AerCap's asset-heavy aircraft leasing model generates operating cash flow of roughly 1.3 to 2.0 times net income in most recent quarters, and revenue rose 22.4% year over year to about $2.3B in 2026Q3, suggesting the franchise is regaining top-line momentum.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue recovered to about $2.3B in 2026Q3 with operating margin of 59.3%, but gross margin volatility from 32.0% to 66.3% and an EPS decline of 11.6% year over year suggest reported profitability may be less durable than headline margins imply.
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 11/8/2026, 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) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $6.56+43.9% vs $4.56 | $2.4B+12.3% vs $2.2B |
Q3 2026 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 |
AerCap raises its 2026 earnings outlook on record profits and strong aircraft sales, while robust leasing demand offsets concerns over maintenance income normalization.
Does AerCap (AER) have what it takes to be a top stock pick for momentum investors? Let's find out.
AER, HPE and BWFG made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on November 3, 2026.
Here is how AerCap (AER) and Old Dominion Freight Line (ODFL) have performed compared to their sector so far this year.
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 |
|---|---|---|---|---|---|---|---|
| $169.64 | $26.75B | 8.35 | 2.4% | 35.82% | 16.95% | 0.64% | |
| $20.76 | $3.41B | -9.24 | 162.95% | -126.64% | -32.55% | 0.16% | |
| $180.27 | $18.49B | 35.47 | 43.24% | 15.46% | 132.03% | 0.68% | |
| $182.74 | $6.49B | 16.54 | 9.77% | 17.69% | 10.85% | 1.37% | |
| $46.86 | $3.36B | 13.00 | 18.73% | 9.55% | 10.47% | 0.29% | |
| $112.76 | $5.71B | -19.37 | 140.89% | -14.49% | -6.64% | — |
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 $8.72B in revenue over the trailing twelve months. Revenue was $8.19B in fiscal year 2025. That is 1507% more than the $509.7M of fiscal year 2002.
AerCap Holdings N.V. (AER) grew revenue by 10.0% over the trailing twelve months, compared with the twelve months before.
Yes. AerCap Holdings N.V. (AER) earned $3.13B in net income over the trailing twelve months (a 35.8% net margin).
Yes. AerCap Holdings N.V. (AER) pays a dividend that yields 0.64% at the current price, a small yield.
AerCap Holdings N.V. (AER) had a return on equity (ROE) of 17.0% over the trailing twelve months. That is above the market's typical 10-15%.
AerCap Holdings N.V. (AER) had negative free cash flow of $744.7M over the trailing twelve months.
