AerCap Holdings N.V. (AER) AerCap Holdings N.V., a company founded in 1995 and based in Dublin, Ireland, operates extensively in the global aviation industry. The firm specializes in the acquisition, leasing, funding, sale, and general management of commercial aircraft and engines. Its operations span crucial international markets, including China, Hong Kong, Macau, the United States, and Ireland, alongside its broader global activities. A core component of AerCap's business involves a comprehensive suite of aircraft asset management services. These services range from remarketing aircraft and engines to diligently collecting rental and maintenance fees, overseeing aircraft upkeep, and ensuring strict adherence to contractual terms. They manage the complete asset lifecycle, facilitating equipment handovers (delivery and redelivery), and conducting continuous financial evaluations of lessees. The company's expertise further extends to regular inspections of leased aircraft, coordinating technical upgrades to meet new client specifications, negotiating financial restructuring in instances of lease defaults, and repossessing assets when necessary. AerCap also handles insurance provisions, aircraft registration and de-registration processes, conducts asset valuations, and provides valuable market intelligence. Beyond physical asset administration, AerCap offers essential financial and administrative support. This encompasses treasury functions, including financing, refinancing, hedging strategies, and ongoing cash flow management for its operational entities. Additionally, it provides crucial administrative services like accounting and corporate secretarial support, which involves the preparation of budgets and financial statements. AerCap also plays a significant role in the aviation supply chain by providing airframe and engine components. It offers integrated supply chain solutions to a diverse client base, including airlines, maintenance, repair, and overhaul (MRO) service providers, and specialized aircraft parts distributors. By the end of 2021, AerCap Holdings N.V. boasted an impressive portfolio comprising 2,369 aircraft, which included assets that were directly owned, managed for other entities, or currently on order.
Sector: Services-Equipment Rental & Leasing, NEC
Industry: Rental & Leasing Services
AerCap Holdings N.V. NYSE:AER Industrials · Rental & Leasing Services
Mkt Cap $22.94B
Div Yield 1.01%
AH Close $145.92 +0.00% vs close
AH Close $145.92 +0.00% vs close
Mkt Cap $22.94B
Div Yield 1.01%
All Press Release SEC Filings News
News
AER vs. WAB: Which Stock Should Value Investors Buy Now?
zacks.com • 11d ago News
Wall Street Analysts Think AerCap (AER) Could Surge 25.77%: Read This Before Placing a Bet
zacks.com • 17d ago SEC Filing
AER: 6-K · debt financing
AerCap Funding Designated Activity Company, a wholly-owned subsidiary of AerCap Holdings N.V., issued $1.5 billion of senior unsecured notes on October 7, 2026: $750 million of 5.500% notes due 2030 and $750 million of 5.875% notes due 2033.
The notes are fully and unconditionally guaranteed on a senior unsecured basis by AerCap Holdings N.V. and certain subsidiaries, rated Baa1/BBB+/BBB+, and priced at 99.208% and 98.652% of principal respectively, with Citigroup and Mizuho acting as lead underwriters.
The proceeds support AerCap's aircraft leasing funding needs; the notes include a change-of-control put at 101% of principal. This is a routine, sizable debt market tap consistent with the company's ongoing funding program and has no equity dilution impact.
SEC 6-K • 18d ago AI analysis › Press Release
AerCap Holdings N.V. to Release Third Quarter 2026 Financial Results on October 28, 2026
AerCap Holdings announced it will release third quarter 2026 financial results on October 28, 2026, before U.S. markets open.
A conference call and webcast for investors and analysts is scheduled for 8:30 a.m. Eastern Time that day, with a replay archived for one year.
The release contains no financial results or guidance and is purely a scheduling notice.
• 20d ago AI analysis › Press Release
AerCap Leased, Purchased and Sold 204 Assets in the Third Quarter 2026
AerCap executed 204 major asset transactions in Q3 2026, signing 85 leases, completing 34 purchases, and closing 85 sales across aircraft, engines, and helicopters.
The lessor signed roughly $900 million in financing transactions and repurchased 5.3 million shares at an average $147.12, totaling about $783 million.
A quarterly dividend of $0.40 per share was declared, continuing AerCap's steady capital-return and fleet-recycling program.
• 20d ago AI analysis › News
AER or WAB: Which Is the Better Value Stock Right Now?
zacks.com • 27d ago Press Release ⚠ 1
AerCap Holdings N.V. Announces Pricing of $1.5 Billion Aggregate Principal Amount of Senior Notes
AerCap's funding subsidiary priced $1.5 billion of senior notes — $750 million of 5.500% notes due 2030 and $750 million of 5.875% notes due 2033 — fully guaranteed by AerCap Holdings on a senior unsecured basis.
Net proceeds are earmarked for general corporate purposes including acquiring, financing or refinancing aircraft assets and repaying indebtedness.
Citigroup, Mizuho, BNP Paribas, Deutsche Bank Securities, Santander and Truist Securities are joint book-runners on the underwritten offering, which was priced under the company's F-3 shelf.
• 1mo ago AI analysis › SEC Filing ⚠ 1
AER: 6-K · share repurchase
AerCap Holdings N.V.'s board of directors approved a share repurchase program on September 16, 2026, authorizing total buybacks of up to $1 billion of AerCap ordinary shares through June 30, 2027.
Repurchases may be executed through open market purchases or privately negotiated transactions, with the timing and exact share count left to management's discretion based on market conditions. The program will be funded from cash on hand and cash generated from operations.
The authorization is a shareholder-friendly signal of confidence in AerCap's cash generation, though the company noted the program may be suspended or discontinued at any time, so the full $1 billion is not guaranteed to be deployed.
SEC 6-K • 1mo ago AI analysis › News
AerCap CEO on growth markets for aircraft demand
youtube.com • 1mo ago News
AER or WAB: Which Is the Better Value Stock Right Now?
zacks.com • 1mo ago News
AerCap (AER) Moves to Strong Buy: Rationale Behind the Upgrade
zacks.com • 1mo ago News
Best Value Stocks to Buy for September 1st
zacks.com • 1mo ago Press Release
Bloomberg 500 (B500) Index Adds Ten Securities Following September Reconstitution
Bloomberg Indices announced that AerCap Holdings NV (AER) will be added to the Bloomberg 500 Index, effective prior to the open of trading on September 10, 2026.
The addition places AerCap among the 500 most highly capitalized US companies in an index representing over USD 60 trillion in aggregate market capitalization.
AerCap is classified within the Financials sector for the index and is one of ten new firms joining the benchmark during the September reconstitution.
• 1mo ago AI analysis › News
AER vs. WAB: Which Stock Is the Better Value Option?
zacks.com • 2mo ago Press Release
AerCap, Boeing and Aeroméxico Celebrate Dreamliner Milestones
AerCap delivered its 10th Boeing 787 to Aeroméxico, marking the lessor's 100th direct-order 787 delivery and the airline's 25th Dreamliner.
AerCap remains the world's largest owner of 787s with approximately 140 aircraft owned and on order.
Executives from both companies highlighted the strategic importance of the 787 to fleet efficiency and sustainability, emphasizing the enduring partnership between the firms.
• 2mo ago AI analysis › News
Critical Review: Fifth Era Acquisition Corp I (NASDAQ:FERA) vs. Aercap (NYSE:AER)
defenseworld.net • 2mo ago News
Aercap Holdings N.V. (AER) Hits Fresh High: Is There Still Room to Run?
zacks.com • 2mo ago News
AerCap: Hidden Aircraft Value Still Makes It A Buy
seekingalpha.com • 2mo ago News
AER or WAB: Which Is the Better Value Stock Right Now?
zacks.com • 2mo ago News
Aercap (NYSE:AER) Sets New 1-Year High After Earnings Beat
defenseworld.net • 2mo ago News
Aercap Q2 Earnings Call Highlights
marketbeat.com • 2mo ago News
AerCap Holdings N.V. (AER) Q2 2026 Earnings Call Transcript
seekingalpha.com • 2mo ago Press Release
AerCap Holdings N.V. Announces Filing of Interim Financial Report for the Second Quarter of 2026
AerCap Holdings N.V. announced it has filed its interim financial report for the second quarter of 2026 with the U.S. Securities and Exchange Commission.
The filing includes unaudited condensed consolidated financial statements and notes for the period ended June 30, 2026.
Investors can access the Form 6-K via the Investors section of the AerCap website or the SEC's website.
• 2mo ago AI analysis › SEC Filing ⚠ 3
AER: 6-K · earnings release
AerCap reported second quarter 2026 results with total revenue rising 15% year-over-year to $2.17 billion, driven by higher basic lease rents and a significant increase in net gain on asset sales. However, net income attributable to AerCap fell 42% to $726 million, primarily due to the absence of the $973 million legal insurance recovery recognized in the prior year quarter related to the Ukraine conflict.
The company continued its shareholder return initiatives, declaring a quarterly cash dividend of $0.40 per share and repurchasing 10.3 million shares during the first half of the year at an average price of $140.10. Management also strengthened the balance sheet by extending debt maturities and issuing new senior notes, resulting in total available liquidity of approximately $22 billion as of June 30, 2026.
Operational metrics remained strong with an owned aircraft utilization rate of 97% for the quarter, and the company announced a subsequent event agreement to purchase 15 Boeing 787 aircraft for delivery between 2030 and 2033. AerCap noted that it continues to face legal uncertainty as insurers have been granted permission to appeal the $1 billion judgment awarded to the company regarding its C&P Policy.
SEC 6-K • 2mo ago AI analysis › News
Compared to Estimates, AerCap (AER) Q2 Earnings: A Look at Key Metrics
zacks.com • 2mo ago News
AerCap (AER) Tops Q2 Earnings and Revenue Estimates
zacks.com • 2mo ago Press Release ● Major
AerCap Holdings N.V. Reports Strong Financial Results for the Second Quarter 2026 and Raises 2026 Guidance
AerCap reported Q2 2026 net income of $726 million, or $4.59 per share, with adjusted net income of $811 million, or $5.14 per share.
The company raised full-year 2026 adjusted EPS guidance to approximately $16.80, citing sustained demand for air travel and aircraft supply constraints.
During the quarter, AerCap repurchased 4.9 million shares for $691 million and generated $1.4 billion from asset sales with a 20% gain-on-sale margin.
• 2mo ago AI analysis › News
Are You Looking for a Top Momentum Pick? Why AerCap (AER) is a Great Choice
zacks.com • 2mo ago Press Release
AerCap Announces Order for 15 Boeing 787 Dreamliners
AerCap placed a direct order for 15 Boeing 787-9 Dreamliners, increasing its total fleet of the aircraft type to approximately 140 units.
The aircraft are scheduled for delivery through 2033 and will be powered by GE Aerospace's GEnx-1B engines.
The agreement includes substitution rights to the larger 787-10 variant, offering flexibility to meet evolving customer demands.
• 3mo ago AI analysis › Press Release ● Major
AerCap Orders 15 787 Dreamliner Jets to Meet High Demand
AerCap has placed a firm order for 15 additional 787-9 jets, expanding its position as the world's largest owner of the Dreamliner family to approximately 140 aircraft.
The agreement includes substitution rights for the 787-10 variant, offering customers increased capacity and flexibility while delivering a 25% reduction in fuel use and emissions compared to older models.
CEO Aengus Kelly cited sustained high demand for modern, fuel-efficient widebodies as the driver for the transaction, which supports airlines seeking to renew fleets amid macro-economic uncertainty.
• 3mo ago AI analysis › News
AerCap to order 15 Boeing 787, sources say
reuters.com • 3mo ago Press Release
AerCap and Air France Industries KLM Engineering & Maintenance to Establish LEAP Engine Joint Venture
AerCap and Air France Industries KLM Engineering & Maintenance agreed to form a 50/50 joint venture dedicated to leasing LEAP spare engines globally.
The JV is slated to purchase approximately 40 new CFM LEAP-1A and LEAP-1B engines, with deliveries scheduled through 2032 and the first units available in early 2027.
This partnership aims to meet rising demand by merging AerCap's leasing acumen with AFI KLM E&M's maintenance capabilities, pending regulatory approvals.
• 3mo ago AI analysis › News
AER vs. WAB: Which Stock Is the Better Value Option?
zacks.com • 3mo ago Press Release
AerCap Cargo Signs Lease Agreements with China Southern Group for Three Boeing 777-300ERSF Converted Freighters
AerCap signed lease agreements with China Southern Group for three Boeing 777-300ERSF converted freighter aircraft, known as "The Big Twin."
The first aircraft is scheduled for delivery in October 2027, with the remaining two expected in the first and second quarters of 2028.
This transaction supports China Southern Air Logistics' strategy to expand intercontinental routes and integrate the new freighters into its existing Boeing 777 fleet.
• 3mo ago AI analysis › SEC Filing
AER: 6-K · debt financing
AerCap Funding Designated Activity Company, a wholly-owned subsidiary of AerCap Holdings N.V., has issued $900 million aggregate principal amount of its 4.875% Senior Notes due 2031. The notes are guaranteed by AerCap Holdings N.V. and certain other subsidiaries on a senior unsecured basis.
The notes were sold to underwriters at a purchase price of 98.975% of the principal amount, plus accrued interest. The transaction was supported by an underwriting syndicate including Barclays, BofA Securities, HSBC, MUFG, and TD Securities.
Proceeds from the offering are expected to be used for general corporate purposes, which may include repaying existing indebtedness. The notes are rated Baa1 by Moody's and BBB+ by both S&P and Fitch.
SEC 6-K • 3mo ago AI analysis › Press Release
AerCap Holdings N.V. to Release Second Quarter 2026 Financial Results on July 29, 2026
AerCap Holdings N.V. announced it will release its second quarter 2026 financial results on July 29, 2026, before the U.S. markets open.
A conference call to review the results is scheduled for 8:30 a.m. Eastern Time on the same day, accessible via dial-in or webcast.
The earnings press release and presentation slides will be available on the Investors section of the company's website.
• 3mo ago AI analysis › Press Release
AerCap Leased, Purchased and Sold 202 Assets in the Second Quarter 2026
AerCap reported strong portfolio activity in the second quarter of 2026, transacting 202 assets including the signing of 120 lease agreements and the completion of 33 purchases and 49 sales.
The company secured approximately $2.2 billion in financing transactions and executed a significant capital return program, repurchasing 4.9 million shares for a total of $691 million.
Additionally, the Board of Directors declared a quarterly cash dividend of $0.40 per share on ordinary shares.
• 3mo ago AI analysis › News
AER vs. WAB: Which Stock Should Value Investors Buy Now?
zacks.com • 3mo ago Press Release
AerCap Holdings N.V. Announces Pricing of $900 Million Aggregate Principal Amount of Senior Notes
AerCap priced an offering of $900 million aggregate principal amount of 4.875% senior notes due 2031.
The notes are fully and unconditionally guaranteed by the company and certain subsidiaries, with net proceeds intended for general corporate purposes, including aircraft asset financing and debt repayment.
Barclays, BofA Securities, HSBC, MUFG and TD Securities are serving as joint book-running managers for the underwritten public offering.
• 3mo ago AI analysis › Press Release
AerCap Delivers First of Three New Airbus A321neo Aircraft to Azerbaijan Airlines
AerCap delivered the first of three Airbus A321neo aircraft to Azerbaijan Airlines (AZAL), marking the introduction of the A321neo type into the AZAL fleet.
This delivery is part of a broader six-aircraft program agreed to in 2024, which includes three A321neos and three A320neos.
With two A320neos already delivered earlier this year, the remaining aircraft from the agreement are scheduled for delivery through November 2026.
• 3mo ago AI analysis › Press Release
AerCap Delivers First New GE-powered Boeing 787-9 Aircraft to Thai Airways
AerCap delivered the first new GE-powered Boeing 787-9 aircraft to Thai Airways during a ceremony at the Boeing Delivery Center in Everett.
The delivery supports Thai's fleet renewal program and underscores a decades-long partnership between the two companies.
Management highlighted the aircraft's efficiency and sustainability benefits, which will support Thai's network growth and passenger experience.
• 4mo ago AI analysis › News
3 Stocks to Watch From the Transport Equipment & Leasing Industry
zacks.com • 4mo ago News
AerCap: The Underperformer Everyone May Be Mispricing
seekingalpha.com • 4mo ago News
New Strong Buy Stocks for May 4th
zacks.com • 5mo ago News
AerCap Holdings N.V. (AER) Q1 2026 Earnings Call Transcript
seekingalpha.com • 5mo ago News
AER or HRI: Which Is the Better Value Stock Right Now?
zacks.com • 5mo ago Press Release
AerCap Holdings N.V. Announces Filing of Interim Financial Report for the First Quarter of 2026
AerCap Holdings N.V. announced the filing of its interim financial report for the first quarter of 2026 with the U.S. Securities and Exchange Commission.
The report includes unaudited condensed consolidated financial statements and notes for the period ended March 31, 2026.
The Form 6-K is available on the Investors section of the AerCap website and on the SEC's website.
• 5mo ago AI analysis › News
Compared to Estimates, AerCap (AER) Q1 Earnings: A Look at Key Metrics
zacks.com • 5mo ago News
AerCap (AER) Q1 Earnings and Revenues Surpass Estimates
zacks.com • 5mo ago News
Aircraft lessor AerCap says prolonged high oil prices could bring opportunities
reuters.com • 5mo ago Press Release ● Major
AerCap Holdings N.V. Reports Record Financial Results for the First Quarter 2026, Raises 2026 Guidance and Announces New $1.0 Billion Share Repurchase Program
AerCap reported record Q1 2026 results with net income of $818 million and adjusted net income of $889 million, driven by robust demand for aviation assets and an 87% lease extension rate.
Reflecting this performance, the company raised its full-year 2026 adjusted EPS guidance to approximately $14.50 and announced a new $1.0 billion share repurchase program.
Book value per share increased 20% year-over-year to $116.67, while the board declared a quarterly dividend of $0.40 per share payable in June.
• 5mo ago AI analysis › Press Release
AerCap Publishes Corporate Responsibility Report for 2025
AerCap published its 2025 Corporate Responsibility Report, detailing its commitment to sustainable growth and ESG disclosures aligned with GRI standards.
Key operational highlights include the purchase of 71 fuel-efficient aircraft and the sale of 108 older planes, which helped reduce customer emissions intensity by approximately 2% in 2025.
The report also notes over $60 billion invested in new technology assets since 2015 and recognition by Morningstar Sustainalytics as a 2026 Industry ESG Leader.
• 6mo ago AI analysis › News
AerCap Holdings NV (AER) Stock Down 4.0% but Still Overvalued -- GF Score: 85/100
gurufocus.com • 6mo ago Press Release ● Major
AerCap Holdings N.V. Annual General Meeting Approves Appointment of New Non-Executive Board Member and Re-appointment of Three Non-Executive Directors
prnewswire.com • 6mo ago Press Release ● Major
AerCap Holdings N.V. to Release First Quarter 2026 Financial Results on April 29, 2026
prnewswire.com • 6mo ago Press Release ● Major
AerCap Leased, Purchased and Sold 286 Assets in the First Quarter 2026
prnewswire.com • 6mo ago News
Aercap Holdings N.V. (NYSE:AER) Given Consensus Rating of “Moderate Buy” by Analysts
defenseworld.net • 6mo ago Press Release
AerCap Signs Lease Agreements with Ethiopian Airlines for Two Boeing 777-300ERSF Converted Freighters
prnewswire.com • 7mo ago 6 fund position changes (13F filings)Recent SEC filings with analysis