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Aercap Holdings (AER) Stock Price & Analysis

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AER Stock Chart & Stats

$169.64$3.47(2.09%)
At close: 4:00 PM EST
$140$150$160$170Aug 10Aug 24Sep 8Sep 21Oct 5Oct 19Nov 2
Day’s Range
$165.01 - $170.58
52-Week Range
$129.85 - $170.58
Previous Close
$166.17
Volume
N/A
Average Volume (3M)
1.23M
Market Cap
$26.20B
Enterprise Value
$62.74B
Total Cash (Recent Filing)
$2.65B
Total Debt (Recent Filing)
$43.27B
Price to Earnings (P/E)
8.9
Beta
0.68
Next Earnings
Mar 03, 2027 (Est.)
EPS Estimate
5.07
Last Dividend Ex-Date
Nov 10, 2026
Dividend Yield
0.91%

Bulls Say, Bears Say

Bulls Say

Strong Leasing Demand And Visibility

Strong demand and extensive forward placement provide meaningful revenue visibility for the leasing portfolio. An average remaining lease term above seven years and high order-book coverage reduce near-term utilization uncertainty, support recurring rental income, and reinforce AerCap’s market position.

High Profitability And Operating Cash Generation

AerCap combines substantial scale with strong profitability and consistently robust operating cash generation. These characteristics support debt service, fleet investment, and shareholder distributions while giving the company capacity to benefit from sustained aviation demand across aircraft, engine, and helicopter leasing.

Portfolio Quality And Funding Access

A portfolio concentrated in new-technology and freighter assets is positioned toward areas management identifies as having durable demand. Combined with substantial liquidity and continued capital-market access, this supports asset acquisition, customer flexibility, and long-term portfolio renewal.

Bears Say

High Structural Leverage

The leasing model requires significant debt financing, but AerCap’s elevated leverage increases refinancing and downturn risk. A highly indebted balance sheet can constrain capital allocation, amplify the effect of higher funding costs, and reduce flexibility if aircraft values, rents, or airline credit conditions weaken.

Persistently Negative Free Cash Flow

Although operating cash flow is strong, recurring negative free cash flow indicates that aircraft investment and portfolio spending continue to absorb substantial cash. This weak conversion of earnings into discretionary cash limits financial flexibility and increases reliance on financing or asset sales to fund growth.

Airline Pressure And Normalizing Maintenance Income

Airline profitability pressure can affect customer credit quality, utilization, and demand for less efficient aircraft. At the same time, the expected normalization of maintenance income from unusually high 2026 levels removes a meaningful earnings contribution, creating a less favorable underlying mix over the next several quarters.

Aercap Holdings News

AER FAQ

What was Aercap Holdings’s price range in the past 12 months?
Aercap Holdings lowest stock price was $129.85 and its highest was $170.58 in the past 12 months.
What is Aercap Holdings’s market cap?
Aercap Holdings’s market cap is $26.20B.
When is Aercap Holdings’s upcoming earnings report date?
Aercap Holdings’s next earnings report is estimated for Mar 03, 2027 (not yet confirmed), which is in 113 days.
How were Aercap Holdings’s earnings last quarter?
Aercap Holdings released its earnings results on Oct 28, 2026. The company reported $6.56 earnings per share for the quarter, beating the consensus estimate of $4.556 by $2.004.
Is Aercap Holdings overvalued?
According to Wall Street analysts Aercap Holdings’s price is currently Undervalued.
Does Aercap Holdings pay dividends?
Aercap Holdings pays a Quarterly dividend of $0.4 which represents an annual dividend yield of 0.91%. See more information on Aercap Holdings dividends here
What is Aercap Holdings’s EPS estimate?
Aercap Holdings’s EPS estimate is 5.07.
How many shares outstanding does Aercap Holdings have?
Aercap Holdings has 154,430,070 shares outstanding.
What happened to Aercap Holdings’s price movement after its last earnings report?
Aercap Holdings reported an EPS of $6.56 in its last earnings report, beating expectations of $4.556. Following the earnings report the stock price went up 3.619%.
Which hedge fund is a major shareholder of Aercap Holdings?
Hedge funds hold Aercap Holdings shares: the largest hedge-fund position in Aercap Holdings is 71,883,859 shares, and hedge funds decreased their holdings by 7.3M shares last quarter.
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology