AerCap Holdings: A Deep Dive into Earnings Projections

Understanding AerCap Holdings's Earnings Outlook

AerCap Holdings (NYSE: AER) is preparing to announce its quarterly earnings, and many investors are keenly observing the upcoming financial release. Analysts project an earnings per share (EPS) of $3.11, indicating a positive outlook for the company. Investors are particularly eager to see if the company can surpass these projections with its guidance for the following quarter.

Earnings Performance Overview

In the previous quarter, AerCap Holdings reported an EPS that exceeded expectations by $0.06, although this led to a slight decrease of 1.65% in the share price the day following the announcement. Understanding past earnings performance is crucial for gauging how the market might react going forward.

Historical EPS and Share Price Reaction

Here's an overview of AerCap’s recent earnings and the respective price changes:

Quarterly Earnings Summary:

• Q2 2025: EPS Estimate: 2.77, Actual: 2.83, Price Change: -2.00%
• Q1 2025: EPS Estimate: 2.75, Actual: 3.68, Price Change: 0.00%
• Q4 2024: EPS Estimate: 2.57, Actual: 3.31, Price Change: 0.00%
• Q3 2024: EPS Estimate: 2.41, Actual: 2.41, Price Change: 0.00%

Current Share Price and Trends

As of the latest available data, shares of AerCap Holdings are trading at $121.06, reflecting a 29.41% increase over the past year. Given this robust performance, long-term stakeholders seem optimistic, potentially favoring the stock as earnings announcements approach.

Analyst Ratings and Future Expectations

In a sector where market sentiment can impact stock valuations significantly, understanding analyst opinions is vital. Currently, two analyst ratings exist for AerCap Holdings; the consensus leans towards 'Outperform', with an average one-year price target of $133.00, indicating a potential upside of 9.86% from current levels.

Competitive Landscape: A Peer Comparison

Analyzing AerCap’s position relative to major industry competitors is indispensable for investors. This comparison highlights how well AerCap performs against firms like FTAI Aviation, Watsco, and QXO.

Peer Performance Highlights

Here’s how AerCap compares to its peers based on analyst forecasts and growth metrics:

• FTAI Aviation: Outperform, Price Target: $207.1, Potential Upside: 71.07%
• Watsco: Neutral, Price Target: $421.25, Potential Upside: 247.97%
• QXO: Outperform, Price Target: $33.17, Potential Downside: 72.6%

Snapshot: Financial Metrics

Examining key performance indicators, AerCap's performance is as follows:

• Revenue Growth: -3.65%
• Gross Profit: $604.41M
• Return on Equity: 7.17%

Although AerCap Holdings is struggling with revenue and gross profit growth compared to its competitors, their return on equity illustrates a reasonable level of profitability relative to equity inputs.

Company Overview: AerCap Holdings

AerCap Holdings NV operates primarily in the aircraft leasing sector, offering services that encompass the leasing, financing, and management of commercial aircraft and engines. The company possesses a substantial presence characterized by its involvement in various geographical markets, notably in the United Kingdom and the United States.

Understanding Their Financial Metrics

AerCap has experienced challenges with revenue growth, observing a decline of about -3.65%. Nevertheless, it maintains an impressive net margin of 66.74%, showcasing robust profitability amidst industry obstacles. However, it also continues to grapple with a high debt-to-equity ratio of 2.57, indicating potential financial stress.

Frequently Asked Questions

What is AerCap Holdings's ticker symbol?

AerCap Holdings is listed under the ticker symbol AER on the NYSE.

What earnings per share do analysts expect for AerCap Holdings?

Analysts anticipate an EPS of $3.11 for AerCap Holdings in the upcoming earnings report.

What has been the share price trend for AerCap Holdings?

AerCap Holdings shares have increased by 29.41% over the past 52 weeks, currently trading at $121.06.

How do AerCap's financial metrics compare to its peers?

AerCap's revenue growth and gross profit are lagging compared to peers, though it has a moderate return on equity.

What are the future price targets for AerCap Holdings?

The consensus among analysts places AerCap Holdings' one-year price target at $133.00, suggesting potential upward movement.

About The Author

Dedicated Author and financial expert Logan Wright here, 29 years old. After earning an economics degree, I spent a number of years working in different financial industries. My great passion is enabling everyone, from any background or experience level, to understand and be literate in financial matters.

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