Aercap (NYSE:AER) Issues FY 2026 Earnings Guidance

Aercap (NYSE:AER) updated its FY 2026 earnings guidance on Wednesday. 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 -.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Zacks Research raised shares of Aercap from a “hold” rating to a “strong-buy” rating in a research note on Monday, July 20th. Citigroup began coverage on shares of Aercap in a report on Monday, July 20th. They issued a “buy” rating and a $173.00 price target for the company. TD Cowen boosted their price objective on shares of Aercap from $175.00 to $180.00 and gave the stock a “buy” rating in a research report on Thursday, July 16th. JPMorgan Chase & Co. upped their price objective on Aercap from $150.00 to $155.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Finally, Susquehanna increased their price objective on Aercap from $170.00 to $176.00 and gave the company a “positive” rating in a research report on Tuesday, July 7th. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Aercap has an average rating of “Buy” and a consensus target price of $168.67.

Aercap Stock Performance

Aercap stock opened at $154.53 on Wednesday. The company has a market cap of $25.79 billion, a PE ratio of 6.77, a PEG ratio of 1.05 and a beta of 0.94. The company has a current ratio of 0.24, a quick ratio of 0.24 and a debt-to-equity ratio of 2.34. Aercap has a 1 year low of $105.65 and a 1 year high of $155.99. The company’s 50-day moving average is $144.39 and its two-hundred day moving average is $143.41.

Aercap (NYSE:AER) last issued its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $5.14 EPS for the quarter, topping the consensus estimate of $4.14 by $1.00. Aercap had a net margin of 45.22% and a return on equity of 16.01%. Aercap has set its FY 2026 guidance at 16.800-16.800 EPS. Equities analysts anticipate that Aercap will post 17.39 earnings per share for the current year.

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

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in AER. Integrated Wealth Concepts LLC boosted its position in shares of Aercap by 19.0% in the 1st quarter. Integrated Wealth Concepts LLC now owns 2,649 shares of the financial services provider’s stock worth $271,000 after purchasing an additional 423 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in Aercap by 282.7% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 6,659 shares of the financial services provider’s stock valued at $680,000 after purchasing an additional 4,919 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in Aercap by 26.6% in the first quarter. Geneos Wealth Management Inc. now owns 447 shares of the financial services provider’s stock valued at $46,000 after buying an additional 94 shares during the period. Invesco Ltd. boosted its holdings in Aercap by 43.3% during the second quarter. Invesco Ltd. now owns 459,459 shares of the financial services provider’s stock worth $53,757,000 after buying an additional 138,843 shares during the last quarter. Finally, EverSource Wealth Advisors LLC grew its position in shares of Aercap by 59.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,143 shares of the financial services provider’s stock worth $134,000 after buying an additional 425 shares during the period. Institutional investors and hedge funds own 96.42% of the company’s stock.

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.