AerCap (AER) Projected to Post Quarterly Earnings on Wednesday

AerCap (NYSE:AER) is expected to release its Q1 2025 earnings data before the market opens on Wednesday, April 30th. Analysts expect AerCap to post earnings of $2.70 per share and revenue of $2.01 billion for the quarter. AerCap has set its FY 2025 guidance at 8.500-9.500 EPS.

AerCap (NYSE:AER) last released its quarterly earnings data on Wednesday, February 26th. The financial services provider reported $3.31 earnings per share for the quarter, beating the consensus estimate of $2.56 by $0.75. AerCap had a return on equity of 13.98% and a net margin of 32.38%. The company had revenue of $2.07 billion for the quarter, compared to the consensus estimate of $1.97 billion. On average, analysts expect AerCap to post $11 EPS for the current fiscal year and $12 EPS for the next fiscal year.

AerCap Trading Up 0.5 %

NYSE AER opened at $103.82 on Tuesday. The company has a quick ratio of 0.67, a current ratio of 0.67 and a debt-to-equity ratio of 2.89. AerCap has a twelve month low of $82.21 and a twelve month high of $107.36. The company has a market cap of $19.39 billion, a price-to-earnings ratio of 8.23, a price-to-earnings-growth ratio of 2.22 and a beta of 1.46. The business’s fifty day moving average is $99.26 and its 200 day moving average is $97.43.

AerCap announced that its board has authorized a stock buyback plan on Wednesday, February 26th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the financial services provider to reacquire up to 4.9% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s leadership believes its stock is undervalued.

AerCap Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, April 3rd. Investors of record on Wednesday, March 12th were issued a dividend of $0.27 per share. This is an increase from AerCap’s previous quarterly dividend of $0.25. The ex-dividend date of this dividend was Wednesday, March 12th. This represents a $1.08 annualized dividend and a dividend yield of 1.04%. AerCap’s dividend payout ratio (DPR) is 9.99%.

Wall Street Analyst Weigh In

Several brokerages have commented on AER. Morgan Stanley cut their target price on AerCap from $112.00 to $101.00 and set an “equal weight” rating on the stock in a report on Friday, April 11th. Bank of America lifted their target price on AerCap from $105.00 to $125.00 and gave the stock a “buy” rating in a report on Friday, March 7th. Barclays reaffirmed an “overweight” rating and set a $115.00 target price (up from $113.00) on shares of AerCap in a report on Thursday, February 27th. Susquehanna lifted their target price on AerCap from $108.00 to $120.00 and gave the stock a “positive” rating in a report on Thursday, February 27th. Finally, UBS Group downgraded AerCap to an “underperform” rating in a report on Friday, March 7th. One research analyst has rated the stock with a sell rating, one has given a hold rating and six have given a buy rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $117.14.

About AerCap

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