Aercap Holdings N.V.

Aercap Holdings N.V.

AER

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Market Cap$23.26B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Aercap Holdings N.V.Aercap Holdings N.V.5.70.96%6623%-2.3

Earnings Call Q1 2026

April 29, 2026 - AI Summary

Record profitability + strong capital returns - GAAP net income: $818m ($4.96/share); Adjusted net income: $889m ($5.39/share) — record quarter - Returns: 18% GAAP ROE / 19% adjusted ROE (also record) - Share repurchases: bought back $745m in Q1 (5.4m shares) and authorized an additional $1.0bn buyback program (capital return remains a key priority)
Guidance raised; sales/gains support near-term earnings - Full-year 2026 adjusted EPS guidance increased to ~$14.50/share (explicitly excluding any additional gains on sale) - EPS composition update: expects ~$13 EPS excluding gains on sale, plus $1.50/share of gains on sale already in Q1 (no further gains on sale assumed for the rest of the year) - Asset sales: initial expectation $2–$3bn, but due to strong Q1 volume and $899m held for sale, they now expect > $3bn for the year, weighted to the first half
Demand outlook: leasing demand remains robust; leverage/liquidity position is a strategic advantage - Management reports robust demand for aviation assets, supported by persistent supply constraints and durable air travel demand - Lease extension rate: 87%, with 286 transactions closed in the quarter - Fleet supply/transactions: 57% of lease agreements signed in March (suggesting airlines did not materially pause fleet actions despite geopolitical uncertainty) - Balance sheet “cushion”: entered Q2 with net debt-to-equity leverage ~2.1x, $21bn liquidity, and >$3bn excess capital - This positioning is meant to support both organic growth and opportunistic investments even if conditions worsen

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$165.00

Target Price by Analysts

22.7% upsideAercap Holdings N.V. Target Price DetailsTarget Price
$-118.07

Current Fair Value

187.8% downside

Overvalued by 187.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$23.26 Billion
Enterprise Value$64.72 Billion
Dividend Yield$1.34 (0.96%)
Earnings per Share$21.78
Beta0.95
Outstanding Shares161,633,204

Return

Return on Equity6622.89%ROE
Return on Assets1706.00%
Return on Invested Capital1851.82%

Valuation & Multiples

P/E Ratio5.74P/E Ratio
PEG21.05PEG
Price to Sales0.01Price to Sales
Price to Book Ratio1.19Price to Book Ratio
Enterprise Value to Revenue0.03
Enterprise Value to EBIT0.05
Enterprise Value to Net Income0
Total Debt to Enterprise0.67
Debt to Equity2.34Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$3.64
Average shareholder expectation
Revenue Estimate
$2.04 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 29, 2026
EPS Estimate
$4.00
Average shareholder expectation
Revenue Estimate
$2.06 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.7666 37.69%
Total Calls766,900 39.31%
Total Puts587,900 6.61%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %83.74% 7.86%
Total Invested$19.77B 8.40%
Investors Holding682 32.00%

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...

Relevant Senate Committees

Joint Committee on Taxation

This committee provides official revenue estimates and technical analysis for all tax legislation. Its reports and expertise directly influence corporate tax structures, capital investment credits, and the overall tax burden on global companies like AerCap, making it critically relevant to financial planning and profitability.

Finance

This powerful committee controls taxation, trade, and entitlement spending. Its decisions on corporate tax policy directly impact AerCap's profitability, and trade policies significantly affect global air travel and the operations of its international customer base, making it highly influential.

Banking, Housing, and Urban Affairs

AerCap relies heavily on financing for its aircraft acquisitions and operations. This committee regulates the entire financial system, including the Fed and SEC, directly impacting bank capital requirements, access to credit, and capital market conditions, all of which are crucial for AerCap's funding model and investor relations.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, including the FAA. The FAA's regulations on aviation safety, aircraft certification, and air travel directly impact the design, maintenance, and operational environment for AerCap's aircraft assets and its airline customers, making it highly relevant.

Foreign Relations

AerCap operates globally with customers in 80 countries. U.S. foreign policy, treaties, and sanctions legislation directly impact the global aviation market, the financial health of airlines, and AerCap's ability to conduct business internationally, including cross-border financing and aircraft movements.