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Aercap Holdings (AER)
NYSE:AER
Earnings Data
Report Date
Apr 30, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
2.8Last Year’s EPS
3.29Same Quarter Last Year
Strong Buy
Based on 7 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: 1.58%
|Next Earnings Date:Apr 30, 2025
Earnings Call Sentiment|Positive
AerCap Holdings N.V. reported a strong financial performance in 2024, with record earnings, significant cash flow, and a substantial share repurchase program, reflecting a positive outlook for 2025. However, challenges such as purchase accounting adjustments, ongoing Ukraine conflict recoveries, and elevated leasing expenses present areas of concern.Company Guidance
During AerCap Holdings N.V.'s fourth quarter 2024 earnings call, the company reported strong financial results, highlighted by a GAAP net income of $2.1 billion and earnings per share (EPS) of $10.79. Adjusted net income was $2.3 billion, with an adjusted EPS of $12.01. For 2025, AerCap projects an adjusted EPS range of $8.50 to $9.50, not factoring in gains from asset sales. The company anticipates sustained demand in aircraft leasing, citing $45 billion in contracted future lease cash flows and a robust sales environment that led to $651 million in gains on sale in 2024. A new $1 billion share repurchase authorization was announced, bringing the total buyback commitment to $5 billion over the last two years. The company maintains a strong liquidity position with $21 billion in total sources, and a leverage ratio of 2.35 times, while planning to leverage its financial flexibility to continue returning capital to shareholders and investing in organic growth opportunities.Record-Breaking Financial Performance
AerCap Holdings N.V. reported GAAP net income of $2.1 billion and earnings per share (EPS) of $10.79 for the full year 2024. Adjusted net income was $2.3 billion with an adjusted EPS of $12.01.
Strong Operating Cash Flow and Share Repurchase Program
Generated $5.4 billion in operating cash flow and announced a new $1 billion share repurchase program, with a total of $5 billion authorized in the last two years.
Significant Gain on Sale
Achieved a record gain on sale of $260 million in Q4, with a gain on sale margin of 43%, and a full year gain on sale of $651 million.
High Cash Liquidity and Credit Rating
Maintained a strong liquidity position with $21 billion in total sources of liquidity and a leverage ratio of 2.35 to 1, with a credit rating of BBB+.
Increased Shareholder Returns
Returned over $4 billion to shareholders in the past two years, with a significant reduction in share count by 25%.
2025 Outlook and Confidence
AerCap holds $45 billion in contracted future lease cash flows, with a projected EPS range of $8.50 to $9.50 for 2025, reflecting strong future performance expectations.
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AER Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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AER Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 26, 2025 | $101.50 | $102.34 | +0.83% |
| Oct 30, 2024 | $95.47 | $93.64 | -1.92% |
| Aug 01, 2024 | $93.45 | $91.51 | -2.08% |
| May 01, 2024 | $83.81 | $84.83 | +1.22% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Aercap Holdings (AER) report earnings?
Aercap Holdings (AER) is schdueled to report earning on Apr 30, 2025, TBA Not Confirmed.
What is Aercap Holdings (AER) earnings time?
Aercap Holdings (AER) earnings time is at Apr 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AER EPS forecast?
AER EPS forecast for the fiscal quarter 2025 (Q1) is 2.8.
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