AerCap Holdings N.V.
Baron Financials ETF added AerCap Holdings N.V. (AER) as a new holding, citing its position as the world's largest aircraft leasing company. AER closed at $147.97 on August 27, 2026, with a 52-week range of $118.93 to $158.81. The ETF highlights AER's steady growth, skilled management, and cheap valuation, benefiting from global air travel growth and aircraft shortages.
AerCap Holdings N.V. (AER) delivered its 100th Boeing 787 aircraft and reported strong Q2 2026 earnings, raising its full-year EPS guidance. Boeing (BA) reported mixed Q2 results, with revenue up but a core loss per share. Boeing secured a $636.11 million U.S. Army contract. AerCap outperforms financially but faces interest rate risks, while Boeing has a large backlog but struggles with manufacturing issues. Institutional sentiment differs between the two companies.
AerCap Holdings (AER) said it delivered its 10th Boeing 787 on lease to Grupo Aeroméxico, marking AerCap’s 100th 787 delivery from its Boeing direct order book and Aeroméxico’s 25th Dreamliner. AerCap said it owns and has about 140 787 aircraft on order. Boeing also cited the 100th milestone.
Over the past 7 days, alphai's AI scored 1 news story mentioning AER (AerCap Holdings N.V.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.
Recent AER coverage spans earnings, financial news and insider activity.
In the last 30 days, AER insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($311K). The most active reporter was Forst Rita with 1 filing.
Fund adds exposure to AerCap, suggesting potential upside for the stock.
Strong earnings beat and upgraded guidance suggest upside for AerCap shares.
Routine delivery milestone for AerCap’s 787 leasing book, with limited incremental financial impact implied by the release.
Routine insider open-market sale with no 10b5-1 plan disclosed; may slightly affect sentiment but is not a fundamental catalyst.
Highlights how MAX certification timing affects AerCap’s aircraft supply and leasing economics, but the article does not disclose AerCap-specific financial impacts.
alphai scores every news story that mentions AER with an AI model for sentiment and relevance, and aggregates insider trades from AerCap Holdings N.V.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Baron Financials ETF added AerCap Holdings N.V. (AER) as a new holding, citing its position as the world's largest aircraft leasing company. AER closed at $147.97 on August 27, 2026, with a 52-week range of $118.93 to $158.81. The ETF highlights AER's steady growth, skilled management, and cheap valuation, benefiting from global air travel growth and aircraft shortages.
1 min readAerCap Holdings N.V. (AER) delivered its 100th Boeing 787 aircraft and reported strong Q2 2026 earnings, raising its full-year EPS guidance. Boeing (BA) reported mixed Q2 results, with revenue up but a core loss per share. Boeing secured a $636.11 million U.S. Army contract. AerCap outperforms financially but faces interest rate risks, while Boeing has a large backlog but struggles with manufacturing issues. Institutional sentiment differs between the two companies.
3 min readAerCap Holdings (AER) said it delivered its 10th Boeing 787 on lease to Grupo Aeroméxico, marking AerCap’s 100th 787 delivery from its Boeing direct order book and Aeroméxico’s 25th Dreamliner. AerCap said it owns and has about 140 787 aircraft on order. Boeing also cited the 100th milestone.
2 min readForst Rita sold 2,000 shares of AerCap Holdings N.V. (AER) at $155.64 ($0.31M total) on 2026-08-06.
1 min readAerCap CEO said FAA certification of the 737 MAX 10 is vital for Boeing to improve the MAX family’s appeal. The FAA’s Bryan Bedford expects 737 MAX 7 and MAX 10 certification by end-2026, with 777X in 2027, citing added resources and more collaboration. Boeing CEO Kelly Ortberg said MAX 7/MAX 10 programs are in final stages, with over 80% of flight tests done and deliveries planned next year.
2 min readAerCap Holdings reported Q2 2026 revenue of $2,167.21 million and net income of $725.72 million, and its board declared a $0.40 per share quarterly dividend payable Sept. 3, 2026. Despite lower quarterly earnings, management raised full-year 2026 net income guidance to $2.40 billion, and the article discusses implications for its investment narrative.
4 min readAerCap Holdings (AER) reported quarterly results ahead of expectations, with revenue of about $2.2b (2.9% above estimates) and statutory EPS of $4.59, 22% above forecasts. Analysts updated 2026 consensus to revenue $8.58b (-4.3%) and EPS $16.89 (-23%), while the consensus price target stayed around $179.
6 min readStrategic Performance Drivers Performance was driven by a persistent supply-demand imbalance in the aircraft and engine markets, resulting in an 85% lease extension rate for passenger aircraft. The widebody market is experiencing a prolonged replacement cycle due to over 200 fewer retirements than pre-COVID levels, supporting long-term demand for AerCap's fleet.
7 min readAerCap reported Q2 2026 net income of $726m ($4.65/share) and H1 net income of $1.54bn ($9.72/share). Total revenues were $2.17bn in Q2 and $4.41bn in H1. Basic lease rents rose 1% in Q2 and 2% in H1. Total assets were $71.18bn, equity $18.41bn, adjusted debt-to-equity 2.05.
2 min readAerCap Holdings N.V. (NYSE: AER) said it filed an interim financial report with the SEC for the second quarter ended June 30, 2026, including unaudited condensed consolidated financial statements and notes, via Form 6-K. The filing is available on AerCap’s investor website and the SEC site.
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