AER
AerCap Holdings NV
NYSE: AER · INDUSTRIALS · RENTAL & LEASING SERVICES
$138.11
+0.71% today
Updated 2026-04-29
Market cap
$22.48B
P/E ratio
6.48
P/S ratio
2.64x
EPS (TTM)
$21.30
Dividend yield
1.17%
52W range
$105 – $155
Volume
1.4M
AerCap Holdings NV (AER) Earnings
Quarterly earnings history, analyst estimates, and stock price reaction.
EPS beat streak
8 of 8
Last 8 quarters
Avg EPS surprise
+27.7%
Last 4 quarters
Revenue YoY growth
+4.5%
Most recent quarter
EPS YoY growth
+19.3%
Most recent quarter
Earnings surprise history (last 12 quarters)
Beat estimate Missed estimate
Quarterly EPS and revenue trend
Quarterly revenue EPS (diluted)
How the stock reacts to earnings
Avg 1-day reaction
+0.6%
Last 3 reports
Positive reaction rate
33%
1 of 3 quarters
Largest single-day move
+7.8%
2025-10-29
| Report date | EPS actual | Surprise | Close before | Close after | 1-day reaction |
|---|---|---|---|---|---|
| 2026-02-06 | $3.95 | +17.6% | $144.00 | $142.50 | -1.0% |
| 2025-10-29 | $4.97 | +61.4% | $121.00 | $130.38 | +7.8% |
| 2025-07-30 | $2.83 | +0.4% | $112.68 | $107.25 | -4.8% |
Quarterly earnings history
| Fiscal quarter ending | EPS estimate | EPS actual | Surprise | Revenue | YoY revenue |
|---|---|---|---|---|---|
| 2025-12-31 | $3.36 | $3.95 | +17.6% | $2.17B | +4.5% |
| 2025-09-30 | $3.08 | $4.97 | +61.4% | $1.89B | -2.8% |
| 2025-06-30 | $2.82 | $2.83 | +0.4% | $1.89B | -3.6% |
| 2025-03-31 | $2.80 | $3.68 | +31.6% | $2.08B | +2.9% |
| 2024-12-31 | $2.57 | $3.31 | +28.7% | $2.07B | +9.1% |
| 2024-09-30 | $2.41 | $2.41 | +0.0% | $1.95B | +3.0% |
| 2024-06-30 | $2.37 | $3.01 | +27.0% | $1.96B | +1.8% |
| 2024-03-31 | $2.41 | $3.29 | +36.5% | $2.02B | — |
| 2023-12-31 | $2.45 | $3.11 | +26.9% | $1.90B | — |
| 2023-09-30 | $2.80 | $4.86 | +73.6% | $1.89B | — |
| 2023-06-30 | $2.06 | $2.56 | +24.3% | $1.92B | — |
Analyst EPS and revenue estimates for upcoming years
| Period | EPS estimate | Revenue estimate | Revenue growth | Analysts | Confidence |
|---|---|---|---|---|---|
| 2026 (E) | $15.56 | $8.3B | +-2.4% | 7 | high |
| 2027 (E) | $16.38 | $8.4B | +1.6% | 7 | high |
| 2028 (E) | $17.25 | $8.7B | +2.5% | 7 | medium |
| 2029 (E) | $15.80 | $8.3B | +-4.0% | 7 | medium |
| 2030 (E) | $17.50 | $8.7B | +4.2% | 7 | low |
Frequently asked questions
Has AerCap Holdings NV beaten earnings estimates?
AerCap Holdings NV has beaten Wall Street EPS estimates in 8 of its last 8 quarterly reports, with an average EPS surprise of +27.7% over the last 4 quarters.
How does AER stock react to earnings?
AER stock has moved an average of +0.6% in the trading day following earnings over its last 3 reports, with positive reactions in 33% of those quarters.
What is AerCap Holdings NV's revenue growth rate?
AerCap Holdings NV reported year-over-year revenue growth of +4.5% in its most recent quarter, with EPS growing +19.3% year-over-year.
What is the expected EPS for AER in 2026?
Analysts expect AerCap Holdings NV to report EPS of $15.56 for fiscal year 2026, on revenue of $8.3B, based on estimates from 7 analysts.