| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 76 | 6.8x | 17.8x | Top tier | |
Growth | 44 | 4.0% | 7.1% | Around median | |
Quality | 82 | 6.1% | 4.5% | Top tier | |
Safety | 32 | 5.4x | 2.6x | Bottom tier | |
Capital Return | 63 | 0.81% | 2.12% | Around median | |
Momentum | 64 | 22.8% | 2.9% | Around median | |
Sentiment | 44 | 6 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
AerCap Holdings N.V. operates in the leasing, management, and sale of aviation assets, with a platform that includes aircraft, engines, and helicopters. Its core income is generated from asset rentals, while maintenance revenue and gains from asset sales provide additional sources of profit; in fiscal Q2 2026, basic lease rents reached $1.677 billion, maintenance revenue was $177 million, and net maintenance contribution was $131 million, while the company also generated $223 million in net gains from asset sales.
In fiscal Q2 2026, AerCap reported GAAP net income of $726 million and earnings per share of $4.59, compared with adjusted net income of $811 million, adjusted earnings per share of $5.14, and adjusted return on equity of 18%. The results included the sale of 38 assets for $1.4 billion in proceeds at an unlevered gain-on-sale margin of 20%, along with operating cash flow of $1.5 billion; the call did not disclose a consolidated gross margin or a full revenue breakdown across all asset segments.
EDGAR data show that fiscal 2025 revenue was $8.5 billion, up from $8.0 billion in fiscal 2024, while net income increased from $2.1 billion to $3.8 billion and earnings per share rose from $10.79 to $21.30. Compared with fiscal 2023, which recorded revenue of $7.6 billion and net income of $3.1 billion, revenue growth is evident across both periods, but the net income trajectory was more volatile because of the nature of gains from asset sales and other items.
The analyst consensus is “Buy,” with an average price target of $177 and a range of $165 to $190. The average target is approximately 11% above the 52-week range high of $158.81, and even the lowest target exceeds that level, but the $25 spread in the range reflects differing assessments of the sustainability of gains from asset sales and cash flows. No usable price-to-earnings ratio is available in the provided data, so the valuation assessment is based on the target range compared with the 52-week range of $118.93–$158.81 and on the company's ability to achieve its fiscal 2026 earnings per share guidance.
Figures in the text are as of 2026-08-28; the live price is shown at the top of the page.
AerCap reported GAAP net income of $726 million and earnings per share of $4.59 in fiscal Q2 2026. Adjusted net income was $811 million, adjusted earnings per share were $5.14, and adjusted return on equity was 18%. The company also generated $1.5 billion in operating cash flow and achieved $223 million in net gains from asset sales.
On July 29, 2026, the company raised its adjusted earnings per share guidance for fiscal 2026 to approximately $16.80, compared with the $14.50 estimate announced in February 2026. The new guidance consists of approximately $14 in earnings per share excluding gains from sales, plus $2.80 of gains from sales realized in the first half. Management attributed the outperformance relative to its previous guidance to $514 million in gains from asset sales, a higher net maintenance contribution, and stronger other income.
AerCap announced an order in fiscal Q2 2026 for 15 Boeing 787 aircraft, with deliveries beginning in 2030 and extending through 2033. Management believes that scarce delivery positions, the large number of older widebody aircraft, and production delays in previous years support long-term leasing demand. According to the call, AerCap has the largest Boeing 787 fleet and order book among lessors, giving it greater capacity to meet airline demand for modern widebody aircraft.
Automated analysis for informational purposes only — not investment advice.
AerCap repurchased $691 million of shares in fiscal Q2 2026 and more than $1.4 billion during the first half, equivalent to more than 6% of the shares outstanding at the beginning of the year. Since 2023, the company has purchased 93 million shares, or approximately 40% of the shares outstanding, for $8 billion. At the same time, it added 131 aircraft to its order book and retained approximately $3.5 billion of deployable excess capital.
The passenger aircraft lease extension rate reached 85% in fiscal Q2 2026, well above the long-term average according to management. The company also sold 38 assets for $1.4 billion in proceeds at a 20% gain-on-sale margin, indicating strong buyer demand and asset values. Management links these conditions to delays in new aircraft deliveries, limited engine availability, and continued airline demand exceeding supply.
Management expected net maintenance contribution to return from the elevated level of $131 million in fiscal Q2 2026 to a more typical level in the second half. The earnings per share guidance of $16.80 also includes $2.80 of first-half gains from sales, which can fluctuate depending on the assets whose sales close in each quarter. In addition, daily air traffic showed weakness during 2026 in the Middle East, Asia-Pacific, and North America, and persistently high oil prices and input costs could pressure airline margins.
