AerCap

AER

Market cap $21.7B

AerCap (AER) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

DUBLIN , Oct. 15, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has signed a seven-year agreement with GE Aerospace (NYSE: GE) to provide lease pool management services for the GE9X engine.

In a fleet optimization move, Spirit Airlines will reject its commitment to buy 52 Airbus planes along with its options for 10 others. The aircraft orders will be taken over by aircraft lessor AerCap.

Explore the exciting world of AerCap Holdings (AER 1.09%) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!

DUBLIN , Oct. 3, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it will host a conference call and webcast for investors and analysts on Wednesday, October 29, 2025 at 8:30 a.m.

DUBLIN , Oct. 3, 2025 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the third quarter 2025: Signed 66 lease agreements, including 14 widebody aircraft, 25 narrowbody aircraft, 15 engines and 12 helicopters.

AerCap has performed well in 2025, rising 27%, but still trades at a low 9x P/E and below my NAV estimate of $150+. The insurance recovery catalyst has largely concluded, but I think the market is underestimating earnings growth over the next few years. I believe earnings estimates for 2026 and 2027 are too low, and AerCap could earn $17/share in 2027.

DUBLIN , Sept. 22, 2025 /PRNewswire/ -- AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust (together, the "Issuers"), each a wholly-owned subsidiary of AerCap Holdings N.V.

AerCap is well-positioned long term, but the easy upside has materialized, and the stock is now fairly valued near-term. AER's Q2 results showed adjusted revenues down 7%, but basic lease rent is rising, and core EPS guidance has been lifted to $10.50. Liquidity remains strong, with $22 billion available, and prudent management of CapEx and debt maturities supports financial stability.

DUBLIN , Sept. 15, 2025 /PRNewswire/ -- AerCap Holdings N.V.