AER
AerCap Holdings N.V.

AerCap Holdings N.V.AER

Industrials · Rental & Leasing Services
165.72USD
+2.04%
Nov 05, 2026
AER overview ready
Global commercial aircraft leasing and asset management for airlines
AerCap is a large global owner and lessor of commercial aircraft, engines, and helicopters, monetizing airline demand through long-term leases, asset sales, fleet trading, and aircraft-asset management.
Theme not measured
No economic group is assigned yet.
An early price trend
Longer-term context reads mature trend, with a near-term setup of daily advance.
Fair valuation
The price broadly reflects how its multiples compare with businesses of the same kind, with upside and risk reasonably balanced.
Low free cash flow yield
Free cash flow yield is weak.
Primary risk
Airline industry downturns reducing leasing demand.
Market Nov 4Price action Nov 5Research Sep 12

Conviction Level

Theme Momentum has no canonical measurement for this company — a research-profile dimension, not an input to this score.

PriceAction8.6BusinessPerformance—BusinessQuality—Valuation3.5ThemeMomentum—Business Performance not yet available.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
No economic group yet — pending research
Price
Loading price history…

Price Action

An early price trend
Longer-term context reads mature trend, with a near-term setup of daily advance.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$24.5B
Avg Volume (60D)
1.2M
60 sessions
Revenue Growth YoY
-0.3%
Trailing twelve months
Gross Margin
+63.0%
Operating Margin
+49.2%
Trailing twelve months
Free Cash Flow Yield
-6.9%
P/E
8.1x
EV / EBITDA
12.5x
EV / Sales
8.6x
Market metrics as of Nov 4, 2026

Business Performance

Business Quality

Not assessed

Not assessed — the company files under a regime the financial record does not cover yet.

Fundamentals & Valuation

0 of the one valuation perspectives say fair; peers is the dissenting view.
This company has a Fair valuation stance because the price broadly reflects how its multiples compare with businesses of the same kind, with upside and risk reasonably balanced.

Company Research

Thesis
AerCap is a large global owner and lessor of commercial aircraft, engines, and helicopters, monetizing airline demand through long-term leases, asset sales, fleet trading, and aircraft-asset management.
Opportunity
Moderate opportunity
Aircraft owners and leasing platforms benefit when airline traffic growth, fleet modernization needs, constrained OEM and engine supply, and limited near-term delivery slots increase the value of immediately available aircraft capacity.
Key risk
Airline industry downturns reducing leasing demand.

Economic classification

Loading the economic classification…

Business & Markets

Industrials · Rental & Leasing Services
What they do

AerCap Holdings N.V. Leases, finances, sells, and manages commercial aircraft and engines globally, providing asset management services including remarketing, maintenance monitoring, and contract compliance enforcement.

How it earns

Primarily transactional revenue from leasing, financing, and sales of aircraft and engines, supplemented by asset management fees.

Products & services
Aircraft leasing
Engine leasing
Aircraft and engine asset management
Aircraft remarketing
Customers & end markets
Airlines
Aircraft operators
Aircraft financiers
Market position

Leader in global commercial aircraft leasing and asset management.

Demand drivers
High cyclicality

Business is closely tied to airline industry cycles and global air travel demand.