AerCap Holdings N.V. (AER) Stock Analysis & Investment Frameworks
AerCap Holdings N.V. (AER) stock analysis on Invetso. Review AerCap Holdings N.V.’s key financial metrics, company overview and 10 institutional-grade investment frameworks including SWOT Analysis, Economic Moat, Porter’s Five Forces and the Invetso Quality Score.
AerCap Holdings N.V. Company Overview
- Exchange: New York Stock Exchange
- Sector: Industrials
- Industry: Rental & Leasing Services
- Country: IE
AerCap Holdings N.V. Key Financial Metrics
- Market Cap: $22.75B
- Revenue: $8.19B
- P/E Ratio: 6.07
- ROE: 18.52%
- ROIC: 5.75%
- Dividend Yield: 1.02%
About AerCap Holdings N.V.
AerCap Holdings N.V., a company founded in 1995 and based in Dublin, Ireland, operates extensively in the global aviation industry. The firm specializes in the acquisition, leasing, funding, sale, and general management of commercial aircraft and engines. Its operations span crucial international markets, including China, Hong Kong, Macau, the United States, and Ireland, alongside its broader global activities. A core component of AerCap's business involves a comprehensive suite of aircraft asset management services. These services range from remarketing aircraft and engines to diligently collecting rental and maintenance fees, overseeing aircraft upkeep, and ensuring strict adherence to contractual terms. They manage the complete asset lifecycle, facilitating equipment handovers (delivery and redelivery), and conducting continuous financial evaluations of lessees. The company's expertise further extends to regular inspections of leased aircraft, coordinating technical upgrades to meet new client specifications, negotiating financial restructuring in instances of lease defaults, and repossessing assets when necessary. AerCap also handles insurance provisions, aircraft registration and de-registration processes, conducts asset valuations, and provides valuable market intelligence. Beyond physical asset administration, AerCap offers essential financial and administrative support. This encompasses treasury functions, including financing, refinancing, hedging strategies, and ongoing cash flow management for its operational entities. Additionally, it provides crucial administrative services like accounting and corporate secretarial support, which involves the preparation of budgets and financial statements. AerCap also plays a significant role in the aviation supply chain by providing airframe and engine components. It offers integrated supply chain solutions to a diverse client base, including airlines, maintenance, repair, and overhaul (MRO) service providers, and specialized aircraft parts distributors. By the end of 2021, AerCap Holdings N.V. boasted an impressive portfolio comprising 2,369 aircraft, which included assets that were directly owned, managed for other entities, or currently on order.
AerCap Holdings N.V. Investment Frameworks
Invetso analyzes AerCap Holdings N.V. (AER) across the following frameworks:
- AerCap Holdings N.V. 10Y Growth Potential
- AerCap Holdings N.V. Scenario Analysis
- AerCap Holdings N.V. Risks & Opportunities
- AerCap Holdings N.V. Economic Moat
- AerCap Holdings N.V. Business Model
- AerCap Holdings N.V. Management
- AerCap Holdings N.V. SWOT Analysis
- AerCap Holdings N.V. Porter's 5 Forces
- AerCap Holdings N.V. PESTLE Analysis
- AerCap Holdings N.V. ESG Analysis

