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Stocks Comparison

AerCap vs EquipmentShare.com: revenue, profit, margins and growth compared

AerCap brought in $8.5B of revenue in fiscal 2025, EquipmentShare.com $4.4B in fiscal 2025. Revenue changed by +6.5% at AerCap and +16.3% at EquipmentShare.com on the year before, so EquipmentShare.com grew faster. AerCap kept 44.0% of its revenue as net profit, EquipmentShare.com 0.9%.

Side by side, latest fiscal year

AEREQPT
Fiscal year endedFY2025 (December 31, 2025)FY2025 (December 31, 2025)
Revenue$8.5B$4.4B
Revenue growth+6.5%+16.3%
Net income$3.8B$40M
Net margin44.0%0.9%
Free cash flown/an/a
Free cash flow marginn/an/a
Earnings per share (diluted)$21.30$0.01
Cash$1.4B$306M
Debt$43.6B$3.3B
Price to earningsn/a1735.0
Market value$26.7B$4.4B
Dividend yieldn/an/a
Rank by revenue in sector#133 of 778 · Consumer discretionary#222 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: $8.5BEQPT FY2023: $2.6BEQPT FY2025: $3.8BEQPT FY2025: $4.4BFY18FY19FY20FY21FY22FY23FY24FY25
AER $8.5BEQPT $4.4B
Net income
AER FY2018: $1BAER FY2019: $1.1BAER FY2020: -$298.6MAER FY2021: $1BAER FY2022: -$726MAER FY2023: $3.1BAER FY2024: $2.1BAER FY2025: $3.8BEQPT FY2023: $17MEQPT FY2025: $3MEQPT FY2025: $40MFY18FY19FY20FY21FY22FY23FY24FY25
AER $3.8BEQPT $40M
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%EQPT FY2023: 0.7%EQPT FY2025: 0.1%EQPT FY2025: 0.9%FY18FY19FY20FY21FY22FY23FY24FY25
AER 44.0%EQPT 0.9%
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%EQPT FY2025: +47.2%EQPT FY2025: +16.3%FY19FY20FY21FY22FY23FY24FY25
AER +6.5%EQPT +16.3%

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

Questions about AerCap and EquipmentShare.com

Which is bigger by revenue, AerCap or EquipmentShare.com?

AerCap is bigger by revenue: $8.5B in fiscal 2025, against $4.4B for EquipmentShare.com in fiscal 2025.

Which keeps more of its revenue as profit, AerCap or EquipmentShare.com?

AerCap had a net margin of 44.0% in fiscal 2025; EquipmentShare.com had 0.9% in fiscal 2025.

Which grew revenue faster, AerCap or EquipmentShare.com?

In their latest fiscal years revenue changed by +6.5% at AerCap and +16.3% at EquipmentShare.com.

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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