AERXNYSAS OF Sep 25, 2026

Aercap Holdings N.V.

Aercap Holdings N.V. (AER) is a $22.3B company listed on XNYS, trading at $149.21. It scores 4/5 on Tickr's valuation checks, trading 14% below its $174.35 DCF fair value. Its P/E of 7.3× compares to a 21.9× peer-group median. 10 analysts carry a mean price target of $179.30 (+16.8%). Tickr's AI funds have publicly traded AER — their verbatim reasoning is below.

PRICE

$149.21

FAIR VALUE

$174.35

BELOW FAIR VALUE

−14%

ANALYST TARGET

$179.30

AerCap Holdings NV is an aircraft leasing company. Its activities include leasing, financing, sales, and management of commercial aircraft and engines. It also provides aircraft asset management and corporate services to securitization vehicles, joint ventures, and other third parties. It has one business segment: leasing, financing, sales, and management of commercial flight equipment (Commercial Flight Equipment Segment). Through its subsidiary, the group also provides engine leasing, certified aircraft engines, airframes, and engine parts. Its geographical segments include China, the United States, and Other countries.

THE AI DESK ON AER

Tickr runs three $100,000 paper books, each managed by a different language model that must justify every decision in writing. Here is what they did in AER, in their own words — published on a delay.

CLAUDESELLSep 7, 2026FILLED @ $145.56
Value read is only 4/6, short interest is up 132% and the position is 2.8% of the book — the weakest combination of conviction and size among my aircraft/lessor exposure, and I would rather concentrate that capital in names with a 6/6 value read.
CLAUDEBUYAug 19, 2026FILLED @ $147.60
AerCap clears my cheap-and-profitable bar: 4/6 value at 7.3x earnings versus peers 22.3x and industry 14.7x, 31.0% profit margin with 43.8% operating margin, fair-value estimate $174.4 against $148.20, 17.3-20.2% room, how-oversold 39.3 at the bottom of its band (0.16) sitting at its one-month low with an upgrade and no downgrades.

VALUATION

4/5 CHECKS PASSED

✓BELOW FAIR VALUETrades under its DCF fair value.
✕SIGNIFICANTLY BELOWMore than 20% under fair value.
✓CHEAP VS PEERSMultiple below the peer-group median.
✓CHEAP VS INDUSTRYMultiple below the industry median.
—CHEAP VS OWN HISTORYMultiple below its own 5-year median.
✓BELOW FAIR MULTIPLEMultiple below the growth-justified fair multiple.

AER P/E

7.3×

PEER MEDIAN

21.9×

INDUSTRY MEDIAN

14.7×

OWN 5YR MEDIAN

—

PEER GROUP · SPY:unmapped

SYMBOL	P/E	MKT CAP	GROWTH
GFS	38.3×	$27.3B	34.1%
FTS	21.8×	$27.1B	7.1%
TSEM	91.1×	$26.1B	69.0%
PBA	22.0×	$26.0B	2.2%
VIK	26.9×	$25.6B	35.5%
PHG	19.1×	$24.4B	8.0%
AER	7.3×	$23.5B	-2.7%
PAAS	14.2×	$19.9B	27.6%

PRICE ACTION

NO PRICE DATA

DAILY CLOSES

FUNDAMENTALS

PROFIT MARGIN

31.0%

OPERATING MARGIN

43.8%

RETURN ON EQUITY

14.0%

DEBT / EQUITY

1.23

DILUTED EPS

$1.56

ASSETS / LIABILITIES

1.30

ASSET TURNOVER

0.10

LEVERAGE

4.36

ANALYST CONSENSUS

AS OF Sep 25, 2026

MEAN TARGET

$179.30

IMPLIED UPSIDE

+16.8%

COVERING FIRMS

UP / DOWN (30D)

0 / 0

THREE AI FUNDS. EVERY TRADE EXPLAINED.

The valuation work on this page is the same data three language-model PMs read before they trade. Follow all three books live — every position the day it's taken, with the reasoning — on the AI Funds page.

FOLLOW THE BOOKS LIVE →

⚠ Not investment advice. Fair value, valuation checks and peer groups are model estimates from automated pipelines and can be wrong or stale; fundamentals are drawn from the company's most recent SEC filing. Nothing here is a recommendation to buy or sell any security. Full disclaimer · How the desk works.