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AerCap Holdings N.V. AER NYSE

NYSE • Industrials • Rental & Leasing Services • IE • USD

SharesGrow Score
70/100
5/7 Pass
SharesGrow Intrinsic Value
$187.42
+25.8%
Analyst Price Target
$165.33
+11%
SharesGrow 7-Criteria Score All 7 criteria scored · income-related highlighted on this page

AerCap Holdings N.V. (AER) has shown moderate revenue growth over the past 3 years, expanding from $6.9B to $8.2B (average +5.8%/yr). Net income reached $3.8B, reflecting exceptional earnings expansion at +173.2%/yr on average. The net profit margin is 45.8%, which is exceptional. the company was profitable in 3 out of the last 4 years tracked. The gross margin is 59.8% (high), with a +29.3pp trend over the period. With a $25B market cap and MOAT composite score of 80/100, the company has a strong competitive position.

Criteria proven by this page:

  • GROWTH (83/100, Pass) — proving strong growth momentum
  • PAST (75/100, Partial) — profitability has been inconsistent. Looking at the full 24-year history, the company was profitable in 20 of 24 years — a solid long-term record with occasional losses
  • INCOME (100/100, Pass) — proves strong profitability and pricing power
  • MOAT (80/100, Pass) — strong gross margins and market scale prove a durable competitive advantage

Overall SharesGrow Score: 70/100 with 5/7 criteria passed.

70/100
SG Score
View full scorecard →
VALUE
65/100
Price-to-Earnings & upside
→ IV page
FUTURE
88/100
Analyst consensus
→ Forecast
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PAST
75/100
3/4 yrs profit
EPS $21.30
Proven by this page
HEALTH
0/100
Debt-to-Equity & liquidity
→ Health
MOAT
80/100
Score: 80/100
GM 59.8% (+29.3pp)
Proven by this page
GROWTH
83/100
Rev +5.8%/yr
NI +173.2%/yr
Proven by this page
INCOME
100/100
Margin 45.8%
$8.2B
Proven by this page
AerCap Holdings N.V. Earnings and Revenue History
Analyst Forecast →
Revenue  Actual & Estimate
Earnings & Profit Margin  Actual & Estimate
Metric TTM FY2025 FY2024 FY2023 FY2022
Revenue $8.02B$8.19B$8B$7.57B$6.91B
Gross Profit $3.71B$4.89B$2.62B$4.34B$2.11B
Gross Margin 46.2%59.8%32.7%57.3%30.5%
Operating Income $3.11B$4.25B$2.13B$3.87B$4.52B
Net Income $3.75B$3.75B$2.1B$3.14B$-838.32M
Net Margin 46.7%45.8%26.2%41.4%-12.1%
EPS (Diluted) $21.23$21.30$10.79$13.78$-3.49
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