AerCap (NYSE:AER) Issues Earnings Results

AerCap (NYSE:AER) posted its quarterly earnings data on Thursday. The financial services provider reported $6.56 EPS for the quarter, topping analysts’ consensus estimates of $4.56 by $2.00, FiscalAI reports. The firm had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.15 billion. AerCap had a return on equity of 17.60% and a net margin of 37.85%. The company’s revenue was up 4.6% on a year-over-year basis. During the same quarter last year, the company earned $4.97 EPS.

AerCap Price Performance

Shares of AER stock traded up $4.08 on Thursday, hitting $159.56. 883,102 shares of the company’s stock were exchanged, compared to its average volume of 1,228,543. The company has a debt-to-equity ratio of 2.32, a current ratio of 0.28 and a quick ratio of 0.28. AerCap has a 12 month low of $129.42 and a 12 month high of $159.54. The stock has a market cap of $26.63 billion, a P/E ratio of 7.85, a price-to-earnings-growth ratio of 0.57 and a beta of 0.98. The company has a 50 day moving average of $145.24 and a 200 day moving average of $144.45.

AerCap Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 3rd. Investors of record on Wednesday, November 11th will be given a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Tuesday, November 10th. AerCap’s dividend payout ratio is currently 7.87%.

Key AerCap News

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Record adjusted earnings and raised outlook: AerCap reported third-quarter adjusted net income of $1.009 billion, or $6.56 per share, well above the roughly $4.56 analyst consensus. Revenue rose 4.6% year over year to $2.42 billion, and management raised its 2026 adjusted EPS outlook to $20.70. The company also expects aircraft and engine asset sales to exceed $5 billion. AerCap Reports Another Record Quarter and Raises 2026 Guidance
• Positive Sentiment: New Turkish Airlines leases: AerCap signed agreements to lease two Boeing 777-300ERSF converted freighter aircraft to Turkish Airlines, with deliveries scheduled between March and September 2027. The deals support future rental revenue and utilization of AerCap’s freighter portfolio. AerCap Signs Turkish Airlines Lease Agreements
• Positive Sentiment: More bullish analyst view: Truist Financial raised its price target from $180 to $185 and maintained a “buy” rating, implying additional upside from recent trading levels. Truist Raises AerCap Price Target
• Positive Sentiment: Shareholder return: AerCap declared a quarterly dividend of $0.40 per share, payable December 3 to shareholders of record November 11.
• Neutral Sentiment: Valuation and momentum: AER has reached a 52-week high following the earnings-driven rally. While strong fundamentals support the move, investors are assessing whether further gains are justified after the recent appreciation. AerCap Hits Fresh High

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. Zacks Research downgraded AerCap from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, September 29th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $190.00 target price on shares of AerCap in a report on Thursday, July 30th. TD Cowen boosted their target price on shares of AerCap from $185.00 to $195.00 and gave the company a “buy” rating in a research report on Thursday. Barclays upped their price target on shares of AerCap from $179.00 to $181.00 and gave the stock an “overweight” rating in a report on Thursday. Finally, Weiss Ratings upgraded shares of AerCap from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Thursday, October 8th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $176.11.

AerCap Company Profile

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland, and listed on the New York Stock Exchange under the symbol AER. Through its subsidiaries, AerCap owns, manages and leases commercial aircraft, engines and helicopters to airlines and other aviation customers worldwide.

The company provides operating leases, finance leases, aircraft trading and asset management services. Its fleet portfolio includes aircraft from major manufacturers such as Airbus and Boeing, as well as engines and helicopters.