AerCap Holdings N.V.
AER · Price history
Price at last available close
$159.71
+$16.19 (+11.28%) 1M
2026-10-29
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Company & revenue
About AerCap Holdings N.V.
Primary reporting period: 2025-12-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
AerCap Holdings N. V. , a company founded in 1995 and based in Dublin, Ireland, operates extensively in the global aviation industry.
How they make money
AerCap owns and manages commercial aircraft, engines and helicopters, primarily earning recurring operating-lease rent from airlines and other operators. It also earns income from selling flight equipment and providing asset-management services. Its FY2025 Form 20-F reported 1,501 owned aircraft, 148 managed aircraft and 283 aircraft on order at December 31, 2025. The lease fleet requires significant funding and asset management over multi-year aircraft lifecycles.
Brands & revenue mix
No separate brand or brand-level revenue disclosure was confirmed in the reviewed sources. This does not mean the company has no brands.
Product / operating segments
No reconciled product or operating-segment revenue breakdown is available for the current research period. Company-wide revenue remains separate from segment disclosure.
Geographic revenue
No reconciled geographic revenue breakdown was confirmed for the current research period.
Customer types
Customer categories were not separately identified in the reviewed source set.
Customer concentration
No quantified customer-concentration disclosure is available in the current saved research.
Strengths
- Diversified leased aircraft portfolio — Research interpretation: a large fleet and airline customer base can diversify lease cash flows, but utilization, lessee credit and aircraft values remain key performance drivers.Source
Risks
- Debt, airline credit and aircraft values — Research interpretation: significant financing needs, airline defaults, interest rates, delivery delays and changing aircraft residual values can affect cash flows and asset returns.Source
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
59
Fair
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
57
Fair
Financial Strength
46
Business Quality / Moat
90
Management
64
Growth Quality
29
Risk / Durability
40
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
60
Fully Valued
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
58/100
Building Historical Record
Model Score 58/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is mixed across its combined quality, valuation and risk inputs. Review the category scores to identify what is helping or hurting the result.
At today’s price, the WSS valuation framework currently reads as moderate rather than unusually attractive.
The model outlook is currently moderate.
- •Valuation scores attractively
- •Recent buyback activity is present
- •Elevated debt risk
- •M&A headline · Aug 13, 2026
- •Revenue fundamentals are weak
- •Debt / balance-sheet profile needs attention
Company-specific research
Questions worth answering for AER
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can AER maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •How long can AER fund negative free cash flow using its current cash position before it may need more debt or new shares?
- •Is AER's debt load manageable relative to cash generation, interest costs and upcoming maturities?
- •Is AER's valuation discount tied to a temporary concern or to a longer-term business risk?
Essential Investment Snapshot
Wall Street Score
59
Opportunity Score
60
Market Cap
$24.66B
P/E Ratio
6.9
EPS
$20.66
52-Week High
$158.81
52-Week Low
$118.96
Beta
0.93
Intrinsic Value
$394.62
Analyst Target
$176.00
Shares Outstanding
176.1M
Total Revenue
$8.30B
Total Debt
$42.77B
Dividend Yield (TTM)
0.92%
Liquidation Value / Share
$104.53
Dividend / Share (TTM)
$1.47
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Building upward momentum
Low movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for AER
Detected from reported data — verify before acting.Dividend history reported
Dividend payments are recorded. Review the dates and regular/special classification below; past payments do not guarantee future dividends.
Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
Elevated debt risk
Total debt is at least one year of revenue • Free cash flow is negative • Cash covers less than 20% of total debt
M&A headline · Aug 13, 2026
Critical Review: Fifth Era Acquisition Corp I (NASDAQ:FERA) vs. Aercap (NYSE:AER) — This is a provider-linked headline, not an independently confirmed event. Check the article and company filings for the subject, proposed/completed status, and subsequent updates.
Defense WorldCommunity Sentiment
0 active · 0 total callsNo personal call yet on AER.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Research interpretation: a large fleet and airline customer base can diversify lease cash flows, but utilization, lessee credit and aircraft values remain key performance drivers.
Potential downside factors
- −Debt risk (elevated): Total debt is at least one year of revenue.
- −Free cash flow is negative.
- −Cash covers less than 20% of total debt.
- −Research interpretation: significant financing needs, airline defaults, interest rates, delivery delays and changing aircraft residual values can affect cash flows and asset returns.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
5 historical score records availablePrevious Score
59
Sep 8, 2026
Change
Unchanged
Current Score
59
Oct 1, 2026
Category Changes
AER score was unchanged.
Projected Score
Projected Score
51
Projected Change
-8.4 points
Preliminary comparable-period financial changes suggest decline of approximately 8.4 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
UndervaluedCurrent Price
$159.71
Model Intrinsic Value
$394.62
Difference
−$234.91
-59.5% vs IV
Margin of Safety
59.5%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $8.30B | $8.19B | $8.00B | $7.58B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $3.33B | $3.29B | $3.39B | $3.24B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $4.97B | $4.89B | $4.61B | $4.34B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $0.00 | $0.00 | $0.00 | $0.00 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $517.7M | $545.9M | $488.9M | $464.1M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $585.8M | $646.8M | $488.9M | $464.1M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $7.54B | $8.72B | $4.52B | $5.34B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $4.38B | $4.25B | $4.12B | $3.88B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $1.90B | $1.98B | $2.07B | $1.87B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $3.93B | $4.31B | $2.42B | $3.44B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $537.6M | $555.2M | $323.7M | $291.1M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Net Income | $3.39B | $3.75B | $2.10B | $3.14B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $20.66 | $21.78 | $11.06 | $13.99 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 156M | 172M | 190M | 224M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 158M | 176M | 194M | 228M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$2.08B
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$4.59
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-7.3%
Cash Change
-33.3%
Margin Change
-31.8 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Debt reduced
What Weakened
- Margins contracted
- Cash position declined
Potential Score Impact
Positive indicators included revenue growth, debt levels. Pressure indicators included EPS growth, cash levels, net income margin. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 10.1%. EPS declined 35.3%. Cash declined 33.3%. Total debt declined 7.3%. Net income margin declined by 31.8 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
Smart Money
Number of Gurus
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Log in to view dividend history.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
5 historical recordsHistorical Score Chart
3 of 5 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
Related Companies
Rental & Leasing ServicesNews
Aercap Holdings N.V. (AER) Hits Fresh High: Is There Still Room to Run?
AerCap Holdings N.V. Announces Filing of Interim Financial Report for the Third Quarter of 2026
AerCap (AER) Reports Q3 Earnings: What Key Metrics Have to Say
AerCap: Strong Residual Values Can Lift Shares Higher (Downgrade)
Rumor Mill · AER
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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