AerCap's investment thesis centers on its dominant position in aircraft leasing, evidenced by a 61.9% gross margin in 2026Q2 and a 55.2% operating margin, which underscores robust pricing power and operational efficiency. The company has demonstrated consisten...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has stabilized at 4-10% in recent quarters, with gross margins averaging 56.6% over the last ten quarters, though 2025Q2 saw a temporary dip to 32.0% before recovering to 61.9% in 2026Q2.
The bullish thesis highlights a global aircraft shortage, which benefits AerCap as a leading aircraft lessor.
AerCap's assets are considered undervalued, presenting a potential upside for investors.
The company's share buyback program provides additional support to the stock price.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 29, 2026 | $5.14+24.2% vs $4.14 | $2.2B+3.3% vs $2.1B |
Q2 2026 Apr 29, 2026 | $5.39+44.9% vs $3.72 | $2.2B+8.2% vs $2.1B |
Q1 2026 Feb 6, 2026 | $3.95+16.2% vs $3.40 | $2.2B+6.4% vs $2.1B |
Q4 2025 Oct 29, 2025 | $4.97+60.3% vs $3.10 | $1.9B-4.4% vs $2.0B |
Investors interested in stocks from the Transportation - Equipment and Leasing sector have probably already heard of AerCap (AER) and Westinghouse Air Brake Technologies (WAB). But which of these two stocks is more attractive to value investors?
AerCap (AER) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
AER, BLMN and PKX made it to the Zacks Rank #1 (Strong Buy) value stocks list on September 1, 2026.
Headwinds, including inflation, tariff-related tensions and lingering supply-chain disruptions, hurt the Zacks Transportation - Equipment and Leasing industry. WAB, AER and R are likely to stand out.
Benchmark AER against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for AerCap Holdings N.V. (AER)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $144.76 | $22.83B | 6.80 | 2.4% | 45.8% | 21.13% | 0.75% | |
| $65.00 | $7.26B | 7.00 | 10.32% | 36.09% | 13.23% | — | |
| $21.90 | $3.6B | -9.91 | 162.95% | -126.64% | -32.55% | — | |
| $186.01 | $19.08B | 40.44 | 43.24% | 15.94% | 139.57% | — | |
| $185.70 | $6.59B | 20.36 | 9.77% | 17.94% | 10.83% | — | |
| $54.38 | $3.9B | 31.80 | 18.73% | 12.04% | 12.63% | — |
AerCap Holdings N.V. (AER) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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AerCap Holdings N.V. (AER) stock FAQ — growth, dividends, profitability & financials explained
AerCap Holdings N.V. (AER) reported $8.30B in revenue for fiscal year 2025. This represents a 1529% increase from $509.7M in 2002.
AerCap Holdings N.V. (AER) grew revenue by 2.4% over the past year. Growth has been modest.
Yes, AerCap Holdings N.V. (AER) is profitable, generating $3.39B in net income for fiscal year 2025 (45.8% net margin).
Yes, AerCap Holdings N.V. (AER) pays a dividend with a yield of 0.75%. This makes it attractive for income-focused investors.
AerCap Holdings N.V. (AER) has a return on equity (ROE) of 21.1%. This is excellent, indicating efficient use of shareholder capital.
AerCap Holdings N.V. (AER) had negative free cash flow of $317.1M in fiscal year 2025, likely due to heavy capital investments.
