AerCap Holdings N.V.
AerCap Holdings N.V. (AER) is one of the world’s largest aircraft leasing companies, purchasing, leasing and selling commercial jets to airlines globally. With a diversified fleet and customer base, AerCap generates revenue chiefly from lease rentals, aircraft sales and aftermarket services. Its scale offers negotiating leverage on new aircraft purchases and access to global leasing markets. Key drivers include passenger travel recovery, airline fleet renewal and demand for flexible financing solutions, while risks include airline credit stress, residual-value uncertainty, and changes in interest rates or global travel demand. AerCap’s market capitalisation of approximately $20.91bn reflects its sizeable role in the aviation finance ecosystem. This summary is for general educational purposes only, not personalised advice; values can fall as well as rise and investors should consider their own circumstances and seek professional guidance where needed.
Why It's Moving
AerCap surges on massive $1B buyback approval and fresh aircraft leases amid booming cargo demand.
AerCap Holdings, the world's leading aircraft lessor, approved a $1 billion share repurchase program through June 2026, signaling robust confidence in its financial health and commitment to shareholder returns. Recent deals like leasing two A321neo aircraft to Uzbekistan's My Freighter and delivering the first Boeing 777 freighters underscore expanding global reach in high-demand cargo and narrowbody markets.
- Board greenlights $1B share buybacks through mid-2026, funded by cash flows, building on $2B repurchased year-to-date and boosting book value per share 20% YoY.
- Signs lease for two new Airbus A321neo with My Freighter, marking entry into Uzbekistan and supporting cargo growth with fuel-efficient, long-range jets.
- Delivers first Boeing 777-300ERSF freighters to customers, capitalizing on rising freight demand while raising FY2025 EPS guidance to $13.70 after record Q3 results.
AerCap surges on massive $1B buyback approval and fresh aircraft leases amid booming cargo demand.
AerCap Holdings, the world's leading aircraft lessor, approved a $1 billion share repurchase program through June 2026, signaling robust confidence in its financial health and commitment to shareholder returns. Recent deals like leasing two A321neo aircraft to Uzbekistan's My Freighter and delivering the first Boeing 777 freighters underscore expanding global reach in high-demand cargo and narrowbody markets.
- Board greenlights $1B share buybacks through mid-2026, funded by cash flows, building on $2B repurchased year-to-date and boosting book value per share 20% YoY.
- Signs lease for two new Airbus A321neo with My Freighter, marking entry into Uzbekistan and supporting cargo growth with fuel-efficient, long-range jets.
- Delivers first Boeing 777-300ERSF freighters to customers, capitalizing on rising freight demand while raising FY2025 EPS guidance to $13.70 after record Q3 results.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying AerCap's stock with a target price of $142.78, indicating potential growth.
Financial Health
AerCap is performing well with strong profits and cash flow, indicating a healthy financial position.
Dividend
AerCap's dividend yield of 0.81% is relatively low, which may not attract dividend-focused investors. If you invested $1000 you would be paid $8.10 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Demand recovery potential
Rebounding passenger travel and fleet renewal can lift leasing demand, though outcomes depend on airline health and macro conditions.
Global airline exposure
AerCap serves airlines across regions, which spreads risk, but regional downturns can still affect revenue and asset values.
Capital and interest
Access to financing and interest-rate moves materially affect returns; higher borrowing costs can compress margins.
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Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
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