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

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

AerCap Price Performance

Shares of AerCap stock opened at $102.24 on Thursday. AerCap has a one year low of $76.00 and a one year high of $107.36. The stock’s fifty day moving average is $97.01 and its 200 day moving average is $95.94. The stock has a market cap of $20.24 billion, a P/E ratio of 8.10, a P/E/G ratio of 2.22 and a beta of 1.81. 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 Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, April 3rd. Stockholders of record on Wednesday, March 12th will be issued a dividend of $0.27 per share. This represents a $1.08 annualized dividend and a dividend yield of 1.06%. This is a boost from AerCap’s previous quarterly dividend of $0.25. AerCap’s dividend payout ratio is presently 7.92%.

AerCap declared that its Board of Directors has approved a share buyback program on Wednesday, February 26th that authorizes the company to repurchase $1.00 billion in outstanding 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 an indication that the company’s board believes its shares are undervalued.

Analyst Ratings Changes

Several analysts have commented on the company. The Goldman Sachs Group reiterated a “buy” rating and set a $119.00 target price on shares of AerCap in a research note on Thursday, November 21st. Barclays reiterated an “overweight” rating and set a $115.00 target price on shares of AerCap in a research note on Thursday. One investment analyst has rated the stock with a hold rating and five have given a buy rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $114.17.

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.