US · Industrials · Rental & Leasing Services
EPS came in at 5.14 against a street estimate of 3.94 — a beat of 30.5%.
Analysts rate AerCap Holdings NV a strong buy (9 buy, 1 hold, 0 sell out of 10) with an average price target of $179.80.
CONFIDENT AerCap posted strong Q2 with $5.14 adjusted EPS, raised FY26 guidance to $16.80, and ordered 15 Boeing 787s. Lease extension rates hit 85%, asset sales gained 20%. Leverage remains conservative at 2.0x. Q2 2026 Global traffic growth moderated YoY; regional variance evident. Middle East, APAC, North America saw flight-activity declines. Europe, Africa, Latin America continued growth. Resilience demonstrated despite geopolitical headwinds and higher airline input costs. Analysts pressed on leverage (why still low despite strong returns?), gain-on-sale durability (very volatile, depends on mix), and M&A/consolidation opportunities (none imminent; buybacks remain cheapest deploy). Management emphasized high operating cash flow, selective capital deployment, and lack of accretive M&A targets, signaling confidence in organic growth and shareholder returns. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.75% |
| Harris Associates L.P. | 4.11% |
| State Street Corp | 3.40% |
| Two Sigma Investments LLC | 2.16% |
| JPMorgan Chase & Co | 2.12% |
| T. Rowe Price Associates, Inc. | 2.02% |
| Donald Smith & Co Inc | 1.85% |
| 59 North Capital Management, LP | 1.78% |
| Document | Date |
|---|---|
| Report of foreign private issuer (6-K) · Q4 2026 HEADLINE NUMBERS • AerCap Funding Designated Activity Company, a subsidiary of AerCap Holdings N.V., plans to issue $1,500,000,000 of senior unsecure | 2026-10-07 |
| Report of foreign private issuer (6-K) · Q3 2026 HEADLINE NUMBERS • AerCap Funding Designated Activity Company, a wholly owned subsidiary of AerCap Holdings N.V., priced $1.5 billion of senior notes | 2026-09-23 |
| Report of foreign private issuer (6-K) · Q3 2026 HEADLINE NUMBERS • AerCap’s board approved a share repurchase program of up to $1 billion. • The program runs through June 30, 2027. • Repurchases | 2026-09-16 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Second-quarter 2026 net income attributable to AerCap was $725,720, compared with $1,259,209 in Q2 2025. • Six-month 2026 net in | 2026-07-29 |
| Report of foreign private issuer (6-K) · Q3 2026 HEADLINE NUMBERS • The document is an indenture dated July 7, 2026. • It establishes the legal framework for debt securities (“Notes”) issued by Aer | 2026-07-07 |
| Quarterly results (6-K) · Q1 2026 HEADLINE NUMBERS • AerCap reported Q1 2026 net income attributable to AerCap of $818.129 million, up from $642.860 million in Q1 2025. • Diluted ear | 2026-04-29 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • AerCap reported for the fiscal year ended December 31, 2025; the company is incorporated in the Netherlands and listed on the NYSE | 2026-02-12 |
| Quarterly results (6-K) · Q4 2025 HEADLINE NUMBERS • AerCap reported full-year 2025 net income of $3.8 billion, or $21.30 per diluted share, versus $2.1 billion and $10.79 in 2024. • | 2026-02-06 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.40 / share ex-date Aug 12, 2026 · pay Sep 3, 2026 | 2026-08-12 |
| Dividend | $0.40 / share ex-date May 13, 2026 · pay Jun 4, 2026 | 2026-05-13 |
| Dividend | $0.40 / share ex-date Feb 25, 2026 · pay Mar 19, 2026 | 2026-02-25 |
| Dividend | $0.27 / share ex-date Nov 12, 2025 · pay Dec 4, 2025 | 2025-11-12 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for AerCap Holdings NV — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.