AerCap Holdings N.V. · NYSE (us_market)
Industrials · Rental & Leasing Services · Ireland
AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally. The company engages in aircraft and engine asset management services, such as remarketing aircraft and engines for lease or sale; collecting rental and supplemental maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; conducting ongoing lessee financial performance reviews. Its aircraft and engine 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 corporate administrative services comprising accounting, and corporate secretarial services consisting of the preparation of budgets and financial statements; and cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of companies. 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 has a portfolio of owned, managed, or on order aircraft, consisting of 3,500 aircraft, engines, and helicopters. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2025-02-20$105.78 RISE2025-04-08$88.97 PEAK2025-06-27$117.24 127d | -15.9% 47d | Missed | Missed | — | — | +31.8% 80d | Missed |
DROP2023-03-02$65.47 RISE2023-03-24$50.32 PEAK2023-06-15$61.61 105d | -23.1% 22d | Missed | Missed | — | — | +22.4% 83d | Missed |
DROP2022-08-16$50.60 RISE2022-09-26$39.75 PEAK2022-11-30$61.40 106d | -21.4% 41d | Missed | Missed | — | — | +54.5% 65d | Missed |
DROP2022-02-25$62.81 RISE2022-07-06$37.88 PEAK2022-08-16$50.60 172d | -39.7% 131d | Missed | Missed | — | — | +33.6% 41d | Missed |
DROP2022-01-14$68.36 RISE2022-05-09$41.79 PEAK2022-06-07$50.15 144d | -38.9% 115d | Missed | Missed | — | — | +20.0% 29d | Missed |
DROP2021-11-08$69.05 RISE2022-03-07$43.89 PEAK2022-03-22$56.54 134d | -36.4% 119d | Missed | Missed | — | — | +28.8% 15d | Missed |
DROP2021-11-08$69.05 RISE2021-12-01$54.50 PEAK2022-01-14$68.36 67d | -21.1% 23d | Missed | Missed | — | — | +25.4% 44d | Missed |
DROP2021-03-15$61.41 RISE2021-07-19$48.16 PEAK2021-10-05$60.61 204d | -21.6% 126d | Missed | Missed | — | — | +25.9% 78d | Missed |
DROP2021-01-14$46.48 RISE2021-01-29$38.24 PEAK2021-03-15$61.41 60d | -17.7% 15d | Missed | Missed | — | — | +60.6% 45d | Missed |
DROP2020-08-11$32.87 RISE2020-10-30$24.83 PEAK2021-01-14$46.48 156d | -24.5% 80d | Missed | Missed | — | — | +87.2% 76d | Missed |
DROP2020-06-08$40.04 RISE2020-09-24$23.03 PEAK2020-12-10$43.49 185d | -42.5% 108d | Missed | Missed | — | — | +88.8% 77d | Missed |
DROP2020-06-08$40.04 RISE2020-09-23$23.03 PEAK2020-12-10$43.49 185d | -42.5% 107d | Missed | Missed | — | — | +88.8% 78d | Missed |
DROP2020-06-08$40.04 RISE2020-07-28$26.36 PEAK2020-08-11$32.87 64d | -34.2% 50d | Missed | Missed | — | — | +24.7% 14d | Missed |
DROP2020-02-19$62.71 RISE2020-03-18$15.14 PEAK2020-06-08$40.04 110d | -75.9% 28d | Missed | Missed | — | — | +164.5% 82d | Missed |
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Is AER a good stock to buy? We came across a bullish thesis on AerCap Holdings N.V. on Bristlemoon Capital’s Substack. In this article, we will summarize the bulls’ thesis on AER. AerCap Holdings N.V.’s share was trading at $151.05 as of May 6th. AER’s trailing and forward P/E were 6.05 and 10.12 respectively according to Yahoo […]
AerCap Holdings is back in focus as analysts refresh their models and lift several price targets, with one key fair value estimate now sitting around US$163.78 compared with roughly US$162 before. Those shifts sit alongside a US$10 move in one major target to US$160 and a smaller US$5 trim elsewhere, reflecting both growing confidence and pockets of caution after recent Q4 updates. Read on to see what is driving these moves and how you can keep track of the evolving analyst story around this...
A AerCap Holdings N.V. (NYSE:AER) is among the Best Industrial Stocks. On April 29, 2026, AerCap Holdings N.V. (NYSE:AER) reported Q1 2026 results. The GAAP net income was $818 million, or $4.96 per share. The adjusted net income was $889 million, or $5.39 per share. Aengus Kelly, the CEO of AerCap Holdings N.V. (NYSE:AER) said the company […]
Warrior Met Coal supplies high-grade metallurgical coal to global steelmakers, leveraging underground mining operations in Alabama.
AerCap Holdings N.V. (NYSE:AER) is one of the 10 Best European Stocks That Beat Earnings Estimates to Buy. On April 30, 2026, TD Cowen analyst Moshe Orenbuch raised the price target on AerCap Holdings N.V. (NYSE:AER) to $175 from $170 and maintained a Buy rating, citing a broad-based Q1 beat driven by higher gains on […]
Aengus Kelly: Thank you for joining us for our first quarter 2026 earnings call. Given our strong results in the first quarter, including the repurchase of $745 million of our outstanding shares, we are increasing our full year adjusted EPS guidance to $14.50 per share, not including any additional gains on sale.
JP Morgan analyst Jamie Baker maintains AerCap Holdings (NYSE:AER) with a Overweight and raises the price target from $150 to $155.
TD Cowen analyst Moshe Orenbuch maintains AerCap Holdings (NYSE:AER) with a Buy and raises the price target from $170 to $175.
Morgan Stanley analyst Kristine Liwag maintains AerCap Holdings (NYSE:AER) with a Equal-Weight and lowers the price target from $160 to $155.
Susquehanna analyst Christopher Stathoulopoulos maintains AerCap Holdings (NYSE:AER) with a Positive and raises the price target from $165 to $170.
Barclays analyst Terry Ma maintains AerCap Holdings (NYSE:AER) with a Overweight and raises the price target from $162 to $164.
Truist Securities analyst Arren Cyganovich maintains AerCap Holdings (NYSE:AER) with a Buy and raises the price target from $159 to $161.
AerCap Holdings N.V. (AER) Q1 2026 Earnings Call April 29, 2026 8:30 AM EDTCompany ParticipantsBrian Canniffe - Group TreasurerAengus Kelly - CEO &...
The head of the world'slargest aircraft leasing company, AerCap, said onWednesday that higher fuel prices have had little impact on thesector so far, but a prolonged spike would pressure...
Presentation Operator MessageOperator Good day, and welcome to AerCap Holdings N.V. Q1 2026 Financial Results Call. Today's conference is being recorded and a transcript will be available following...
AerCap crushed Q1 estimates with $5.39 EPS vs $3.77 consensus, raised full-year guidance, and announced a $1 billion share buyback, sending shares surging pre-market.
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| AER | -1.10% | -7.22% | -3.04% | +20.44% |
| XLI | +0.10% | -3.23% | +11.61% | +21.22% |
| Alpha (stock − sector) | -1.20% | -3.99% | -14.65% | -0.78% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 5.09M | $698.80M | 0.02% | Unchanged | 2026-03-31 |
| TwoSigma | quant | 3.54M | $485.01M | 0.39% | Added+129.7% | 2026-03-31 |
| Wellington | fundamental | 1.86M | $255.74M | 0.05% | Trimmed-9.2% | 2026-03-31 |
| FidelityFMR | fundamental | 747.7K | $102.56M | 0.01% | Added+23.1% | 2026-03-31 |
| DEShaw | quant | 648.9K | $89.01M | 0.05% | Trimmed-57.0% | 2026-03-31 |
| Bridgewater | macro | 24.1K | $3.30M | 0.01% | Trimmed-30.6% | 2026-03-31 |
| TRowePrice | fundamental | 4.10M | $562.20K | 0.07% | Trimmed-2.0% | 2026-03-31 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-29upcoming | 4.00 | — | — |
| 2026-04-29 | 3.71 | 5.39 | +45.29% |
| 2026-02-06 | 3.40 | 3.95 | +16.08% |
| 2025-10-29 | 3.08 | 4.97 | +61.30% |
| 2025-07-30 | 2.68 | 2.83 | +5.58% |
| 2025-04-30 | 2.80 | 3.68 | +31.59% |
| 2025-02-26 | 2.05 | 3.56 | +74.08% |
| 2024-10-30 | 2.42 | 2.41 | -0.52% |
| 2024-08-01 | 2.34 | 3.01 | +28.49% |
| 2024-05-01 | 2.39 | 3.29 | +37.92% |
| 2024-02-23 | 2.45 | 3.11 | +26.74% |
| 2023-10-27 | 2.39 | 2.81 | +17.66% |
| 2023-07-31 | 2.06 | 2.56 | +24.31% |
| 2023-05-02 | 2.03 | 2.34 | +15.55% |
| 2023-03-02 | 1.96 | 2.66 | +35.41% |
| 2022-11-03 | 1.39 | 2.21 | +58.99% |