Professional
Added to YB: 2026-09-23
Pitch date: 2026-06-30
AER [bullish]
AerCap Holdings N.V.
+0.14%
current return
Author Info
No bio for this author
Company Info
AerCap Holdings N.V. engages in the lease, financing, sale, and management of commercial flight equipment in the United States, China, and internationally.
Market Cap
$21.9B
Pitch Price
$144.56
Price Target
N/A
Dividend
1.13%
EV/EBITDA
11.49
P/E
6.95
EV/Sales
7.03
Sector
Trading Companies and Distributors
Category
value
Baron Financials ETF New Portfolio Holding: AerCap Holdings N.V.
AER: AerCap is the largest aircraft lessor and an AI-resistant compounder trading at 9x earnings and 1.3x book value. Aircraft shortages support 99%+ utilization and 87% lease-extension rates, while book value per share rose 20% to $117. Selling assets at 1.9x book while repurchasing shares at 1.3x is highly accretive to per-share value; the share count fell 11% over the prior year.
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