Professional
Added to YB: 2026-01-16
Pitch date: 2025-12-31
AER [bullish]
AerCap Holdings N.V.
-1.02%
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
$24.0B
Pitch Price
$145.11
Price Target
N/A
Dividend
0.75%
EV/EBITDA
13.17
P/E
6.91
EV/Sales
7.94
Sector
Trading Companies and Distributors
Category
value
Oakmark Fund New Portfolio Holding: AerCap Holdings N.V.
AER: Largest aircraft lessor globally w/ scale advantages enabling higher ROE vs peers. Mgmt's opportunistic, returns-focused approach drives best-in-class performance. Bought at modest premium to book/single-digit P/E for biz w/ low-mid teens ROE + sustainable moats. Book value understated given recent aircraft/engine value increases.
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