AERCAP HOLDINGS NV (AER) Forecast, Price Target & Analyst Ratings

NYSE:AER • NL0000687663

Current stock price

136.96 USD
+1.75 (+1.29%)
Last:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for AERCAP HOLDINGS NV (AER).

Forecast Snapshot

Consensus Price Target

Price Target
$165.11
+ 20.56% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
Apr 28, 2026
Period
Q1 / 2026
EPS Estimate
$3.66
Revenue Estimate
2.057B
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
80.00%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$165.11
Upside
+ 20.56%
From current price of $136.96 to mean target of $165.11, Based on 14 analyst forecasts
Low
$151.50
Median
$166.77
High
$183.75

Price Target Revisions

1 Month
5.34%
3 Months
9.38%

Price Target Summary

14 Wall Street analysts provided a forecast for the next 12 months for AER. The average price target is 165.11 USD. This implies a price increase of 20.56% is expected in the next year compared to the current price of 136.96.
The average price target has been revised upward by 9.38% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

AER Current Analyst RatingAER Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6 8

Analyst Ratings History

AER Historical Analyst RatingsAER Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10

Analyst Ratings Consensus

ChartMill Buy Consensus
80.00%
AER was analyzed by 14 analysts. The buy percentage consensus is at 80. So analysts seem to be have mildly positive about AER.
In the previous month the buy percentage consensus was at a similar level.
AER was analyzed by 14 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-03-02Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2026-01-06BarclaysMaintains Overweight -> Overweight
2025-12-09Truist SecuritiesInitiate Buy
2025-11-11SusquehannaMaintains Positive -> Positive
2025-11-11Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2025-11-04B of A SecuritiesMaintains Buy -> Buy
2025-10-30TD CowenMaintains Buy -> Buy
2025-10-30BarclaysMaintains Overweight -> Overweight
2025-10-21BarclaysMaintains Overweight -> Overweight
2025-08-13SusquehannaMaintains Positive -> Positive
2025-07-17Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2025-07-10BarclaysMaintains Overweight -> Overweight
2025-05-13SusquehannaMaintains Positive -> Positive
2025-05-01JP MorganMaintains Overweight -> Overweight
2025-05-01Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2025-04-11Morgan StanleyMaintains Equal-Weight -> Equal-Weight
2025-03-07B of A SecuritiesMaintains Buy -> Buy
2025-02-27SusquehannaMaintains Positive -> Positive
2025-02-27BarclaysMaintains Overweight -> Overweight
2024-11-21Goldman SachsReiterate Buy
2024-10-22Deutsche BankMaintains Buy -> Buy
2024-08-02SusquehannaMaintains Positive -> Positive
2024-08-02BarclaysMaintains Overweight -> Overweight
2024-07-18BarclaysMaintains Overweight -> Overweight
2024-06-07Morgan StanleyInitiate Equal-Weight

Next Earnings Forecast Details

Next Earnings Details

Release Date
Apr 28, 2026
Period
Q1 / 2026
EPS Estimate
$3.66
Revenue Estimate
2.057B
Revenue Q2Q
-0.96%
EPS Q2Q
-0.43%
Number of Analysts
10

Next Earnings Revisions

Revenue (1 Month)
0.69%
Revenue (3 Months)
1.33%
EPS (1 Month)
-0.58%
EPS (3 Months)
4.65%

Next Earnings Summary

AER is expected to report earnings on 4/28/2026. The consensus EPS estimate for the next earnings is 3.66 USD and the consensus revenue estimate is 2.06B USD.
The next earnings revenue estimate has been revised upward by 1.33% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2028

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028
Revenue
YoY % growth
AER revenue by date.AER revenue by date.
7.091B
4.51%		7.346B
3.59%		7.697B
4.79%		8.308B
7.94%		8.435B
1.53%		8.423B
-0.14%
EBITDA
YoY % growth
AER ebitda by date.AER ebitda by date.
5.87B
5.55%		6.046B
3.00%		6.504B
7.57%		7.131B
9.65%		7.188B
0.80%		7.105B
-1.15%
EBIT
YoY % growth
AER ebit by date.AER ebit by date.
3.39B
6.87%		3.466B
2.26%		3.857B
11.26%		4.032B
4.55%		4.082B
1.24%		3.912B
-4.16%
Operating Margin
AER operating margin by date.AER operating margin by date.
47.80%47.19%50.10%48.53%48.39%46.44%
EPS
YoY % growth
AER eps by date.AER eps by date.
12.87
42.84%		12.02
-6.60%		15.27
27.04%		15.56
1.91%		16.38
5.24%		17.37
6.06%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26
EPS
Q2Q % growth		3.66
-0.43%		3.62
27.98%		3.83
-22.85%		3.92
3.56%
Revenue
Q2Q % growth		2.057B
-0.96%		2.041B
8.18%		2.095B
-9.25%		2.09B
-6.88%
EBITDA
Q2Q % growth		1.82B
6.67%		1.799B
-19.11%		1.828B
-40.72%		1.656B
-52.31%
EBIT
Q2Q % growth		1.119B
6.92%		1.098B
22.63%		1.139B
4.53%		N/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

AER Yearly Revenue VS EstimatesAER Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2B 4B 6B 8B
AER Yearly EPS VS EstimatesAER Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 5 10 15

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
4.39%
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
-0.10%
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
13.07%
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

AERCAP HOLDINGS NV / AER Forecast FAQ

Can you provide the average price target for AERCAP HOLDINGS NV stock?

14 analysts have analysed AER and the average price target is 165.11 USD. This implies a price increase of 20.56% is expected in the next year compared to the current price of 136.96.

When does AERCAP HOLDINGS NV (AER) report earnings?

AERCAP HOLDINGS NV (AER) will report earnings on 2026-04-28.

What are the consensus estimates for AERCAP HOLDINGS NV (AER) next earnings?

The consensus EPS estimate for the next earnings of AERCAP HOLDINGS NV (AER) is 3.66 USD and the consensus revenue estimate is 2.06B USD.

What is the consensus rating for AERCAP HOLDINGS NV (AER) stock?

The consensus rating for AERCAP HOLDINGS NV (AER) is 80 / 100 . This indicates that analysts generally have a positive outlook on the stock.