Added to YB: 2025-04-08
Pitch date: 2025-02-18
AER [bullish]
AerCap Holdings N.V.
+36.86%
current return
Author Info
No bio for this author
Company Info
AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally.
Market Cap
$16.1B
Pitch Price
$101.96
Price Target
N/A
Dividend
1.21%
EV/EBITDA
13.47
P/E
8.29
EV/Sales
7.53
Sector
Trading Companies and Distributors
Category
growth
AerCap Holdings N.V. - $AER
AER: World's largest aircraft lessor benefits from supply-demand imbalance. 20% higher lease rates vs 2019, longer durations. $2.15B 2025 net income (12% yield) with upside from COVID lease roll-offs, strong GOS. Industry tailwinds persist: production below demand, 3000+ aircraft shortfall. Engine OEMs prevent oversupply.
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