AER
Neutral signalScored 2026-08-11 Drivers: fundamentals. Moteurs : fondamentaux.
Research, not advice.
À propos
AerCap Holdings N.V.
- Nom
- AerCap Holdings N.V.
- Secteur
- Industrials
- Industrie
- Rental & Leasing Services
- Bourse
- NYSE
- Capitalisation
- $23.2B
- Employés
- 668
- PDG
- Aengus Kelly
- Site web
- https://www.aercap.com
- Marché
- ASLEBCVVFFTAIWLFC
AerCap Holdings N.V., a company founded in 1995 and based in Dublin, Ireland, operates extensively in the global aviation industry. The firm specializes in the acquisition, leasing, funding, sale, and general management of commercial aircraft and engines. Its operations span crucial international markets, including China, Hong Kong, Macau, the United States, and Ireland, alongside its broader global activities. A core component of AerCap's business involves a comprehensive suite of aircraft asset management services. These services range from remarketing aircraft and engines to diligently collecting rental and maintenance fees, overseeing aircraft upkeep, and ensuring strict adherence to contractual terms. They manage the complete asset lifecycle, facilitating equipment handovers (delivery and redelivery), and conducting continuous financial evaluations of lessees. The company's expertise further extends to regular inspections of leased aircraft, coordinating technical upgrades to meet new client specifications, negotiating financial restructuring in instances of lease defaults, and repossessing assets when necessary. AerCap also handles insurance provisions, aircraft registration and de-registration processes, conducts asset valuations, and provides valuable market intelligence. Beyond physical asset administration, AerCap offers essential financial and administrative support. This encompasses treasury functions, including financing, refinancing, hedging strategies, and ongoing cash flow management for its operational entities. Additionally, it provides crucial administrative services like accounting and corporate secretarial support, which involves the preparation of budgets and financial statements. AerCap also plays a significant role in the aviation supply chain by providing airframe and engine components. It offers integrated supply chain solutions to a diverse client base, including airlines, maintenance, repair, and overhaul (MRO) service providers, and specialized aircraft parts distributors. By the end of 2021, AerCap Holdings N.V. boasted an impressive portfolio comprising 2,369 aircraft, which included assets that were directly owned, managed for other entities, or currently on order.
Price (1 year)
Live chart from TradingView — independent market data, as price context around the filings, not the Quorum score. EMA 50/200 and Bollinger load by default. When the exchange is known it is sent as EXCHANGE:SYMBOL; otherwise TradingView resolves the ticker best-effort.
VENTE TOTALE: 2 000 titres (~311 280,00 $ US)
- Insiders
- Forst Rita
- Total bought
-
—
Avg buy (VWAP, 90d window) —
- Total sold
-
$311,280
Avg sell (VWAP, 90d window) $155.64 vs last close —
Total sold sums Form 4 code S in this window. Codes F, M, A and G are left out.
- Last activity
- 2026-08-06
- Last synced
-
2026-08-12 09:47:22
Sign in to request a sync of this company's price history and timing levels.
Insider holdings as a share of total assets aren't available for this company.
Avg buy and avg sell are volume-weighted prices (sum of shares × price, divided by shares) for Form 4 rows in this 90-day window that report both figures. A comparison with last close is market context for that average, not advice.
Recent Form 4
Filings in the 90-day window for this company. Value is shares × price from the filing. Research, not advice.
| Date | Person | Side | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|
| 2026-08-06 | Forst Rita | Sell · S | 2,000 | $155.64 | $311,280 | Form 4 |
Congressional trades
STOCK Act disclosures (90-day window)
Amounts are STOCK Act brackets as disclosed. Quorum does not turn a bracket into an exact price or a midpoint.
No STOCK Act disclosures for this company in this window.
Recent trades
| Date | Representative | Type | Amount |
|---|---|---|---|
| 2026-06-29 | Michael McCaul | Sale | $1,001 - $15,000 |
| 2026-06-25 | Michael McCaul | Sale | $1,001 - $15,000 |
| 2026-04-30 | Michael McCaul | Sale | $1,001 - $15,000 |
| 2026-04-10 | Michael McCaul | Sale | $1,001 - $15,000 |
| 2026-03-03 | Michael McCaul | Sale | $1,001 - $15,000 |
| 2026-01-13 | Michael McCaul | Sale | $1,001 - $15,000 |
| 2025-11-24 | Michael McCaul | Sale | $1,001 - $15,000 |
| 2025-09-23 | Michael McCaul | Sale | $1,001 - $15,000 |
| 2025-09-08 | Michael McCaul | Sale | $1,001 - $15,000 |
| 2025-06-12 | Michael McCaul | Sale | $1,001 - $15,000 |
| 2025-01-09 | Michael McCaul | Sale | $15,001 - $50,000 |
| 2024-11-19 | Michael McCaul | Sale | $15,001 - $50,000 |
| 2023-09-20 | Michael McCaul | Purchase | $100,001 - $250,000 |
| 2023-09-20 | Michael McCaul | Purchase | $100,001 - $250,000 |
| 2022-05-03 | Michael McCaul | Purchase | $50,001 - $100,000 |
| 2022-05-03 | Michael McCaul | Purchase | $50,001 - $100,000 |
| 2020-11-13 | Greg Gianforte | Sale (Partial) | $15,001 - $50,000 |
Signal
Neutral signalScored 2026-08-11 Drivers: fundamentals. Moteurs : fondamentaux.
AER displays impressive profitability (45.8% net margin, fundamental trend score 75) but is materially undermined by a dangerously low current ratio of 0.61 and persistent negative free cash flow, yielding a weak…
The first sentence of the analysis written for AER on 2026-08-11 - a real excerpt, not a sample. The rest of it, the 0-100 score and the rating it produced are part of Plus. See plans.
Factor checklist — research, not advice
A check leans with a bullish reading. A cross leans against it. A dash is unavailable or mixed.
- Insider Pulls against a bullish reading. Selling cluster — sale value, no purchase value
- Congress Unavailable or mixed. No purchase disclosures in the stored window
- Narrative Unavailable or mixed. Stored narrative reading is in the neutral band
- Timing Unavailable or mixed. No stored price series
- Financial indicators Unavailable or mixed. Current ratio 0.61 · operating margin 52% — readings disagree
Market snapshot
Financial ratios
| Metric | Trend | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|---|
| Gross Profit Margin | 59.8% | 57.6% | 57.3% | 54.2% | 55.2% | |
| Ebit Margin | 74.2% | 56.1% | 70.0% | 11.3% | 52.4% | |
| Ebitda Margin | 106.5% | 56.5% | 70.4% | 45.4% | 90.2% | |
| Operating Profit Margin | 51.9% | 51.5% | 51.2% | 48.5% | 48.2% | |
| Pretax Profit Margin | 52.6% | 30.3% | 45.4% | -12.6% | 25.5% | |
| Continuous Operations Profit Margin | 45.8% | 26.2% | 41.5% | -10.3% | 22.0% | |
| Net Profit Margin | 45.8% | 26.2% | 41.4% | -10.4% | 21.8% | |
| Bottom Line Profit Margin | 45.8% | 26.2% | 41.4% | -10.4% | 21.8% | |
| Current Ratio | 0.614 | 3.175 | 3.728 | 4.124 | 3.713 | |
| Quick Ratio | 0.614 | 3.121 | 3.675 | 4.083 | 3.685 | |
| Solvency Ratio | 0.120 | 0.039 | 0.058 | 0.031 | 0.047 | |
| Cash Ratio | 0.272 | 0.710 | 1.004 | 1.175 | 1.009 | |
| Price To Earnings Ratio | 6.601 | 8.653 | 5.312 | -19.311 | 9.578 | |
| Price To Earnings Growth Ratio | 0.068 | -0.413 | -0.009 | 0.134 | -0.024 | |
| Forward Price To Earnings Growth Ratio | 0.068 | -0.413 | -0.009 | 0.134 | -0.024 | |
| Price To Earnings Diluted Ratio | 6.749 | 8.869 | 5.393 | -19.311 | 9.750 | |
| Price To Earnings Diluted Growth Ratio | 0.069 | -0.409 | -0.010 | 0.133 | -0.025 | |
| Price To Book Ratio | 1.351 | 1.057 | 1.005 | 0.870 | 0.578 | |
| Price To Sales Ratio | 3.023 | 2.272 | 2.198 | 2.000 | 2.087 | |
| Price To Free Cash Flow Ratio | -36.338 | -15.399 | -17.162 | 10.794 | 5.031 | |
| Price To Operating Cash Flow Ratio | 4.590 | 3.342 | 3.167 | 2.712 | 2.593 | |
| Debt To Assets Ratio | 0.608 | 0.635 | 0.653 | 0.669 | 0.678 | |
| Debt To Equity Ratio | 2.378 | 2.639 | 2.808 | 2.895 | 3.051 | |
| Debt To Capital Ratio | 0.704 | 0.725 | 0.737 | 0.743 | 0.753 | |
| Long Term Debt To Capital Ratio | 0.704 | 0.725 | 0.737 | 0.743 | 0.752 | |
| Financial Leverage Ratio | 3.912 | 4.157 | 4.297 | 4.326 | 4.500 | |
| Working Capital Turnover Ratio | 10.181 | 1.968 | 1.749 | 1.577 | 1.288 | |
| Operating Cash Flow Ratio | 0.993 | 3.191 | 3.248 | 3.803 | 2.156 | |
| Operating Cash Flow Sales Ratio | 0.659 | 0.680 | 0.694 | 0.737 | 0.805 | |
| Free Cash Flow Operating Cash Flow Ratio | -0.126 | -0.217 | -0.185 | 0.251 | 0.515 | |
| Debt Service Coverage Ratio | 4.120 | 2.016 | 2.592 | 1.994 | 3.056 | |
| Interest Coverage Ratio | 2.143 | 1.993 | 2.077 | 2.025 | 1.799 | |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | 352.114 | 65.085 | 0.000 | 51.882 | |
| Operating Cash Flow Coverage Ratio | 0.124 | 0.120 | 0.113 | 0.111 | 0.073 | |
| Capital Expenditure Coverage Ratio | 0.888 | 0.822 | 0.844 | 1.336 | 2.064 | |
| Dividend Paid And Capex Coverage Ratio | 0.861 | 0.805 | 0.844 | 1.336 | 2.064 | |
| Dividend Payout Ratio | 0.051 | 0.067 | 0.000 | 0.000 | 0.000 | |
| Enterprise Value Multiple | 7.664 | 13.785 | 11.537 | 18.562 | 14.106 |
Sparkline shows each ratio oldest → newest (left → right).
How the latest year compares
For each ratio: its most recent value, the change versus one year earlier, and versus its 5-year average. ▲ higher ▼ lower
| Metric | Current | vs 1Y ago | vs 5Y avg |
|---|---|---|---|
| Gross Profit Margin | 59.8% | ▲2.2% | ▲3.0% |
| Ebit Margin | 74.2% | ▲18.1% | ▲21.4% |
| Ebitda Margin | 106.5% | ▲50.0% | ▲32.7% |
| Operating Profit Margin | 51.9% | ▲0.4% | ▲1.6% |
| Pretax Profit Margin | 52.6% | ▲22.3% | ▲24.3% |
| Continuous Operations Profit Margin | 45.8% | ▲19.6% | ▲20.7% |
| Net Profit Margin | 45.8% | ▲19.6% | ▲20.8% |
| Bottom Line Profit Margin | 45.8% | ▲19.6% | ▲20.8% |
| Current Ratio | 0.614 | ▼-2.561 | ▼-2.457 |
| Quick Ratio | 0.614 | ▼-2.507 | ▼-2.422 |
| Solvency Ratio | 0.120 | ▲0.081 | ▲0.061 |
| Cash Ratio | 0.272 | ▼-0.437 | ▼-0.562 |
| Price To Earnings Ratio | 6.601 | ▼-2.052 | ▲4.434 |
| Price To Earnings Growth Ratio | 0.068 | ▲0.481 | ▲0.117 |
| Forward Price To Earnings Growth Ratio | 0.068 | ▲0.481 | ▲0.117 |
| Price To Earnings Diluted Ratio | 6.749 | ▼-2.120 | ▲4.459 |
| Price To Earnings Diluted Growth Ratio | 0.069 | ▲0.478 | ▲0.117 |
| Price To Book Ratio | 1.351 | ▲0.294 | ▲0.379 |
| Price To Sales Ratio | 3.023 | ▲0.751 | ▲0.707 |
| Price To Free Cash Flow Ratio | -36.338 | ▼-20.939 | ▼-25.723 |
| Price To Operating Cash Flow Ratio | 4.590 | ▲1.248 | ▲1.309 |
| Debt To Assets Ratio | 0.608 | ▼-0.027 | ▼-0.041 |
| Debt To Equity Ratio | 2.378 | ▼-0.261 | ▼-0.377 |
| Debt To Capital Ratio | 0.704 | ▼-0.021 | ▼-0.029 |
| Long Term Debt To Capital Ratio | 0.704 | ▼-0.021 | ▼-0.028 |
| Financial Leverage Ratio | 3.912 | ▼-0.246 | ▼-0.327 |
| Working Capital Turnover Ratio | 10.181 | ▲8.213 | ▲6.829 |
| Operating Cash Flow Ratio | 0.993 | ▼-2.198 | ▼-1.685 |
| Operating Cash Flow Sales Ratio | 0.659 | ▼-0.021 | ▼-0.056 |
| Free Cash Flow Operating Cash Flow Ratio | -0.126 | ▲0.091 | ▼-0.174 |
| Debt Service Coverage Ratio | 4.120 | ▲2.104 | ▲1.365 |
| Interest Coverage Ratio | 2.143 | ▲0.150 | ▲0.136 |
| Short Term Operating Cash Flow Coverage Ratio | 0.000 | ▼-352.114 | ▼-93.816 |
| Operating Cash Flow Coverage Ratio | 0.124 | ▲0.004 | ▲0.016 |
| Capital Expenditure Coverage Ratio | 0.888 | ▲0.066 | ▼-0.303 |
| Dividend Paid And Capex Coverage Ratio | 0.861 | ▲0.056 | ▼-0.321 |
| Dividend Payout Ratio | 0.051 | ▼-0.015 | ▲0.028 |
| Enterprise Value Multiple | 7.664 | ▼-6.121 | ▼-5.467 |
Key metrics
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
| Market cap | $24.75B | $18.17B | $16.66B | $14.03B | $9.58B | |
| Enterprise value | $66.84B | $62.31B | $61.61B | $59.10B | $58.40B | |
| EV / Sales | 8.16x | 7.79x | 8.13x | 8.43x | 12.73x | |
| EV / Op. cash flow | 12.39x | 11.46x | 11.71x | 11.43x | 15.81x | |
| EV / Free cash flow | -98.12x | -52.82x | -63.46x | 45.48x | 30.67x | |
| EV / EBITDA | 7.66x | 13.79x | 11.54x | 18.56x | 14.11x | |
| Net debt / EBITDA | 4.83x | 9.77x | 8.42x | 14.16x | 11.79x | |
| Current ratio | 0.61x | 3.17x | 3.73x | 4.12x | 3.71x | |
| Income quality | 1.44x | 2.59x | 1.68x | -7.17x | 3.66x | |
| Graham number | $228 | $150 | $153 | — | $132 | |
| Graham net-net | -$293 | -$266 | -$224 | -$205 | -$363 | |
| Tax burden | 87.1% | 86.6% | 91.2% | 82.0% | 85.4% | |
| Interest burden | 70.9% | 54.0% | 64.8% | -111.5% | 48.8% | |
| Working capital | -$2.10B | $3.70B | $4.42B | $4.25B | $4.65B | |
| Invested capital | $61.77B | $68.06B | $68.04B | $66.91B | $71.81B | |
| Return on assets | 5.2% | 2.9% | 4.4% | -1.0% | 1.3% | |
| Operating ROA | 5.9% | 5.8% | 5.5% | 4.7% | 3.8% | |
| Return on tangible assets | 5.4% | 3.0% | 4.6% | -1.1% | 1.4% | |
| Return on equity | 20.5% | 12.2% | 18.9% | -4.5% | 6.0% | |
| Return on invested capital | 5.6% | 5.1% | 5.1% | 4.1% | 2.6% | |
| Return on capital employed | 6.4% | 5.9% | 5.6% | 5.0% | 3.0% | |
| Earnings yield | 15.2% | 11.6% | 18.8% | -5.2% | 10.4% | |
| Free cash flow yield | -2.8% | -6.5% | -5.8% | 9.3% | 19.9% | |
| Capex / Op. cash flow | 112.6% | 121.7% | 118.5% | 74.9% | 48.5% | |
| Capex / Depreciation | 229.5% | 256.4% | 251.2% | 162.0% | 103.0% | |
| Capex / Sales | 74.2% | 82.7% | 82.2% | 55.2% | 39.0% | |
| SG&A / Sales | 6.7% | 6.1% | 6.1% | 5.7% | 6.9% | |
| R&D / Sales | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | |
| Stock comp / Sales | 2.0% | 1.4% | 1.3% | 1.5% | 2.1% | |
| Intangibles / Total assets | 2.5% | 3.2% | 4.1% | 5.1% | 6.2% | |
| Days sales outstanding | 83d | 157d | 185d | 182d | 326d | |
| Days payables outstanding | 210d | 94d | 89d | 92d | 213d | |
| Operating cycle | 83d | 167d | 194d | 189d | 334d | |
| Cash conversion cycle | -127d | 73d | 105d | 96d | 121d |
Change by theme
Grouped by what each metric measures. Each figure is the change over the period shown — ▲ up ▼ down versus then.
Change over 1 year
Change over 5 years
Employee count
Peer market caps
Recent news
- 2026-08-10 Best Growth Stocks to Buy for August 10th VRT, NVST, and AER it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 10, 2026.
- 2026-08-08 Cetera Investment Advisers Acquires 5,499 Shares of Aercap Holdings N.V. $AER Cetera Investment Advisers increased its holdings in Aercap Holdings N.V. (NYSE: AER) by 37.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 20,298 shares of the financial services provider''s stock after purchasing an additional 5,499 shares during the
- 2026-08-06 Aercap Holdings N.V. (AER) Hits Fresh High: Is There Still Room to Run? AerCap (AER) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company''s fundamentals for clues.
- 2026-08-05 AerCap: Hidden Aircraft Value Still Makes It A Buy AerCap remains a buy as book value compounds, cash flow is robust, and asset sales consistently exceed carrying values. I downgrade AER from strong buy to buy as the easiest upside has materialized, but see continued value from disciplined capital deployment and supply-demand tailwinds. 2026 adjusted EPS guidance is $16.80, likely conservative; actual EPS could reach $18.25–$18.50 with second-half asset-sale gains.
- 2026-08-03 AER or WAB: Which Is the Better Value Stock Right Now? Investors looking for stocks in the Transportation - Equipment and Leasing sector might want to consider either AerCap (AER) or Westinghouse Air Brake Technologies (WAB). But which of these two companies is the best option for those looking for undervalued stocks?
- 2026-07-31 Best Value Stocks to Buy for July 31st EFOR, AER and SANM made it to the Zacks Rank #1 (Strong Buy) value stocks list on July 31, 2026.
- 2026-07-31 Amundi Sells 215,307 Shares of Aercap Holdings N.V. $AER Amundi reduced its stake in Aercap Holdings N.V. (NYSE: AER) by 9.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,088,253 shares of the financial services provider''s stock after selling 215,307 shares during the period. Amundi owned about 1.25% of Aercap
- 2026-07-31 First Trust Advisors LP Sells 14,882 Shares of Aercap Holdings N.V. $AER First Trust Advisors LP decreased its position in shares of Aercap Holdings N.V. (NYSE: AER) by 13.2% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 97,470 shares of the financial services provider''s stock after selling 14,882 shares during the period. First
- 2026-07-30 Takeda Announces FY2026 First Quarter Results, Near-Term Launch Preparations and Pipeline Progress on Track Takeda ([url="]TOKYO:4502/NYSE: TAK[/url]) announced financial results for the first quarter of fiscal year 2026 (April 1, 2026 to June 30, 2026), marking a peri
- 2026-07-30 Aercap (NYSE:AER) Sets New 1-Year High After Earnings Beat Aercap Holdings N.V. (NYSE: AER - Get Free Report)''s stock price reached a new 52-week high during trading on Wednesday following a better than expected earnings announcement. The stock traded as high as $156.33 and last traded at $150.9510, with a volume of 139222 shares changing hands. The stock had previously closed at $154.09. The financial