US · Industrials · Rental & Leasing Services
EPS came in at 6.56 against a street estimate of 4.57 — a beat of 43.5%.
Analysts rate AerCap Holdings NV a strong buy (9 buy, 1 hold, 0 sell out of 10) with an average price target of $186.60.
CONFIDENT AerCap reported record Q3 results, raised 2026 adjusted EPS guidance to $20.70, and highlighted strong leasing demand, asset-sale gains, liquidity, and shareholder returns. Q3 FY26 Management cited pressure on longer-haul, low-cost airlines facing elevated fuel prices, while emphasizing strong widebody demand and materially reduced Chinese exposure. Analysts focused on lease rates, leverage, asset sales, fuel-related airline stress, engine values, retirements, and sale-leaseback opportunities. Management emphasized portfolio quality, liquidity, disciplined capital allocation, and resilience in newer aircraft and engines. 2026-10-28…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 9.05% |
| Harris Associates L.P. | 4.25% |
| State Street Corp | 3.52% |
| Two Sigma Investments LLC | 2.24% |
| JPMorgan Chase & Co | 2.20% |
| T. Rowe Price Associates, Inc. | 2.10% |
| Donald Smith & Co Inc | 1.92% |
| 59 North Capital Management, LP | 1.84% |
| Document | Date |
|---|---|
| Quarterly results (6-K) · Q3 2026 HEADLINE NUMBERS • AerCap reported nine-month 2026 net income attributable to AerCap of $2,492,649, down from $3,117,816 in nine-month 2025. • Nine- | 2026-10-28 |
| Report of foreign private issuer (6-K) · Q4 2026 HEADLINE NUMBERS • AerCap Funding Designated Activity Company, a subsidiary of AerCap Holdings N.V., plans to issue $1,500,000,000 of senior unsecure | 2026-10-07 |
| Report of foreign private issuer (6-K) · Q3 2026 HEADLINE NUMBERS • AerCap Funding Designated Activity Company, a wholly owned subsidiary of AerCap Holdings N.V., priced $1.5 billion of senior notes | 2026-09-23 |
| Report of foreign private issuer (6-K) · Q3 2026 HEADLINE NUMBERS • AerCap’s board approved a share repurchase program of up to $1 billion. • The program runs through June 30, 2027. • Repurchases | 2026-09-16 |
| Quarterly results (6-K) · Q2 2026 HEADLINE NUMBERS • Second-quarter 2026 net income attributable to AerCap was $725,720, compared with $1,259,209 in Q2 2025. • Six-month 2026 net in | 2026-07-29 |
| Report of foreign private issuer (6-K) · Q3 2026 HEADLINE NUMBERS • The document is an indenture dated July 7, 2026. • It establishes the legal framework for debt securities (“Notes”) issued by Aer | 2026-07-07 |
| Quarterly results (6-K) · Q1 2026 HEADLINE NUMBERS • AerCap reported Q1 2026 net income attributable to AerCap of $818.129 million, up from $642.860 million in Q1 2025. • Diluted ear | 2026-04-29 |
| Annual report FY2025 (20-F) HEADLINE NUMBERS • AerCap reported for the fiscal year ended December 31, 2025; the company is incorporated in the Netherlands and listed on the NYSE | 2026-02-12 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.40 / share ex-date Nov 10, 2026 · pay Dec 3, 2026 | 2026-11-10 |
| 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 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for AerCap Holdings NV — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.