VRT, NVST, and AER it to the Zacks Rank #1 (Strong Buy) growth stocks list on August 10, 2026.
AerCap (AER) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.
AerCap remains a buy as book value compounds, cash flow is robust, and asset sales consistently exceed carrying values. I downgrade AER from strong buy to buy as the easiest upside has materialized, but see continued value from disciplined capital deployment and supply-demand tailwinds. 2026 adjusted EPS guidance is $16.80, likely conservative; actual EPS could reach $18.25–$18.50 with second-half asset-sale gains.
| Aerospace & Defense Industry | Industrials Sector | Aengus Kelly CEO | XMUN Exchange | NL0000687663 ISIN |
| IE Country | 668 Employees | 12 Aug 2026 Last Dividend | - Last Split | 21 Nov 2006 IPO Date |
AerCap Holdings N.V. is a leading global company specializing in the leasing, financing, sale, and management of commercial flight equipment. With operations spanning across China, Hong Kong, Macau, the United States, Ireland, and other international markets, AerCap provides a comprehensive range of services to meet the diverse needs of the aviation industry. Founded in 1995 and headquartered in Dublin, Ireland, the company has established itself as a key player in the sector, leveraging its extensive fleet and expertise to support airlines and other clients worldwide. AerCap's approach to asset management, coupled with its global footprint, allows it to offer tailored solutions that enhance the operational efficiency of its clients, making it a preferred partner in the aviation sector.
Includes remarketing of aircraft and engines, collection of rental and maintenance rent payments, monitoring of aircraft maintenance and contract compliance, managing aircraft and engine deliveries and redeliveries, and conducting financial performance reviews of lessees. The service extends to periodic inspections, coordinating technical modifications, restructuring negotiations for lease defaults, repossession of aircraft and engines, managing insurance coverage, aircraft registration and de-registration, valuation, and market research.
Encompasses a wide range of treasury services such as financing, refinancing, hedging, and the ongoing management of cash flows for vehicles. Additionally, AerCap offers administrative support covering accounting and corporate secretarial tasks, including budgeting and the preparation of financial statements, to support the operational needs of its clients.
AerCap provides comprehensive supply chain solutions targeted at airlines, maintenance, repair, and overhaul (MRO) service providers, and aircraft parts distributors. This includes the supply of airframe and engine parts, facilitating access to essential components necessary for the efficient maintenance and operation of aircraft.