AerCap Holdings N.V.

AerCap Holdings N.V.

AER
AerCap Holdings N.V.US flagNew York Stock Exchange
134.05
USD
-2.61
- -
22.37BMarket Cap
AerCap Holdings N.V.
AER
(New York Stock Exchange)

Recent

price

134.05

P/E

ratio

- -

div

yld

- -

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
FRC
8.23
7.33
7.4
9.25
20.3
25.94
27.77
31.28
33.07
36.69
35.18
31.34
29.16
33.81
42.13
49.46
51.75
Revenue per Share
1.81
1.17
1.24
2.58
4.61
5.78
5.64
6.68
7
8.51
-2.34
6.83
-3.02
13.99
11.06
21.78
23.4
Basic EPS, GAAP
-12.59
-1.18
-3.22
-11.48
-1.32
-1
-2.47
-12.95
-21.41
-12.06
7.41
13
5.4
-4.33
-6.21
-3.96
2.47
Free Cash Flow per Basic Share
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
0.74
1.12
1.5
Dividend per Share
7.6
7.13
9.19
13.23
13.15
17.04
24.32
34.66
45.42
57.49
57.94
57.46
31.93
48.19
67.21
94.8
101.78
Book Value per Share
18.72
15.37
16.01
21.33
19.97
23.67
32.44
42.11
51.25
61.42
63.08
81.91
52.58
61.08
78.57
95.99
99.56
Tangible Book Value per Share
115
147
131
113
176
204
186
161
145
135
128
146
240
224
190
172
168
Basic Weighted Avg Shares
946
1,075
973
1,050
3,572
5,288
5,152
5,037
4,800
4,937
4,494
4,589
7,014
7,580
7,997
8,517
8,681
Sales/Revenue/Turnover
28.27
23.59
16.92
33.13
29.89
27.25
25.92
26.04
24.9
28.57
23.02
21.43
25.79
27.34
26.59
31.63
33.09
Operating Margin (%)
356
402
369
346
1,300
1,866
1,811
1,727
1,679
1,676
1,645
1,738
2,390
2,481
2,580
2,647
2,626
Depreciation Expense
208
172
164
292
810
1,179
1,047
1,076
1,016
1,146
-299
1,001
-726
3,136
2,099
3,751
3,926
Net Income, GAAP
8.59
6.72
5.21
8.37
14.98
13.9
14.45
13.33
12.52
12.51
- -
14.16
- -
8.89
14.3
13.57
13.65
Effective Tax Rate (%)
21.94
16.02
16.83
27.85
22.69
22.29
20.31
21.36
21.16
23.2
-6.64
21.8
-10.35
41.37
26.24
44.04
45.22
Profit Margin (%)
703
625
812
558
2,235
2,914
2,588
3,229
2,052
2,357
2,479
4,648
4,248
4,420
3,705
4,342
4,337
Working Capital
6,566
6,111
5,803
6,237
30,402
29,642
27,717
28,421
29,508
29,537
28,792
50,378
46,668
46,576
45,350
43,614
43,088
LT Debt
2,217
2,283
2,123
2,429
7,943
8,426
8,582
8,639
8,881
9,382
8,932
16,647
16,195
16,589
17,185
18,323
18,398
Total Equity
3.25
2.76
1.9
3.8
3.85
3.25
3.07
3.1
2.77
3.15
- -
1.61
- -
3
2.9
3.74
3.97
Return on Invested Capital (%)
5.98
6.09
2.05
6.65
7.26
6.45
6.07
6.14
5.81
6.06
- -
4.3
- -
5.59
3.63
6.35
6.56
Return on Capital (%)
26.99
17.95
14.52
21.58
42.5
40.73
26.21
21.32
16.68
15.99
-3.94
12.65
-9.02
33.93
17.81
25.79
25.8
Return on Common Equity (%)

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
- -
- -
- -
LT Borrowings
44,029
43,565
43,042
LT Finance Leases
51
49
46
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
170
163
158
Market Capitalization
21,174
24,759
23,012

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
5,558
6,118
6,069
Cash, Cash Equivalents & STI
1,814
1,379
1,480
Accounts Receivable, Net
62
48
56
Inventories
119
112
102
Total Current Liabilities
1,774
1,776
1,732
Payables & Accruals
912
935
911
ST Debt
- -
- -
- -
Deferred Revenue
863
841
821

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
10.25%
19.26%
6.63%
Free Cash Flow
19.65%
-25.22%
-42.26%
Net Income, GAAP
-122.12%
-218.79%
78.72%
Sales/Revenue/Turnover
5.94%
15.01%
6.5%
Total Cash Common Dividend
- -
- -
37.46%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
2,018
1,958
1,948
2,072
7,997
2025
2,077
1,887
2,309
2,244
8,517
2026
2,242
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
3.09
2.33
2
- -
11.06
2025
3.58
7.24
7.09
3.86
21.78
2026
5.06
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
0.22
0.26
- -
0.74
2025
0.03
0.52
0.27
0.31
1.12
2026
0.4
- -
- -
- -
- -
Business
AerCap Holdings N.V. is a global leader in aircraft leasing, offering a comprehensive portfolio of commercial passenger and cargo aircraft, engines, and helicopters on operating leases. The company manufactures no aircraft but provides aircraft leasing solutions, including leasing new and used aircraft, engines, and helicopters primarily to airlines worldwide. AerCap also delivers aftermarket components, equipment, and services through its Materials business, in addition to lease, purchase, and financing of spare engines. Furthermore, the company offers extensive asset management services encompassing portfolio servicing, lease administration, technical asset management, aircraft and engine re-marketing, risk and insurance management, financial administration, and reporting. AerCap operates globally, serving full-service, low-cost, regional, and cargo airlines, with a focus on fleet flexibility, fuel-efficient aircraft access, and capital expenditure reduction. Founded in 1995 and headquartered in Dublin, Ireland, AerCap has solidified its presence as an industry leader across aviation leasing sectors including aircraft, engines, and helicopters. Recent significant developments include the approval of a $1 billion share repurchase program authorized through June 30, 2026, reflecting AerCap's commitment to capital return and shareholder value enhancement. In 2025, AerCap signed new lease agreements with FlySafair for three Boeing 737 MAX and two Boeing 737NG aircraft, alongside delivering its first Boeing 777-300ERSF converted freighter to Fly Meta Leasing Co. The company also secured a strategic agreement to acquire the order book for 52 Airbus A320neo aircraft from Spirit Airlines, including 45 additional options, thereby significantly expanding its fleet and operational footprint. Additionally, AerCap consistently executes transactions involving the purchase and sale of fuel-efficient, new technology aircraft and engines to optimize its portfolio. These strategic actions affirm AerCap’s focus on maintaining a modern, fuel-efficient fleet while supporting a diversified airline customer base worldwide. AerCap operates in the aviation leasing industry serving airlines, financial institutions, and aircraft investors. Its business spans operating leases for commercial aircraft, engines, and helicopters, complemented by asset management and aftermarket services worldwide. The company’s core industry segments include aircraft leasing, engine leasing and trading, helicopter leasing, and related asset management services. AerCap's geographical operations encompass global markets, with considerable activity in North America, Europe, Asia-Pacific, and emerging markets. AerCap has grown substantially through key acquisitions, notably the purchase of GE Capital Aviation Services in 2021, which significantly expanded its fleet and market share. It maintains a diversified portfolio of owned and managed assets and serves approximately 300 customers globally. AerCap's extensive product and service offerings, combined with recent strategic expansions, acquisitions, and a significant share repurchase program, position it as a leading and innovative provider of aviation leasing solutions worldwide. The company continues to focus on enabling flexible, efficient fleet strategies for its diverse global airline customer base while enhancing shareholder value through disciplined capital management and operational excellence.

Company News

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  • AerCap Holdings N.V. to Release First Quarter 2026 Financial Results on April 29, 2026

  • AerCap Leased, Purchased and Sold 286 Assets in the First Quarter 2026

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  • AerCap Signs Lease Agreements with Ethiopian Airlines for Two Boeing 777-300ERSF Converted Freighters

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