Industrials·Trading Companies & Distributors·$22.5B
Aercap Holdings N V (AER) is a leading player in the industrials sector, specifically in trading companies and distributors. The company is significant as it provides aircraft leasing and financing solutions, which are crucial for airlines and aviation companies navigating a complex market.
EPS
Earnings per share is a key indicator of the company's profitability and financial health.
Revenue
Total revenue reflects the company's ability to generate sales and is critical for assessing growth.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
2Q
EPS Beat Rate
75%
Avg EPS Surprise
+25.99%
Avg Stock Reaction
+0.14%
In Q4 2025, Aercap reported an EPS of $3.95, significantly beating expectations. However, the stock reacted negatively, declining by 2.73% the following day.
Management Promises & Guidance
Analysts are generally optimistic about Aercap's upcoming earnings, expecting solid EPS and revenue figures. The market is keen to see if the company can continue its trend of beating earnings expectations.
Bull Case
If Aercap exceeds the consensus EPS of $3.71, it could indicate strong demand for aircraft leasing and a robust operational strategy.
Bear Case
Conversely, if the company misses the EPS target, it may raise concerns about market demand and operational challenges in the aviation sector.
EPS
$3.71Earnings per share is a key indicator of the company's profitability and financial health.
Revenue
$2.1BTotal revenue reflects the company's ability to generate sales and is critical for assessing growth.
The print will turn on these two things.
Q1
Will Aercap's EPS exceed $3.71, and if so, by how much?
A strong EPS could validate the company's growth strategy and boost investor confidence.
Q2
What specific factors contributed to revenue expectations of $2.1B?
Understanding revenue drivers will help gauge the company's market position and future growth potential.
Why consensus could be wrong
The consensus may underestimate Aercap's ability to leverage its fleet for higher leasing rates, which could drive better-than-expected earnings.
Supporting Evidence
Aercap has consistently beaten EPS estimates in 75% of the last quarters.
The aviation market is showing signs of recovery, which may not be fully reflected in current estimates.
Key Risk
If the company reports an EPS significantly above $3.71, it could challenge the current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter's performance is crucial as it will reflect Aercap's ability to navigate a challenging aviation market.
Bull Confirmed If
An EPS of $4.10 or higher would confirm strong operational performance and demand.
Bear Confirmed If
An EPS below $3.17 would signal potential weaknesses in the business model or market conditions.
Implied Move
±4.2%
Currently, there is no options market data available, but the implied move suggests the market is anticipating some volatility around the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Aercap beats expectations, history suggests the stock could rise by around 1.05%, confirming strong operational health.
In-Line / Cautious
If results are in line with expectations, the market may react cautiously, leading to muted stock movement.
Miss
Should the company miss earnings expectations, the stock could drop by approximately 2.57%, raising concerns about future performance.
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VERIZON COMMUNICATIO
Apr 27, 2026