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AerCap Holdings N.V. AER
Industrials - Rental & Leasing Services - NYSE - IE
Watchlist
$ 107.9775
0.0836 %
$ 20.2 B
Market Cap
9.58
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one AER stock under the worst case scenario is HIDDEN Compared to the current market price of 108 USD, AerCap Holdings N.V. is HIDDEN

AER Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one AER stock under the base case scenario is HIDDEN Compared to the current market price of 108 USD, AerCap Holdings N.V. is HIDDEN

AER Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on May, 7, 2025.

The intrinsic value of one AER stock under the best case scenario is HIDDEN Compared to the current market price of 108 USD, AerCap Holdings N.V. is HIDDEN

AER Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart AER

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1M 11%
6M 14.0%
1Y 19%
3Y 133%
5Y 286%
All
$108.0$108.0$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$88.015 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '25
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%
2.08 B REVENUE
0.23%
Growth Rates
1Year 5.57%
3Years 20.34%
5Years 10.12%
7Years 6.82%
10Years 8.50%
721 M OPERATING INCOME
25.68%
Growth Rates
1Year -45.10%
3Years 13.50%
5Years 7.51%
7Years -1.85%
10Years 1.31%
643 M NET INCOME
-4.22%
Growth Rates
1Year -33.08%
3Years 27.63%
5Years 12.46%
7Years 9.95%
10Years 10.01%
1.34 B OPERATING CASH FLOW
3.95%
Growth Rates
1Year 3.33%
3Years 13.75%
5Years 11.85%
7Years 8.16%
10Years 8.86%
-2.01 B INVESTING CASH FLOW
-204.18%
Growth Rates
1Year -17.00%
3Years 45.85%
5Years -4.74%
7Years -1.19%
10Years -7.27%
535 M FINANCING CASH FLOW
116.85%
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 -4.61%
AER Average Price Target Wall Street Target
112 USD 3.73%
AER Highest Price Target Wall Street Target
119 USD 10.21%
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
0.03% 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 (AER) Is Up 3.34% in One Week: What You Should Know Does AerCap (AER) have what it takes to be a top stock pick for momentum investors? Let's find out. zacks.com - 1 week ago
Best Value Stocks to Buy for May 7th BNTGY and AER made it to the Zacks Rank #1 (Strong Buy) value stocks list on May 7, 2025. zacks.com - 1 week ago
Is Aercap (AER) Outperforming Other Transportation Stocks This Year? Here is how AerCap (AER) and Air France-KLM SA (AFLYY) have performed compared to their sector so far this year. zacks.com - 1 week ago
AerCap: An Excellent Stock To Buy AerCap reported strong earnings, beating analyst estimates, with a 4% stock price increase, showcasing the embedded value in aircraft lessors and justifying a buy rating. Adjusted net income grew 3.2% to $679 million, indicating stable lease rent growth despite aircraft delays and higher debt costs. AerCap's liquidity remains robust with $20 billion, covering capital expenditures and debt maturities 1.8x, ensuring financial stability and operational flexibility. seekingalpha.com - 2 weeks ago
AerCap Holdings N.V. Announces Filing of Interim Financial Report for the First Quarter of 2025 DUBLIN , April 30, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has filed an interim financial report including its unaudited condensed consolidated financial statements and notes for the first quarter ended March 31, 2025, with the U.S. Securities and Exchange Commission (the "SEC"). prnewswire.com - 2 weeks ago
AerCap Holdings N.V. (AER) Q1 2025 Earnings Call Transcript AerCap Holdings N.V. (NYSE:AER ) Q1 2025 Earnings Conference Call April 30, 2025 8:30 AM ET Company Participants Joseph McGinley - Head, Investor Relations Aengus Kelly - Chief Executive Officer Peter Juhas - Chief Financial Officer Conference Call Participants Terry Ma - Barclays Moshe Orenbuch - TD Cowen Jamie Baker - J.P. seekingalpha.com - 2 weeks ago
AerCap (AER) Q1 Earnings and Revenues Surpass Estimates AerCap (AER) came out with quarterly earnings of $3.68 per share, beating the Zacks Consensus Estimate of $2.69 per share. This compares to earnings of $3.29 per share a year ago. zacks.com - 2 weeks ago
AerCap Holdings N.V. Reports Strong Financial Results for the First Quarter 2025, Increases 2025 Guidance and Announces New $500 Million Share Repurchase Program Net income for the first quarter of 2025 was $643 million, or $3.48 per share. Adjusted net income for the first quarter of 2025 was $679 million, or $3.68 per share. prnewswire.com - 2 weeks ago
AerCap Publishes Corporate Responsibility Report for 2024 DUBLIN , April 24, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced the publication of its eighth annual Corporate Responsibility Report, for the year ended December 31, 2024. prnewswire.com - 3 weeks ago
AerCap (AER) Expected to Beat Earnings Estimates: Should You Buy? AerCap (AER) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 3 weeks ago
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 - 1 month 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 - 1 month ago
8. Profile Summary

AerCap Holdings N.V. AER

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COUNTRY IE
INDUSTRY Rental & Leasing Services
MARKET CAP $ 20.2 B
Dividend Yield 0.03%
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 Mr. Jorg Koletzki Chief Information & Information Security Officer Mr. Joseph McGinley C.F.A. Head of Investor Relations Gillian Culhane Vice President of Corporate Communications Mr. John Burke Chief Technical Officer Mr. Risteard Sheridan Company Secretary & Chief Compliance Officer Ms. Theresa Murray Head of Human Resources