AerCap Holdings N.V. (AER)
AerCap: An Excellent Stock To Buy
AerCap reported strong earnings, beating analyst estimates, with a 4% stock price increase, showcasing the embedded value in aircraft lessors and justifying a buy rating. Adjusted net income grew 3.2% to $679 million, indicating stable lease rent growth despite aircraft delays and higher debt costs. AerCap's liquidity remains robust with $20 billion, covering capital expenditures and debt maturities 1.8x, ensuring financial stability and operational flexibility.
AerCap (AER) Q1 Earnings and Revenues Surpass Estimates
AerCap (AER) came out with quarterly earnings of $3.68 per share, beating the Zacks Consensus Estimate of $2.69 per share. This compares to earnings of $3.29 per share a year ago.
AerCap (AER) Expected to Beat Earnings Estimates: Should You Buy?
AerCap (AER) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
AerCap (AER) Stock Jumps 7.1%: Will It Continue to Soar?
AerCap (AER) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
AerCap: Key Developments In 2024 Annual Report
AerCap's 2024 20-F filing shows stability in widebody lease expirations and a bullish stance on secondary market values, with a significant shift from Asia to Europe. The company increased its engine leasing clients and added new aircraft, reflecting a strong order book despite delivery delays, and budgeted $6B in capex for 2025. AerCap's debt decreased, maintaining a low debt/equity ratio, and it plans significant share buybacks, potentially reducing shares by 15% in the coming year.
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AerCap To Fly To New Heights: Q4 Earnings Fuel A Bullish 2025 Takeoff
AerCap's Q4 earnings validated my bullish stance, showcasing a 43% gain on sale margin and highlighting the company's deeply understated book value. Q1 recoveries related to the Ukraine Conflict could be substantial with the London Mega trial concluding and insurers beginning to settle. Basic lease rents may rise $700 million in 2025, driven by higher lease rates on new asset deliveries and fewer COVID era leases.
AerCap: A Solid Growth Opportunity With Growing Dividends
AerCap's stock price increased by nearly 11% since my Strong Buy rating in October 2024, outperforming the S&P 500's 5.1% return. Despite delivery delays from Boeing and Airbus, AerCap's total revenues grew 7% due to higher aircraft trading activity and attractive margins. AerCap's liquidity is strong, with $20 billion covering capital expenditures and debt maturities, providing excess coverage of $10 billion.
AerCap Holdings N.V. (AER) Q4 2024 Earnings Call Transcript
AerCap Holdings N.V. (NYSE:AER ) Q4 2024 Earnings Conference Call February 26, 2025 8:30 AM ET Company Participants Aengus Kelly - CEO Peter Juhas - CFO Joseph McGinley - IR Conference Call Participants Hillary Cacanando - Deutsche Bank Jamie Baker - J.P.
AerCap (AER) Tops Q4 Earnings and Revenue Estimates
AerCap (AER) came out with quarterly earnings of $3.31 per share, beating the Zacks Consensus Estimate of $2.56 per share. This compares to earnings of $3.11 per share a year ago.
AerCap CEO sees mixed Russia outlook if and when market reopens
The head of the world's largest aircraft leasing company, AerCap , said on Wednesday that Russia may look to buy whole aircraft or engines if and when its markets reopen, but that leasing and parts-trading would take longer to resume.
AerCap Set To Fly Higher In 2025
AerCap is trading at an undemanding P/E of 8 and should compound book value at 15%+ for the next 4-5 years. New and used aircraft values and lease rates are at historically strong levels, which have only started to benefit AerCap's earnings. The brilliant GECAS acquisition and surge in aircraft values have yet to be fully reflected in AerCap's share price.
