AerCap Holdings N.V.

AerCap Holdings N.V. (AER) Stock Analysis

$144.160

-1.759 (-1.22%)At close

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High
146.523
Open
146.140
VWAP
144.54
Vol
1.35M
Mkt Cap
18.63B
Low
142.930
Amount
195.08M
EV/EBITDA, TTM
8.62

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.

AI analysis of AerCap Holdings N.V. (AER)

buy

AerCap Holdings NV is a good buy right now due to its strong recent earnings report with an adjusted EPS of $5.14, surpassing estimates by 30.46%, and a solid gross margin of 59.28%. The stock is currently priced at $147.49, which is below the average analyst price target of $178, indicating significant upside potential. The main risk is the RSI at 41.95, suggesting the stock is nearing oversold conditions, which could lead to short-term volatility.

Analyst Ratings (13)

+11.68% upside
Buy
11 Buy
1 Hold
1 Sell
Current: 144.16
Low
150.00
Average
161.00
High
175.00

Morgan Stanley

2026-07-30

Price Target

$165

Equal Weight

JPMorgan

2026-07-30

Price Target

$183

Overweight

Deutsche Bank

2026-07-30

Price Target

$190

Buy

Citi

2026-07-30

Price Target

$178

Buy

Citi

2026-07-20

Price Target

$173

Buy

Valuation Metrics

The current forward P/E ratio for AerCap Holdings N.V. (AER) is 8.11, compared to its 5-year average forward P/E of 8.09.

Forward P/E

Fair
5Y Average P/E
8.09
Current P/E
8.11
Overvalued
9.61
Undervalued
6.58

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
9.08
Current EV/EBITDA
8.62
Overvalued
10.03
Undervalued
8.13

Forward P/S

Overvalued
5Y Average P/S
2.14
Current P/S
2.75
Overvalued
2.58
Undervalued
1.70

Alphio AI Price Scenarios for AER

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%AER

$122.72

Scenario price

B

Base

Base · 50%AER

$105.04

Scenario price

B

Bear

Bear · 25%AER

$104.05

Scenario price

Whales holding AER

D

Donald Smith & Co., Inc.

+ HoldingAER

+11.55%

3M Return

S

Sculptor Capital Management, Inc.

+ HoldingAER

+8.49%

3M Return

E

Eagle Capital Management LLC

+ HoldingAER

+2.74%

3M Return

T

Thompson, Siegel & Walmsley LLC

+ HoldingAER

+2.28%

3M Return

T

The Burney Company

+ HoldingAER

+2.21%

3M Return

K

Kepler Cheuvreux SA

+ HoldingAER

+1.63%

3M Return

Events Timeline

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

2026-07-20 (ET)

16:30:00

Nasdaq Closes Near Flat as Market Eyes Megacap Earnings

12:30:00

Tech Stocks Rebound as Market Eyes Megacap Earnings

News

AER FAQ — answered by 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 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. It operates in the Financials sector (EQUIPMENT RENTAL AND LEASING, NOT ELSEWHERE CLASSI industry).

AerCap Holdings NV is a good buy right now due to its strong recent earnings report with an adjusted EPS of $5.14, surpassing estimates by 30.46%, and a solid gross margin of 59.28%. The stock is currently priced at $147.49, which is below the average analyst price target of $178, indicating significant upside potential. The main risk is the RSI at 41.95, suggesting the stock is nearing oversold conditions, which could lead to short-term volatility.

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

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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