Aercap (NYSE:AER) Releases FY 2026 Earnings Guidance

Aercap (NYSE:AER) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 12.000-13.000 for the period, compared to the consensus earnings per share estimate of 14.910. The company issued revenue guidance of -.

Aercap Stock Performance

AER opened at $143.99 on Friday. The business has a fifty day simple moving average of $142.75 and a 200 day simple moving average of $129.22. The company has a market capitalization of $26.89 billion, a PE ratio of 6.82, a price-to-earnings-growth ratio of 0.73 and a beta of 1.05. Aercap has a 1 year low of $85.57 and a 1 year high of $149.24. The company has a debt-to-equity ratio of 2.43, a current ratio of 0.30 and a quick ratio of 0.30.

Aercap (NYSE:AER) last released its quarterly earnings results on Friday, February 6th. The financial services provider reported $3.95 EPS for the quarter, beating the consensus estimate of $3.27 by $0.68. Aercap had a net margin of 45.41% and a return on equity of 15.16%. The business had revenue of $2.24 billion for the quarter, compared to the consensus estimate of $2.07 billion. During the same period in the prior year, the company posted $3.31 earnings per share. Aercap’s revenue was up 8.3% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 12.000-13.000 EPS. Research analysts expect that Aercap will post 11.29 EPS for the current year.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on AER shares. Zacks Research lowered Aercap from a “strong-buy” rating to a “hold” rating in a report on Tuesday, December 30th. Truist Financial started coverage on shares of Aercap in a research report on Tuesday, December 9th. They set a “buy” rating and a $159.00 price objective for the company. Morgan Stanley raised their target price on shares of Aercap from $120.00 to $150.00 and gave the company an “equal weight” rating in a report on Tuesday, November 11th. Barclays upped their price target on shares of Aercap from $144.00 to $162.00 and gave the stock an “overweight” rating in a report on Tuesday, January 6th. Finally, Susquehanna increased their price target on shares of Aercap from $134.00 to $157.00 and gave the stock a “positive” rating in a research report on Tuesday, November 11th. Seven investment analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Aercap has a consensus rating of “Moderate Buy” and an average price target of $148.86.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Ossiam lifted its position in shares of Aercap by 278.2% in the 3rd quarter. Ossiam now owns 2,852 shares of the financial services provider’s stock worth $345,000 after purchasing an additional 2,098 shares during the period. Pitcairn Co. bought a new position in Aercap during the second quarter worth $235,000. Two Sigma Securities LLC acquired a new position in Aercap in the second quarter valued at $320,000. Eventide Asset Management LLC bought a new stake in Aercap during the second quarter valued at $281,000. Finally, Bank of Nova Scotia grew its holdings in Aercap by 8.3% during the 2nd quarter. Bank of Nova Scotia now owns 2,785 shares of the financial services provider’s stock worth $326,000 after acquiring an additional 214 shares during the period. 96.42% of the stock is currently owned by institutional investors and hedge funds.

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.