Aercap (NYSE:AER) Updates FY 2026 Earnings Guidance

Aercap (NYSE:AER) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 14.500-14.50 for the period, compared to the consensus earnings per share estimate of 15.400. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of analysts have recently issued reports on the company. Susquehanna increased their target price on Aercap from $165.00 to $170.00 and gave the company a “positive” rating in a report on Thursday. TD Cowen upped their price target on shares of Aercap from $170.00 to $175.00 and gave the stock a “buy” rating in a research note on Thursday. Weiss Ratings reaffirmed a “buy (b+)” rating on shares of Aercap in a research note on Monday, April 20th. JPMorgan Chase & Co. upped their price target on shares of Aercap from $150.00 to $155.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Deutsche Bank Aktiengesellschaft set a $175.00 price target on shares of Aercap and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Eight analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $163.13.

Aercap Stock Up 3.1%

Aercap stock traded up $4.34 during mid-day trading on Thursday, hitting $142.45. 1,434,295 shares of the company’s stock were exchanged, compared to its average volume of 1,321,715. The company has a current ratio of 0.23, a quick ratio of 0.23 and a debt-to-equity ratio of 2.38. The stock has a market cap of $23.77 billion, a P/E ratio of 6.68, a P/E/G ratio of 1.22 and a beta of 0.99. Aercap has a 1-year low of $105.27 and a 1-year high of $154.94. The stock has a 50 day moving average of $141.32 and a two-hundred day moving average of $139.27.

Aercap (NYSE:AER) last posted its earnings results on Wednesday, April 29th. The financial services provider reported $5.39 EPS for the quarter, topping the consensus estimate of $3.59 by $1.80. The firm had revenue of $2.30 billion for the quarter, compared to the consensus estimate of $2.04 billion. Aercap had a net margin of 44.04% and a return on equity of 15.11%. The business’s quarterly revenue was up 7.9% on a year-over-year basis. During the same period in the prior year, the business posted $3.68 earnings per share. Aercap has set its FY 2026 guidance at 14.500-14.50 EPS. As a group, analysts anticipate that Aercap will post 15.4 EPS for the current fiscal year.

Aercap Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 4th. Shareholders of record on Wednesday, May 13th will be given a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Wednesday, May 13th. Aercap’s dividend payout ratio is presently 7.50%.

Aercap declared that its board has approved a stock buyback program on Wednesday, April 29th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the financial services provider to repurchase up to 4.3% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Key Headlines Impacting Aercap

Here are the key news stories impacting Aercap this week:

• Positive Sentiment: Record Q1 results — AerCap reported adjusted EPS of $5.39 (vs. $3.59 consensus) and revenue of $2.30B, with strong margins and record adjusted net income, signaling robust operating performance that likely underpins buying interest. PR Newswire: Q1 results
• Positive Sentiment: $1.0 billion share buyback approved — The board authorized a $1.0B repurchase program (up to ~4.3% of shares), which reduces share count and signals management believes shares are undervalued. RTT News: Buyback
• Positive Sentiment: Dividend maintained and declared — AerCap set a quarterly dividend of $0.40/share (ex-dividend May 13), reinforcing cash return to shareholders and income appeal. (Company disclosure)
• Positive Sentiment: Analyst upgrade/target raise — Truist raised its price target to $161 and kept a Buy rating, providing a bullish brokerage endorsement that can support buying momentum. Benzinga: Truist action
• Neutral Sentiment: FY-2026 guidance set at $14.50 adjusted EPS — management issued a $14.50 full-year adjusted EPS target (below some street estimates ~15.4), which is a raise vs prior internal targets but still leaves a gap to consensus; this tempers but does not negate the strong quarter. Seeking Alpha: Guidance
• Neutral Sentiment: Comments on oil/fuel — Management said prolonged higher jet fuel could pressure airlines short-term but create leasing opportunities for lessors; this is a mixed but important macro dynamic to monitor. Reuters: Fuel comments
• Neutral Sentiment: Interim financial report filed with the SEC — the company filed its Q1 interim financial report (unaudited), providing the detailed disclosures investors use to confirm the headline numbers. PR Newswire: Interim report
• Negative Sentiment: Morgan Stanley trimmed its target to $155 and moved to an “equal weight” rating — a less bullish view from a major shop that could cap upside or weigh on sentiment despite the strong quarter. Benzinga: Morgan Stanley action

Hedge Funds Weigh In On Aercap

Several hedge funds have recently bought and sold shares of the business. PCM Encore LLC acquired a new stake in shares of Aercap in the fourth quarter valued at about $335,000. Mission Creek Capital Partners Inc. acquired a new stake in shares of Aercap in the fourth quarter valued at about $294,000. CreativeOne Wealth LLC grew its position in shares of Aercap by 5.8% in the fourth quarter. CreativeOne Wealth LLC now owns 1,873 shares of the financial services provider’s stock valued at $269,000 after purchasing an additional 103 shares during the last quarter. BTG Pactual Asset Management US LLC acquired a new stake in shares of Aercap in the fourth quarter valued at about $261,000. Finally, Fieldview Capital Management LLC acquired a new stake in shares of Aercap in the fourth quarter valued at about $261,000. 96.42% of the stock is owned by institutional investors and hedge funds.

Aercap Company Profile

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.