AerCap Holdings Past Earnings Performance
Past criteria checks 3/6
AerCap Holdings has been growing earnings at an average annual rate of 49.7%, while the Trade Distributors industry saw earnings growing at 18.6% annually. Revenues have been growing at an average rate of 14.3% per year. AerCap Holdings's return on equity is 20.9%, and it has net margins of 45.4%.
Key information
49.65%
Earnings growth rate
50.39%
EPS growth rate
| Trade Distributors Industry Growth | 23.44% |
| Revenue growth rate | 14.31% |
| Return on equity | 20.88% |
| Net Margin | 45.41% |
| Last Earnings Update | 30 Sep 2025 |
Recent past performance updates
Recent updates
Impressive Earnings May Not Tell The Whole Story For AerCap Holdings (NYSE:AER)
Nov 05
AerCap Stock Still Has Room To Fly Higher
Nov 03AerCap Holdings N.V. Just Beat Revenue Estimates By 17%
Nov 01AerCap Holdings (NYSE:AER) Seems To Be Using A Lot Of Debt
Sep 13AerCap Holdings N.V.'s (NYSE:AER) Share Price Is Matching Sentiment Around Its Earnings
Jul 09When Should You Buy AerCap Holdings N.V. (NYSE:AER)?
Jun 18AerCap Holdings N.V. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
May 03Insufficient Growth At AerCap Holdings N.V. (NYSE:AER) Hampers Share Price
Mar 21AerCap: Key Developments In 2024 Annual Report
Mar 18AerCap To Fly To New Heights: Q4 Earnings Fuel A Bullish 2025 Takeoff
Mar 06AerCap: A Solid Growth Opportunity With Growing Dividends
Feb 26AerCap Set To Fly Higher In 2025
Feb 06When Should You Buy AerCap Holdings N.V. (NYSE:AER)?
Jan 09AerCap Holdings: A Financial Company That Flies
Jan 07Investors Don't See Light At End Of AerCap Holdings N.V.'s (NYSE:AER) Tunnel
Dec 18Is AerCap Holdings (NYSE:AER) A Risky Investment?
Nov 27Solid Earnings May Not Tell The Whole Story For AerCap Holdings (NYSE:AER)
Nov 06AerCap Stock Still Scores A Strong Buy Rating
Oct 31AerCap: The Buy Thesis Strengthens On New Share Repurchase Program
Sep 20AerCap: The World's Biggest Airplane Company You've Never Heard Of
Sep 10
Aviation Leader's Strategy For Growth Amidst Market Challenges Promises Bright Horizons
AerCap's efficient operations and strong demand for its assets indicate potential for future revenue growth through operational efficiency and market demand.AerCap Holdings: This Industry Leader Is A Buy Trading Below Book Value
Aug 05AerCap: High Capex And Loan Refinancing Threatens Future Buybacks
May 30AerCap Investor Day Takeaways And Updated SOTP
May 13AerCap Holdings: Hitting Cruising Altitude
May 02AerCap: Great Year, But Fair Value In Sight (Rating Downgrade)
Mar 04AerCap Share Price Could Potentially Go Higher
Feb 21AerCap: A Quality Compounder Trading Below Fair Value
Jan 02AerCap Holdings: 4 Hidden Factors Why True Tangible Value Is $123 Per Share
Dec 08AerCap Holdings: Going Private In Slow Motion
Nov 20AerCap: Strong Q3 Results And Potential Insurance Claims Make For A Compelling Opportunity
Oct 28Revenue & Expenses Breakdown
How AerCap Holdings makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Sep 25 | 8,345 | 3,789 | 536 | 0 |
| 30 Jun 25 | 7,984 | 2,948 | 528 | 0 |
| 31 Mar 25 | 8,056 | 2,137 | 483 | 0 |
| 31 Dec 24 | 7,997 | 2,099 | 489 | 0 |
| 30 Sep 24 | 7,823 | 2,533 | 488 | 0 |
| 30 Jun 24 | 7,767 | 3,263 | 478 | 0 |
| 31 Mar 24 | 7,733 | 3,308 | 473 | 0 |
| 31 Dec 23 | 7,580 | 3,136 | 464 | 0 |
| 30 Sep 23 | 7,481 | 2,525 | 434 | 0 |
| 30 Jun 23 | 7,284 | 1,860 | 428 | 0 |
| 31 Mar 23 | 6,991 | 1,707 | 413 | 0 |
| 31 Dec 22 | 7,014 | -726 | 400 | 0 |
| 30 Sep 22 | 6,558 | -1,132 | 427 | 0 |
| 30 Jun 22 | 5,876 | -1,138 | 390 | 0 |
| 31 Mar 22 | 5,284 | -1,228 | 358 | 0 |
| 31 Dec 21 | 4,589 | 1,001 | 318 | 0 |
| 30 Sep 21 | 4,178 | 940 | 262 | 0 |
| 30 Jun 21 | 4,193 | -344 | 255 | 0 |
| 31 Mar 21 | 4,351 | -347 | 235 | 0 |
| 31 Dec 20 | 4,494 | -299 | 242 | 0 |
| 30 Sep 20 | 4,719 | -17 | 250 | 0 |
| 30 Jun 20 | 4,886 | 1,103 | 254 | 0 |
| 31 Mar 20 | 4,970 | 1,188 | 265 | 0 |
| 31 Dec 19 | 4,937 | 1,146 | 267 | 0 |
| 30 Sep 19 | 4,900 | 1,069 | 267 | 0 |
| 30 Jun 19 | 4,873 | 1,062 | 266 | 0 |
| 31 Mar 19 | 4,786 | 984 | 286 | 0 |
| 31 Dec 18 | 4,800 | 1,016 | 305 | 0 |
| 30 Sep 18 | 4,797 | 1,049 | 331 | 0 |
| 30 Jun 18 | 4,904 | 1,052 | 351 | 0 |
| 31 Mar 18 | 4,973 | 1,080 | 351 | 0 |
| 31 Dec 17 | 5,037 | 1,076 | 348 | 0 |
| 30 Sep 17 | 5,057 | 1,175 | 360 | 0 |
| 30 Jun 17 | 4,991 | 1,134 | 357 | 0 |
| 31 Mar 17 | 4,962 | 1,085 | 359 | 0 |
| 31 Dec 16 | 5,043 | 1,047 | 351 | 0 |
| 30 Sep 16 | 5,098 | 946 | 358 | 0 |
| 30 Jun 16 | 5,213 | 1,014 | 368 | 0 |
| 31 Mar 16 | 5,316 | 1,090 | 373 | 0 |
| 31 Dec 15 | 5,287 | 1,179 | 381 | 0 |
| 30 Sep 15 | 5,242 | 1,213 | 395 | 0 |
| 30 Jun 15 | 5,164 | 1,253 | 400 | 0 |
| 31 Mar 15 | 4,596 | 1,067 | 372 | 0 |
| 31 Dec 14 | 3,572 | 810 | 300 | 0 |
Quality Earnings: AER has a large one-off gain of $1.5B impacting its last 12 months of financial results to 30th September, 2025.
Growing Profit Margin: AER's current net profit margins (45.4%) are higher than last year (32.4%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: AER has become profitable over the past 5 years, growing earnings by 49.7% per year.
Accelerating Growth: AER's earnings growth over the past year (49.6%) is below its 5-year average (49.7% per year).
Earnings vs Industry: AER earnings growth over the past year (49.6%) exceeded the Trade Distributors industry -1.1%.
Return on Equity
High ROE: Whilst AER's Return on Equity (20.88%) is high, this metric is skewed due to their high level of debt.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/11/05 07:40 |
| End of Day Share Price | 2025/11/05 00:00 |
| Earnings | 2025/09/30 |
| Annual Earnings | 2024/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
AerCap Holdings N.V. is covered by 24 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Jaap Meijer | Arqaam Capital Research Offshore S.A.L. |
| Terry Ma | Barclays |
| David Fintzen | Barclays |