AER
AerCap Holdings N.V.Price & Indicators
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| adjusted return on equity non-GAAP | 19.4% | Q1 2026 call | — |
| aircraft added to backlog | 110 | Q1 2026 call | — |
| assets held for sale | $899M | as of March 31, 2026 call | — |
| average cost of debt | 4.1% | Q1 2026 call | — |
| cash | $1.5B | as of March 31, 2026 call | — |
| excess capital | $3B | Q1 2026 call | — |
| excess cash coverage | $10B | Q1 2026 call | — |
| lease agreements signed | 202 | Q1 2026 call | — |
| lease extension rate | 87% | Q1 2026 call | — |
| maintenance revenue | $190M | Q1 2026 call | — |
| net debt to equity (leverage ratio) | 2.1 | Q1 2026 call | — |
| net gain on sale of assets | $291M | Q1 2026 call | — |
| net maintenance contribution | $138M | Q1 2026 call | — |
| operating cash flow | $1.4B | Q1 2026 call | — |
| owned assets sold | 41 | Q1 2026 call | — |
| revolvers and other committed facilities | $10B | as of March 31, 2026 call | — |
| sales revenue | $1.5B | Q1 2026 call | — |
| secured debt to total assets ratio | 9% | as of March 31, 2026 call | — |
| share repurchase program authorization | $1B | Q1 2026 call | — |
| share repurchases | $745M | Q1 2026 call | — |
| shares repurchased | 5.4M | Q1 2026 call | — |
| sources-to-uses coverage ratio | 2 | Q1 2026 call | — |
| total liquidity | $21B | Q1 2026 call | — |
| transactions closed | 286 | Q1 2026 call | — |
| unlevered gain on sale margin | 24% | Q1 2026 call | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Rental & Leasing Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AER
this stock
AerCap Holdings N.V.
|
$23.48B | +3.9% | +6.5% | — | 1.0% |
|
URI
United Rentals, Inc.
|
$67.13B | +32.7% | +4.9% | 27.3 | 2.3% |
|
SUNB
Sunbelt Rentals Holdings, Inc.
|
$28.81B | — | +3.4% | — | 1.2% |
|
UHAL
U-Haul Holding Co /NV/
|
$12.76B | +29.1% | +3.6% | — | 1.0% |
|
R
Ryder System Inc
|
$10.27B | +39.2% | +0.2% | 22.1 | 3.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AER | +2.2% | +9.7% | +3.5% | +2.2% | +3.9% |
| SPY | -0.2% | +0.8% | +7.4% | -0.2% | +9.3% |
| vs SPY | +2.3% | +8.9% | -3.9% | +2.3% | -5.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.