Nama Insights

AerCap (AER)

Industrials · Rental Leasing Services · NYSE

AerCap (AER) is a Industrials company in the Rental Leasing Services industry. It has a market capitalization of $25.76B, a trailing price-to-earnings ratio of 8.1 and a free-cash-flow yield of -2.3%. Over the most recent reported fiscal year, revenue grew 6.5%. Nama's AI scorecard rates it Buy, 6.2 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Buy · 6.2/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Middle · +7.8% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-0.6%
How far the last close sits under the highest price of the past five years.
Market cap$25.76B
Trailing P/E8.1
Price / book1.4
Price / sales2.8
FCF yield-2.3%
Dividend yield0.9%
Gross margin42.2%
Operating margin36.6%
Net margin34.5%
Revenue growth (YoY)+6.5%
Revenue growth (3-yr annual)+6.7%
EPS growth (YoY)+28.4%
FCF/share growth (YoY)—
Beta1.0
ExchangeNYSE
SectorIndustrials
IndustryRental Leasing Services

AER earnings

Next report: Feb 5, 2027 (Q4 2026, EPS estimate $4.95). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 28, 2026 $6.56 $4.56 +43.9% $2.42B
Q2 2026 Jul 29, 2026 $5.14 $4.14 +24.1% $2.17B
Q1 2026 Apr 29, 2026 $5.39 $3.71 +45.3% $2.24B
Q4 2025 Feb 6, 2026 $3.95 $3.40 +16.2% $2.24B

AER analyst price target

Median target $185.00 from 10 analysts, ranging $175.00 – $200.00.

Rental Leasing Services peers

TickerCompanyMarket capP/E
URI United Rentals $65.36B 21.5
SUNB Sunbelt Rentals $31.57B 19.9
R Ryder System $10.18B 18.8
UHAL-B U-Haul $9.72B 122.2
GATX GATX $6.38B 17.3
HRI Herc Holdings $5.08B 19.9
CAR Avis Budget Group $4.20B —
EQPT EquipmentShare.com $3.72B —
Explore live AER data on Nama Insights →

Recent Congressional trades

AerCap trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026

AER FAQ

Is AER a buy?
Nama's AI scorecard currently rates AerCap Buy (6.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AER's P/E ratio?
AerCap trades at a trailing price-to-earnings ratio of 8.1.
When does AER report earnings?
AerCap's next scheduled report is on Feb 5, 2027. Analysts expect EPS of $4.95.
What is the AER price target?
The median analyst price target from 10 analysts is $185.00, with a range of $175.00 – $200.00.
Is AER Shariah compliant?
Nama's AAOIFI-style screen reads AerCap as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does AER pay a dividend?
Yes — AerCap's dividend yield is 0.9%.