AerCap Holdings N.V.

AerCap Holdings N.V.(AER)の株式分析

$145.680

-0.524 (-0.36%)終値時点

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高値
148.240
始値
146.710
出来高加重平均価格
145.94
出来高
941.93K
時価総額
18.63B
安値
143.905
売買代金
137.47M
EV/EBITDA(TTM)
8.58

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

AI分析 of AerCap Holdings N.V. (AER)

買い

AerCap Holdings is a good buy right now due to its current price of $144.72, which is significantly below the average analyst price target of $182.75, suggesting a potential upside of approximately 26%. Additionally, the company has shown a robust 1-year change of +17.87% and a solid gross margin of 59.28% in the latest quarter, indicating strong profitability. The main risk is the debt to equity ratio of 232.34%, which suggests a high level of leverage that could impact financial stability in adverse conditions.

アナリスト評価(13)

上値余地 +10.52%
買い
11 買い
1 中立
1 売り
現在: 145.68
安値
150.00
平均
161.00
高値
175.00

Morgan Stanley

2026-07-30

目標株価

$165

Equal Weight

JPMorgan

2026-07-30

目標株価

$183

オーバーウェイト

Deutsche Bank

2026-07-30

目標株価

$190

買い

Citi

2026-07-30

目標株価

$178

買い

Citi

2026-07-20

目標株価

$173

買い

バリュエーション指標

AerCap Holdings N.V.(AER)の現在の予想PERは8.05で、5年平均は8.10です。

予想PER

適正
5年平均 P/E
8.10
現在のP/E
8.05
割高
9.58
割安
6.62

予想EV/EBITDA

適正
5年平均 EV/EBITDA
9.13
現在のEV/EBITDA
8.58
割高
9.97
割安
8.30

予想PSR

割高
5年平均 P/S
2.18
現在のP/S
2.72
割高
2.59
割安
1.76

Alphio AI による AER の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%AER

$122.72

シナリオ価格

基

基本

基本 · 50%AER

$105.04

シナリオ価格

弱

弱気

弱気 · 25%AER

$104.05

シナリオ価格

AER を保有するクジラ

A

Advent International, L.P.

+ を保有AER

+22.00%

3か月リターン

A

ARGA Investment Management, LLC

+ を保有AER

+13.85%

3か月リターン

M

Mawer Investment Management Ltd.

+ を保有AER

+9.91%

3か月リターン

A

Allspring Global Investments, LLC

+ を保有AER

+8.81%

3か月リターン

L

LGT Fund Management Company AG

+ を保有AER

+8.74%

3か月リターン

M

Meridian Wealth Management, LLC

+ を保有AER

+7.66%

3か月リターン

イベントタイムライン

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

ニュース

AER のよくある質問 — Alphio AI が回答

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 current price of $144.72, which is significantly below the average analyst price target of $182.75, suggesting a potential upside of approximately 26%. Additionally, the company has shown a robust 1-year change of +17.87% and a solid gross margin of 59.28% in the latest quarter, indicating strong profitability. The main risk is the debt to equity ratio of 232.34%, which suggests a high level of leverage that could impact financial stability in adverse conditions.

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

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