Aercap (NYSE:AER) Releases Earnings Results, Beats Estimates By $1.00 EPS

Aercap (NYSE:AER) posted its quarterly earnings results on Wednesday. The financial services provider reported $5.14 EPS for the quarter, topping analysts’ consensus estimates of $4.14 by $1.00, FiscalAI reports. The business had revenue of $2.22 billion during the quarter, compared to analysts’ expectations of $2.10 billion. Aercap had a net margin of 45.22% and a return on equity of 16.01%. The business’s quarterly revenue was up 14.9% on a year-over-year basis. During the same period last year, the company posted $2.83 earnings per share. Aercap updated its FY 2026 guidance to 16.800-16.800 EPS.

Here are the key takeaways from Aercap’s conference call:

• Strong quarterly results and higher guidance: Adjusted EPS was $5.14, adjusted ROE was 18%, and operating cash flow reached $1.5 billion. AerCap raised its full-year 2026 adjusted EPS outlook to approximately $16.80, including $2.80 per share of first-half asset-sale gains.
• Robust leasing and asset-sale environment: Passenger aircraft lease extensions reached 85%, while $1.4 billion of assets were sold in the quarter at a 20% gain-on-sale margin. Management expects full-year asset sales of approximately $4 billion to $5 billion, supported by strong buyer demand.
• Capital returns and financial flexibility remain significant: AerCap repurchased $691 million of shares in the quarter and more than $1.4 billion in the first half, while maintaining approximately $3.5 billion of excess capital and a 2.05-to-1 leverage ratio. Management said share repurchases should continue and that leverage could gradually move toward the mid-2x range.
• Expanded wide-body commitments: AerCap ordered 15 Boeing 787s for delivery from 2030 through 2033, citing scarce delivery positions and long-term demand driven by the aging wide-body fleet. The company also added 131 aircraft to its order book this year, including Airbus narrow-body aircraft obtained through airline-related transactions.
• Some risks and uncertainties remain: Net maintenance contribution was unusually high in the first half and is expected to normalize in the second half, while fleet growth is expected to be modest. AerCap is also evaluating aerospace-engine-derived power systems for data centers but remains cautious because of operational, reliability, partner, and long-term demand risks.

Aercap Stock Performance

Shares of AER stock traded down $3.81 during trading hours on Wednesday, hitting $150.28. 743,716 shares of the company were exchanged, compared to its average volume of 1,279,191. The firm has a fifty day simple moving average of $144.39 and a 200 day simple moving average of $143.41. The company has a current ratio of 0.24, a quick ratio of 0.24 and a debt-to-equity ratio of 2.34. Aercap has a 52-week low of $105.65 and a 52-week high of $156.33. The stock has a market capitalization of $25.08 billion, a price-to-earnings ratio of 6.58, a P/E/G ratio of 1.05 and a beta of 0.94.

Trending Headlines about Aercap

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: AerCap reported adjusted EPS of $5.14, well above the $3.94–$4.14 analyst estimates and up from $2.83 in the year-ago quarter. Revenue increased 14.9% year over year to $2.22 billion, also exceeding expectations. AerCap Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Net income was $726 million, or $4.59 per share, while adjusted net income reached $811 million. Management also characterized the results as strong and raised its 2026 guidance relative to its prior outlook, signaling confidence in operating performance. AerCap Reports Strong Second-Quarter Results
• Neutral Sentiment: The company filed its interim second-quarter financial report with the SEC, providing unaudited consolidated financial statements and notes. The filing formalizes information already disclosed in the earnings release. AerCap Files Second-Quarter Interim Financial Report
• Negative Sentiment: AerCap provided 2026 EPS guidance of $16.80, below the roughly $17.20 analyst consensus cited in the reports. That lower-than-expected outlook may be limiting the market’s reaction to the quarterly beat and prompting profit-taking near the stock’s 52-week high.

Institutional Trading of Aercap

A number of large investors have recently bought and sold shares of the company. Greenline Wealth Management LLC purchased a new position in shares of Aercap during the 4th quarter valued at $30,000. Advisory Services Network LLC purchased a new stake in Aercap during the third quarter valued at about $35,000. Geneos Wealth Management Inc. boosted its position in Aercap by 26.6% during the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock worth $46,000 after purchasing an additional 94 shares during the period. FIL Ltd purchased a new position in shares of Aercap in the fourth quarter worth about $63,000. Finally, Garton & Associates Financial Advisors LLC bought a new stake in shares of Aercap in the fourth quarter valued at approximately $72,000. 96.42% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on AER shares. Truist Financial raised their price objective on shares of Aercap from $161.00 to $175.00 and gave the company a “buy” rating in a research note on Wednesday, July 8th. TD Cowen upped their target price on shares of Aercap from $175.00 to $180.00 and gave the stock a “buy” rating in a report on Thursday, July 16th. JPMorgan Chase & Co. raised their price target on shares of Aercap from $150.00 to $155.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Barclays lifted their price target on Aercap from $164.00 to $179.00 and gave the company an “overweight” rating in a research note on Tuesday, July 7th. Finally, Morgan Stanley decreased their price objective on Aercap from $160.00 to $155.00 and set an “equal weight” rating for the company in a report on Thursday, April 30th. Two analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, Aercap presently has an average rating of “Buy” and an average target price of $168.67.

Aercap declared that its board has authorized a share buyback plan on Wednesday, April 29th that authorizes the company to buyback $1.00 billion in shares. This buyback authorization authorizes the financial services provider to repurchase up to 4.3% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s leadership believes its shares are undervalued.

Aercap Company Profile

AerCap Holdings N.V. (NYSE: AER) is a global aircraft leasing and aviation finance company that acquires, leases, sells and manages commercial aircraft and engines. Its core services include operating leases, finance leases, sale-and-leaseback transactions, aircraft trading and remarketing, and asset management for airline customers. The company also provides related commercial and technical support services designed to optimize fleet utilization and residual values over the life cycle of aircraft and engines.

Operating with a broad global footprint, AerCap serves airlines and other aviation customers across North America, Europe, Asia-Pacific, Latin America, the Middle East and Africa.