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Company Analysis

AerCap Holdings N.V. AER

A comprehensive view of key metrics, scores, and financial health for AerCap Holdings N.V.

Overview of AerCap Holdings N.V.

AER NYQ
Industrials Rental & Leasing Services Large Cap
AerCap Holdings N.V. (AER), is a Large Cap company, in the Rental & Leasing Services industry, last closed at $133.04, about 25.2% overvalued vs fair value, +29.7% 1Y return, ranked 338/656 in sector.
$133.04
-0.06%
As of March 13, 2026
Previous close • Vol 90d: 24.8%
52-Week Range
Market Cap
$22.64B
Enterprise Value
$64.88B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.aercap.com
HQ Dublin
Employees 668
Fiscal year Dec 31

Next Events

Dividend Mar 19
Earnings Apr 29 Estimated

Fair Value Snapshot

Bear Base Bull
$89
$99
$110
Current: $133.04 -25% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$8.5B
6.5%%
Gross Profit
$3.2B
23.9%%
Operating Income
$2.7B
26.7%%
Net Income
$3.8B
78.7%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
-18.2%
Poor

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
2/6
Improving
1
High Impact
4
Critical
Locked Leak
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Locked Leak
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Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating AerCap Holdings N.V.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
60
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
50
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing AER's balance between Growth (31.0%), Profitability (37.5%), and Safety (31.5%). Growth 31% Safety 31% Profitability 37%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

58th percentile vs peers
58
Key Signals
Rev Growth YoY 6.5% 66p EPS Growth YoY -21.7% 54p Revenue CAGR 3Y 6.7% 42p TSR 51.4% 82p
Strengths
  • Tsr in top 20% of peers (51.4%, 82th percentile)
  • Operating Margin in top 20% of peers (31.6%, 88th percentile)
  • Net Profit Margin in top 20% of peers (44.0%, 96th percentile)
  • Ebit Margin in top 20% of peers (31.6%, 88th percentile)
Risks

No significant risks identified for this axis.

Profitability

70th percentile vs peers
71
Key Signals
Strengths
Risks
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Safety

59th percentile vs peers
59
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for AerCap Holdings N.V..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$99.47
- - -
-25.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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