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 Fuels Cargo Boom with Key Deliveries and New Leases Amid Insider Filing
AerCap Holdings is charging ahead in the aviation leasing space, delivering its first Boeing 777-300ERSF freighter to Fly Meta and signing deals for two efficient Airbus A321neo aircraft with Uzbekistan's My Freighter. These moves highlight surging demand for high-capacity cargo and fuel-efficient planes, bolstering AerCap's position in expanding global routes, even as CEO Kelly filed to sell 50,000 shares today.
- Delivered the pioneering Boeing 777-300ERSF 'Big Twin' to Fly Meta on November 21, offering 25% more capacity and cost savings for APAC-EMEA cargo routes, with two more due in 2026.[1]
- Secured leases for two new Airbus A321neo freighters with debut Uzbekistan customer My Freighter, set for Q4 2027 delivery to power new European routes and hub growth in Tashkent.[2]
- CEO Kelly filed to sell 50,000 shares today via RBC Wealth Management, a routine insider transaction amid the company's active deal flow.[5]
AerCap Fuels Cargo Boom with Key Deliveries and New Leases Amid Insider Filing
AerCap Holdings is charging ahead in the aviation leasing space, delivering its first Boeing 777-300ERSF freighter to Fly Meta and signing deals for two efficient Airbus A321neo aircraft with Uzbekistan's My Freighter. These moves highlight surging demand for high-capacity cargo and fuel-efficient planes, bolstering AerCap's position in expanding global routes, even as CEO Kelly filed to sell 50,000 shares today.
- Delivered the pioneering Boeing 777-300ERSF 'Big Twin' to Fly Meta on November 21, offering 25% more capacity and cost savings for APAC-EMEA cargo routes, with two more due in 2026.[1]
- Secured leases for two new Airbus A321neo freighters with debut Uzbekistan customer My Freighter, set for Q4 2027 delivery to power new European routes and hub growth in Tashkent.[2]
- CEO Kelly filed to sell 50,000 shares today via RBC Wealth Management, a routine insider transaction amid the company's active deal flow.[5]
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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6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
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