Aercap Holdings NV Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
9.2%projected annual EPS growth
Analyst Coverage
10analysts covering
FY Revenue (est.)
$8.6Bnext fiscal year
FY EPS (est.)
$18.72next fiscal year
Monitoring Framework
Key Performance Indicators
Adjusted Earnings Per Share (EPS) Quarterly5.4Target: Approximately $14.50 for Full-Year 2026
Book Value Per Share Quarterly116.7Target: Continued growth via earnings retention and share buybacks
Adjusted Debt-to-Equity Ratio Quarterly210.0%Target: Target range of 2.7 to 100 (currently operating below target)%
Lease Extension Rate Quarterly8,700.0%Target: High retention to minimize transition costs and downtime
Watch Items
- Global Aviation Supply Chain ConstraintsTrigger: Prolonged delivery delays from Boeing and AirbusAction: Monitor lease extension rates and secondary market asset values to capitalize on higher lease yields for existing mid-life aircraft.
- Elevated Funding Costs and Interest ExpensesTrigger: Federal Reserve interest rate hikes or sustained high benchmark ratesAction: Assess net interest margin (NIM) compression and evaluate the timing of new debt issuances relative to lease rate adjustments.
- Geopolitical Disruptions and Regional Air Travel DemandTrigger: Escalation of conflicts in the Middle East or Eastern Europe affecting airline credit profilesAction: Track airline customer creditworthiness, lease payment collections, and prepare contingency plans for potential aircraft repossessions.
Research as of 2 Sep 2026