Insights Ahead: AerCap Holdings's Quarterly Earnings
AerCap Holdings (NYSE:AER) is preparing to release its quarterly earnings on Friday, 2026-02-06. Here's a brief overview of what investors should keep in mind before the announcement.
Analysts expect AerCap Holdings to report an earnings per share (EPS) of $3.39.
AerCap Holdings bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
Past Earnings Performance
In the previous earnings release, the company beat EPS by $1.86, leading to a 0.95% drop in the share price the following trading session.
Here's a look at AerCap Holdings's past performance and the resulting price change:
| Quarter | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|
| EPS Estimate | 3.11 | 2.77 | 2.75 | 2.57 |
| EPS Actual | 4.97 | 2.83 | 3.68 | 3.31 |
| Price Change % | -1.00 | -2.00 | 0.00 | 0.00 |
Performance of AerCap Holdings Shares
Shares of AerCap Holdings were trading at $143.17 as of February 03. Over the last 52-week period, shares are up 46.47%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release.
Analyst Views on AerCap Holdings
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on AerCap Holdings.
AerCap Holdings has received a total of 4 ratings from analysts, with the consensus rating as Outperform. With an average one-year price target of $157.0, the consensus suggests a potential 9.32% upside.
Comparing Ratings with Competitors
This comparison focuses on the analyst ratings and average 1-year price targets of FTAI Aviation, Watsco and WESCO Intl, three major players in the industry, shedding light on their relative performance expectations and market positioning.
- Analysts currently favor an Outperform trajectory for FTAI Aviation, with an average 1-year price target of $285.14, suggesting a potential 98.55% upside.
- Analysts currently favor an Neutral trajectory for Watsco, with an average 1-year price target of $370.0, suggesting a potential 157.64% upside.
- Analysts currently favor an Outperform trajectory for WESCO Intl, with an average 1-year price target of $294.4, suggesting a potential 105.0% upside.
Comprehensive Peer Analysis Summary
The peer analysis summary outlines pivotal metrics for FTAI Aviation, Watsco and WESCO Intl, demonstrating their respective standings within the industry and offering valuable insights into their market positions and comparative performance.
| Company | Consensus | Revenue Growth | Gross Profit | Return on Equity |
|---|---|---|---|---|
| AerCap Holdings | Outperform | 18.50% | $1.06B | 6.74% |
| FTAI Aviation | Outperform | 43.21% | $248.86M | 54.64% |
| Watsco | Neutral | -4.31% | $568.91M | 5.41% |
| WESCO Intl | Outperform | 12.93% | $1.32B | 3.90% |
Key Takeaway:
AerCap Holdings ranks first in revenue growth among its peers. It ranks last in gross profit. It ranks second in return on equity.
About AerCap Holdings
AerCap Holdings NV is an aircraft leasing company. Its activities include leasing, financing, sales, and management of commercial aircraft and engines. It also provides aircraft asset management and corporate services to securitization vehicles, joint ventures, and other third parties.It has one business segment: leasing, financing, sales and management of commercial flight equipment (Commercial Flight Equipment Segment).Through its subsidiary, the group also provides engine leasing, certified aircraft engines, airframes, and engine parts. Its geographical segments include United Kingdom, United States, and Other countries.
Breaking Down AerCap Holdings's Financial Performance
Market Capitalization: Boasting an elevated market capitalization, the company surpasses industry averages. This signals substantial size and strong market recognition.
Positive Revenue Trend: Examining AerCap Holdings's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 18.5% as of 30 September, 2025, showcasing a substantial increase in top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Industrials sector.
Net Margin: AerCap Holdings's financial strength is reflected in its exceptional net margin, which exceeds industry averages. With a remarkable net margin of 52.66%, the company showcases strong profitability and effective cost management.
Return on Equity (ROE): AerCap Holdings's financial strength is reflected in its exceptional ROE, which exceeds industry averages. With a remarkable ROE of 6.74%, the company showcases efficient use of equity capital and strong financial health.
Return on Assets (ROA): AerCap Holdings's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 1.67%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 2.43.
To track all earnings releases for AerCap Holdings visit their earnings calendar on our site.
This article was generated by Benzinga's automated content engine and reviewed by an editor.