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AerCap Holdings

NYSE:AER
Snowflake Description

Fair value with acceptable track record.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
AER
NYSE
$8B
Market Cap
  1. Home
  2. US
  3. Capital Goods
Company description

AerCap Holdings N.V., an aircraft leasing company, engages in the lease, financing, sale, and management of commercial aircraft and engines in China, the United States, Ireland, and internationally. The last earnings update was 27 days ago. More info.


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AER Share Price and Events
7 Day Returns
-2.3%
NYSE:AER
-3%
US Trade Distributors
-1.6%
US Market
1 Year Returns
19.5%
NYSE:AER
13.7%
US Trade Distributors
13.9%
US Market
AER Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
AerCap Holdings (AER) -2.3% 1.8% 10.3% 19.5% 35% 46.1%
US Trade Distributors -3% -1.4% 13.4% 13.7% 20.2% 25.3%
US Market -1.6% 1% 4.9% 13.9% 36.1% 45.8%
1 Year Return vs Industry and Market
  • AER outperformed the Trade Distributors industry which returned 13.7% over the past year.
  • AER outperformed the Market in United States of America which returned 13.9% over the past year.
Price Volatility
AER
Industry
5yr Volatility vs Market

AER Value

 Is AerCap Holdings undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
  • It is not possible to calculate the future cash flow value for AerCap Holdings. This is due to cash flow or dividend data being unavailable. The share price is $60.11.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for AerCap Holdings's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are AerCap Holdings's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
NYSE:AER PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-09-30) in USD $7.78
NYSE:AER Share Price ** NYSE (2019-12-04) in USD $60.11
United States of America Trade Distributors Industry PE Ratio Median Figure of 41 Publicly-Listed Trade Distributors Companies 16.95x
United States of America Market PE Ratio Median Figure of 2,925 Publicly-Listed Companies 18.13x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of AerCap Holdings.

NYSE:AER PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NYSE:AER Share Price ÷ EPS (both in USD)

= 60.11 ÷ 7.78

7.73x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • AerCap Holdings is good value based on earnings compared to the US Trade Distributors industry average.
  • AerCap Holdings is good value based on earnings compared to the United States of America market.
Price based on expected Growth
Does AerCap Holdings's expected growth come at a high price?
Raw Data
NYSE:AER PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 7.73x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 7 Analysts
-2.7%per year
United States of America Trade Distributors Industry PEG Ratio Median Figure of 33 Publicly-Listed Trade Distributors Companies 1.01x
United States of America Market PEG Ratio Median Figure of 2,046 Publicly-Listed Companies 1.44x

*Line of best fit is calculated by linear regression .

NYSE:AER PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 7.73x ÷ -2.7%

-2.91x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • AerCap Holdings earnings are not expected to grow next year, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on AerCap Holdings's assets?
Raw Data
NYSE:AER PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-09-30) in USD $69.24
NYSE:AER Share Price * NYSE (2019-12-04) in USD $60.11
United States of America Trade Distributors Industry PB Ratio Median Figure of 51 Publicly-Listed Trade Distributors Companies 1.58x
United States of America Market PB Ratio Median Figure of 5,089 Publicly-Listed Companies 1.76x
NYSE:AER PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NYSE:AER Share Price ÷ Book Value per Share (both in USD)

= 60.11 ÷ 69.24

0.87x

* Primary Listing of AerCap Holdings.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • AerCap Holdings is good value based on assets compared to the US Trade Distributors industry average.
X
Value checks
We assess AerCap Holdings's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Trade Distributors industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Trade Distributors industry average (and greater than 0)? (1 check)
  5. AerCap Holdings has a total score of 3/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

AER Future Performance

 How is AerCap Holdings expected to perform in the next 1 to 3 years based on estimates from 7 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
-2.7%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is AerCap Holdings expected to grow at an attractive rate?
  • AerCap Holdings's earnings are expected to decrease over the next 1-3 years, this is below the low risk savings rate of 1.7%.
Growth vs Market Checks
  • AerCap Holdings's earnings are expected to decrease over the next 1-3 years, this is below the United States of America market average.
  • AerCap Holdings's revenue growth is positive but not above the United States of America market average.
Annual Growth Rates Comparison
Raw Data
NYSE:AER Future Growth Rates Data Sources
Data Point Source Value (per year)
NYSE:AER Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 7 Analysts -2.7%
NYSE:AER Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 7 Analysts 0.3%
United States of America Trade Distributors Industry Earnings Growth Rate Market Cap Weighted Average 13.1%
United States of America Trade Distributors Industry Revenue Growth Rate Market Cap Weighted Average 4.5%
United States of America Market Earnings Growth Rate Market Cap Weighted Average 14.2%
United States of America Market Revenue Growth Rate Market Cap Weighted Average 7.4%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
NYSE:AER Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (2 months ago) See Below
Future Estimates Average of up to 7 Analyst Estimates (S&P Global) See Below
All numbers in USD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
NYSE:AER Future Estimates Data
Date (Data in USD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2021-12-31 4,942 2,908 1,037 4
2020-12-31 4,840 2,777 1,009 7
2019-12-31 4,889 2,967 1,090 6
2019-12-05
NYSE:AER Past Financials Data
Date (Data in USD Millions) Revenue Cash Flow Net Income *
2019-09-30 4,900 3,116 1,069
2019-06-30 4,873 3,015 1,062
2019-03-31 4,786 2,848 984
2018-12-31 4,800 2,840 1,016
2018-09-30 4,797 2,786 1,049
2018-06-30 4,904 2,887 1,052
2018-03-31 4,973 3,077 1,080
2017-12-31 4,991 3,140 1,076
2017-09-30 5,057 3,351 1,175
2017-06-30 4,991 3,365 1,134
2017-03-31 4,962 3,344 1,085
2016-12-31 5,043 3,381 1,047

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • AerCap Holdings's earnings are expected to decrease over the next 1-3 years, this is not considered high growth.
  • AerCap Holdings's revenue is expected to grow by 0.3% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
NYSE:AER Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (2 months ago) See Below
Future Estimates Average of up to 7 Analyst Estimates (S&P Global) See Below

All data from AerCap Holdings Company Filings, last reported 2 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NYSE:AER Future Estimates Data
Date (Data in USD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2021-12-31 8.26 8.75 7.86 4.00
2020-12-31 7.70 7.87 7.09 8.00
2019-12-31 8.02 8.28 7.90 8.00
2019-12-05
NYSE:AER Past Financials Data
Date (Data in USD Millions) EPS *
2019-09-30 7.78
2019-06-30 7.55
2019-03-31 6.89
2018-12-31 7.00
2018-09-30 7.10
2018-06-30 6.97
2018-03-31 6.95
2017-12-31 6.68
2017-09-30 7.04
2017-06-30 6.57
2017-03-31 6.06
2016-12-31 5.64

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • AerCap Holdings is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).
X
Future performance checks
We assess AerCap Holdings's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United States of America market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United States of America market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
AerCap Holdings has a total score of 0/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

AER Past Performance

  How has AerCap Holdings performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare AerCap Holdings's growth in the last year to its industry (Trade Distributors).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • AerCap Holdings's year on year earnings growth rate has been positive over the past 5 years.
  • AerCap Holdings's 1-year earnings growth is less than its 5-year average (1.8% vs 1.9%)
  • AerCap Holdings's earnings growth has exceeded the US Trade Distributors industry average in the past year (1.8% vs -8.5%).
Earnings and Revenue History
AerCap Holdings's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from AerCap Holdings Company Filings, last reported 2 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NYSE:AER Past Revenue, Cash Flow and Net Income Data
Date (Data in USD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-09-30 4,900.07 1,068.58 266.90
2019-06-30 4,872.51 1,061.64 265.59
2019-03-31 4,785.88 984.42 286.32
2018-12-31 4,799.98 1,015.63 305.23
2018-09-30 4,796.80 1,049.24 330.71
2018-06-30 4,904.20 1,051.74 351.23
2018-03-31 4,973.29 1,080.38 350.59
2017-12-31 4,990.99 1,076.15 348.29
2017-09-30 5,057.34 1,174.55 359.90
2017-06-30 4,991.35 1,134.33 356.73
2017-03-31 4,961.84 1,084.72 358.57
2016-12-31 5,043.03 1,046.63 351.01
2016-09-30 5,098.09 946.19 357.82
2016-06-30 5,212.97 1,014.48 368.26
2016-03-31 5,316.26 1,090.32 373.26
2015-12-31 5,287.46 1,178.73 381.31
2015-09-30 5,242.18 1,212.74 395.22
2015-06-30 5,164.32 1,252.67 400.04
2015-03-31 4,596.04 1,067.23 371.84
2014-12-31 3,571.66 810.45 299.89
2014-09-30 2,556.85 577.85 203.82
2014-06-30 1,591.28 327.65 131.20
2014-03-31 1,069.99 279.67 92.02
2013-12-31 1,050.07 292.41 89.08
2013-09-30 964.21 237.94 90.74
2013-06-30 953.10 212.20 89.63
2013-03-31 957.75 166.10 87.27
2012-12-31 972.52 163.66 83.41

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • AerCap Holdings has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • AerCap Holdings used its assets less efficiently than the US Trade Distributors industry average last year based on Return on Assets.
  • AerCap Holdings has improved its use of capital last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess AerCap Holdings's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Trade Distributors industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
AerCap Holdings has a total score of 3/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

AER Health

 How is AerCap Holdings's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up AerCap Holdings's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • AerCap Holdings is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • AerCap Holdings's long term commitments exceed its cash and other short term assets.
Balance sheet
This treemap shows a more detailed breakdown of AerCap Holdings's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is not covered by short term assets, assets are 0.1x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from AerCap Holdings Company Filings, last reported 2 months ago.

NYSE:AER Past Debt and Equity Data
Date (Data in USD Millions) Total Equity Total Debt Cash & Short Term Investments
2019-09-30 9,239.99 29,271.57 1,046.49
2019-06-30 9,078.18 28,994.74 794.12
2019-03-31 8,969.78 30,814.15 2,387.18
2018-12-31 8,880.61 29,536.91 1,273.12
2018-09-30 8,923.59 28,387.47 1,296.82
2018-06-30 8,723.82 28,546.02 1,702.90
2018-03-31 8,648.28 28,890.34 2,242.48
2017-12-31 8,638.81 28,420.74 1,708.57
2017-09-30 8,602.60 27,289.06 1,484.22
2017-06-30 8,577.25 27,184.16 1,628.56
2017-03-31 8,576.98 27,520.90 1,971.93
2016-12-31 8,582.26 27,717.00 2,072.63
2016-09-30 8,427.03 28,001.13 2,239.81
2016-06-30 8,414.83 29,144.40 2,594.58
2016-03-31 8,459.26 29,814.67 2,942.72
2015-12-31 8,425.81 29,641.88 2,422.06
2015-09-30 8,136.29 29,321.21 1,316.74
2015-06-30 7,822.34 30,682.55 1,588.45
2015-03-31 8,268.64 30,257.23 1,611.11
2014-12-31 7,942.55 30,404.60 1,514.92
2014-09-30 7,644.56 30,830.86 1,768.64
2014-06-30 7,273.68 31,346.41 1,731.44
2014-03-31 2,486.02 6,210.39 320.14
2013-12-31 2,429.23 6,244.13 328.19
2013-09-30 2,361.93 6,240.07 318.10
2013-06-30 2,274.21 6,033.66 156.93
2013-03-31 2,194.02 5,806.10 375.42
2012-12-31 2,122.91 5,814.80 520.40
  • AerCap Holdings's level of debt (316.8%) compared to net worth is high (greater than 40%).
  • The level of debt compared to net worth has been reduced over the past 5 years (403.1% vs 316.8% today).
  • Debt is not well covered by operating cash flow (10.6%, less than 20% of total debt).
  • Interest payments on debt are not well covered by earnings (EBIT is 2x annual interest expense, ideally 3x coverage).
X
Financial health checks
We assess AerCap Holdings's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. AerCap Holdings has a total score of 2/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

AER Dividends

 What is AerCap Holdings's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0%
Current annual income from AerCap Holdings dividends. Estimated to be 0% next year.
If you bought $2,000 of AerCap Holdings shares you are expected to receive $0 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Unable to evaluate AerCap Holdings's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
  • Unable to evaluate AerCap Holdings's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
NYSE:AER Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 7 Analyst Estimates (S&P Global) See Below
United States of America Trade Distributors Industry Average Dividend Yield Market Cap Weighted Average of 15 Stocks 2.6%
United States of America Market Average Dividend Yield Market Cap Weighted Average of 1957 Stocks 2.4%
United States of America Minimum Threshold Dividend Yield 10th Percentile 0.8%
United States of America Bottom 25% Dividend Yield 25th Percentile 1.4%
United States of America Top 25% Dividend Yield 75th Percentile 3.7%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

NYSE:AER Future Dividends Estimate Data
Date (Data in $) Dividend per Share (annual) Avg. No. Analysts
2021-12-31 0.00 2.00
2020-12-31 0.00 4.00
2019-12-31 0.00 4.00
2019-12-05

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to perform a dividend volatility check as AerCap Holdings has not reported any payouts.
  • Unable to verify if AerCap Holdings's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of AerCap Holdings's earnings are paid to the shareholders as a dividend.
  • Unable to calculate sustainability of dividends as AerCap Holdings has not reported any payouts.
Future Payout to shareholders
  • No need to calculate the sustainability of AerCap Holdings's dividends in 3 years as they are not expected to pay a notable one for United States of America.
X
Income/ dividend checks
We assess AerCap Holdings's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.8%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can AerCap Holdings afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. AerCap Holdings has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

AER Management

 What is the CEO of AerCap Holdings's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Aengus Kelly
COMPENSATION $0
AGE 45
TENURE AS CEO 8.6 years
CEO Bio

Mr. Aengus Kelly, also known as Gus, has been the Chief Executive Officer of AerCap Holdings N.V. since May 18, 2011. Mr. Kelly served as the Chief Executive Officer of AerCap, Inc., a subsidiary of AerCap Holdings N.V. from January 2008 to May 18, 2011. He served as the Group Treasurer of Aercap from 2005 to December 31, 2007. He started his career in the aviation leasing and financing business with Guinness Peat Aviation in 1998 and also served with its successors AerFi in Ireland and debis AirFinance and AerCap in Amsterdam. He has been an Executive Director of AerCap Holdings N.V. since May 18, 2011. He joined GPA in 1998. He served 3 years with KPMG in Dublin. Mr. Kelly is a Chartered Accountant. He holds a Bachelor's degree in Commerce and a Master's degree in Accounting and Finance from University College Dublin.

CEO Compensation
  • Insufficient data for Aengus to compare compensation growth.
  • Insufficient data for Aengus to establish whether their remuneration is reasonable compared to companies of similar size in United States of America.
Management Team Tenure

Average tenure and age of the AerCap Holdings management team in years:

3.2
Average Tenure
49
Average Age
  • The tenure for the AerCap Holdings management team is about average.
Management Team

Aengus Kelly

TITLE
CEO & Executive Director
AGE
45
TENURE
8.6 yrs

Phil Scruggs

TITLE
Chief Commercial Officer & President
AGE
54
TENURE
5.6 yrs

Peter Juhas

TITLE
Chief Financial Officer
AGE
47
TENURE
2.7 yrs

Joe Venuto

TITLE
Chief Technical Officer
AGE
61
TENURE
7.8 yrs

Jorg Koletzki

TITLE
Chief Information Officer
AGE
51
TENURE
4.3 yrs

Joseph McGinley

TITLE
Head of Investor Relations
TENURE
2 yrs

Vincent Drouillard

TITLE
General Counsel
AGE
43
TENURE
1.5 yrs

Gillian Culhane

TITLE
Vice President of Corporate Communications

Theresa Murray

TITLE
Head of Human Resources
AGE
51
TENURE
3.2 yrs

Peter Anderson

TITLE
Head of EMEA
AGE
43
TENURE
0.8 yrs
Board of Directors Tenure

Average tenure and age of the AerCap Holdings board of directors in years:

8.6
Average Tenure
52
Average Age
  • The tenure for the AerCap Holdings board of directors is about average.
Board of Directors

Pieter Korteweg

TITLE
Non-Executive Chairman of the Board
AGE
78

Aengus Kelly

TITLE
CEO & Executive Director
AGE
45
TENURE
8.6 yrs

Paul Dacier

TITLE
Vice Chairman of the Board
AGE
61

Jim Lawrence

TITLE
Independent Director
AGE
67
TENURE
2.6 yrs

Bob Warden

TITLE
Non Executive Director
AGE
46
TENURE
13.4 yrs

Michael Gradon

TITLE
Independent Director
AGE
59
TENURE
9.6 yrs

Homaid Abdulla Al Shimmari

TITLE
Non-Executive Director
AGE
51
TENURE
8.6 yrs

Salem Rashid Ali Al Noaimi

TITLE
Non-Executive Director
AGE
43
TENURE
8.6 yrs

Michael Walsh

TITLE
Non-Executive Director
AGE
52
TENURE
2.6 yrs

Brad Branch

TITLE
Non-Executive Director
TENURE
1.7 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month open market individual insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price ($) Value ($)
03. Oct 19 Sell Waha Capital PJSC, Asset Management Arm Company 10. Sep 19 16. Sep 19 -528,616 $49.61 $-19,803,284
03. Oct 19 Sell Waha Capital PJSC, Asset Management Arm Company 10. Sep 19 13. Sep 19 -826,178 $49.61 $-39,226,742
17. Jun 19 Sell Waha Capital PJSC, Asset Management Arm Company 30. May 19 13. Jun 19 -1,520,880 $49.02 $-74,551,256
03. Jun 19 Sell Waha Capital PJSC, Asset Management Arm Company 15. May 19 29. May 19 -1,479,120 $50.46 $-65,885,420
21. Mar 19 Sell Waha Capital PJSC, Asset Management Arm Company 05. Mar 19 19. Mar 19 -1,517,850 $44.65 $-64,555,055
07. Mar 19 Sell Waha Capital PJSC, Asset Management Arm Company 19. Feb 19 04. Mar 19 -1,274,423 $47.78 $-53,166,578
07. Mar 19 Sell Waha Capital PJSC, Asset Management Arm Company 20. Feb 19 04. Mar 19 -207,727 $47.78 $-9,610,642
17. Dec 18 Sell Waha Capital PJSC, Asset Management Arm Company 20. Nov 18 12. Dec 18 -331,682 $53.47 $-17,736,231
27. Dec 18 Sell Waha Capital PJSC, Asset Management Arm Company 13. Dec 18 18. Dec 18 -332,467 $48.04 $-15,568,299
27. Dec 18 Sell Waha Capital PJSC, Asset Management Arm Company 13. Dec 18 20. Dec 18 -80,688 $48.04 $-3,767,103
X
Management checks
We assess AerCap Holdings's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. AerCap Holdings has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

AER News

Simply Wall St News

Does AerCap Holdings (NYSE:AER) Have A Healthy Balance Sheet?

NYSE:AER Historical Debt, August 13th 2019 How Strong Is AerCap Holdings's Balance Sheet? … Our View To be frank both AerCap Holdings's conversion of EBIT to free cash flow and its track record of staying on top of its total liabilities make us rather uncomfortable with its debt levels. … If you're interested in investing in businesses that can grow profits without the burden of debt, then check out this free list of growing businesses that have net cash on the balance sheet.

Simply Wall St -

If You Had Bought AerCap Holdings (NYSE:AER) Stock Three Years Ago, You Could Pocket A 36% Gain Today

AerCap Holdings was able to grow its EPS at 8.1% per year over three years, sending the share price higher. … In comparison, the 11% per year gain in the share price outpaces the EPS growth. … A Different Perspective Investors in AerCap Holdings had a tough year, with a total loss of 8.6%, against a market gain of about 7.0%.

Simply Wall St -

Should You Think About Buying AerCap Holdings N.V. (NYSE:AER) Now?

Great news for investors – AerCap Holdings is still trading at a fairly cheap price. … Although value investors would argue that it’s the intrinsic value relative to the price that matter the most, a more compelling investment thesis would be high growth potential at a cheap price. … Though in the case of AerCap Holdings, it is expected to deliver a negative earnings growth of -2.1%, which doesn’t help build up its investment thesis.

Simply Wall St -

The AerCap Holdings (NYSE:AER) Share Price Has Gained 20% And Shareholders Are Hoping For More

One imperfect but simple way to consider how the market perception of a company has shifted is to compare the change in the earnings per share (EPS) with the share price movement. … During three years of share price growth, AerCap Holdings achieved compound earnings per share growth of 6.6% per year. … Notably, the 6.3% average annual share price gain matches up nicely with the EPS growth rate.

Simply Wall St -

What Are Analysts Saying About AerCap Holdings N.V.'s (NYSE:AER) Earnings Trend?

AerCap Holdings N.V.'s (NYSE:AER) latest earnings update in December 2018a … revealed

Simply Wall St -

Should You Think About Buying AerCap Holdings N.V. (NYSE:AER) Now?

received a lot of attention from a substantial price increase on the NYSE over the last few months. … With many analysts covering the mid-cap stock, we may expect any price-sensitive announcements have already been factored into the stock’s share price? … Today I will analyse the most recent data on AerCap Holdings’s outlook and valuation to see if the opportunity still exists.

Simply Wall St -

Why You Should Care About AerCap Holdings N.V.’s (NYSE:AER) Low Return On Capital

To be precise, we'll consider its Return On Capital Employed (ROCE), as that will inform our view of the quality of the business. … What is Return On Capital Employed (ROCE)? … ROCE measures the amount of pre-tax profits a company can generate from the capital employed in its business.

Simply Wall St -

Is AerCap Holdings NV (NYSE:AER) Potentially Undervalued?

AerCap Holdings NV (NYSE:AER), which is in the trade distributors business, and is based in Ireland,. … A question to answer is whether AerCap Holdings's current trading price of $49.38 reflective of the actual value of the? … Let’s take a look at AerCap Holdings’s outlook and value based on the most recent financial data to see if there are any catalysts for a price change

Simply Wall St -

AerCap Holdings NV (NYSE:AER): A Look At Return On Capital

You need to pay attention to this because your return on investment is linked to dividends and internal investments to improve the business, which can only occur if the company is expected to produce adequate earnings with the capital that has been provided. … Therefore, looking at how efficiently AerCap Holdings is able to use capital to create earnings will help us understand your potential return. … Investors use many different metrics but the analysis below focuses on return on capital employed (ROCE).

Simply Wall St -

What is Behind AerCap Holdings NV's (NYSE:AER) Superior ROE?

and want to begin learning the link between company’s fundamentals and stock market performance. … Sustainability can be gauged by a company’s financial leverage – the more debt it has, the higher ROE is pumped up in the short term, at the expense of long term interest payment burden. … Peeling the layers of ROE – trisecting a company’s profitability

Simply Wall St -

AER Company Info

Description

AerCap Holdings N.V., an aircraft leasing company, engages in the lease, financing, sale, and management of commercial aircraft and engines in China, the United States, Ireland, and internationally. The company offers aircraft asset management services, including remarketing aircraft; collecting rental and maintenance rent payments, monitoring aircraft maintenance, monitoring and enforcing contract compliance, and accepting delivery and redelivery of aircraft; and conducting ongoing lessee financial performance reviews. Its aircraft asset management services also comprise periodically inspecting the leased aircraft; coordinating technical modifications to aircraft to meet new lessee requirements; conducting restructuring negotiations in connection with lease defaults; repossessing aircraft; arranging and monitoring insurance coverage; registering and de-registering aircraft; arranging for aircraft and aircraft engine valuations; and providing market research services. The company also provides cash management services, including treasury services, such as the financing, refinancing, hedging, and ongoing cash management of vehicles; and administrative services comprising accounting and corporate secretarial services consisting of the preparation of budgets and financial statements. As of December 31, 2018, it had a portfolio of 1,421 owned, managed, or on order aircraft. AerCap Holdings N.V. was founded in 1995 and is headquartered in Dublin, Ireland.

Details
Name: AerCap Holdings N.V.
AER
Exchange: NYSE
Founded: 1995
$7,998,698,292
134,071,376
Website: http://www.aercap.com
Address: AerCap Holdings N.V.
AerCap House,
65 St. Stephen’s Green,
Dublin,
Co. Dublin, 2,
Ireland
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NYSE AER Ordinary Shares New York Stock Exchange US USD 21. Nov 2006
DB R1D Ordinary Shares Deutsche Boerse AG DE EUR 21. Nov 2006
Number of employees
Current staff
Staff numbers
385
AerCap Holdings employees.
Industry
Trading Companies and Distributors
Capital Goods
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/12/05 00:08
End of day share price update: 2019/12/04 00:00
Last estimates confirmation: 2019/12/03
Last earnings filing: 2019/11/08
Last earnings reported: 2019/09/30
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.