AerCap Holdings N.V.
No SEC Form 4 filings for $AER in the last 30 days.
See all $AER insider activity →AerCap Holdings (AER) agreed to lease 10 Airbus A321neo jets to Frontier Airlines, replacing older A320neo leases. The deal increases AerCap's exposure to larger, next-generation aircraft. The company has a market cap of $21.8 billion and focuses on aircraft leasing and management. Analysts note potential risks, including earnings declines and interest coverage pressures.
AerCap Holdings (NYSE:AER) delivered its 100th Boeing 787, including the 25th for Aeroméxico. The company has the largest 787 order book, with 140 aircraft owned or on order, and a total portfolio of 3,567 assets. AerCap's Q2 results showed strong demand and constrained supply, with 488 asset transactions in H1 2026. However, risks include concentration in Boeing 787, capital commitments, and macroeconomic headwinds. Analysts are bullish, with an average target price of $177.89 and 22.5% upside
AerCap (AER) was upgraded to a Zacks Rank #1 (Strong Buy) due to upward earnings estimate revisions. Analysts expect $18.95 EPS for 2026, with estimates rising 10% over the past three months. The upgrade reflects optimism about the company's earnings outlook, potentially driving stock price increases.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning AER (AerCap Holdings N.V.). Coverage has skewed bullish: 1 bullish, 1 neutral, and 0 bearish.
Recent AER coverage spans financial news, earnings and insider activity.
The new lease adds to AerCap's contracted lease revenue and may boost cash flow as deliveries occur in late 2026‑early 2027.
Milestone reinforces AerCap's market leadership and could support pricing power in the widebody leasing segment.
The upgrade signals stronger earnings outlook, likely attracting institutional buying and pushing the stock higher.
Fund adds exposure to AerCap, suggesting potential upside for the stock.
Strong earnings beat and upgraded guidance suggest upside for AerCap shares.
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.
AerCap Holdings (AER) agreed to lease 10 Airbus A321neo jets to Frontier Airlines, replacing older A320neo leases. The deal increases AerCap's exposure to larger, next-generation aircraft. The company has a market cap of $21.8 billion and focuses on aircraft leasing and management. Analysts note potential risks, including earnings declines and interest coverage pressures.
2 min readAerCap Holdings (NYSE:AER) delivered its 100th Boeing 787, including the 25th for Aeroméxico. The company has the largest 787 order book, with 140 aircraft owned or on order, and a total portfolio of 3,567 assets. AerCap's Q2 results showed strong demand and constrained supply, with 488 asset transactions in H1 2026. However, risks include concentration in Boeing 787, capital commitments, and macroeconomic headwinds. Analysts are bullish, with an average target price of $177.89 and 22.5% upside
2 min readAerCap (AER) was upgraded to a Zacks Rank #1 (Strong Buy) due to upward earnings estimate revisions. Analysts expect $18.95 EPS for 2026, with estimates rising 10% over the past three months. The upgrade reflects optimism about the company's earnings outlook, potentially driving stock price increases.
2 min readBaron 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.
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