerCap Holdings N.V. to Release Third Quarter 2026 Financial Results on October 28, 2026 DUBLIN, Oct. 5, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it will host a conference call and webcast for investors and analysts on Wednesday, October 28, 2026 at 8:30 a.m.
View source ↗ - Newsprnewswire.com·1d ago·Neutral
AerCap Leased, Purchased and Sold 204 Assets in the Third Quarter 2026 DUBLIN, Oct. 5, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the third quarter 2026: Signed 85 lease agreements, including 16 widebody aircraft, 45 narrowbody aircraft, 13 engines and 11 helicopters.
View source ↗ - Newszacks.com·7d ago·Neutral
AER or WAB: Which Is the Better Value Stock Right Now? Investors looking for stocks in the Transportation - Equipment and Leasing sector might want to consider either AerCap (AER) or Westinghouse Air Brake Technologies (WAB). But which of these two stocks presents investors with the better value opportunity right now?
View source ↗ - Newsyoutube.com·27d ago·Neutral
AerCap CEO on growth markets for aircraft demand AerCap CEO Aengus Kelly joins "Squawk Box" to discuss the state of aircraft demand.
View source ↗ - Newszacks.com·31d ago·Neutral
AER or WAB: Which Is the Better Value Stock Right Now? Investors interested in stocks from the Transportation - Equipment and Leasing sector have probably already heard of AerCap (AER) and Westinghouse Air Brake Technologies (WAB). But which of these two stocks is more attractive to value investors?
View source ↗ - Newszacks.com·34d ago·Positive
AerCap (AER) Moves to Strong Buy: Rationale Behind the Upgrade AerCap (AER) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
View source ↗ - Newszacks.com·35d ago·Positive
Best Value Stocks to Buy for September 1st AER, BLMN and PKX made it to the Zacks Rank #1 (Strong Buy) value stocks list on September 1, 2026.
View source ↗ - Newszacks.com·39d ago·Neutral
3 Stocks to Watch From the Transport Equipment & Leasing Industry Headwinds, including inflation, tariff-related tensions and lingering supply-chain disruptions, hurt the Zacks Transportation - Equipment and Leasing industry. WAB, AER and R are likely to stand out.
View source ↗ - Newszacks.com·47d ago·Positive
AER vs. WAB: Which Stock Is the Better Value Option? Investors with an interest in Transportation - Equipment and Leasing stocks have likely encountered both AerCap (AER) and Westinghouse Air Brake Technologies (WAB). But which of these two companies is the best option for those looking for undervalued stocks?
View source ↗ - Newszacks.com·57d ago·Positive
Best Growth Stocks to Buy for August 10th VRT, NVST, and AER it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 10, 2026.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $4.15 per share
Typical surprise +28.8% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$5.14 vs $4.14beat
- Wed, Apr 29$5.39 vs $3.72beat
- Fri, Feb 6$3.95 vs $3.40beat
- Wed, Oct 29$4.97 vs $3.10beat
- Wed, Jul 30$2.83 vs $2.68beat
- Wed, Apr 30$3.68 vs $2.75beat
Estimates and results for AER via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by AER officers and directors.
- Bought
- $5.0m
- Sold
- $28.5m
3 trades
19 trades
- Forst Ritasold
- Stuart Cormacsold
- Juhas Petersold
- Juhas Petersold
- Juhas Petersold
- Juhas Petersold
- Drouillard Vincentsold
- Kelly Aengussold
78 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (113d later)Buy$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 13, 2026 (18d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 13, 2026 (14d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 11, 2026 (11d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed May 11, 2026 (31d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Apr 10, 2026 (38d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 12, 2026 (30d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 10, 2025 (16d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 13, 2025 (20d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 13, 2025 (35d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Jul 9, 2025 (27d later)Sell$1,001 - $15,000
- Michael T. McCaulhouse · TX10 · disclosed Feb 14, 2025 (36d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Dec 18, 2024 (29d later)Sell$15,001 - $50,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 10, 2023 (20d later)Buy$100,001 - $250,000
- Michael T. McCaulhouse · TX10 · disclosed Oct 10, 2023 (20d later)Buy$100,001 - $250,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 14, 2022 (42d later)Buy$50,001 - $100,000
- Michael T. McCaulhouse · TX10 · disclosed Jun 14, 2022 (42d later)Buy$50,001 - $100,000
- Greg Gianfortehouse · MT00 · disclosed Dec 2, 2020 (19d later)Sell$15,001 - $50,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.