AerCap increases FY25 adjusted EPS forecast to $13.70, up from $11.60
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 29 2025
0mins
Should l Buy AER?
- Consensus EPS Estimate: The consensus estimate for FY25 earnings per share (EPS) is $11.54.
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Analyst Views on AER
Wall Street analysts forecast AER stock price to rise
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 133.370
Low
150.00
Averages
161.00
High
175.00
Current: 133.370
Low
150.00
Averages
161.00
High
175.00
About AER
AerCap Holdings N.V. is an Ireland-based company, which is primarily engaged in aviation leasing. The Company provides a range of assets for lease, including narrowbody and widebody aircraft, regional jets, freighters, engines and helicopters. Its portfolio consists of 3,536 aircraft, engines, including engines owned and managed by its Shannon Engine Support Ltd (SES) joint venture, and helicopters that were owned, on order or managed. In addition, it offers aftermarket components, equipment and services through its materials business and the lease, purchase and financing of spare engines. Its passenger aircraft portfolio includes Airbus A220 Family, Airbus A320neo Family, Airbus A320 Family, Airbus A330neo Family, Airbus A330neo Family, Airbus A350, Boeing 737 MAX, Boeing 737NG, Boeing 777-200ER/ 300-ER, Boeing 787 and Embraer E190/E195/E2. Its freight aircraft portfolio includes Airbus A321, Boeing 737 and Boeing 767/777.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
IEUR ETF 52-Week Price Analysis
- Price Range Analysis: The IEUR ETF has a 52-week low of $53.17 and a high of $76.97, with the latest trade at $70.59, indicating stability and potential investment appeal in the current market.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides valuable insights for investors, aiding in market trend assessment and timing decisions.
- ETF Unit Trading Mechanism: ETFs trade similarly to stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify significant inflows (new units created) or outflows (old units destroyed), directly affecting the ETF's underlying holdings and overall market dynamics.
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AerCap Orders 100 Aircraft from Airbus, Expanding Fleet
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- Order Conversion and Increment: This deal not only converts 45 previously secured Airbus options into firm orders but also adds 55 incremental aircraft to AerCap's order book, enhancing its competitive position in the aircraft leasing market.
- Engine Procurement Plan: AerCap plans to enter a long-term agreement with CFM International for 48 LEAP-1A engines, with deliveries expected to begin in the second quarter of 2026, further improving operational efficiency and reliability of its aircraft fleet.
- Collaborative Background: CFM International is a joint venture between General Electric and France's Safran, focusing on manufacturing LEAP engines used in Airbus's latest-generation narrowbody jets, and this partnership will help AerCap maintain a technological edge in the global aviation market.
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- Engine Leasing Arrangement: The transaction also involves long-term lease agreements with CFM International for 48 LEAP-1A engines, with deliveries starting in the second quarter of 2026, further improving the company's operational efficiency and service capabilities.
- Support for Long-Term Growth: By expanding its portfolio of in-demand aircraft, AerCap expects this transaction to support its long-term growth strategy, enhancing its market position and meeting airlines' demand for efficient aircraft.
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- Engine Leasing Agreement: In conjunction with this transaction, AerCap will enter into long-term lease agreements with CFM International for 48 LEAP-1A engines, with deliveries beginning in Q2 2026, further strengthening AerCap's competitive position in the aviation leasing market.
- Strategic Partnerships: The close collaboration between AerCap, Frontier Airlines, CFM, and Airbus will drive business growth while enabling Frontier to optimize its fleet, highlighting AerCap's leadership and influence in the aviation leasing industry.
- Increased Market Recognition: This order represents AerCap's largest single direct order with Airbus, underscoring the enduring value and market-leading performance of the A320neo Family, thereby solidifying AerCap's competitive edge in the global aviation leasing market.
See More
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- Record Order Size: AerCap has reached an agreement with Airbus for the purchase of 100 A320neo Family aircraft, including the exercise of previously agreed options, with deliveries scheduled from 2028 to 2034, indicating strong growth potential in the aviation leasing market.
- Engine Leasing Partnership: The transaction also includes long-term lease agreements with CFM International for 48 LEAP-1A engines, with deliveries beginning in Q2 2026, further enhancing AerCap's operational capabilities and market competitiveness.
- Strengthened Strategic Partnerships: By closely collaborating with Frontier Airlines, CFM, and Airbus, AerCap aims to drive long-term growth through this transaction while assisting Frontier in optimizing its fleet, showcasing the company's leadership in the aviation leasing sector.
- Increased Market Recognition: This order represents AerCap's largest single direct order with Airbus, highlighting the enduring value and market-leading performance of the A320neo Family, thereby solidifying AerCap's competitive position in the global aviation leasing market.
See More
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- Price Range Analysis: The IEUR ETF has a 52-week low of $53.17 and a high of $76.97, with the latest trade at $70.59, indicating stability and potential investment appeal in the current market.
- Technical Analysis Tool: Comparing the latest share price to the 200-day moving average provides valuable insights for investors, aiding in market trend assessment and timing decisions.
- ETF Unit Trading Mechanism: ETFs trade similarly to stocks, where investors buy and sell 'units' that can be created or destroyed based on demand, impacting liquidity and market performance.
- Inflows and Outflows Monitoring: Weekly monitoring of changes in shares outstanding helps identify significant inflows (new units created) or outflows (old units destroyed), directly affecting the ETF's underlying holdings and overall market dynamics.
See More
AerCap Orders 100 Aircraft from Airbus, Expanding Fleet
- Significant Order: AerCap has announced a substantial agreement with Airbus to purchase 100 aircraft from the A320neo family, comprising 23 A320neo and 77 A321neo jets, with deliveries set to commence in 2028 and extend through 2034, reflecting the company's strong confidence in the future aviation market.
- Order Conversion and Increment: This deal not only converts 45 previously secured Airbus options into firm orders but also adds 55 incremental aircraft to AerCap's order book, enhancing its competitive position in the aircraft leasing market.
- Engine Procurement Plan: AerCap plans to enter a long-term agreement with CFM International for 48 LEAP-1A engines, with deliveries expected to begin in the second quarter of 2026, further improving operational efficiency and reliability of its aircraft fleet.
- Collaborative Background: CFM International is a joint venture between General Electric and France's Safran, focusing on manufacturing LEAP engines used in Airbus's latest-generation narrowbody jets, and this partnership will help AerCap maintain a technological edge in the global aviation market.
See More
AerCap Enters Agreement to Purchase 100 A320neo Aircraft from Airbus
- Purchase Agreement: AerCap Holdings N.V. has entered into an agreement with Airbus to purchase 100 A320neo Family aircraft, which includes exercising 45 existing options and adding 55 new aircraft, with deliveries scheduled from 2028 to 2034, significantly enhancing the company's fleet size and market competitiveness.
- Engine Leasing Arrangement: The transaction also involves long-term lease agreements with CFM International for 48 LEAP-1A engines, with deliveries starting in the second quarter of 2026, further improving the company's operational efficiency and service capabilities.
- Support for Long-Term Growth: By expanding its portfolio of in-demand aircraft, AerCap expects this transaction to support its long-term growth strategy, enhancing its market position and meeting airlines' demand for efficient aircraft.
- Positive Market Reaction: In pre-market trading on the New York Stock Exchange, AerCap's stock rose by 0.79% to $138.50, reflecting market confidence in the deal and recognition of its future growth potential.
See More
AerCap Secures Order for 100 A320neo Aircraft from Airbus
- Record Order Size: AerCap has reached an agreement with Airbus for the purchase of 100 A320neo Family aircraft, including the exercise of previously agreed options, with deliveries scheduled from 2028 to 2034, significantly enhancing AerCap's aircraft portfolio and driving long-term growth.
- Engine Leasing Agreement: In conjunction with this transaction, AerCap will enter into long-term lease agreements with CFM International for 48 LEAP-1A engines, with deliveries beginning in Q2 2026, further strengthening AerCap's competitive position in the aviation leasing market.
- Strategic Partnerships: The close collaboration between AerCap, Frontier Airlines, CFM, and Airbus will drive business growth while enabling Frontier to optimize its fleet, highlighting AerCap's leadership and influence in the aviation leasing industry.
- Increased Market Recognition: This order represents AerCap's largest single direct order with Airbus, underscoring the enduring value and market-leading performance of the A320neo Family, thereby solidifying AerCap's competitive edge in the global aviation leasing market.
See More
AerCap Secures Agreement for 100 A320neo Aircraft from Airbus
- Record Order Size: AerCap has reached an agreement with Airbus for the purchase of 100 A320neo Family aircraft, including the exercise of previously agreed options, with deliveries scheduled from 2028 to 2034, indicating strong growth potential in the aviation leasing market.
- Engine Leasing Partnership: The transaction also includes long-term lease agreements with CFM International for 48 LEAP-1A engines, with deliveries beginning in Q2 2026, further enhancing AerCap's operational capabilities and market competitiveness.
- Strengthened Strategic Partnerships: By closely collaborating with Frontier Airlines, CFM, and Airbus, AerCap aims to drive long-term growth through this transaction while assisting Frontier in optimizing its fleet, showcasing the company's leadership in the aviation leasing sector.
- Increased Market Recognition: This order represents AerCap's largest single direct order with Airbus, highlighting the enduring value and market-leading performance of the A320neo Family, thereby solidifying AerCap's competitive position in the global aviation leasing market.
See More
140 Summer Partners Acquires New Stake in Globalstar
- New Investment Disclosure: On February 13, 2026, 140 Summer Partners LP disclosed the acquisition of 917,500 shares of Globalstar, valued at an estimated $56 million, indicating strong confidence in the company's prospects.
- Ownership Analysis: This acquisition positions Globalstar at 4.14% of the fund's 13F reportable assets, although it does not rank among the top five holdings, it still signifies its importance within the investment portfolio.
- Strong Market Performance: As of February 13, 2026, Globalstar's share price stood at $60.06, reflecting a remarkable 171.8% increase over the past year, significantly outperforming the S&P 500 by 160 percentage points, showcasing optimistic market expectations for future growth.
- Broad Industry Outlook: As a leading provider of mobile satellite services, Globalstar's focus on expanding 5G and IoT capabilities positions it to benefit from the ongoing demand for remote connectivity, particularly in critical sectors such as maritime transport and energy operations.
See More
