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NYSE · Consumer Discretionary

AerCap Holdings NV AER

AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally. The company engages in aircraft and engine asset management services, such as remarketing aircraft and engines for lease or sale; collecting rental and supplemental maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft and engines; conducting ongoing lessee financial performance reviews.

Sources StockAnalysis company profile stockanalysis.com
Diversified Commercial Services

Company profile

Business mix

  • The company engages in aircraft and engine asset management services, such as remarketing aircraft and engines for lease or sale.
  • Its aircraft and engine asset management services also include periodically inspecting the leased aircraft and engines.
  • In addition, the company provides corporate administrative services comprising accounting, and corporate secretarial services consisting of the preparation of budgets and financial statements.
  • Further, it offers airframe and engine parts and supply chain solutions to airlines; maintenance, repair, and overhaul service providers; and aircraft parts distributors.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in rental & leasing services?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 5.97 FCF 1.92% Buyback 10.19%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Eagle Capital Management 3.4% $1.0B 2026-03-31
Oakmark / Harris Associates Bill Nygren 1.1% $809.6M 2026-03-31
Lyrical Asset Management 5.4% $356.9M 2026-03-31
Dorsey Asset Management Pat Dorsey 12.3% $154.1M 2026-03-31

Recent trading changes over the last 1 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 1 Last 1 13F filing periods
Net reducers 4 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $8.4M Estimated from net added shares
Reduction amount $524.5M Estimated from net reduced shares
Net share change / base shares -18.6% -3,882,300 / 20,824,568
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 1.0% 13F value change -$30.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,840,480 Last 1 periods +61,142 (+1.0%) Total shares 5,901,622 Value $809.6M
Dorsey Asset Management Pat Dorsey 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -7.5% 13F value change -$20.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,215,059 Last 1 periods -91,570 (-7.5%) Total shares 1,123,489 Value $154.1M
Eagle Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -28.1% 13F value change -$458.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 10,169,902 Last 1 periods -2,854,596 (-28.1%) Total shares 7,315,306 Value $1.0B
Lyrical Asset Management 1 filing periods
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -6.5% 13F value change -$43.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 2,782,638 Last 1 periods -180,787 (-6.5%) Total shares 2,601,851 Value $356.9M
Soros Fund Management George Soros 1 filing periods
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$95.5M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 816,489 Last 1 periods -816,489 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.