AerCap (NYSE:AER) Updates FY 2025 Earnings Guidance

AerCap (NYSE:AER) updated its FY 2025 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 8.500-9.500 for the period, compared to the consensus estimate of 12.110. The company issued revenue guidance of $7.5 billion-$7.5 billion, compared to the consensus revenue estimate of $7.9 billion.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on AER. Barclays reaffirmed an “overweight” rating and issued a $115.00 price target (up previously from $113.00) on shares of AerCap in a report on Thursday. The Goldman Sachs Group reissued a “buy” rating and issued a $119.00 price objective on shares of AerCap in a research note on Thursday, November 21st. Finally, Susquehanna raised their target price on shares of AerCap from $108.00 to $120.00 and gave the stock a “positive” rating in a research report on Thursday. One analyst has rated the stock with a hold rating and five have assigned a buy rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $116.17.

AerCap Stock Down 1.3 %

Shares of AER traded down $1.36 during midday trading on Friday, reaching $101.18. 388,298 shares of the stock were exchanged, compared to its average volume of 1,219,840. AerCap has a 52 week low of $76.14 and a 52 week high of $107.36. The company has a current ratio of 0.67, a quick ratio of 0.67 and a debt-to-equity ratio of 2.89. The company’s 50 day moving average is $97.20 and its two-hundred day moving average is $95.98. The company has a market capitalization of $20.03 billion, a P/E ratio of 8.02, a PEG ratio of 2.22 and a beta of 1.81.

AerCap (NYSE:AER) last issued its quarterly earnings data on Wednesday, February 26th. The financial services provider reported $3.31 earnings per share for the quarter, beating analysts’ consensus estimates 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, sell-side analysts anticipate that AerCap will post 11.29 earnings per share for the current year.

AerCap Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 3rd. Shareholders of record on Wednesday, March 12th will be issued a $0.27 dividend. This represents a $1.08 annualized dividend and a yield of 1.07%. The ex-dividend date is Wednesday, March 12th. This is an increase from AerCap’s previous quarterly dividend of $0.25. AerCap’s dividend payout ratio (DPR) is currently 9.99%.

AerCap announced that its Board of Directors has authorized a stock repurchase program on Wednesday, February 26th that allows the company to repurchase $1.00 billion in shares. This repurchase authorization allows the financial services provider to reacquire up to 4.9% of its shares through open market purchases. Shares repurchase programs are usually an indication that the company’s board believes its shares are undervalued.

AerCap Company Profile

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.