AerCap Holdings N.V. (AER)

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.

Ticker
AER
Exchange
NYSE
Sector
Industrials
Industry
Rental & Leasing Services
Market cap
$25.86B
52-week range
$129.85 - $170.58

Valuation

Share price
$169.64 (close of Nov 6, 2026)
P/E (TTM)
8.57x
Price to book
1.39x
Price to free cash flow
5.25x
Enterprise value
$66.64B
Book value per share
$122.17

Price performance

PeriodChange
1 day+2.09%
5 days+7.01%
1 month+15.98%
3 months+9.28%
6 months+12.31%
Year to date+18.00%
1 year+28.27%
3 years+162.03%
5 years+151.32%
10 years+310.85%
All time+636.92%

Short interest

As of
Oct 15, 2026
Short % of float
1.72%
Shares short
2.54M
Days to cover
2.54
Change since prior report
-35.77%
Source
FINRA consolidated short interest

Profitability and growth

Return on equity
20.47%
Return on assets
5.23%
Net margin
44.04%
Revenue growth
6.50%
Net income growth
78.72%
Free cash flow growth
-0.80%

Cash flow and balance sheet

Free cash flow yield (TTM)
19.05%
Net debt to EBITDA
6.91x

Latest reported year

Period end
Dec 31, 2025
Fiscal year
2025
Revenue
$8.52B
EBITDA
$8.93B
Net income
$3.75B
Earnings per share
$21.78
Interest expense
$1.98B
Shares outstanding
172.18M

Income statement by year

Period endRevenueNet incomeEPS
2025-12-31$8.52B$3.75B$21.78
2024-12-31$8.00B$2.10B$11.06
2023-12-31$7.58B$3.14B$13.99
2022-12-31$7.01B-$726.04M-$3.02
2021-12-31$5.22B$1.00B$6.83
2020-12-31$4.49B-$298.57M-$2.34
2019-12-31$4.94B$1.15B$8.51
2018-12-31$4.80B$1.02B$7.00
2017-12-31$5.04B$1.08B$6.68
2016-12-31$5.15B$1.05B$5.64

Margins and returns by year

Period endNet marginReturn on equity
2025-12-3144.04%20.47%
2024-12-3126.24%12.21%
2023-12-3141.37%18.90%
2022-12-31-10.35%-4.48%
2021-12-3119.15%6.01%
2020-12-31-6.64%-3.34%
2019-12-3123.20%12.21%
2018-12-3121.16%11.44%
2017-12-3121.36%12.46%
2016-12-3120.31%12.20%

Cash and debt by year

Period endCashDebt
2025-12-31$1.38B$43.57B
2024-12-31$1.21B$45.29B
2023-12-31$1.63B$46.48B
2022-12-31$1.60B$46.53B
2021-12-31$1.73B$50.20B
2020-12-31$1.25B$28.74B
2019-12-31$1.12B$29.49B
2018-12-31$1.20B$29.51B
2017-12-31$1.66B$28.42B
2016-12-31$2.04B$27.72B

Free cash flow by year

Period endFree cash flowStock-based compensation
2025-12-31$5.39B$166.24M
2024-12-31$5.44B$111.14M
2023-12-31$5.26B$97.06M
2022-12-31$5.17B$102.85M
2021-12-31$3.69B$96.09M
2020-12-31$2.13B$69.19M
2019-12-31$3.11B$69.41M
2018-12-31$2.84B$95.18M
2017-12-31$3.14B$107.72M
2016-12-31$3.38B$102.84M

Dividend history

Most recent payment
Aug 12, 2026
Payment dateDividend per share
2026-08-12$0.40
2026-05-13$0.40
2026-02-25$0.40
2025-08-13$0.27
2025-05-14$0.27
2025-03-12$0.27
2024-11-13$0.25
2024-08-14$0.25

Investor relations

Past earnings dates

ReportedFiscal periodEPS estimate
2026-10-28Sep 2026$4.57
2026-07-29Jun 2026$3.94
2026-04-29Mar 2026$3.59
2026-02-06Dec 2025$3.31
2025-10-29Sep 2025$3.16
2025-07-30Jun 2025$2.75
2025-04-30Mar 2025$2.69
2025-02-26Dec 2024$2.56

Filings and sources

Company website
aercap.com
SEC filings
10-K, 10-Q and 8-K on EDGAR
Earnings calendar
All upcoming reports

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