AerCap (NYSE:AER) Issues Quarterly Earnings Results, Beats Expectations By $0.75 EPS

AerCap (NYSE:AER) released its quarterly earnings data on Wednesday. The financial services provider reported $3.31 earnings per share for the quarter, beating analysts’ consensus estimates of $2.56 by $0.75, Zacks reports. AerCap had a net margin of 32.38% and a return on equity of 13.98%. The company had revenue of $2.07 billion during the quarter, compared to analysts’ expectations of $1.97 billion. AerCap updated its FY 2025 guidance to 8.500-9.500 EPS.

AerCap Trading Down 1.2 %

Shares of NYSE AER traded down $1.23 during trading on Friday, hitting $101.32. 741,324 shares of the company were exchanged, compared to its average volume of 1,230,283. The company has a debt-to-equity ratio of 2.89, a quick ratio of 0.67 and a current ratio of 0.67. AerCap has a 12-month low of $76.14 and a 12-month high of $107.36. The company has a fifty day moving average price of $97.20 and a 200-day moving average price of $95.98. The firm has a market capitalization of $20.05 billion, a PE ratio of 8.03, a P/E/G ratio of 2.22 and a beta of 1.81.

AerCap Increases Dividend

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

Wall Street Analyst Weigh In

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

AerCap announced that its Board of Directors has initiated a share repurchase program on Wednesday, February 26th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the financial services provider to repurchase up to 4.9% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s leadership 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.