Aercap Holdings N.V.
Research Aercap Holdings N.V. (AER) on Bullrun: valuation model: 53.5% undervalued, market cap USD 22.75B, P/E 7.1, dividend yield 0.8%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerAER
- ExchangeNYSE
- CountryIreland
- SectorIndustrials
- IndustryRental & Leasing Services
- CurrencyUSD
- Valuation signal53.5% undervalued
- Market capUSD 22.75B
- P/E7.1
- Dividend yield0.8%
- Financial periodQ2 2026
- RevenueUSD 2.17B
- Net incomeUSD 725.72M
- Free cash flowUSD 139.34M
- Gross margin41.9%
Valuation Snapshot
Bullrun's latest valuation model marks Aercap Holdings N.V. as 53.5% undervalued; latest market cap is USD 22.75B; P/E is 7.1; dividend yield is 0.8%.
Peer valuation comparison
Latest P/E is 7.12x versus a Industrials sector median of 21.18x (66.4% below).
Latest dividend yield is 0.82% versus a Industrials sector median of 2.27% (63.9% below).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 8.52B | USD 3.75B | -USD 681.17M | 38.0% | 21.3 | USD 1.38B | USD 43.57B | USD 18.32B |
| FY2024 | USD 8.00B | USD 2.10B | -USD 1.18B | 32.7% | 10.79 | USD 1.21B | USD 45.29B | USD 17.18B |
| FY2023 | USD 7.58B | USD 3.14B | -USD 970.95M | 33.5% | 13.78 | USD 1.63B | USD 46.48B | USD 16.59B |
| FY2022 | USD 7.01B | -USD 726.04M | USD 1.30B | 31.5% | -3.02 | USD 1.60B | USD 46.53B | USD 16.12B |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-10-09 | USD 22.75B | 7.1 | 0.8% | 1.2 |
| 2025 | 2025-12-31 | USD 23.40B | 6.7 | 0.2% | 0.27 |
| 2024 | 2024-12-31 | USD 17.88B | 8.9 | 0.8% | 0.75 |
| 2023 | 2023-12-29 | USD 15.03B | 6.9 | n/a | n/a |
| 2022 | 2022-12-30 | USD 14.34B | n/a | n/a | n/a |
| 2021 | 2021-12-31 | USD 16.05B | 8.8 | n/a | n/a |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 1.2 USD, yield 0.8%.
| Year | Dividends/share |
|---|---|
| FY2025 | 0.27 USD |
| FY2024 | 0.75 USD |
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;
ETFs that hold Aercap Holdings N.V.
Aercap Holdings N.V. is one of the ten largest holdings of one ETF that investors in Europe can buy:
| ETF | Weight | TER |
|---|---|---|
| iShares MSCI EMU Mid Cap UCITS ETF EUR (Acc) | 1.87% | 0.49% |
Related stock research
Other Industrials stocks
Frequently asked questions
Is Aercap Holdings N.V. overvalued or undervalued?
Bullrun's valuation model currently marks Aercap Holdings N.V. as 53.5% undervalued.
What is Aercap Holdings N.V.'s market cap?
Aercap Holdings N.V.'s market capitalization is USD 22.75B.
What is Aercap Holdings N.V.'s P/E ratio?
Aercap Holdings N.V.'s price-to-earnings (P/E) ratio is 7.1.
Does Aercap Holdings N.V. pay a dividend?
Aercap Holdings N.V. has a dividend yield of 0.8%.
What does Aercap Holdings N.V. do?
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.