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AerCap vs Custom Truck One Source: revenue, profit, margins and growth compared

AerCap brought in $8.5B of revenue in fiscal 2025, Custom Truck One Source $1.9B in fiscal 2025. Revenue changed by +6.5% at AerCap and +7.9% at Custom Truck One Source on the year before, so Custom Truck One Source grew faster. AerCap kept 44.0% of its revenue as net profit, Custom Truck One Source -1.6%.

Side by side, latest fiscal year

AERCTOS
Fiscal year endedFY2025 (December 31, 2025)FY2025 (December 31, 2025)
Revenue$8.5B$1.9B
Revenue growth+6.5%+7.9%
Net income$3.8B-$31.1M
Net margin44.0%-1.6%
Free cash flown/an/a
Free cash flow marginn/an/a
Earnings per share (diluted)$21.30-$0.14
Cash$1.4B$6.3M
Debt$43.6B$1.6B
Price to earningsn/an/a
Market value$26.7B$2.1B
Dividend yieldn/an/a
Rank by revenue in sector#133 of 778 · Consumer discretionary#359 of 778 · Consumer discretionary

Over the years

Revenue
AER FY2018: $4.8BAER FY2019: $4.9BAER FY2020: $4.5BAER FY2021: $5.2BAER FY2022: $7BAER FY2023: $7.6BAER FY2024: $8BAER FY2025: $8.5BCTOS FY2018: $246.3MCTOS FY2019: $264MCTOS FY2020: $302.7MCTOS FY2021: $1.2BCTOS FY2022: $1.6BCTOS FY2023: $1.9BCTOS FY2024: $1.8BCTOS FY2025: $1.9BFY18FY19FY20FY21FY22FY23FY24FY25
AER $8.5BCTOS $1.9B
Net income
AER FY2018: $1BAER FY2019: $1.1BAER FY2020: -$298.6MAER FY2021: $1BAER FY2022: -$726MAER FY2023: $3.1BAER FY2024: $2.1BAER FY2025: $3.8BCTOS FY2018: -$15.5MCTOS FY2019: -$27.1MCTOS FY2020: -$21.3MCTOS FY2021: -$181.5MCTOS FY2022: $38.9MCTOS FY2023: $50.7MCTOS FY2024: -$28.7MCTOS FY2025: -$31.1MFY18FY19FY20FY21FY22FY23FY24FY25
AER $3.8BCTOS -$31.1M
Net margin
AER FY2018: 21.2%AER FY2019: 23.2%AER FY2020: -6.6%AER FY2021: 19.2%AER FY2022: -10.4%AER FY2023: 41.4%AER FY2024: 26.2%AER FY2025: 44.0%CTOS FY2018: -6.3%CTOS FY2019: -10.2%CTOS FY2020: -7.0%CTOS FY2021: -15.6%CTOS FY2022: 2.5%CTOS FY2023: 2.7%CTOS FY2024: -1.6%CTOS FY2025: -1.6%FY18FY19FY20FY21FY22FY23FY24FY25
AER 44.0%CTOS -1.6%
Revenue growth
AER FY2019: +2.9%AER FY2020: -9.0%AER FY2021: +16.3%AER FY2022: +34.3%AER FY2023: +8.1%AER FY2024: +5.5%AER FY2025: +6.5%CTOS FY2019: +7.2%CTOS FY2020: +14.7%CTOS FY2021: +285.5%CTOS FY2022: +34.8%CTOS FY2023: +18.6%CTOS FY2024: -3.4%CTOS FY2025: +7.9%FY19FY20FY21FY22FY23FY24FY25
AER +6.5%CTOS +7.9%

Fiscal years as each company reports them; the two may end in different months.

Questions about AerCap and Custom Truck One Source

Which is bigger by revenue, AerCap or Custom Truck One Source?

AerCap is bigger by revenue: $8.5B in fiscal 2025, against $1.9B for Custom Truck One Source in fiscal 2025.

Which keeps more of its revenue as profit, AerCap or Custom Truck One Source?

AerCap had a net margin of 44.0% in fiscal 2025; Custom Truck One Source had -1.6% in fiscal 2025.

Which grew revenue faster, AerCap or Custom Truck One Source?

In their latest fiscal years revenue changed by +6.5% at AerCap and +7.9% at Custom Truck One Source.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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