AerCap
Leases aircraft, engines and helicopters while managing cargo and aviation materials services.
Something off on this page? Send us feedback.
Profile
Owns and leases commercial aircraft, engines and helicopters to airline and aviation customers worldwide, with cargo, materials, financing, sales and fleet-management capabilities. Operates as one reportable segment, combining long-term asset ownership with remarketing and related services.
Owns and leases commercial aircraft, engines and helicopters, supported by cargo, aviation materials, financing, sales and fleet-management teams. The platform serves airline and aviation customers worldwide through one reportable segment.
Combines long-term asset ownership with financing, maintenance oversight and remarketing across customers and regions. The current multi-asset platform reflects the integration of ILFC and GECAS into an institutional leasing business.
Cash generation depends on airline liquidity and traffic, access to fleet financing, manufacturer deliveries, maintenance condition and aircraft demand. Sanctions, repossession barriers and insurance enforceability can also determine whether mobile leased assets are recovered.
Company facts
Categories
Key statistics
Year to date +1.9% · Average volume (30d) 1.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 30, 2026 | Morgan Stanley | Reiterate | Equal Weight | $155 | $165 |
| Jul 30, 2026 | Deutsche Bank | Reiterate | Buy | $175 | $190 |
| Jul 20, 2026 | Citigroup | Initiate | Buy | ||
| Jul 8, 2026 | Truist Financial | Target | $161 | $175 | |
| Jul 7, 2026 | Barclays | Reiterate | Overweight | $164 | $179 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $4.14 | $5.14 | +24.2% | $2.10B | $2.17B | +3.3% | −3.54% |
| Apr 29, 2026Q1 FY26 | $3.72 | $5.39 | +44.9% | $2.07B | $2.24B | +8.2% | +2.97% |
| Feb 6, 2026Q4 FY25 | $3.40 | $3.95 | +16.2% | $2.11B | $2.24B | +6.4% | +1.73% |
| Oct 29, 2025Q3 FY25 | $3.10 | $4.97 | +60.3% | $1.98B | $1.89B | −4.4% | −0.95% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.08B | $1.89B | $1.89B | $2.17B | $2.16B | $2.08B | |
| Gross profit | $1.34B | $604.4M | $1.14B | $1.13B | $1.41B | $1.29B | |
| Operating income | $1.22B | $433.6M | $1.01B | $946.8M | $1.28B | $1.15B | |
| Net income | $642.9M | $1.26B | $1.22B | $632.8M | $818.1M | $725.7M | |
| Diluted EPS | $3.48 | $7.09 | $6.98 | $3.79 | $4.96 | $4.59 | |
| Gross margin | 64.3% | 32.0% | 60.0% | 52.3% | 65.4% | 61.9% | |
| Operating margin | 58.9% | 23.0% | 53.2% | 43.7% | 59.3% | 55.2% |
Fiscal years (4-quarter sums)FY21 $4.59B · FY22 $6.91B · FY23 $7.58B · FY24 $8.00B · FY25 $8.02B
Revenue by product · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $1.80B · Total debt $42.77B · Total assets $71.18B · Shareholders' equity $18.41B
Dividends
Last raised to $0.40 from $0.27 in Feb 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 12, 2026 | Aug 12 | Sep 3 | $0.40 | |
| May 13, 2026 | May 13 | Jun 4 | $0.40 | |
| Feb 25, 2026 | Feb 25 | Mar 19 | $0.40 | raised from $0.27 |
| Nov 12, 2025 | Nov 12 | Dec 4 | $0.27 | |
| Aug 13, 2025 | Aug 13 | Sep 4 | $0.27 | |
| May 14, 2025 | May 14 | Jun 5 | $0.27 | |
| Mar 12, 2025 | Mar 12 | Apr 3 | $0.27 | raised from $0.25 |
| Nov 13, 2024 | Nov 13 | Dec 5 | $0.25 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 157.69M · Float 149.87M · 95.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13.75M | 8.72% | 13F | Aug 7, 2026 |
| Harris Associates L P | 6.46M | 4.10% | 13F | Aug 14, 2026 |
| State Street Corp | 5.35M | 3.39% | 13F | Aug 7, 2026 |
| Two Sigma Investments, LP | 3.39M | 2.15% | 13F | Aug 14, 2026 |
| JPMorgan Chase & Co | 3.34M | 2.12% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 6, 2026 | Rita Forst | director | −2,000 | $155.64 |
| Jun 15, 2026 | Cormac Stuart | officer: Chief Accounting Officer | −11,644 | $143.21 |
| May 12, 2026 | Peter Juhas | officer: Chief Financial Officer | −76,000 | $144.72 |
| May 7, 2026 | Vincent Drouillard | officer: General Counsel | −4,504 | $150.00 |
| May 6, 2026 | Aengus Kelly | director, officer: Chief Executive Officer | −50,000 | $148.83 |
Peers
- FTAI
Engine leasing, MRE, modules, and aviation materials for global operators.
- Willis Lease Finance
Engine lessor combining spare-engine leases, maintenance, and parts sales
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AerCap | $147.70 | +0.18% | $23.26B | 7.3 | 8.7 | 2.8 | +14.9% |
| FTAI | $195.10 | +0.08% | $20.00B | 42.4 | 21.1 | 6.4 | +40.9% |
| Willis Lease Finance | $53.42 | −0.11% | $3.83B | 24.3 | 8.7 | 5.0 | −0.8% |
| Median | 33.3 | 14.9 | 5.7 | +20.1% |