Business Description

AerCap Holdings N.V. is a global aviation leasing company headquartered in Dublin, Ireland. The company specializes in acquiring, leasing, and managing commercial aircraft, engines, and helicopters for airlines and aviation operators worldwide. AerCap provides fleet financing and management solutions that allow operators to utilize aviation assets without the capital requirements of direct ownership.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total revenue8,730,5168,155,6007,747,1337,130,715
Selling, General & Administrative Expenses545,933488,916464,128399,530
Other Non-Interest Expenses3,878,7235,244,3553,844,1047,616,440
Total Non-Interest Expense4,424,6565,733,2714,308,2328,015,970
Income Before Provision for Income Taxes4,092,0122,263,3733,272,186(1,002,420)
Provision for Income Taxes555,246323,704291,056(164,097)
Consolidated Net Income3,750,6142,098,6253,147,845(721,158)
Net Income Attributable to Minority Interests and Other2(7)11,7544,883
Net Income Attributable to Common Shareholders3,750,6122,098,6323,136,091(726,041)
Basic EPS21.7811.0613.99-3.02
Diluted EPS21.3010.7913.78-3.02
Basic Weighted Average Shares Outstanding172,181189,831224,217240,487
Diluted Weighted Average Shares Outstanding176,116194,489227,656240,487
Shares Outstanding166,877186,783202,493245,931
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents1,379,1801,209,2261,825,4661,597,147
Other Earning Assets1,807,4941,208,5851,263,3751,356,072
Net Property, Plant & Equipment57,796,32058,575,67255,627,97155,220,809
Accrued Interest and Accounts Receivable48,49968,0731,959,176132,202
Net Intangible Assets1,795,1962,269,6592,928,7573,549,663
Long-Term Investments1,315,3061,128,8941,859,611811,219
Other Non-Earning Assets7,529,7956,981,8673,958,0447,059,806
Total Assets71,671,79071,441,97669,422,40069,726,918
Accounts Payable1,897,3921,774,8277,880,4671,494,953
Long-Term Debt43,565,32145,294,51144,918,79646,532,960
Other Liabilities7,964,5927,274,0094,450,9605,577,967
Total Liabilities53,348,29954,257,14457,250,22353,531,868
Common Stock2,2672,5583,024
Treasury Stock(1,467,321)(1,425,652)(254,699)
Additional Paid-in Capital3,517,9635,809,2768,586,034
Accumulated Other Comprehensive Income(50,210)42,683108,226
Retained Earnings16,320,58112,755,7587,674,922
Total Common Shareholders' Equity18,323,28017,184,62314,397,44116,117,507
Minority Interests and Other21120921677,543
Total Shareholders' Equity18,323,49117,184,83214,397,65716,195,050
Total Liabilities and Shareholders' Equity71,671,79071,441,97669,422,40069,726,918
FY 2025FY 2024FY 2023FY 2022
Net Income3,639,6952,098,6253,147,845(721,158)
Depreciation & Amortization2,559,4012,580,0372,480,5782,389,807
Share-Based Compensation Expense166,239111,14097,058102,848
Other Adjustments(128,467)398,297(612,790)3,788,948
Changes in Other Operating Activities1,466,127921,459764,499145,047
Cash from Operating Activities5,393,1245,436,6435,261,4355,170,962
Capital Expenditure(6,074,298)(6,616,358)(6,232,386)(3,871,572)
Proceeds from Sale of Property, Plant & Equipment2,871,5622,674,9742,121,5071,635,777
Other Investing Activities1,915,656244,458954,07152,682
Cash from Investing Activities(1,664,530)(3,724,207)(3,182,968)(2,160,499)
Issuance of Long-Term Debt5,351,8437,641,3796,550,992467,996
Repayments of Long-Term Debt(7,082,721)(8,799,950)(6,568,370)(4,230,082)
Net Issuance / (Repayments) of Long-Term Debt(1,730,878)(1,158,571)(17,378)(3,762,086)
Repurchases of Common Shares(2,538,200)(1,520,320)(2,637,589)(17,419)
Net Issuance / (Repurchases) of Common Shares(2,538,200)(1,520,320)(2,637,589)(17,419)
Common Share Dividends Paid(192,437)(139,991)(112,034)(3,957)
Other Financing Activities(1,878,867)(13,823)113,367110,731
Cash from Financing Activities(3,653,061)(2,132,509)(2,011,719)(3,160,815)
Effect of Exchange Rate Changes on Cash and Cash Equivalents2,629(3,811)1,948(7,631)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash75,533(420,073)66,748(150,352)

Key Metrics & Ratios

MetricValue
Market Cap$23.99B
P/E6.75x
P/S2.75x
Return on Equity21.1%
Dividend Yield0.8%
Free Cash Flow Margin-7.8%

Margins

Gross margin
Operating margin
Net margin
43.0%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q2 2026 $2.22B +14.8%
Q1 2026 $2.30B +8.9%
Q4 2025 $2.32B +9.9%
Q3 2025 $2.36B +18.3%
Q2 2025 $1.93B
Q1 2025 $2.11B
Q4 2024 $2.12B
Q3 2024 $1.99B

More on AerCap Holdings N.V.

Figures compiled from public company filings.

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