AerCap Holdings N.V. (AER)
AerCap Holdings N.V. (AER) Q3 2025 Earnings Call Transcript
AerCap Holdings N.V. ( AER ) Q3 2025 Earnings Call October 29, 2025 8:30 AM EDT Company Participants Joseph McGinley - Head of Investor Relations Aengus Kelly - CEO & Executive Director Peter Juhas - Chief Financial Officer Conference Call Participants Moshe Orenbuch - TD Cowen, Research Division Jamie Baker - JPMorgan Chase & Co, Research Division Hillary Cacanando - Deutsche Bank AG, Research Division Catherine O'Brien - Goldman Sachs Group, Inc., Research Division Ronald Epstein - BofA Securities, Research Division Terry Ma - Barclays Bank PLC, Research Division Christopher Stathoulopoulos - Susquehanna Financial Group, LLLP, Research Division Presentation Operator Good day, and welcome to AerCap's Q3 2025 Financial Results.
AerCap (AER) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for AerCap (AER) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
AerCap (AER) Q3 Earnings and Revenues Surpass Estimates
AerCap (AER) came out with quarterly earnings of $4.97 per share, beating the Zacks Consensus Estimate of $3.16 per share. This compares to earnings of $2.41 per share a year ago.
Is Aercap (AER) Outperforming Other Transportation Stocks This Year?
Here is how AerCap (AER) and A.P. Moller-Maersk (AMKBY) have performed compared to their sector so far this year.
Will AerCap (AER) Beat Estimates Again in Its Next Earnings Report?
AerCap (AER) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
AerCap Holdings N.V. (AER) Q2 2025 Earnings Call Transcript
AerCap Holdings N.V. (NYSE:AER ) Q2 2025 Earnings Conference Call July 30, 2025 8:30 AM ET Company Participants Aengus Kelly - CEO & Executive Director Joseph McGinley - Head of Investor Relations Peter L.
AerCap (AER) Q2 Earnings Surpass Estimates
AerCap (AER) came out with quarterly earnings of $2.83 per share, beating the Zacks Consensus Estimate of $2.75 per share. This compares to earnings of $3.01 per share a year ago.
Earnings Preview: AerCap (AER) Q2 Earnings Expected to Decline
AerCap (AER) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Are Transportation Stocks Lagging Aercap (AER) This Year?
Here is how AerCap (AER) and COSCO SHIPPING Holdings Co., Ltd. Unsponsored ADR (CICOY) have performed compared to their sector so far this year.
AerCap: Trading At $116 With A Fully Adjusted Value Of $186
AerCap's book value per share is significantly understated due to the GECAS acquisition discount and recent insurance claim wins. Adjusting for these factors and current market value of aircraft, AerCap's fair value could be 33-60% higher than current share price. Share repurchases have limited impact on valuation, but gains from asset sales and robust demand support long-term upside.
Are Transportation Stocks Lagging Aercap (AER) This Year?
Here is how AerCap (AER) and DHL Group Sponsored ADR (DHLGY) have performed compared to their sector so far this year.
Are Transportation Stocks Lagging Aercap (AER) This Year?
Here is how AerCap (AER) and Air France-KLM SA (AFLYY) have performed compared to their sector so far this year.
