Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AER
HoldBargain BinAerCap Holdings N.V. · Industrials · Ireland · $23.2B · Avg Vol: $148M/d
COMPANY DESCRIPTION
AerCap Holdings N.V. is the global leader in aviation leasing, purchasing, leasing, and selling commercial aircraft, engines, and helicopters. The company's competitive moat is its unmatched scale, which provides significant purchasing power with manufacturers and access to low-cost capital. It operates as the dominant, vertically integrated lessor in the global aviation finance sector.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 7.0B | 7.6B | 8.0B | 8.5B | 6.7% | 9.0B | 8.6B | 8.4B | -0.5% |
| EPS | -3.02 | 13.99 | 11.06 | 21.78 | 24.8% | 20.35 | 26.53 | 25.80 | 8.8% |
| Shares | 245.9M | 202.5M | 186.8M | 162.7M | -33.8% | 157.2M | — | — | — |
| Debt | 46.7B | 46.6B | 45.4B | 43.6B | -2.2% | 42.8B | — | — | — |
| Equity | 16.1B | 16.6B | 17.2B | 18.3B | 4.4% | — | — | — | — |
| Op CF | 5.2B | 5.3B | 5.4B | 5.4B | 1.4% | 5.6B | — | — | — |
| Inv CF | -2.2B | -3.2B | -3.7B | -1.7B | — | — | — | — | — |
| Fin CF | -3.2B | -2.0B | -2.1B | -3.7B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of AER are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AER | AerCap Holdings N.V.(you) | $23.2B | 52 | Hold |
| EXPN.L | Experian plc | $36.4B | 55 | Hold |
| RYAAY | Ryanair Holdings plc | $29.1B | 71 | Buy |
| KRX.IR | Kingspan Group plc | $21.2B | 76 | Buy |
| JCI | Johnson Controls International plc | $84.6B | 50 | Hold |
| ALLE | Allegion plc | $13.4B | 69 | Buy |
| ETN | Eaton Corporation plc | $156.4B | 54 | Hold |
| TT | Trane Technologies plc | $98.8B | 64 | Hold |
| CMPR | Cimpress plc | $2.2B | 75 | Buy |
| GFTU.L | Grafton Group plc | $2.4B | 85 | Strong Buy |
Peer medians: ROE 22.4% · P/E 22.0x · Gross margin 36.0%