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AerCap Holdings N.V.

NYSE•AER
CEO: Mr. Aengus Kelly A.C.A.
Sector: Industrials
Industry: Rental & Leasing Services
Listing Date: 2006-11-21
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 and engines; 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. In addition, the company 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. Further, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors. The company had a portfolio of owned, managed, or on order aircraft. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.
Contact Information
AerCap House, 65 St. Stephen’s Green, Dublin, D02 YX20, Ireland
353-1-819-2010
www.aercap.com
Market Cap
$22.64B
P/E (TTM)
5.8
36.8
Dividend Yield
0.9%
52W High
$154.94
52W Low
$85.57
52W Range
68%
Rank48Top 64.4%
3.3
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.3 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025

Financial Dashboard

Q4 2025 Data

Revenue

$2.17B+0.00%
4-Quarter Trend

EPS

$3.86+0.00%
4-Quarter Trend

FCF

-$891.09M+0.00%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Net Income Jumps Significantly Net income attributable $3.751 B USD, up 79% from $2.099 B USD in prior year, reflecting strong performance.
Lease Revenue Shows Growth Total lease revenue reached $7.369 B USD, increasing $365 M USD driven primarily by basic lease rents growth.
Major Ukraine Recovery Received Recognized $1.490 B USD net recoveries from Ukraine Conflict insurance claims and London Commercial Court judgment.
Fleet Size Stable, Debt Reduced Total assets $71.672 B USD; outstanding debt decreased to $43.565 B USD as of year-end December 31, 2025.

Risk Factors

Funding Liquidity Requirements Requires significant capital resources to fund $15.46 B USD in purchase commitments scheduled through 2031 delivery.
Geopolitical Concentration Risk Substantial exposure remains in concentrated regions like US (13.9% assets) and China (11.7% assets) facing political risks.
Asset Value Impairment Exposure Older aircraft (15+ years) represent 6% of fleet value; future cash flows highly sensitive to economic downturns.
Interest Rate Cost Exposure Floating rate debt ($10.9 B USD) exposes net income to rate increases, negatively impacting borrowing costs.

Outlook

New Technology Fleet Target Set new goal to transition portfolio to 85% new technology assets by net book value by the end of 2030.
Efficient Capital Deployment Seek deployment options including debt repayment, M&A, and returning capital to shareholders efficiently for returns.
Quarterly Dividend Continuation Expect to continue paying quarterly cash dividends, subject to Board consideration of financial performance and reserves.

Peer Comparison

Revenue (TTM)

GPN stock ticker logoGPN
$8.27B
-7.1%
DOV stock ticker logoDOV
$8.09B
+4.5%
AER stock ticker logoAER
$8.02B
+0.3%

Gross Margin (Latest Quarter)

GPN stock ticker logoGPN
70.6%
-2.5pp
AL stock ticker logoAL
62.3%
-1.1pp
AER stock ticker logoAER
52.3%
+7.6pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
ESLT$40.47B88.312.6%8.7%
DOV$27.97B25.614.8%28.2%
HUBB$24.85B27.825.0%31.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
1.4%
Moderate Growth
4Q Net Income CAGR
-0.5%
Stable Profitability
Cash Flow Stability
100%
Strong Cash Flow

Deep Research

Next earnings:Apr 28, 2026
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Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
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Ratios
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Income Statement
LTM
No Data