Stocks Consumer discretionary AER
NYSE · Consumer discretionaryAerCap Holdings N.V. (AER)
AerCap Holdings N.V. reported revenue of $8.5B in fiscal 2025, up 6.5% from a year earlier. Net income was $3.8B, a net margin of 44.0%. At December 31, 2025 it held $1.4B in cash against $43.6B of debt. Its latest periodic report to the SEC is the annual report (foreign issuer) (20-F) filed on February 12, 2026.
Key facts about AerCap Holdings N.V.
- Net worth
- AerCap Holdings N.V. has a market value (market cap) of $31.4B at the latest share price, and shareholders' equity of $18.3B on its balance sheet at December 31, 2025. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $8.5B (+6.5% year on year), with net income of $3.8B.
- Cash flow
- In fiscal 2025 operations brought in $5.4B of cash.
- Latest report
- The latest periodic report (annual report (foreign issuer), 20-F) was filed with the SEC on February 12, 2026 and covers the period to December 31, 2025. Open on SEC EDGAR
What AerCap Holdings N.V. does
AerCap Holdings N.V. is registered with the SEC under industry code SIC 7359 (Services-Equipment Rental & Leasing, NEC). Its shares trade on NYSE under the ticker AER.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $8.5B | $3.8B | $21.30 | n/a |
| 2024 | $8B | $2.1B | $10.79 | n/a |
| 2023 | $7.6B | $3.1B | $13.78 | n/a |
| 2022 | $7B | -$726M | -$3.02 | n/a |
| 2021 | $5.2B | $1B | $6.71 | n/a |
| 2020 | $4.5B | -$298.6M | -$2.34 | n/a |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where AER ranks in Consumer discretionary
Dividends
It paid out $192.4M in cash dividends, 5% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | n/a | $192.4M | 5% |
| 2024 | n/a | $140M | 7% |
| 2023 | n/a | $0 | 0% |
| 2022 | n/a | $0 | n/a |
Latest SEC filings
What AerCap Holdings N.V. has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 28, 2026
- October 7, 2026
- September 23, 2026
- September 16, 2026
- July 29, 2026
- July 27, 2026Passive stake changed SCHEDULE 13G/A
- July 7, 2026
- June 29, 2026
- June 29, 2026Form F-3ASR filing F-3ASR
- May 15, 2026Passive stake changed SCHEDULE 13G/A
Insider trades
What the people running AerCap Holdings N.V. did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $11.4M worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 30, 2026 | Kelly AengusChief Executive Officer, Director | Sold | 31,581 | $5M |
| October 30, 2026 | Kelly AengusChief Executive Officer, Director | Sold | 25,361 | $4M |
| October 30, 2026 | Kelly AengusChief Executive Officer, Director | Sold | 3,058 | $487.1K |
| October 30, 2026 | Forst RitaDirector | Sold | 2,000 | $318.1K |
| October 29, 2026 | Drouillard VincentGeneral Counsel | Sold | 10,000 | $1.6M |
| August 6, 2026 | Forst RitaDirector | Sold | 2,000 | $311.3K |
| June 15, 2026 | Stuart CormacChief Accounting Officer | Sold | 11,644 | $1.7M |
| May 12, 2026 | Juhas PeterChief Financial Officer | Sold | 23,842 | $3.4M |
Who owns AER
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
Largest institutional holders
Insiders
8 insiders reported holding 4,496,590 shares in total, about $790.7M at the last price.
| Holder | Shares |
|---|---|
| Kelly AengusChief Executive Officer, Director | 3,660,93156,725 held indirectly |
| Juhas PeterChief Financial Officer | 498,951315,377 held indirectly |
| Drouillard VincentGeneral Counsel | 261,548179,925 held indirectly |
| Branch Julian BradfordDirector | 36,906 |
| Warden Robert GDirector | 27,735240 held indirectly |
| Forst RitaDirector | 5,333 |
| Cartwright StaceyDirector | 4,783 |
| Stuart CormacChief Accounting Officer | 403403 held indirectly |
Questions about AER
What does AerCap Holdings N.V. do?
AerCap Holdings N.V. is a company in the Consumer discretionary sector, listed on NYSE as AER. Its shares trade on NYSE under the ticker AER.
What is AerCap Holdings N.V.'s net worth?
AerCap Holdings N.V. has a market value (market cap) of $31.4B at the latest share price, and shareholders' equity of $18.3B on its balance sheet at December 31, 2025. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is AerCap Holdings N.V. profitable?
Yes. In fiscal 2025 it reported net income of $3.8B on revenue of $8.5B, a net margin of 44.0%.
How much revenue does AerCap Holdings N.V. make?
In fiscal 2025 AerCap Holdings N.V. reported revenue of $8.5B. That is 6.5% more than a year earlier.
When did AerCap Holdings N.V. last report?
Its most recent periodic report is the annual report (foreign issuer) (20-F) filed on February 12, 2026. It covers the period to December 31, 2025. Its newest filing of any kind is the planned insider sale from November 9, 2026.
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Where the numbers come from
Financial figures are the values AerCap Holdings N.V. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.