AerCap Holdings N.V.

AerCap Holdings N.V.(AER)股票分析

$145.690

-0.233 (-0.16%)收盘时

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最高
147.800
开盘
145.920
成交量加权均价
146.27
成交量
697.11K
市值
18.63B
最低
145.325
成交额
101.97M
企业价值/息税折旧摊销前利润(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.

AI 分析 of AerCap Holdings N.V. (AER)

买入

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.

分析师评级(13)

上行空间 +10.51%
买入
11 买入
1 持有
1 卖出
当前: 145.69
最低
150.00
平均
161.00
最高
175.00

Morgan Stanley

2026-07-30

目标价

$165

Equal Weight

JPMorgan

2026-07-30

目标价

$183

增持

Deutsche Bank

2026-07-30

目标价

$190

买入

Citi

2026-07-30

目标价

$178

买入

Citi

2026-07-20

目标价

$173

买入

估值指标

AerCap Holdings N.V.(AER)当前预期市盈率为 8.05,5 年平均预期市盈率为 8.10。

预期市盈率

合理
5 年均值 P/E
8.10
当前P/E
8.05
高估
9.57
低估
6.62

预期 EV/EBITDA

合理
5 年均值 EV/EBITDA
9.14
当前EV/EBITDA
8.59
高估
9.96
低估
8.32

预期市销率

高估
5 年均值 P/S
2.18
当前P/S
2.72
高估
2.60
低估
1.77

Alphio AI 对 AER 的价格情景

情景价格取自当年最后一个月度预测区间。概率为固定的模型权重(25 / 50 / 25),不构成保证。

乐

乐观

乐观 · 25%AER

$122.72

情景价格

基

基准

基准 · 50%AER

$105.04

情景价格

悲

悲观

悲观 · 25%AER

$104.05

情景价格

持有 AER 的大户

A

Advent International, L.P.

+ 持有AER

+22.99%

3个月收益率

A

ARGA Investment Management, LLC

+ 持有AER

+12.47%

3个月收益率

M

Mawer Investment Management Ltd.

+ 持有AER

+10.13%

3个月收益率

L

LGT Fund Management Company AG

+ 持有AER

+6.32%

3个月收益率

M

Meridian Wealth Management, LLC

+ 持有AER

+6.01%

3个月收益率

A

Allspring Global Investments, LLC

+ 持有AER

+5.64%

3个月收益率

事件时间线

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

资讯

AER 常见问题 —— 由 Alphio AI 解答

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 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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本页仅供研究参考,不构成投资建议。模型可能出错。过往表现不代表未来结果。

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