Aercap (NYSE:AER) Releases FY 2026 Earnings Guidance

Aercap (NYSE:AER) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 16.800-16.800 for the period, compared to the consensus estimate of 17.200. The company issued revenue guidance of -.

Aercap Price Performance

NYSE:AER traded down $3.81 during mid-day trading on Wednesday, reaching $150.28. 743,716 shares of the company were exchanged, compared to its average volume of 1,279,191. The company has a quick ratio of 0.24, a current ratio of 0.24 and a debt-to-equity ratio of 2.34. The stock has a market cap of $25.08 billion, a PE ratio of 6.58, a PEG ratio of 1.05 and a beta of 0.94. The company has a fifty day moving average of $144.39 and a 200 day moving average of $143.41. Aercap has a 12 month low of $105.65 and a 12 month high of $156.33.

Aercap (NYSE:AER) last released its earnings results on Wednesday, July 29th. The financial services provider reported $5.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.14 by $1.00. Aercap had a net margin of 45.22% and a return on equity of 16.01%. The company had revenue of $2.22 billion for the quarter, compared to the consensus estimate of $2.10 billion. During the same period in the prior year, the company posted $2.83 EPS. The company’s revenue was up 14.9% compared to the same quarter last year. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. On average, research analysts anticipate that Aercap will post 17.39 EPS for the current fiscal year.

Aercap declared that its board has initiated a share buyback program on Wednesday, April 29th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the financial services provider to reacquire up to 4.3% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s management believes its shares are undervalued.

Analyst Ratings Changes

Several research firms have recently commented on AER. Morgan Stanley cut their price objective on Aercap from $160.00 to $155.00 and set an “equal weight” rating for the company in a report on Thursday, April 30th. Truist Financial boosted their target price on shares of Aercap from $161.00 to $175.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Zacks Research raised shares of Aercap from a “hold” rating to a “strong-buy” rating in a research report on Monday, July 20th. Weiss Ratings upgraded shares of Aercap from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Wednesday, July 8th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Aercap from $150.00 to $155.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Two research analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating and one has given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and a consensus target price of $168.67.

Trending Headlines about Aercap

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: AerCap reported adjusted EPS of $5.14, well above the $3.94–$4.14 analyst estimates and up from $2.83 in the year-ago quarter. Revenue increased 14.9% year over year to $2.22 billion, also exceeding expectations. AerCap Tops Q2 Earnings and Revenue Estimates
• Positive Sentiment: Net income was $726 million, or $4.59 per share, while adjusted net income reached $811 million. Management also characterized the results as strong and raised its 2026 guidance relative to its prior outlook, signaling confidence in operating performance. AerCap Reports Strong Second-Quarter Results
• Neutral Sentiment: The company filed its interim second-quarter financial report with the SEC, providing unaudited consolidated financial statements and notes. The filing formalizes information already disclosed in the earnings release. AerCap Files Second-Quarter Interim Financial Report
• Negative Sentiment: AerCap provided 2026 EPS guidance of $16.80, below the roughly $17.20 analyst consensus cited in the reports. That lower-than-expected outlook may be limiting the market’s reaction to the quarterly beat and prompting profit-taking near the stock’s 52-week high.

Institutional Trading of Aercap

Several hedge funds and other institutional investors have recently bought and sold shares of AER. Greenline Wealth Management LLC bought a new stake in shares of Aercap during the 4th quarter worth $30,000. Advisory Services Network LLC acquired a new position in Aercap during the third quarter worth about $35,000. Geneos Wealth Management Inc. raised its stake in Aercap by 26.6% during the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock worth $46,000 after acquiring an additional 94 shares in the last quarter. FIL Ltd bought a new position in shares of Aercap in the fourth quarter worth about $63,000. Finally, Garton & Associates Financial Advisors LLC bought a new position in shares of Aercap in the fourth quarter worth about $72,000. Institutional investors and hedge funds own 96.42% of the company’s stock.

About Aercap

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.