Stock of the Day

April 18, 2022

Aercap (AER)

$145.94
-$1.55 (-1.1%)
Market Cap: $24.61B

About Aercap

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in China, Hong Kong, Macau, the United States, Ireland, and internationally. The company offers aircraft asset management services, such as remarketing aircraft and engines; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; and conducting ongoing lessee financial performance reviews. Its aircraft asset management services also include periodically inspecting the leased aircraft and engines; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft and engines; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and engine valuations; and providing market research services. In addition, the company provides cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of vehicles; and administrative services comprising accounting and corporate secretarial services consisting of the preparation of budgets and financial statements. Further, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors. The company had a portfolio of owned, managed, or on order aircraft. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.

Today's Trend

AerCap Holdings N.V. (NYSE: AER) has recently benefited from a strong second-quarter earnings report, continued aircraft demand and higher analyst price targets. The shares reached a new 52-week high after the earnings beat, although they have since pulled back from that peak.

  • Strong Q2 results supported the stock. AerCap reported adjusted earnings of $5.14 per share, well above the $4.14 analyst consensus, while revenue of $2.22 billion exceeded expectations of $2.10 billion and increased 14.9% year over year. Management maintained fiscal 2026 earnings guidance of $16.80 per share. AerCap Holdings N.V. Q2 2026 Earnings Call Summary
  • Aircraft demand remains favorable. Continued demand for aircraft helped drive AerCap’s quarterly performance, reinforcing the outlook for leasing activity and earnings. Continued Demand Drives AerCap Figures
  • Analysts raised their valuation targets. Truist increased its target from $175 to $180 and maintained a “buy” rating. Morgan Stanley raised its target from $155 to $165, though it retained an “equal weight” rating, signaling more limited conviction. Analyst Price Target Updates
  • Positive investor signals continued. AER was added to Zacks’ Rank #1 “Strong Buy” value-stock list, and AerCap declared a quarterly dividend of $0.40 per share, payable September 3 to shareholders of record August 12. Best Value Stocks to Buy for July 31st
  • Valuation expectations are mixed. Morgan Stanley’s “equal weight” rating indicates that, despite the higher target, the firm views much of the recent upside as reflected in the stock price.
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