AER

Industrials

AerCap Holdings N.V. · Rental & Leasing Services · $23B

UQS Score — Balanced Preset
45.8
Below Average

AerCap Holdings N.V. scores 45.8/100 using the Balanced preset.

UQS vs Industrials Sector
AER
45.8
Sector avg
42.4
Quality
Good
Moat
Neutral
Growth
Weak
Risk
Weak
Valuation
Attractive

What is AerCap Holdings N.V.?

AerCap Holdings N.V. is one of the world's largest commercial aircraft leasing companies, headquartered in Dublin, Ireland. It serves airlines and operators across major aviation markets globally, providing fleet solutions that keep commercial aviation moving.

AerCap generates revenue by leasing commercial aircraft and engines to airlines worldwide, collecting rental and maintenance payments over multi-year contracts. Beyond leasing, the company provides aircraft asset management — covering remarketing, technical inspections, contract compliance, and repossession when needed. It also offers airframe and engine parts supply chain solutions, cash management, and administrative services to support the full lifecycle of commercial flight equipment.

AerCap was established in 2006 and is headquartered in Dublin, Ireland.

  • Commercial aircraft and engine leasing to global airlines
  • Aircraft asset management and remarketing services
  • Airframe and engine parts supply chain solutions
  • Treasury, financing, and cash management services
  • Technical inspection and lease compliance monitoring

Is AER a Good Stock to Buy?

UQS Score rates AER as Below Average overall, reflecting a mixed picture across its five quality pillars.

On the Valuation pillar, AER stands out as Attractive relative to its sector peers — a meaningful signal for investors focused on entry price. The Quality and Moat pillars both register as Neutral, suggesting the business model is functional and defensible but not exceptional by the standards of the highest-rated industrials.

The Growth and Risk pillars are both rated Weak, which points to limited near-term earnings momentum and elevated financial or operational risk factors that investors should weigh carefully.

See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →

Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.

Does AER pay dividends?

Yes — AerCap Holdings N.V. pays a dividend.

AerCap pays a regular dividend, which is relatively uncommon among large-cap aircraft lessors and reflects the company's ability to generate recurring cash flows from long-term lease contracts. The dividend provides an income component alongside any capital appreciation potential. Investors should verify the current yield and payment schedule directly through AerCap's investor relations page, as terms can change.

When does AER report earnings?

AerCap Holdings reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.

Quarterly results for aircraft lessors like AerCap tend to reflect lease rate trends, fleet utilization, and financing costs — all of which can shift with broader aviation demand cycles. The UQS Growth pillar rating of Weak suggests recent financial momentum has been below sector norms.

For the most recent quarter's results and upcoming reporting dates, visit AerCap's official investor relations page.

AER Price History

+143.2% over 5Y

Monthly close, adjusted for stock splits and dividend reinvestment.

Return Calculator

What if I invested in AerCap Holdings N.V.?

$
Today it would be worth
$24,990
That's a +150% total return, or +20.1% annualized.

Based on AerCap Holdings N.V.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

AER Long-term Outlook

AerCap's fundamental outlook is shaped by the interplay of its Attractive valuation and its Weak Growth and Risk pillar ratings. While the current price relative to fundamentals may offer a margin of safety, the subdued growth profile suggests the business is not in an accelerating phase. Risk factors — including leverage typical of aircraft leasing balance sheets and exposure to airline credit quality — remain elevated. The path forward depends heavily on global air travel demand and the company's ability to manage fleet transitions and refinancing costs.

Growth drivers

  • Recovery and expansion of global commercial air travel demand
  • Long-term lease contract renewals at favorable rates
  • Parts and supply chain services as a growing revenue stream

Key risks

  • High balance sheet leverage inherent to aircraft leasing business models
  • Airline customer credit risk and potential lease defaults
  • Rising interest rates increasing refinancing costs on fleet debt

AER vs Peers

AerCap operates in a capital-intensive leasing landscape alongside several other fleet and asset management companies.

FTAIAER scores lower
FTAI Aviation Ltd.

FTAI focuses more narrowly on aviation infrastructure and engine leasing, giving it a different risk and revenue profile compared to AerCap's broad commercial aircraft fleet.

CARAER scores higher
Avis Budget Group, Inc.

Avis Budget operates in vehicle rental rather than commercial aviation, making it a ground-transportation lessor with distinct demand drivers and customer base.

EFN.TOSimilar UQS
Element Fleet Management Corp.

Element Fleet specializes in corporate fleet management for commercial vehicles, serving a fundamentally different end market than AerCap's airline-focused leasing business.

Frequently Asked Questions

What does AerCap Holdings do?

AerCap Holdings is a global commercial aircraft lessor. It purchases aircraft and engines, then leases them to airlines under long-term contracts. The company also provides asset management, technical services, parts supply chain solutions, and treasury services across major aviation markets worldwide.

Does AER pay dividends?

Yes, AerCap pays a regular dividend. This is notable for a capital-intensive aircraft lessor and reflects the company's recurring lease cash flows. Investors should check AerCap's investor relations page for the current dividend rate and payment schedule, as these details can change.

When does AER report earnings?

AerCap reports earnings on a quarterly basis, in line with standard practice for US-listed companies. For exact upcoming reporting dates and recent results, refer to AerCap's investor relations page directly.

Is AER a good stock to buy?

UQS Score rates AER as Below Average overall. The Valuation pillar is Attractive, which may interest value-oriented investors, but the Weak Growth and Risk ratings indicate meaningful headwinds. Whether AER fits a portfolio depends on individual risk tolerance and investment goals — the full pillar breakdown is available to UQS Pro members.

Is AER overvalued?

Based on the UQS Valuation pillar, AER is rated Attractive — meaning the stock appears reasonably priced or potentially undervalued relative to sector peers. This is one of the stronger signals in AER's overall UQS profile. Full valuation metrics are available to Pro members.

How does AER compare to its competitors?

AerCap is one of the largest commercial aircraft lessors globally, distinguishing it from peers like FTAI Aviation, which focuses on engines and aviation infrastructure, and Element Fleet, which manages corporate vehicle fleets. Avis Budget Group operates in consumer and commercial vehicle rental — a different market entirely. AerCap's scale in aircraft leasing is a key differentiator.

What is AER's market cap bracket?

AerCap Holdings is classified as a large-cap company. This places it among the more established and widely followed names in the industrials and aviation leasing space, typically attracting institutional investor attention.

Who founded AerCap?

AerCap Holdings was established in 2006. Detailed founding history and leadership background are publicly available through AerCap's official corporate website and investor relations materials.

Is AER a long-term quality investment?

From a long-term quality perspective, AER's UQS profile shows Neutral Quality and Moat ratings, which indicate a stable but not exceptional business foundation. The Weak Growth pillar suggests limited earnings acceleration over the near term. Long-term investors should weigh the Attractive valuation against the elevated Risk rating before committing capital.

What is the main competitive advantage of AerCap?

AerCap's primary competitive advantage lies in its scale — managing one of the world's largest commercial aircraft fleets gives it purchasing power, diversified airline relationships, and expertise in aircraft remarketing and lifecycle management. The UQS Moat pillar rates this advantage as Neutral, reflecting real but not dominant barriers to competition.

What sector does AER belong to?

AerCap Holdings is classified in the Industrials sector. More specifically, it operates within the aircraft leasing and aviation services niche — a capital-intensive sub-sector tied closely to global air travel demand and airline industry health.

Is AER a growth stock or value stock?

Based on UQS pillar ratings, AER leans toward the value side of the spectrum. The Valuation pillar is Attractive while the Growth pillar is Weak — a combination that typically characterizes a value-oriented holding rather than a high-growth opportunity. Pro members can view the detailed metrics behind these ratings.

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Pro Analysis

AER — Score History

3540455055Apr 2Apr 12Apr 22May 2May 12May 22May 24v5
Score changes· 25 most recent
DateUQSQualityMoatGrowthRiskValueChange
May 21, 202645.761.543.026.32.393.2-0.1
May 20, 202645.861.643.026.32.393.3+0.2
May 17, 202645.661.543.025.92.393.1-0.1
May 16, 202645.761.543.025.92.393.3+0.1
May 14, 202645.661.543.025.92.392.90.0
May 12, 202645.661.443.025.92.392.9+0.1
May 11, 202645.561.343.025.92.392.8-1.9
May 10, 202647.468.943.025.92.392.7+1.9
May 9, 202645.561.343.025.92.392.80.0
May 8, 202645.561.343.025.92.392.50.0

AER — Pillar Breakdown

Quality

61.5/100 (25%)

AerCap Holdings N.V. shows solid profitability with healthy returns on capital and reasonable margins.

Capital Efficiency (ROIC)Weak

How effectively capital is deployed to generate returns.

Return on EquityStrong

Profitability relative to shareholders' equity.

Operating ProfitabilityStrong

Ability to convert revenue into operating profit.

Net ProfitabilityStrong

Bottom-line profit as a share of revenue.

Gross Profit / AssetsWeak

Asset productivity — how much gross profit each dollar of assets generates.

Cash GenerationWeak

Free cash flow relative to market value.

Growth

26.3/100 (20%)

AerCap Holdings N.V. faces growth headwinds with declining or stagnant revenue trends.

Recent Revenue TrendWeak

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthStrong

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Forward EPS GrowthWeak

Analyst consensus for future earnings growth.

Risk

2.3/100 (15%)

AerCap Holdings N.V. presents elevated risk with concerns around leverage or financial stability.

Financial LeverageWeak

Debt levels relative to earnings capacity.

Debt/EquityWeak

Total debt relative to shareholder equity.

Current RatioWeak

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

93.7/100 (15%)

AerCap Holdings N.V. appears attractively valued relative to its earnings, cash flows, and sector peers.

Earnings YieldStrong

Inverse of forward P/E — higher yield means cheaper stock.

EV/EBITDA vs SectorStrong

Enterprise value multiple relative to sector median.

Moat

43/100 (25%)

AerCap Holdings N.V. possesses some competitive advantages but faces meaningful competition. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for AER.

Score Composition

Quality
61.5×25%15.4
Growth
26.3×20%5.3
Risk
2.3×15%0.3
Valuation
93.7×15%14.1
Moat
43.0×25%10.8
Total
45.8Below Average

Financial Data

More Stock Analysis

How is the AER UQS Score Calculated?

The UQS (Unified Quality Score) for AerCap Holdings N.V. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses AerCap Holdings N.V.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether AerCap Holdings N.V. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.