AerCap (NYSE:AER) Issues FY 2025 Earnings Guidance

AerCap (NYSE:AER) issued an update on its FY 2025 earnings guidance on Wednesday morning. The company provided EPS guidance of 8.500-9.500 for the period, compared to the consensus EPS 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.

AerCap Stock Performance

AER stock traded down $1.36 during trading on Friday, hitting $101.18. 388,298 shares of the company traded hands, compared to its average volume of 1,219,840. The stock’s 50-day simple moving average is $97.20 and its 200 day simple moving average is $95.98. The company has a debt-to-equity ratio of 2.89, a current ratio of 0.67 and a quick ratio of 0.67. The company has a market cap of $20.03 billion, a PE ratio of 8.02, a P/E/G ratio of 2.22 and a beta of 1.81. AerCap has a 1 year low of $76.14 and a 1 year high of $107.36.

AerCap (NYSE:AER) last issued its quarterly earnings data on Wednesday, February 26th. The financial services provider reported $3.31 EPS 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 analyst estimates of $1.97 billion. On average, equities analysts expect that AerCap will post 11.29 earnings per share for the current fiscal year.

AerCap Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, April 3rd. Shareholders of record on Wednesday, March 12th will be paid a dividend of $0.27 per share. The ex-dividend date of this dividend is Wednesday, March 12th. This represents a $1.08 dividend on an annualized basis and a yield of 1.07%. This is a positive change from AerCap’s previous quarterly dividend of $0.25. AerCap’s payout ratio is 9.99%.

AerCap declared that its board has authorized a share buyback program on Wednesday, February 26th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the financial services provider to reacquire up to 4.9% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board believes its stock is undervalued.

Analyst Upgrades and Downgrades

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

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.