AerCap Holdings N.V.

Análisis de la acción AerCap Holdings N.V. (AER)

$145.690

-0.233 (-0.16%)Al cierre

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Máximo
147.800
Apertura
145.920
Precio medio ponderado por volumen
146.27
Volumen
697.11K
Capitalización
18.63B
Mínimo
145.325
Importe
101.97M
EV/EBITDA, TTM
8.59

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 approximately 3,567 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 Family, Boeing 737 MAX, Boeing 737NG, Boeing 777-200ER/ 300-ER, Boeing 787, Embraer E190/E195/E2, and Other. Its freight aircraft portfolio includes Airbus A321, Boeing 737 and Boeing 767/777.

www.aercap.com

Análisis de IA of AerCap Holdings N.V. (AER)

Comprar

AerCap Holdings is a good buy right now due to its strong financial performance, including a forward P/E ratio of 8.05 and a gross margin of 59.28%. The recent analyst upgrades and positive sentiment around its earnings growth, with a 12.6% increase in current year earnings estimates, further support this recommendation. The main risk is the debt-to-equity ratio of 232.34%, which indicates a high level of leverage that could impact financial stability.

Recomendaciones de analistas (13)

+10.51% de potencial alcista
Comprar
11 Comprar
1 Mantener
1 Vender
Actual: 145.69
Mínimo
150.00
Promedio
161.00
Máximo
175.00

Morgan Stanley

2026-07-30

Precio objetivo

$165

Equal Weight

JPMorgan

2026-07-30

Precio objetivo

$183

Sobreponderar

Deutsche Bank

2026-07-30

Precio objetivo

$190

Comprar

Citi

2026-07-30

Precio objetivo

$178

Comprar

Citi

2026-07-20

Precio objetivo

$173

Comprar

Métricas de valoración

El PER previsto actual de AerCap Holdings N.V. (AER) es 8.05, frente a su media de 5 años de 8.10.

PER previsto

Valor razonable
Media 5A P/E
8.10
P/E actual
8.05
Sobrevalorada
9.57
Infravalorada
6.62

EV/EBITDA previsto

Valor razonable
Media 5A EV/EBITDA
9.14
EV/EBITDA actual
8.59
Sobrevalorada
9.96
Infravalorada
8.32

Precio/ventas previsto

Sobrevalorado
Media 5A P/S
2.18
P/S actual
2.72
Sobrevalorada
2.60
Infravalorada
1.77

Escenarios de precio de Alphio AI para AER

Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.

A

Alcista

Alcista · 25%AER

$122.72

Precio del escenario

B

Base

Base · 50%AER

$105.04

Precio del escenario

B

Bajista

Bajista · 25%AER

$104.05

Precio del escenario

Ballenas con AER en cartera

A

Advent International, L.P.

+ Con en carteraAER

+22.99%

Rentabilidad a 3 meses

A

ARGA Investment Management, LLC

+ Con en carteraAER

+12.47%

Rentabilidad a 3 meses

M

Mawer Investment Management Ltd.

+ Con en carteraAER

+10.13%

Rentabilidad a 3 meses

L

LGT Fund Management Company AG

+ Con en carteraAER

+6.32%

Rentabilidad a 3 meses

M

Meridian Wealth Management, LLC

+ Con en carteraAER

+6.01%

Rentabilidad a 3 meses

A

Allspring Global Investments, LLC

+ Con en carteraAER

+5.64%

Rentabilidad a 3 meses

Cronología de eventos

2026-09-16 (ET)

09:00:00

AerCap Approves Share Repurchase Program Up to $1 Billion

08:30:00

AerCap Approves Share Repurchase Program Up to $1 Billion

2026-07-29 (ET)

07:31:00

AerCap Q2 Revenue Reaches $2.167B, Raises 2026 Adjusted EPS Guidance to $16.80

2026-07-21 (ET)

12:00:00

GE Aerospace Announces AerCap Selects GEnx-1B Engine for 15 Boeing 787s

08:30:00

Boeing and AerCap Sign New Order for 15 787-9 Jets

Noticias

Preguntas frecuentes sobre AER, respondidas por Alphio AI

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 approximately 3,567 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 Family, Boeing 737 MAX, Boeing 737NG, Boeing 777-200ER/ 300-ER, Boeing 787, Embraer E190/E195/E2, and Other. Its freight aircraft portfolio includes Airbus A321, Boeing 737 and Boeing 767/777. It operates in the Financials sector (EQUIPMENT RENTAL AND LEASING, NOT ELSEWHERE CLASSI industry).

AerCap Holdings is a good buy right now due to its strong financial performance, including a forward P/E ratio of 8.05 and a gross margin of 59.28%. The recent analyst upgrades and positive sentiment around its earnings growth, with a 12.6% increase in current year earnings estimates, further support this recommendation. The main risk is the debt-to-equity ratio of 232.34%, which indicates a high level of leverage that could impact financial stability.

13 analysts cover AER: 11 rate it Buy, 1 Hold and 1 Sell. The average price target is 161.00.

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