AER

AerCap Holdings NV

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Advanced Chart

110.010

-0.23(-0.209%)1D

Overview
Forecast
Valuation
Earnings

Line

Candle

YTD

High

110.130

Open

110.130

VWAP

110.13

Vol

5.79K

Mkt Cap

19.21B

Low

110.130

Amount

638.09K

EV/EBITDA(TTM)

10.11

Total Shares

198.34M

62.63B

EV/OCF(TTM)

11.78

P/S(TTM)

2.77

AerCap Holdings N.V. is an Ireland-based company, which is primarily engaged in aviation leasing. It provides a range of assets for leasing, including narrowbody and widebody aircraft, regional jets, freighters, engines and helicopters. It provides 10 types of modern narrowbody and widebody cargo aircraft to over 20 customers around the world, including e-commerce, express delivery and general cargo operators. It is a lessor of spare engines, with over 1,000 engines, including engines owned and managed by Shannon Engine Support Ltd (SES), its joint venture with Safran Aircraft Engines, and over 150 customers. Its offer includes new and used commercial passenger and cargo aircraft, and helicopters, on operating lease from its existing fleet and order book. In addition, it offers aftermarket components, equipment and services through its materials business and the lease, purchase and financing of spare engines. Its portfolio consists of about 3,508 aircraft, engines and helicopters.

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2026Q1

FY2025Q4

FY2025Q3

2.01B

-3.15%

3.389

-7.92%

2.02B

-2.53%

3.340

+0.92%

2.00B

+2.52%

3.108

+28.98%

Estimates Revision

The market is revising Upward the revenue expectations for AerCap Holdings N.V. (AER) for FY2025, with the revenue forecasts being adjusted by 0.29% over the past three months. During the same period, the stock price has changed by -1.19%.

Revenue Estimates for FY2025

Revise Upward

+0.29%

In Past 3 Month

EPS Estimates for FY2025

Revise Upward

+2.49%

In Past 3 Month

Stock Price

Go Down

-1.19%

In Past 3 Month

7 Analyst Rating

18.04% Upside

Wall Street analysts forecast AER stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AER is 129.86 USD with a low forecast of 120.00 USD and a high forecast of 135.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

6 Buy

1 Hold

0 Sell

Strong Buy

18.04% Upside

Current: 110.010

Low

120.00

Averages

129.86

High

135.00

18.04% Upside

Current: 110.010

Low

120.00

Averages

129.86

High

135.00

Morgan Stanley

Kristine Liwag

Equal Weight

maintain

$111 -> $120

2025-07-17

Reason

Morgan Stanley

Kristine Liwag

Price Target

$111 -> $120

2025-07-17

maintain

Equal Weight

Reason

Morgan Stanley analyst Kristine Liwag raised the firm's price target on AerCap (AER) to $120 from $111 and keeps an Equal Weight rating on the shares. Noting that Aerospace stocks are trading at record multiples, the firm contends that recent multiple expansion in Aerospace reflects sector resilience and adds that it expects industry dynamics to "largely remain on trend." The firm, which adds in a Q2 preview for the group that the Aero supply chain continues to improve, Boeing (BA) output has momentum, and air traffic demand persists, continues to favor aerospace stocks with a mix of aftermarket and original equipment exposure.

Barclays

Overweight

maintain

$115 -> $131

2025-07-10

Reason

Barclays

Price Target

$115 -> $131

2025-07-10

maintain

Overweight

Reason

Barclays raised the firm's price target on AerCap to $131 from $115 and keeps an Overweight rating on the shares as part of a Q2 earnings preview. With insurance recoveries largely realized, the firm sees increasing capital action optionality for the company.

Susquehanna

Christopher Stathoulopoulos

Positive

maintain

$120 -> $130

2025-05-13

Reason

Susquehanna

Christopher Stathoulopoulos

Price Target

$120 -> $130

2025-05-13

maintain

Positive

Reason

Susquehanna analyst Christopher Stathoulopoulos raised the firm's price target on AerCap to $130 from $120 and keeps a Positive rating on the shares. The firm said while tariffs and trade risk are likely to weigh on near-term demand for global air travel, they continue to see a constructive mid-term outlook, with a shortage of widebodies through end-of-decade, and the company's "barbell" approach to its fleet supporting lease rates for in-demand next-gen aircraft and opportunistic sales for older current-gen aircraft.

Morgan Stanley

Kristine Liwag

Hold

Maintains

$112 → $101

2025-04-11

Reason

Morgan Stanley

Kristine Liwag

Price Target

$112 → $101

2025-04-11

Maintains

Hold

Reason

B of A Securities

Ronald Epstein

Strong Buy

Maintains

$105 → $125

2025-03-07

Reason

B of A Securities

Ronald Epstein

Price Target

$105 → $125

2025-03-07

Maintains

Strong Buy

Reason

Barclays

Terry Ma

Buy

Maintains

$113 → $115

2025-02-27

Reason

Barclays

Terry Ma

Price Target

$113 → $115

2025-02-27

Maintains

Buy

Reason

See All Ratings

Valuation Metrics

The current forward P/E ratio for AerCap Holdings NV (AER.N) is 8.29, compared to its 5-year average forward P/E of 7.43. For a more detailed relative valuation and DCF analysis to assess AerCap Holdings NV 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

Fair

5Y Average PE

7.43

Current PE

8.29

Overvalued PE

9.04

Undervalued PE

5.82

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

Fair

5Y Average EV/EBITDA

8.94

Current EV/EBITDA

8.62

Overvalued EV/EBITDA

10.06

Undervalued EV/EBITDA

7.83

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

Overvalued

5Y Average PS

1.79

Current PS

2.36

Overvalued PS

2.25

Undervalued PS

1.34