AerCap Holdings N.V. (AER)

Industrials · NYQ

$143.52-1.09% today

Price as at 1 Oct 2026, 02:42 UTC. Quotes are delayed.

Fundamentals

Market cap$23.14B
P/E ratio6.5
Dividend yield1.07%
Revenue growth (YoY)+7.9%
Profit margin45.2%
Return on equity22.1%
52-week range$118.96 to $158.81

Valuation and ratings

Fair value estimate$322.85
Upside to fair value+125.0%
Analyst target (mean)$170.00
Analyst range$155.00 to $179.00
Analysts with price targets8
Consensus viewstrong buy
Moat score76/100
Overall rating80/100, high quality

Fair value: $322.85 (+125.0%), see how we got there

AerCap Holdings N.V. trades at $143.52, which is 125% below the $322.85 our fair value estimate puts on the business. On that measure alone it screens as undervalued, though a valuation model is an argument rather than a measurement, and the market is frequently right about why something is cheap.

Our moat model scores it 76 out of 100, which is a wide moat. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.

It changes hands at 6.5 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.

AER dividend history

Dividend yield1.07%
Paid, trailing 12 months$1.20 per share
Most recent payment$0.400, ex 12 Aug 2026
Consecutive years of growth1
Consecutive years paid2

Dividends per share by year

YearTotal per sharePayments
2026 (year to date)$1.203
2025$0.8103
2024$0.7503

Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.

AER earnings and analyst estimates

EPS estimate, next year$17.11
Expected EPS growth-1.1%
Expected revenue growth-0.6%

Recommendation mix, 8 published ratings

7 buy1 hold0 sell

Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.

About AerCap Holdings N.V.

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally. The company engages in aircraft and engine asset management services, such as remarketing aircraft and engines for lease or sale; collecting rental and supplemental maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; conducting ongoing lessee financial performance reviews. Its aircraft and engine asset management services also include periodically inspecting the leased aircraft and engines; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft and engines; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and engine valuations; and providing market research services. In addition, the company provides corporate administrative services comprising accounting, and corporate secretarial services consisting of the preparation of budgets and financial statements; and cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of companies. Further, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors. The company has a portfolio of owned, managed, or on order aircraft, consisting of 3,500 aircraft, engines, and helicopters. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.

Industry: Rental & Leasing ServicesEmployees: 668HQ: Ireland

Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.

AER passes 6 of our 30 screens today

Each screen prints the exact criteria it used, and the circumstances in which it is wrong.

Politician trades in AER

We hold 6 disclosed trades in AER by members of Congress and executive-branch officials. The latest 5:

  • Michael T. McCaul · HouseSell · $1,001 - $15,000 · traded 29 Jun 2026 · disclosed 8 Jul 2026
  • Michael T. McCaul · HouseSell · $1,001 - $15,000 · traded 25 Jun 2026 · disclosed 8 Jul 2026
  • Michael T. McCaul · HouseSell · $1,001 - $15,000 · traded 11 Jun 2026 · disclosed 8 Jul 2026
  • Michael T. McCaul · HouseSell · $1,001 - $15,000 · traded 10 Jun 2026 · disclosed 8 Jul 2026
  • Alan Armstrong · SenateBuy · $1,001 - $15,000 · traded 30 Mar 2026 · disclosed 21 Jul 2026

A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.

AER peers

The largest companies in the same industry (Rental & Leasing Services), then in the same sector.

Every industrials company we cover is on the Industrials hub.

Common questions

Is AerCap Holdings N.V. (AER) undervalued?

Against our fair value estimate of $322.85, AER at $143.52 is 125% below fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.

What is AER's P/E ratio?

AER trades at 6.5 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.

Does AerCap Holdings N.V. (AER) pay a dividend?

Yes. AerCap Holdings N.V. yields 1.07% at the current share price. It has paid $1.20 per share over the trailing twelve months. It has paid a dividend in each of the last 2 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.

Where does SteadyShares get its AER data?

Fundamentals for AER come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 02:42 UTC and is delayed. Our data quality score for this company is 100/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.

The full research page for AER, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.

Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.