AerCap Holdings N.V. (AER) is a publicly traded company in the Industrials — Rental & Leasing Services industry listed on NYSE. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
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.
Is AerCap Holdings N.V. stock overvalued or undervalued in 2026?
AerCap Holdings N.V. (AER) trades at 7.9× earnings (P/E), below the median of the 297 industrials companies over $2bn in Kaplio's universe. At the decade median (7.4×) $151 (-5 %); at its sector median (25.8×) $524 (+228 %). Note: these prices use the last twelve months' earnings, and analysts expect them to fall 10 % in 2027; at this price, its 2027 P/E would be 8.8×.
Kaplio overview: AerCap Holdings N.V.
Market cap $25B · 52 weeks $130 – $160 (0 % below the high) · P/E 7.9× · 2027 expected P/E 8.8× · Dividend 0.95 % · Next earnings February 5, 2027 · expected EPS $4.37 · Closing price, Oct 29 · accounts published Oct 28.
- Valuation: P/E 7.9× (fairly priced).
- Business: ROIC 6 % (weak).
- Balance sheet: Net debt/EBITDA 4.8× (fragile).
- Earnings: 8 of 8 (on track).
Analysts expect earnings per share to fall 10 % in 2027: at this price, its 2027 P/E would be 8.8×.
What would it be worth at its usual multiples?
At the decade median (7.4×) $151 (-5 %); at its sector median (25.8×) $524 (+228 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.
Note: these prices use the last twelve months' earnings, and analysts expect them to fall 10 % in 2027; at this price, its 2027 P/E would be 8.8×.
What matters in industrials: 5 of 10 pass
- ROIC 5.8 %, fails.
- FCF conversion −18.2 %, fails.
- Net debt / EBITDA 4.8×, fails.
- Capex / Revenue 74.2 %, fails.
- Altman Z-Score 0.9, fails.
- 5y revenue growth 6.2 %, passes, near the threshold.
- Operating margin 51.9 %, passes.
- Piotroski F-Score 8 de 9, passes.
- P/E vs own 10y history 7.9×, passes.
- Cycle-adjusted EV/EBITDA 8.0×, passes.
Against its peers (reference peers) — AerCap Holdings N.V.: P/E 7.9×; EV/EBITDA 8.0×; ROIC 5.8 %; $24.7B. FTAI Aviation Ltd. (P/E 42.6×; EV/EBITDA 21.5×; ROIC 17.6 %; $20.1B), Sunbelt Rentals Holdings Inc (P/E 25.5×; EV/EBITDA 11.6×; ROIC 7.6 %; $34.6B), Ryder System, Inc. (P/E 21.4×; EV/EBITDA 4.9×; ROIC 5.1 %; $10.7B).
Expensive or cheap against its last ten years?
P/E at each close: today 7.9× · median 7.5× · minimum 2.2× · maximum 13.7× · cheap below 6.8× · expensive above 8.9×. It has been cheaper than today 58% of the time over its last ten years.
Dividend
tight · Yield 0.95 % ($1.12 per ADS in 2025) · Years raising it 1 · paying since 2024 · Free cash flow coverage -5.5× · With $1,000 invested today you'd collect $9.50 a year ($0.79 a month).
Profitability
| Return on Equity | 18.52% |
| Return on Invested Capital | 5.75% |
| Return on Assets | 4.77% |
| Gross Margin | 59.86% |
| Operating Margin | 52.80% |
| Net Margin | 40.87% |
Financial Health
| Debt / Equity | 2.32 |
| Current Ratio | 0.68 |
| Piotroski F-Score | 8 |
| Altman Z-Score | 0.87 |
Price Performance
| 1 month | +11.28% |
| 3 months | +5.84% |
| Year-to-date | +11.09% |
| 1 year | +22.50% |
| 3 years | +157.10% |
| 5 years | +170.51% |
| 10 years | +292.60% |
Dividend History
Paid in the last 12 months: $1.4700 per share in 4 payments.
| Date | Amount |
|---|---|
| 2026-08-12 | $0.4000 |
| 2026-05-13 | $0.4000 |
| 2026-02-25 | $0.4000 |
| 2025-11-12 | $0.2700 |
| 2025-08-13 | $0.2700 |
| 2025-05-14 | $0.2700 |
| 2025-03-12 | $0.2700 |
| 2024-11-13 | $0.2500 |
| 2024-08-14 | $0.2500 |
| 2024-05-21 | $0.2500 |
Amounts adjusted for stock splits.
Related companies: FTAI · URI · 0LIY.L · SUNB · SUNB.L · R · UHAL
Explore sector: Industrials · Rental & Leasing Services
More sections of AER: Financials · Valuation · Statistics · Estimates · Technical · Ownership · News · Events
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