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AerCap Holdings N.V. AER
Industrials - Rental & Leasing Services - NYSE - IE
Watchlist
$ 95.67
-2.93 %
$ 17.9 B
Market Cap
8.76
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 22, 2025.

The intrinsic value of one AER stock under the worst case scenario is HIDDEN Compared to the current market price of 95.7 USD, AerCap Holdings N.V. is HIDDEN

AER Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 22, 2025.

The intrinsic value of one AER stock under the base case scenario is HIDDEN Compared to the current market price of 95.7 USD, AerCap Holdings N.V. is HIDDEN

AER Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 22, 2025.

The intrinsic value of one AER stock under the best case scenario is HIDDEN Compared to the current market price of 95.7 USD, AerCap Holdings N.V. is HIDDEN

AER Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart AER

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1M -7.0%
6M 0%
1Y 11%
3Y 104%
5Y 264%
All
$106.0$106.0$104.0$104.0$102.0$102.0$100.0$100.0$98.0$98.0$96.0$96.0$94.0$94.0$92.0$92.0$90.0$90.0$88.0$88.0Nov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 Apr
FINANCIALS
8 B REVENUE
5.57%
Growth Rates
1Year 5.57%
3Years 20.34%
5Years 10.12%
7Years 6.82%
10Years 8.50%
2.13 B OPERATING INCOME
-45.10%
Growth Rates
1Year -45.10%
3Years 13.50%
5Years 7.51%
7Years -1.85%
10Years 1.31%
2.1 B NET INCOME
-33.08%
Growth Rates
1Year -33.08%
3Years 27.63%
5Years 12.46%
7Years 9.95%
10Years 10.01%
5.44 B OPERATING CASH FLOW
3.33%
Growth Rates
1Year 3.33%
3Years 13.75%
5Years 11.85%
7Years 8.16%
10Years 8.86%
-3.72 B INVESTING CASH FLOW
-17.00%
Growth Rates
1Year -17.00%
3Years 45.85%
5Years -4.74%
7Years -1.19%
10Years -7.27%
-2.13 B FINANCING CASH FLOW
-6.00%
Growth Rates
1Year -6.00%
3Years -3.40%
5Years -51.75%
7Years -57.79%
10Years -14.77%
2.07 B REVENUE
6.37%
Growth Rates
1Year 5.57%
3Years 20.34%
5Years 10.12%
7Years 6.82%
10Years 8.50%
573 M OPERATING INCOME
49.81%
Growth Rates
1Year -45.10%
3Years 13.50%
5Years 7.51%
7Years -1.85%
10Years 1.31%
671 M NET INCOME
78.98%
Growth Rates
1Year -33.08%
3Years 27.63%
5Years 12.46%
7Years 9.95%
10Years 10.01%
1.28 B OPERATING CASH FLOW
-6.10%
Growth Rates
1Year 3.33%
3Years 13.75%
5Years 11.85%
7Years 8.16%
10Years 8.86%
-659 M INVESTING CASH FLOW
51.97%
Growth Rates
1Year -17.00%
3Years 45.85%
5Years -4.74%
7Years -1.19%
10Years -7.27%
-3.17 B FINANCING CASH FLOW
-135.33%
Growth Rates
1Year -6.00%
3Years -3.40%
5Years -51.75%
7Years -57.79%
10Years -14.77%
Balance Sheet AerCap Holdings N.V.
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Current Assets 5.41 B
Cash & Short-Term Investments 1.21 B
Receivables 3.45 B
Other Current Assets 749 M
Non-Current Assets 66 B
Long-Term Investments 1.21 B
PP&E 62.1 B
Other Non-Current Assets 2.75 B
4.83 %86.90 %3.84 %Total Assets$71.4b
Current Liabilities 1.7 B
Accounts Payable 874 M
Short-Term Debt 0
Other Current Liabilities 830 M
Non-Current Liabilities 52.6 B
Long-Term Debt 45.4 B
Other Non-Current Liabilities 7.2 B
83.58 %13.28 %Total Liabilities$54.3b
EFFICIENCY
Earnings Waterfall AerCap Holdings N.V.
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Revenue 8 B
Cost Of Revenue 5.38 B
Gross Profit 2.62 B
Operating Expenses 489 M
Operating Income 2.13 B
Other Expenses 28 M
Net Income 2.1 B
8b8b7b7b6b6b5b5b4b4b3b3b2b2b1b1b008b(5b)3b(489m)2b(28m)2bRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
32.71% GROSS MARGIN
32.71%
Averages
1Year 32.71%
3Years 40.16%
5Years 35.45%
7Years 34.64%
10Years 34.07%
26.59% OPERATING MARGIN
26.59%
Averages
1Year 26.59%
3Years 47.71%
5Years 45.57%
7Years 40.39%
10Years 42.13%
26.24% NET MARGIN
26.24%
Averages
1Year 26.24%
3Years 18.51%
5Years 14.14%
7Years 16.44%
10Years 17.78%
12.21% ROE
12.21%
Averages
1Year 12.21%
3Years 8.64%
5Years 5.72%
7Years 7.49%
10Years 9.13%
2.94% ROA
2.94%
Averages
1Year 2.94%
3Years 2.05%
5Years 1.35%
7Years 1.68%
10Years 1.95%
2.61% ROIC
2.61%
Averages
1Year 2.61%
3Years 4.61%
5Years 4.27%
7Years 3.88%
10Years 4.34%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis AerCap Holdings N.V.
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2b2b1b1b00(1b)(1b)(2b)(2b)(3b)(3b)(4b)(4b)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 2.1 B
Depreciation & Amortization 2.58 B
Capital Expenditures -6.62 B
Stock-Based Compensation 111 M
Change in Working Capital 249 M
Others 390 M
Free Cash Flow -1.18 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets AerCap Holdings N.V.
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Wall Street analysts predict an average 1-year price target for AER of $112 , with forecasts ranging from a low of $103 to a high of $119 .
AER Lowest Price Target Wall Street Target
103 USD 7.66%
AER Average Price Target Wall Street Target
112 USD 17.07%
AER Highest Price Target Wall Street Target
119 USD 24.39%
Price
Max Price Target
Min Price Target
Average Price Target
120120115115110110105105100100959590908585Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.28% DIVIDEND YIELD
0.27 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
1.201.201.001.000.800.800.600.600.400.400.200.200.000.000.270.250.250.251.020.002024202420252025
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5. COMPETITION
slide 2 of 7
6. Ownership
Insider Ownership AerCap Holdings N.V.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
AerCap Holdings N.V. Annual General Meeting Approves Appointment of New Non-Executive Board Member and Re-appointment of Five Non-Executive Directors Including the Chairman and Chief Executive Officer DUBLIN , April 16, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) today announced that its Annual General Meeting of Shareholders (AGM) held on April 16, 2025, appointed Victoria (Vicky) Jarman as Non-Executive Director to the Board of Directors (the "Board"), the re-appointment of the Chairman of the Board, Paul T. prnewswire.com - 2 weeks ago
AerCap (AER) Stock Jumps 7.1%: Will It Continue to Soar? AerCap (AER) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term. zacks.com - 3 weeks ago
AerCap Holdings N.V. To Release First Quarter 2025 Financial Results on April 30, 2025 DUBLIN , April 4, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it will host a conference call and webcast for investors and analysts on Wednesday, April 30, 2025 at 8:30 a.m. prnewswire.com - 4 weeks ago
AerCap Leased, Purchased and Sold 203 Assets in the First Quarter 2025 DUBLIN , April 4, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the first quarter 2025: Signed 112 lease agreements, including 4 widebody aircraft, 47 narrowbody aircraft, 42 engines and 19 helicopters. prnewswire.com - 4 weeks ago
AerCap Holdings N.V. Announces Pricing of $500 Million Aggregate Principal Amount of Fixed-Rate Reset Junior Subordinated Notes DUBLIN , March 25, 2025 /PRNewswire/ -- AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust (together, the "Issuers"), each a wholly-owned subsidiary of AerCap Holdings N.V. ("AerCap" or the "Company"), priced an offering of $500 million aggregate principal amount of the Issuers' Fixed-Rate Reset Junior Subordinated Notes due 2056 (the "Notes"). prnewswire.com - 1 month ago
AerCap: Key Developments In 2024 Annual Report AerCap's 2024 20-F filing shows stability in widebody lease expirations and a bullish stance on secondary market values, with a significant shift from Asia to Europe. The company increased its engine leasing clients and added new aircraft, reflecting a strong order book despite delivery delays, and budgeted $6B in capex for 2025. AerCap's debt decreased, maintaining a low debt/equity ratio, and it plans significant share buybacks, potentially reducing shares by 15% in the coming year. seekingalpha.com - 1 month ago
AerCap CEO on what could happen to Boeing if trade tension escalates AerCap CEO Aengus Kelly discusses the impact of tariffs on Boeing's production and delivery timeline. youtube.com - 1 month ago
Boeing plane prices could increase by millions with tariffs, says AerCap CEO AerCap CEO Aengus Kelly said a worst-case tariff scenario could move Boeing prices up by $40 million. Kelly also said his company has seen a "marked improvement" in Boeing products over the past couple of years. cnbc.com - 1 month ago
AerCap CEO on tariff impact: A Boeing 787 will go up by $40 million 'in worst case scenario' CNBC's Phil LeBeau and AerCap CEO Aengus Kelly join 'Squawk Box' to discuss the state of global airline travel demand, impact of tariffs, Boeing's production and delivery timeline, and more. youtube.com - 1 month ago
2 Dividend Stocks to Double Up On Right Now In a volatile market, dividend-paying stocks can offer investors a sense of stability. Beyond generating passive income, companies with a track record of increasing dividends often take a disciplined approach to capital allocation, which can help them navigate economic uncertainty more effectively. fool.com - 1 month ago
AerCap To Fly To New Heights: Q4 Earnings Fuel A Bullish 2025 Takeoff AerCap's Q4 earnings validated my bullish stance, showcasing a 43% gain on sale margin and highlighting the company's deeply understated book value. Q1 recoveries related to the Ukraine Conflict could be substantial with the London Mega trial concluding and insurers beginning to settle. Basic lease rents may rise $700 million in 2025, driven by higher lease rates on new asset deliveries and fewer COVID era leases. seekingalpha.com - 1 month ago
AerCap: A Solid Growth Opportunity With Growing Dividends AerCap's stock price increased by nearly 11% since my Strong Buy rating in October 2024, outperforming the S&P 500's 5.1% return. Despite delivery delays from Boeing and Airbus, AerCap's total revenues grew 7% due to higher aircraft trading activity and attractive margins. AerCap's liquidity is strong, with $20 billion covering capital expenditures and debt maturities, providing excess coverage of $10 billion. seekingalpha.com - 2 months ago
8. Profile Summary

AerCap Holdings N.V. AER

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COUNTRY IE
INDUSTRY Rental & Leasing Services
MARKET CAP $ 17.9 B
Dividend Yield 0.28%
Description AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews. Its aircraft asset management services also include periodically inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft and engines; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and engine valuations; and providing market research services. The company also provides cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of vehicles; and administrative services comprising accounting and corporate secretarial services consisting of the preparation of budgets and financial statements. In addition, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors. As of December 31, 2021, the company had a portfolio of 2,369 owned, managed, or on order aircraft. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.
Contact AerCap House, Dublin, D02 YX20 https://www.aercap.com
IPO Date Nov. 21, 2006
Employees 698
Officers Mr. Vincent Drouillard General Counsel Mr. Aengus Kelly A.C.A. Chief Executive Officer & Executive Director Mr. Peter L. Juhas J.D. Chief Financial Officer Mr. Bart Ligthart Chief Investment Officer Ms. Theresa Murray Head of Human Resources Gillian Culhane Vice President of Corporate Communications Mr. John Burke Chief Technical Officer Mr. Jorg Koletzki Chief Information & Information Security Officer Mr. Joseph McGinley C.F.A. Head of Investor Relations Mr. Risteard Sheridan Company Secretary & Chief Compliance Officer