Aercap Holdings N.V.
AER
Market Cap$21.81B
Close$
Earnings Call Q2 2025
July 30, 2025 - AI Summary
Record Financial Performance: AerCap reported a GAAP net income of $1.3 billion and earnings per share (EPS) of $7.09 for Q2 2025. Adjusted net income stood at $502 million, translating to an adjusted EPS of $2.83. This performance was buoyed by the favorable outcome from an insurance case, leading to net recoveries of $973 million.
Increased Full-Year Guidance: The company raised its 2025 full-year adjusted EPS guidance from a range of $8.50 to $9.50 to approximately $11.60. This adjustment reflects a strong performance year-to-date and positive outlook for lease revenue, driven by high extension rates of 97% on existing leases.
Strong Demand Despite Challenges: AerCap achieved a 99% utilization rate of its aircraft, demonstrating robust demand for both wide-body and narrow-body aircraft. The company signed several lease agreements and extensions, indicating resilience in international travel demand even amidst ongoing uncertainty regarding tariffs and trade.
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$2.82
97.7% downside
Current Fair Value
97.7% downsideOvervalued by 97.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $21.81 Billion |
|---|---|
| Enterprise Value | $65.22 Billion |
| Dividend Yield | $1.06 (0.86%) |
| Earnings per Share | $11.06 |
| Beta | 1.44 |
| Outstanding Shares | 173,960,277 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 7.29 |
|---|---|
| PEG | 4.03 |
| Price to Sales | 2.72 |
| Price to Book Ratio | 1.19 |
| Enterprise Value to Revenue | 8.17 |
| Enterprise Value to EBIT | 23.46 |
| Enterprise Value to Net Income | 22 |
| Total Debt to Enterprise | 0.71 |
| Debt to Equity | 2.57 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Aercap Holdings N.V.
390 employees
CEO: Aengus Kelly AerCap is the world's largest aircraft leasing company after acquiring International Lease Finance Corporation in 2014. As of June?2020, AerCap had 1,035 owned, managed aircraft in its portfolio. AerCap serves over 200 customers in appro...