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 Hits All-Time High Near $147 as Investors Bet on Aircraft Lessor's Stellar Momentum Ahead of Earnings.
- Stock rocketed 55% over the past year, smashing all-time highs amid a low P/E of 6.8 that screams undervaluation to value hunters.
- Mawer Investment Management boosted its stake on Feb 2, joining hedge funds owning 96% of shares in a vote of conviction.
- Analysts like Barclays hiked targets to $162 with overweight calls, spotlighting AerCap's edge in constrained aircraft markets.
AerCap Hits All-Time High Near $147 as Investors Bet on Aircraft Lessor's Stellar Momentum Ahead of Earnings.
- Stock rocketed 55% over the past year, smashing all-time highs amid a low P/E of 6.8 that screams undervaluation to value hunters.
- Mawer Investment Management boosted its stake on Feb 2, joining hedge funds owning 96% of shares in a vote of conviction.
- Analysts like Barclays hiked targets to $162 with overweight calls, spotlighting AerCap's edge in constrained aircraft markets.
When is the next earnings date for AerCap Holdings N.V. (AER)?
AerCap Holdings (AER) will release its Q4 2025 financial results on February 6, 2026 before market open at 8:30 AM ET. Analysts are forecasting earnings per share of $3.27 and revenue of $2.0682 billion for the quarter. The company has a history of beating expectations, having delivered a significant earnings surprise in the prior quarter with $4.97 EPS versus the $3.16 consensus estimate.
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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