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 (7 buy, 1 hold, 0 sell out of 8) with an average price target of $179.30.
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…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 8.23% |
| Harris Associates L.P. | 4.11% |
| State Street Corp | 3.24% |
| T. Rowe Price Associates, Inc. | 2.61% |
| Franklin Templeton Inc | 2.41% |
| Two Sigma Investments LLC | 2.16% |
| JPMorgan Chase & Co | 1.95% |
| Donald Smith & Co Inc | 1.85% |
| 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 |
| Dividend | $0.27 / share ex-date Aug 13, 2025 · pay Sep 4, 2025 | 2025-08-13 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for AerCap Holdings NV — free to start.
Google PlayApp StoreData updated 2026-09-18.