Aercap Holdings N.V.
AER
Market Cap$20.37B
Close$
Earnings Call Q1 2025
April 30, 2025 - AI Summary
Strong Financial Performance: AerCap reported GAAP net income of $643 million and adjusted net income of $679 million for Q1 2025, leading to earnings per share of $3.48 and $3.68, respectively. This marked a positive trajectory with the company raising its full year 2025 adjusted EPS guidance to $9.30 to $10.30, reflecting a strong start to the year and effective cost management amidst ongoing operational activities.
High Utilization and Lease Extensions: The company achieved a 99% utilization rate of its aircraft and an 84% lease extension rate, indicating robust demand for its assets. The extension of 26 midlife aircraft with a North American customer highlights airlines' commitment to securing capacity long-term, despite short-term volatility in the airline industry.
Engine and Helicopter Opportunities: AerCap continues to expand its operational capacity in engines, having ordered 268 new LEAP engines as part of a joint venture, with over 120 engines already delivered. Additionally, securing purchase and leaseback deals for helicopters, such as with Equinor Energy, showcases the growth and diversification potential in these sectors.
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$-6.70
105.8% downside
Current Fair Value
105.8% downsideOvervalued by 105.8% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $20.37 Billion |
|---|---|
| Enterprise Value | $66.38 Billion |
| Dividend Yield | $0.77 (0.667533593411357%) |
| Earnings per Share | $11.06 |
| Beta | 1.4 |
| Outstanding Shares | 181,710,843 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 9.81 |
|---|---|
| PEG | 153.33 |
| Price to Sales | 2.7 |
| Price to Book Ratio | 1.23 |
| Enterprise Value to Revenue | 8.32 |
| Enterprise Value to EBIT | 25.61 |
| Enterprise Value to Net Income | 31 |
| Total Debt to Enterprise | 0.71 |
| Debt to Equity | 2.74 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Aercap Holdings N.V.
390 employees
CEO: Aengus Kelly AerCap is the world's largest aircraft leasing company after acquiring International Lease Finance Corporation in 2014. As of June 2020, AerCap had 1,035 owned, managed aircraft in its portfolio. AerCap serves over 200 customers in appro...