AerCap Holdings N.V. (AER) Stock: Price, Forecast & Analyst Target
AerCap Holdings N.V. (AER) — MoonshotScore 67/100 (Strong band), calculated Oct 4, 2026. Price $144.34 (+0.28%), as of the Oct 2, 2026 trading session; market cap $22.8B. Expected results Nov 4, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 12.67× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 4, 2026
AerCap Holdings N.V. · AER · NYSE · Industrials · Rental & Leasing Services
Research dated 2026-09-12: AerCap Holdings N.V. acquires, finances, leases, sells and manages commercial aircraft and engines for airlines and aviation-service customers around the world. The case depends on whether lease and service cash generation can support fleet investment and heavy debt obligations without steadily draining liquidity.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · AerCap Holdings (AER)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Elite quality and elite growth, but a fragile balance sheet. Business Quality: Elite; Financial Safety: Strained; Valuation: Fair; Growth Durability: Compounding; Momentum: Rising.
- quarterly revenue $2.08B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 7 of 8
- Altman Z 0.95 · Piotroski F 8
Holding back: balance-sheet strain
Helping: business quality, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 68 | Strong | |
| 68 | Strong | |
| 69 | Strong | |
| 69 | Strong | |
| 69 | Strong | |
| 69 | Strong |
The score was 67 in the stored Oct 3, 2026 snapshot and remains 67 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Business Quality +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $144.34 | |
| Change on the day | +0.28% | |
| 52-week range | $118.96–$158.81 | |
| Market capitalisation | $22.8B | |
| Price / earnings (trailing) | 6.99 | |
| Shares traded on the day | 935.4K | |
| Beta (volatility vs the S&P 500) | 0.93 | |
| Dividends per share (last 12 months) | $1.47 | |
| Dividend yield (last 12 months) | 1.02% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
The provider's estimated date can change.
What to watch nextOther perspectives
Council score for AerCap Holdings (AER): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
5 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 1, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as undervalued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the AER film — every key number, told as a short cinematic story
~2 min · open the film
What is AerCap Holdings (AER), and what does it report?
Short answer · as of
AerCap is an aviation asset owner and manager, not an airline. It earns from placing aircraft and engines with operators, collecting rental and maintenance fees, selling and remarketing equipment, managing assets, and supplying components to airlines, maintenance providers and parts distributors.
Research dated 2026-09-12.
AerCap is an aviation asset owner and manager, not an airline. It earns from placing aircraft and engines with operators, collecting rental and maintenance fees, selling and remarketing equipment, managing assets, and supplying components to airlines, maintenance providers and parts distributors.
Reported revenue therefore reflects the economics of financed aviation assets and related services rather than passenger ticket sales. Profit can also move differently from revenue because asset sales, maintenance activity and other portfolio economics can change the gross and operating contribution even when the top line moves modestly.
What do the latest results show for AerCap Holdings (AER)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $2.08B.
Research dated 2026-09-12.
The latest reported period showed lower revenue, operating profit, net income and diluted earnings per share than the preceding period. Even so, gross and operating profit remained above the levels reported before the recent recovery, while the earnings release again cleared consensus expectations for revenue and earnings.
The observable mechanism is operating leverage across a costly asset base: a relatively modest revenue change coincided with a larger movement in gross profit, operating profit and net income. Operating cash flow strengthened, but fleet investment continued to absorb most of it, so accounting profitability did not translate cleanly into surplus cash.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $2.08B Jun 30, 2026
- Latest quarter · SG&A
- $129.45M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $1.15B Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $2.08B | Not available | $129.45M | $1.15B |
| Mar 31, 2026 | $2.16B | Not available | $126.29M | $1.28B |
| Dec 31, 2025 | $2.17B | Not available | $133.12M | $946.83M |
| Sep 29, 2025 | $1.89B | Not available | $128.89M | $1.01B |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $2.17B Jul 29, 2026
- Latest report · revenue estimate
- $2.10B Jul 29, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 29, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 29, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 29, 2026 | $2.17B | $2.10B | $5.1400 | $4.1400 |
| Apr 29, 2026 | $2.24B | $2.07B | $5.3900 | $3.7200 |
| Feb 6, 2026 | $2.24B | $2.11B | $3.9500 | $3.4000 |
| Oct 29, 2025 | $1.89B | $1.98B | $4.9700 | $3.1000 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $2.08B | $726M | $4.59 (diluted) |
| Q1 FY2026 | $2.16B | $818M | $4.96 (diluted) |
| Q4 FY2025 | $2.17B | $633M | $3.79 (diluted) |
| Q3 FY2025 | $1.89B | $1.22B | $6.98 (diluted) |
What are the financial strengths and risks for AerCap Holdings (AER)?
Short answer
Cash and short-term investments were $1.80B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $1.46B for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
AerCap produces substantial operating cash flow and carries strong reported margins, returns and earnings quality indicators. Cash and short-term investments also increased across the latest reported periods after an earlier decline.
The counterweight is a balance sheet built around extensive borrowing. Cash is small beside total debt, near-term liquidity ratios sit below full coverage, and capital spending has exceeded operating cash flow in parts of the recent history; the negative free-cash-flow yield captures that pressure. A weak distress screen alongside a strong operating-quality screen is consistent with a profitable business whose financial risk resides mainly in leverage and funding demands.
Airline default would not end with a missed payment. AerCap may need to restructure a lease, repossess the equipment, complete technical work for another operator and remarket the asset, creating downtime and additional cash demands before revenue resumes.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $1.46B Jun 30, 2026
- Previous quarter · operating cash flow
- $1.43B Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $1.46B | −$1.32B |
| Mar 31, 2026 | $1.43B | −$1.50B |
| Dec 31, 2025 | $1.22B | −$2.08B |
| Sep 30, 2025 | $1.51B | −$1.02B |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at AerCap Holdings (AER)?
Short answer · as of
The next earnings report is expected on Nov 4, 2026.
Research dated 2026-09-12.
Revenue and operating profit should be read together: stable revenue with weaker operating contribution would suggest less favorable portfolio economics, while sustained profit alongside firm revenue would reinforce the recent earnings pattern. Results against consensus also matter because recent releases have generally exceeded earnings expectations even when reported revenue has not followed a smooth path.
Cash conversion deserves equal attention. The useful checks are operating cash flow against fleet spending, the direction of cash and short-term investments, and whether debt declines as the company remains profitable. Dividend payments add another recurring claim on cash, making capital allocation relevant alongside aircraft investment.
How does AerCap Holdings compare with its peers?
Short answer
AerCap Holdings's score ranks tied for 5th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
AerCap differs from a narrowly defined equipment-rental business because it manages much of the aviation asset lifecycle. Its work can begin with acquisition and funding, continue through rent collection, inspections and technical upgrades, and extend to redelivery, remarketing, restructuring or repossession.
The company also supplies airframe and engine components and performs treasury and administrative work for operating entities. That breadth ties performance to asset values, financing access, airline credit and technical execution, not merely to the volume of equipment under lease.
| Company | Price | Market value | Score |
|---|---|---|---|
| $117.56 Oct 2, 2026 | $2.87B | 76 5-pillar Oct 4, 2026 | |
| $545.64 Oct 2, 2026 | $20.2B | 72 5-pillar Oct 4, 2026 | |
| $189.69 Oct 2, 2026 | $25.6B | 69 5-pillar Oct 4, 2026 | |
| $1081.04 Oct 2, 2026 | $67.3B | 69 5-pillar Oct 4, 2026 | |
| AerCap Holdings (AER) — this page | $144.34 | $22.8B | 67 |
| $696.23 Oct 2, 2026 | $32.6B | 67 5-pillar Oct 4, 2026 | |
| $475.52 Oct 2, 2026 | $25.1B | 66 5-pillar Oct 4, 2026 | |
| $237.24 Oct 2, 2026 | $9.10B | 61 5-pillar Oct 4, 2026 | |
| $61.89 Oct 2, 2026 | $12.1B | 51 5-pillar Oct 4, 2026 | |
| $18.50 Oct 2, 2026 | $4.67B | 45 5-pillar Oct 4, 2026 | |
| $171.03 Oct 2, 2026 | $6.04B | 43 5-pillar Oct 4, 2026 | |
| $138.37 Oct 2, 2026 | $4.63B | 41 5-pillar Oct 4, 2026 | |
| $167.03 Oct 2, 2026 | $17.1B | 38 5-pillar Oct 4, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $165.00 – $190.00
- Consensus target
- $177.00
- Median target
- $176.00
Consensus record · Captured .
Measured against a quoted price of $144.34 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Aug 6, 2026
- Transactions
- 45
- Identified insiders
- 8
- Purchases
- 0
- Sales
- 15
- Other transactions
- 30
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 87.8% Period end Jun 30, 2026
- Previous quarter · ownership
- 89.2% Prior to period end Jun 30, 2026
- Reporting holders
- 719 Period end Jun 30, 2026
- Previous quarter · holders
- 686 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 13,748,609 |
| Harris Associates L P | 6,460,145 |
| State Street Corp | 5,351,498 |
| Two Sigma Investments, LP | 3,394,989 |
| Jpmorgan Chase & Co | 3,335,501 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about AerCap Holdings (AER)?
Common Questions About AER (Industrials)
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
How does AerCap earn money after an aircraft is delivered to an airline?
AerCap collects rental and maintenance fees while managing inspections, upkeep and contract compliance. It can later redeliver, remarket or sell the aircraft, so economics continue across the asset lifecycle.
Why can AerCap report strong profit while fleet spending consumes its cash flow?
Aircraft acquisition spending can absorb or exceed cash generated from operations even while leases and asset activity produce substantial accounting profit. That gap explains why margins can look strong while free cash flow remains pressured.
What happens when an AerCap airline customer defaults on a lease?
AerCap may negotiate a restructuring or repossess the aircraft, then handle inspections, technical changes and remarketing for another operator. The exposure therefore includes interrupted rent, transition work and the ability to place the asset again.
Do AerCap dividend payments and insider sales carry the same message?
Dividend payments show an ongoing cash distribution, while recent insider records show net selling without recorded purchases. Those transactions document what changed in ownership, but they do not establish why an insider sold, so the signals should not be treated as equivalent.
What is the AER stock price today?
The last price recorded on this page for AerCap Holdings N.V. (AER) is $144.34, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the AER price target?
The analyst consensus price target for AerCap Holdings N.V. (AER) is $177.00 (range $165.00 to $190.00, median $176.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (80 figures)
The 80 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | Aercap House, 65 ST. Stephen's Green, Dublin, D02 YX20 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "AerCap House, Dublin, DU, D02 YX20, IE". |
FMP — 70 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 4, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $144.34 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:54:59.461Z. | |
px.change | Change on the day | +0.28% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $22.8B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:02.000Z. Captured from FMP at 2026-10-04T20:54:58.324Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$0.41 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $2.08B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $118.96–$158.81 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 6.99 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 935.4K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 0.93 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Aengus Kelly | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 668 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $4.59B, net result $1.00B; FY2022 revenue $7.01B, net result −$726.04M; FY2023 revenue $7.58B, net result $3.14B; FY2024 revenue $8.00B, net result $2.10B; FY2025 revenue $8.19B, net result $3.75B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Management Service $49.58M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 59.9% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $2.08B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $129.45M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $1.15B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $2.16B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $126.29M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $1.28B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $2.17B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $133.12M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $946.83M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-29.revenue_k | Revenue — period end 2025-09-29 | $1.89B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-29.sga_k | SG&A — period end 2025-09-29 | $128.89M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-29.operating_result_k | FMP standardized operating result — period end 2025-09-29 | $1.01B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-29.revenue_actual | Revenue · reported — report date 2026-07-29 | $2.17B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.revenue_estimated | Revenue · estimate — report date 2026-07-29 | $2.10B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.eps_actual | EPS · reported — report date 2026-07-29 | $5.1400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.eps_estimated | EPS · estimate — report date 2026-07-29 | $4.1400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.revenue_actual | Revenue · reported — report date 2026-04-29 | $2.24B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.revenue_estimated | Revenue · estimate — report date 2026-04-29 | $2.07B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.eps_actual | EPS · reported — report date 2026-04-29 | $5.3900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.eps_estimated | EPS · estimate — report date 2026-04-29 | $3.7200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-06.revenue_actual | Revenue · reported — report date 2026-02-06 | $2.24B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-06.revenue_estimated | Revenue · estimate — report date 2026-02-06 | $2.11B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-06.eps_actual | EPS · reported — report date 2026-02-06 | $3.9500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-06.eps_estimated | EPS · estimate — report date 2026-02-06 | $3.4000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_actual | Revenue · reported — report date 2025-10-29 | $1.89B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_estimated | Revenue · estimate — report date 2025-10-29 | $1.98B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_actual | EPS · reported — report date 2025-10-29 | $4.9700 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_estimated | EPS · estimate — report date 2025-10-29 | $3.1000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $1.80B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $1.46B | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $1.41B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $42.77B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 1.22× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $1.46B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $1.43B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$1.32B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$1.50B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $1.22B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$2.08B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $1.51B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$1.02B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $165.00 – $190.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $177.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $176.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 45 transactions · 0 purchases, 15 sales, 30 other transactions · 8 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Aug 6, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 87.8% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 89.2% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 719 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 686 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 13,748,609 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Harris Associates L P — shares in provider snapshot | 6,460,145 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | State Street Corp — shares in provider snapshot | 5,351,498 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Two Sigma Investments, LP — shares in provider snapshot | 3,394,989 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Jpmorgan Chase & Co — shares in provider snapshot | 3,335,501 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 7 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-14 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 0.95 · Piotroski F 8 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 12.67× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $1.80B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $1.47 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-04, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 1.02% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-07-29.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($2.17B) with the recorded estimate ($2.10B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-29.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($5.1400) with the recorded estimate ($4.1400) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 67 of 100 · Strong · pillars 88 / 24 / 67 / 92 / 67 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 67 (stored snapshot Oct 3, 2026) → 67 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-29.revenue_k,fin.q_table.depth.2025-09-29.sga_k,fin.q_table.depth.2025-09-29.operating_result_k. - Earnings-history note. Source series as of 2026-07-29. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-29.revenue_actual,earn.history.depth.2026-07-29.revenue_estimated,earn.history.depth.2026-07-29.revenue_actual.comparison,earn.history.depth.2026-07-29.eps_actual.comparison,earn.history.depth.2026-07-29.eps_actual,earn.history.depth.2026-07-29.eps_estimated,earn.history.depth.2026-04-29.revenue_actual,earn.history.depth.2026-04-29.revenue_estimated,earn.history.depth.2026-04-29.eps_actual,earn.history.depth.2026-04-29.eps_estimated,earn.history.depth.2026-02-06.revenue_actual,earn.history.depth.2026-02-06.revenue_estimated,earn.history.depth.2026-02-06.eps_actual,earn.history.depth.2026-02-06.eps_estimated,earn.history.depth.2025-10-29.revenue_actual,earn.history.depth.2025-10-29.revenue_estimated,earn.history.depth.2025-10-29.eps_actual,earn.history.depth.2025-10-29.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Legal name | AerCap Holdings N.V. | 2026-09-12 | OFFICIAL | SEC EDGAR filer record |
| Business description | AerCap Holdings N.V., a company founded in 1995 and based in Dublin, Ireland, operates extensively in the global aviation industry. The firm specializes in the acquisition, leasing, funding, sale, and general management of commercial aircraft and engines. Its operations span crucial international markets, including China, Hong Kong, Macau, the United States, and Ireland, alongside its broader global activities. A core component of AerCap's business involves a comprehensive suite of aircraft asset management services. These services range from remarketing aircraft and engines to diligently collecting rental and maintenance fees, overseeing aircraft upkeep, and ensuring strict adherence to contractual terms. They manage the complete asset lifecycle, facilitating equipment handovers (delivery and redelivery), and conducting continuous financial evaluations of lessees. The company's expertise further extends to regular inspections of leased aircraft, coordinating technical upgrades to meet new client specifications, negotiating financial restructuring in instances of lease defaults, and repossessing assets when necessary. AerCap also handles insurance provisions, aircraft registration and de-registration processes, conducts asset valuations, and provides valuable market intelligence. Beyond physical asset administration, AerCap offers essential financial and administrative support. This encompasses treasury functions, including financing, refinancing, hedging strategies, and ongoing cash flow management for its operational entities. Additionally, it provides crucial administrative services like accounting and corporate secretarial support, which involves the preparation of budgets and financial statements. AerCap also plays a significant role in the aviation supply chain by providing airframe and engine components. It offers integrated supply chain solutions to a diverse client base, including airlines, maintenance, repair, and overhaul (MRO) service providers, and specialized aircraft parts distributors. By the end of 2021, AerCap Holdings N.V. boasted an impressive portfolio comprising 2,369 aircraft, which included assets that were directly owned, managed for other entities, or currently on order. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Industrials / Rental & Leasing Services The company's SEC filings classify it under SIC 7359 — Services-Equipment Rental & Leasing, NEC. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $42.77B; Liquidity basis: cash and short-term investments; Total liabilities: $52.77B; Cash and short-term investments: $1.80B; Cash and investments: $3.21B; Long-term investments: $1.41B; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash decline over the reported window | To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $1.80B; Decline: $1.96B; Opening balance: $3.75B; Average change per period: $279.30M Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-06-30 | COMPUTED | Computed from reported balances |
| Revenue by segment | Management Service: $49.58M | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-29 | FMP | Financial Modeling Prep (FMP) earnings |
| Trailing twelve-month ratio set | Quick ratio: 0.68; Current ratio: 0.68; Debt to equity: 2.32; Net margin: 40.9%; Gross margin: 59.9%; Operating margin: 52.8%; Return on assets: 4.8%; Return on equity: 18.5% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $3.21B; Cash and short-term investments: $1.80B; Long-term investments: $1.41B; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$40.97B; Total debt: $42.77B; Cash and investments: $1.80B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Distress and quality screens | Altman Z-score: 0.95; Piotroski F-score: 8 Altman Z below 1.8 is the conventional distress zone. The screen is built for manufacturers and industrials; for banks, insurers and property companies it is not a meaningful reading. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-11-04; EPS estimate: $4.15 per share; Revenue estimate: $2.08B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2026-08-12 | FMP | Financial Modeling Prep (FMP) dividend history |
| Insider transactions, last 180 days | Net shares: -322,253; Window days: 180; Price low: $135.21; Clustered days: 2026-04-15; 2026-04-20; Price high: $155.64; Buy transactions: 0; Distinct insiders: 8; Sell transactions: 15; Other transactions: 31; Total transactions: 46; Other transaction types: G-Gift: 9, J-Other: 1, F-InKind: 7, M-Exempt: 14; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-08-06 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
| What the sources do not tell us | Captured record · 3 entries
Each entry names a family of information the packet has no fact for.; The list is drawn from a fixed catalogue keyed to fact ids — it is not written per ticker and contains no generated text.; An absent family means our sources did not answer; it does not mean the company has nothing to report. | 2026-09-12 | COMPUTED | Derived from which sources answered this build |
Data provided for informational purposes only.