Aercap Holdings N.V.

Aercap Holdings N.V.

AER

Get informed when a big investor buys or sells

+ Follow
Market Cap$23.79B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Aercap Holdings N.V.Aercap Holdings N.V.7.30.89%6616%-2.3

Earnings Call Q2 2026

July 29, 2026 - AI Summary

Q2 performance was strong and recurring, with cash strength - Adjusted EPS: $5.14 (GAAP EPS $4.59), adjusted ROE 18%. - Cash flow from operations: $1.5B in the quarter (supports flexibility for both growth and shareholder returns). - Core income drivers: basic lease rents $1.677B, maintenance revenues $177M and net maintenance contribution $131M (temporarily elevated due to timing/claims; expected to normalize in 2H).
Guidance raised (forecast) with explicit assumption on asset-sale gains - Full-year 2026 adjusted EPS raised to ~$16.80/share, excluding any additional gains on asset sales. - EPS build: now expects ~$14/share excluding gains on sale, plus $2.80/share of gains on sale from 1H; no gains-on-sale assumed in 2H. - Asset-sale plan remains a key swing factor: already $2.8B sold in 1H, with full-year expected $4B–$5B sales (confidence supported by strong buyer demand).
Shareholder returns were aggressive; buybacks materially exceeded annual cadence - Q2 buybacks: $691M (4.9M shares). First half buybacks: >$1.4B. - Management framed returns as balanced with maintaining liquidity/excess capital to exploit opportunistic deals.

Exclusive for Stockcircle Pro members

Sign upSign Up
$170.56

Target Price by Analysts

11% upsideAercap Holdings N.V. Target Price DetailsTarget Price
$-118.07

Current Fair Value

176.8% downside

Overvalued by 176.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$23.79 Billion
Enterprise Value$64.77 Billion
Dividend Yield$1.34 (0.89%)
Earnings per Share$21.78
Beta0.93
Outstanding Shares156,060,929

Return

Return on Equity6615.73%ROE
Return on Assets1710.94%
Return on Invested Capital1857.73%

Valuation & Multiples

P/E Ratio7.3P/E Ratio
PEG-17.24PEG
Price to Sales0.01Price to Sales
Price to Book Ratio1.31Price to Book Ratio
Enterprise Value to Revenue0.03
Enterprise Value to EBIT0.05
Enterprise Value to Net Income0
Total Debt to Enterprise0.66
Debt to Equity2.32Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 29, 2026
EPS Estimate
$4.14
Average shareholder expectation
Revenue Estimate
$2.10 B
Average shareholder expectation

Next Earnings Call

Expected Date
November 4, 2026
EPS Estimate
$4.15
Average shareholder expectation
Revenue Estimate
$2.08 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000 76.66%
Total Calls- 100.00%
Total Puts- 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %7.96% 81.25%
Total Invested$2.30B 88.39%
Investors Holding204 480.00%

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.