AerCap (AER)
Leases aircraft, engines and helicopters while managing cargo and aviation materials services.
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Owns and leases commercial aircraft, engines and helicopters to airline and aviation customers worldwide, with cargo, materials, financing, sales and fleet-management capabilities. Operates as one reportable segment, combining long-term asset ownership with remarketing and related services.
Owns and leases commercial aircraft, engines and helicopters, supported by cargo, aviation materials, financing, sales and fleet-management teams. The platform serves airline and aviation customers worldwide through one reportable segment.
Combines long-term asset ownership with financing, maintenance oversight and remarketing across customers and regions. The current multi-asset platform reflects the integration of ILFC and GECAS into an institutional leasing business.
Cash generation depends on airline liquidity and traffic, access to fleet financing, manufacturer deliveries, maintenance condition and aircraft demand. Sanctions, repossession barriers and insurance enforceability can also determine whether mobile leased assets are recovered.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 30, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $155 | Target: $165 |
| Jul 30, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $175 | Target: $190 |
| Jul 20, 2026 | Citigroup | Initiate | Rating: — | |
| Jul 8, 2026 | Truist Financial | Target | Target: $161 | Target: $175 |
| Jul 7, 2026 | Barclays | Reiterate | Rating: —Target: $164 | Target: $179 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.80B · Total debt $42.77B · Total assets $71.18B · Shareholders' equity $18.41B
- Revenue
- $2.08B
- Operating income
- $1.15B
- Net income
- $725.7M
HistoryDividendAnnual yield
| Institutions | ≈ 84.11% | 132.63M ADS | |
|---|---|---|---|
| 718 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Other | ≈ 15.89% | 25.06M ADS | |
| remainder | |||
157.69M ADS as of Aug 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count has not been confirmed by a second filing; stakes use it as it stands.
Some positions are filed in underlying shares, not receipts; the ratio is unknown, so no percentage.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.72% | 13.75M ADS | as of Jun 30, 2026 |
Harris Associates L PInstitution | 4.10% | 6.46M ADS | as of Jun 30, 2026 |
State Street CorpInstitution | 3.39% | 5.35M ADS | as of Jun 30, 2026 |
Two Sigma Investments, LPInstitution | 2.15% | 3.39M ADS | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 2.12% | 3.34M ADS | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 6, 2026 | Rita Forst | director | −2,000 | $155.64 |
| Jun 15, 2026 | Cormac Stuart | officer: Chief Accounting Officer | −11,644 | $143.21 |
| May 12, 2026 | Peter Juhas | officer: Chief Financial Officer | −76,000 | $144.72 |
| May 7, 2026 | Vincent Drouillard | officer: General Counsel | −4,504 | $150.00 |
| May 6, 2026 | Aengus Kelly | director, officer: Chief Executive Officer | −50,000 | $148.83 |
- FTAI
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Engine lessor combining spare-engine leases, maintenance, and parts sales
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AerCap | $145.33 | +0.77% | $22.74B | 7.1 | 8.5 | 2.7 | +14.9% |
| FTAI | $188.92 | −0.43% | $19.46B | 41.2 | 21.2 | 6.3 | +40.9% |
| Willis Lease Finance | $54.63 | −0.48% | $1.16B | 24.9 | 9.1 | 1.5 | −0.8% |
| Median | 33.1 | 15.2 | 3.9 | +20.1% |