AER
Aercap Holdings·NYSE
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AER fundamentals
Aercap Holdings (AER) released its earnings on Feb 6, 2026: revenue was 2.24B (YoY +8.09%), beat estimates; EPS was 3.95 (YoY +19.34%), beat estimates.
Revenue / YoY
2.24B
+8.09%
EPS / YoY
3.95
+19.34%
Report date
Feb 6, 2026
AER Earnings Call Summary for Q4,2025
- Record Financials: 2025 GAAP net income of $3.8 billion, adjusted EPS of $15.37, and $8.5 billion in revenues.
- Shareholder Returns: $2.6 billion returned via buybacks and dividends, with a new $1 billion buyback program and $0.40 dividend increase.
- Segment Strength: 99% helicopter utilization, 87% lease renewals, and 27% gain on asset sales margin.
- 2026 Outlook: Adjusted EPS guidance of $12-$13, $5.2 billion in CapEx, and $2-$3 billion in asset sales.
- Market Confidence: Structural supply shortage to persist through 2030s, driven by production delays and asset durability challenges.
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Revenue
Revenue & Expenses
AER has released its 2025 Q3 earnings report, with revenue of 1.89B, reflecting a YoY change of 7.18%, and net profit of 1.22B, showing a YoY change of 224.17%. The Sankey diagram below clearly presents AER's revenue sources and cost distribution.
Key Indicators
Aercap Holdings (AER) key financial stats and ratios, covering profitability, financial health, and leverage.
Aercap Holdings (AER)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Aercap Holdings (AER)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Aercap Holdings (AER)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Aercap Holdings (AER) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Aercap Holdings (AER) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What were the key takeaways from Aercap Holdings's earnings call?Did Aercap Holdings beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Aercap Holdings year over year?What is Aercap Holdings's latest dividend and current dividend yield?What does Aercap Holdings do and what are its main business segments?What guidance did Aercap Holdings's management provide for the next earnings period?What is Aercap Holdings's gross profit margin?What were the key takeaways from Aercap Holdings’s earnings call?
