AerCap Holdings N.V. (AER) Stock Analysis
Industrials · Rental & Leasing Services · NYSE
AerCap Holdings N.V. (AER) posted $8.52B in revenue for fiscal 2025 (up 6.5% year over year), at a 44.0% net margin, and has compounded revenue about 6.7%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on AerCap Holdings N.V.
AerCap Holdings N.V. has grown revenue from $7.01B to $8.52B over the last 4 fiscal years, compounding about 6.7% a year. The most recent year was up 6.5%, roughly in line with its longer-run pace.
Net margin sits at 44%, up 17.8 points year over year on a 38% gross margin. It carries about $43.57B of total debt.
The one thing worth a second look in the filings is heavy debt load.
Synthesised from AerCap Holdings N.V.'s SEC filings — descriptive, not advice. Ask the analyst your own question →
AerCap Holdings N.V. revenue & earnings — last 4 fiscal years
| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue | $7.01B | $7.58B | $8.00B | $8.52B |
| Gross profit | $2.21B | $2.54B | $2.62B | $3.24B |
| Net income | $-726.04M | $3.14B | $2.10B | $3.75B |
| Net margin | -10.4% | 41.4% | 26.2% | 44.0% |
Source: AerCap Holdings N.V. SEC filings (10-K).
AerCap Holdings N.V.: 1 potential red flag in the filings
Patterns in the filed statements worth a second look — computed and cited, not AI guesswork, and not a signal to sell. The kind of thing that hides in a 10-K.
- Heavy debt loadTotal debt of $43565.3M is 8.1× last year's operating cash flow — it would take years of cash flow to clear.
Explore 4 years of AerCap Holdings N.V. financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
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AerCap Holdings N.V. financial history by metric
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About AerCap Holdings N.V.
AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally. The company engages in aircraft and engine asset management services, such as remarketing aircraft and engines for lease or sale; collecting rental and supplemental maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; conducting ongoing lessee financial performance reviews. Its aircraft and engine 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 corporate administrative services comprising accounting, and corporate secretarial services consisting of the preparation of budgets and financial statements; and cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of companies. 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 has a portfolio of owned, managed, or on order aircraft, consisting of 3,500 aircraft, engines, and helicopters. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.
AerCap Holdings N.V. — frequently asked questions
What is AerCap Holdings N.V.'s revenue?
AerCap Holdings N.V. (AER) reported revenue of $8.52B for fiscal year 2025, up 6.5% from the prior year, according to its SEC filings.
Is AerCap Holdings N.V. profitable?
Yes. AER earned net income of $3.75B in fiscal 2025, a net margin of 44.0%.
What is AER's P/E ratio?
AerCap Holdings N.V. trades at a price-to-earnings ratio of about 5.9 based on the latest data in our nightly-refreshed cache.
How fast is AerCap Holdings N.V. growing?
AER's revenue grew at roughly 6.7% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does AerCap Holdings N.V. have?
As of fiscal year 2025, AER carried roughly $43.57B in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is AerCap Holdings N.V.'s gross margin?
AER's gross margin was 38.0% in fiscal 2025 — gross profit of $3.24B on revenue of $8.52B.
What is AerCap Holdings N.V.'s market cap?
AerCap Holdings N.V. (AER) has a market capitalization of about $21.34B, based on the latest data in our nightly-refreshed cache.
When does AerCap Holdings N.V.'s fiscal year end?
AER's fiscal year ends in December. Its most recent annual filing covers the fiscal year ending 2025-12-31.
Where does this data come from?
All figures are computed from AerCap Holdings N.V.'s official SEC filings (10-K and 10-Q), covering 4 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.