AerCap (NYSE:AER) Issues Earnings Results

Key Points

• AerCap beat quarterly expectations: The company reported $6.56 in EPS versus the $4.56 consensus estimate, while revenue rose 4.6% year over year to $2.42 billion.
• Analysts remain broadly positive: Several firms raised their price targets, and AerCap carries a “Moderate Buy” consensus rating with an average target of $176.11.
• Shareholder returns continued: AerCap declared a quarterly dividend of $0.40 per share, equivalent to $1.60 annually and a 1.0% yield.

AerCap (NYSE:AER - Get Free Report) announced its quarterly earnings results on Thursday. The financial services provider reported $6.56 EPS for the quarter, beating analysts' consensus estimates of $4.56 by $2.00, FiscalAI reports. The firm had revenue of $2.42 billion during the quarter, compared to analysts' expectations of $2.15 billion. AerCap had a net margin of 37.85% and a return on equity of 17.60%. The company's revenue for the quarter was up 4.6% compared to the same quarter last year. During the same quarter last year, the company posted $4.97 earnings per share.

AerCap Stock Performance

Shares of AER traded up $4.08 during midday trading on Thursday, reaching $159.56. 883,102 shares of the stock were exchanged, compared to its average volume of 1,228,543. The company has a quick ratio of 0.28, a current ratio of 0.28 and a debt-to-equity ratio of 2.32. The stock's 50 day simple moving average is $145.24 and its 200 day simple moving average is $144.45. AerCap has a twelve month low of $129.42 and a twelve month high of $159.54. The company has a market cap of $26.63 billion, a P/E ratio of 7.85, a PEG ratio of 0.57 and a beta of 0.98.

AerCap Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 3rd. Stockholders of record on Wednesday, November 11th will be issued a dividend of $0.40 per share. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.0%. AerCap's dividend payout ratio (DPR) is currently 7.87%.

Analyst Ratings Changes

AER has been the subject of a number of recent analyst reports. Zacks Research cut AerCap from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, September 29th. TD Cowen boosted their target price on AerCap from $185.00 to $195.00 and gave the stock a "buy" rating in a report on Thursday. Barclays upped their price objective on shares of AerCap from $179.00 to $181.00 and gave the company an "overweight" rating in a report on Thursday. Susquehanna increased their price objective on shares of AerCap from $170.00 to $176.00 and gave the company a "positive" rating in a research report on Tuesday, July 7th. Finally, Weiss Ratings upgraded shares of AerCap from a "buy (b+)" rating to a "buy (a-)" rating in a research note on Thursday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $176.11.

Key Stories Impacting AerCap

Here are the key news stories impacting AerCap this week:

• Positive Sentiment: Record adjusted earnings and raised outlook: AerCap reported third-quarter adjusted net income of $1.009 billion, or $6.56 per share, well above the roughly $4.56 analyst consensus. Revenue rose 4.6% year over year to $2.42 billion, and management raised its 2026 adjusted EPS outlook to $20.70. The company also expects aircraft and engine asset sales to exceed $5 billion. AerCap Reports Another Record Quarter and Raises 2026 Guidance
• Positive Sentiment: New Turkish Airlines leases: AerCap signed agreements to lease two Boeing 777-300ERSF converted freighter aircraft to Turkish Airlines, with deliveries scheduled between March and September 2027. The deals support future rental revenue and utilization of AerCap’s freighter portfolio. AerCap Signs Turkish Airlines Lease Agreements
• Positive Sentiment: More bullish analyst view: Truist Financial raised its price target from $180 to $185 and maintained a “buy” rating, implying additional upside from recent trading levels. Truist Raises AerCap Price Target
• Positive Sentiment: Shareholder return: AerCap declared a quarterly dividend of $0.40 per share, payable December 3 to shareholders of record November 11.
• Neutral Sentiment: Valuation and momentum: AER has reached a 52-week high following the earnings-driven rally. While strong fundamentals support the move, investors are assessing whether further gains are justified after the recent appreciation. AerCap Hits Fresh High

About AerCap

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland, and listed on the New York Stock Exchange under the symbol AER. Through its subsidiaries, AerCap owns, manages and leases commercial aircraft, engines and helicopters to airlines and other aviation customers worldwide.

The company provides operating leases, finance leases, aircraft trading and asset management services. Its fleet portfolio includes aircraft from major manufacturers such as Airbus and Boeing, as well as engines and helicopters.

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