AER

AerCap Holdings NV

NYSE: AER · INDUSTRIALS · RENTAL & LEASING SERVICES

$146.22

+0.37% today

Updated 2026-06-05

Market cap

$22.08B

P/E ratio

6.15

P/S ratio

2.54x

EPS (TTM)

$22.78

Dividend yield

1.14%

52W range

$105 – $154

Volume

1.3M

Market cap

$22.08B

P/E ratio

6.15

P/S ratio

2.54x

EPS (TTM)

$22.78

Dividend yield

1.14%

52W range

$105 – $154

Volume

1.3M

AerCap Holdings NV (AER) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Research-backed AER price target 2030 projection accounting for share dilution, balance sheet debt, and time value of money.

Current price

$146.22

Today

Analyst consensus

$150.29

+2.78% · 12M

2030 Base

—

— future

NPV today

—

@ — WACC

7 analysts:

3 Buy1 Hold0 Sell

Management guidance

No specific revenue guidance for 2026-2030 found in recent earnings calls or investor communications. CEO emphasis is on long-term growth through fleet modernization (100 new Airbus A320neo order through 2034) and expanding cargo/freighter segment. AerCap's investment narrative projects $8.3B revenue and $2.5B earnings by 2029 (per Simply Wall Street analysis), implying mid-to-high single-digit annual growth from current $8.74B base.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

AER · AerCap Holdings NV · Revenue & price projection · 2023–2030E

Actual / 2030 target Projected revenue Base case price Bull to bear range

Bear case (2030)

—

NPV today: —

Base case (2030)

—

NPV today: —

Bull case (2030)

—

NPV today: —

WallStSmart.com

AER financial forecast · Research-backed projections

Metric	2025	2026 (E)	2027 (E)	2028 (E)	2029 (E)	2030 (E) ★
Revenue	$8.2B	$8.3B	$8.4B	$8.7B	$8.3B	$8.7B
Revenue growth	2.4%	-2.4%	1.6%	2.5%	-4.0%	4.2%
Net margin	—	—	—	—	—	—
EPS	$15.43	$15.56	$16.38	$17.25	$15.80	$17.50
Diluted shares	—	—	—	—	—	—
Net debt	—	—	—	—	—	—
P/S multiple	—	2.0x	2.0x	2.0x	2.0x	2.0x
Implied price (base)	—	$584.56	$598.47	$612.39	$584.56	$612.39

★ 2030E is the model's terminal target year. Implied price = (Revenue × P/S − Net debt) ÷ Diluted shares.

Scenario detail · Three drivers, three outcomes

2030E driver	Bear	Base	Bull
Revenue	$8.7B	$8.7B	$8.7B
P/S multiple	1.0x	2.0x	3.0x
Diluted shares	0M	0M	0M
Net debt	—	—	—
Implied P/E ^†	—	—	—
2030 Price	$—	$—	$—
NPV @ —	$—	$—	$—

† Implied P/E: Multiples remain elevated across all three scenarios because AER is valued primarily on revenue scale during its growth phase, not near-term earnings power. Lower P/E in the bear case reflects multiple compression, but the absolute level stays high since 2030E still represents a hypergrowth-to-mature transition year.

EV to per-share bridge · How we get to $— base case

AER catalysts and risks

Growth catalysts

+ 100 Airbus A320neo aircraft order (2028-2034 deliveries) expanding fleet capacity and future lease revenue

+ Expansion into cargo/freighter leasing (Ethiopian Airlines 777-300ERSF, Virgin Atlantic A330NEO deals signal growing widebody/specialty segment)

+ Tight global aircraft supply and sustained air travel recovery driving lease rates higher

+ Q1 2026 momentum: 286 assets leased/purchased/sold, $3B financing transactions, 5.4M share buyback at $745M

Key risks

- Analyst consensus revenue for 2026 (-2.5%) and 2027 (+1.5%) suggests near-term cyclical pressure and lease rate normalization risk

- Rising interest rates and debt servicing costs (EV/EBITDA 10.33x, Debt/Eq 2.38x) may compress margins

- Geopolitical tensions, airline insolvencies, and supply chain delays could reduce leasing demand or increase default risk

- Aircraft delivery delays from OEMs (Boeing, Airbus) could defer revenue realization beyond 2028

Methodology · AerCap Holdings NV 2030 stock forecast model

AerCap Holdings NV 2030 price target is calculated using WallStSmart's research model. Revenue projections are derived from analyst consensus across 7 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts. The model is built on five core components:

1. Share dilution	Projected from per-ticker schedule of SBC + equity raise activity, compounding year by year (-100% cumulative for AER by 2030)
2. Net debt	EV minus net debt yields equity value; debt projected from capex cycle trajectory (— by 2030)
3. Time value	NPV calculated using — WACC (sector fallback)
4. Multiple framework	P/S compresses with scale: bear 1.0x / base 2.0x / bull 3.0x
5. Scenario design	Bull/Base/Bear vary revenue, margin, shares, debt, and multiple independently

WallStSmart research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.

AER price target FAQ

How is the AerCap Holdings NV 2030 stock forecast calculated?

The AER 2030 projection multiplies projected revenue by a growth-adjusted P/S multiple to derive enterprise value, subtracts projected net debt to get equity value, then divides by diluted shares outstanding accounting for dilution from stock-based compensation and equity raises.

What is the analyst consensus on AER stock?

7 analysts cover AER with an average 12-month price target of $150.29. The 2030 projection extends this framework with longer-horizon assumptions including dilution and time value of money.