AER Earnings Date: Feb 5, 2027 (Estimated) — AerCap Holdings N.V.
NYSE · Industrials · Rental & Leasing Services
Updated
When is AER's next earnings date?
AerCap Holdings N.V. (AER) is expected to report Q4 2026 earnings on Friday, February 5, 2027 at 7:00 AM ET (before market open); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $4.14 on revenue of $2.08B.
How did AER do in its last earnings report?
In its most recent report on Oct 28, 2026 (Q3 2026), AerCap Holdings N.V. posted EPS of $6.56 versus the $4.56 estimate, a beat of 43.9%. Revenue was $2.42B against a $2.15B estimate. The stock's 1-day post-earnings move was +3.6%.
How much does AER stock move after earnings?
AER beat EPS estimates in 8 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 3.0% (up or down) in the day after earnings.
About AerCap Holdings N.V.
AerCap Holdings N.V., a company founded in 1995 and based in Dublin, Ireland, operates extensively in the global aviation industry. The firm specializes in the acquisition, leasing, funding, sale, and general management of commercial aircraft and engines. Its operations span crucial international markets, including China, Hong Kong, Macau, the United States, and Ireland, alongside its broader global activities. A core component of AerCap's business involves a comprehensive suite of aircraft asset management services. These services range from remarketing aircraft and engines to diligently collecting rental and maintenance fees, overseeing aircraft upkeep, and ensuring strict adherence to contractual terms. They manage the complete asset lifecycle, facilitating equipment handovers (delivery and redelivery), and conducting continuous financial evaluations of lessees. The company's expertise further extends to regular inspections of leased aircraft, coordinating technical upgrades to meet new client specifications, negotiating financial restructuring in instances of lease defaults, and repossessing assets when necessary. AerCap also handles insurance provisions, aircraft registration and de-registration processes, conducts asset valuations, and provides valuable market intelligence. Beyond physical asset administration, AerCap offers essential financial and administrative support. This encompasses treasury functions, including financing, refinancing, hedging strategies, and ongoing cash flow management for its operational entities. Additionally, it provides crucial administrative services like accounting and corporate secretarial support, which involves the preparation of budgets and financial statements. AerCap also plays a significant role in the aviation supply chain by providing airframe and engine components. It offers integrated supply chain solutions to a diverse client base, including airlines, maintenance, repair, and overhaul (MRO) service providers, and specialized aircraft parts distributors. By the end of 2021, AerCap Holdings N.V. boasted an impressive portfolio comprising 2,369 aircraft, which included assets that were directly owned, managed for other entities, or currently on order.
🤖 AI Earnings Analysis
AerCap delivered record Q3 adjusted net income of $1.009 billion ($6.56/share) and raised 2026 EPS guidance to $16.80, a strong result despite revenue missing estimates at $2.0 billion.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-28 | Q3 2026 | 4.56 | 6.56 | +43.86% | $2.42B | ✅ Beat | +3.62% | — | — |
| 2026-07-29 | Q2 2026 | 3.99 | 5.14 | +28.82% | $1.85B | ✅ Beat | -3.54% | +0.64% | -2.61% |
| 2026-04-29 | Q1 2026 | 3.69 | 5.39 | +46.07% | $2.24B | ✅ Beat | +0.72% | +5.47% | +1.52% |
| 2026-02-06 | Q4 2025 | 3.39 | 3.95 | +16.52% | $2.24B | ✅ Beat | -2.73% | +2.61% | -3.08% |
| 2025-10-29 | Q3 2025 | 3.11 | 4.97 | +59.81% | $1.89B | ✅ Beat | +8.78% | +8.18% | +10.09% |
| 2025-07-30 | Q2 2025 | 2.77 | 2.83 | +2.17% | $1.77B | ✅ Beat | -3.23% | -4.07% | +9.25% |
| 2025-04-30 | Q1 2025 | 2.75 | 3.68 | +33.82% | $2.08B | ✅ Beat | +0.25% | +1.87% | +8.70% |
| 2025-02-26 | Q4 2024 | 2.57 | 3.31 | +28.79% | $2.07B | ✅ Beat | +0.83% | -2.98% | +1.96% |
Showing last 8 quarters.
Revenue by segment & region
By region
FY2018 · $4.54B total · annual
| Segment | Share | Revenue | YoY | FY2017 | FY2018 |
|---|---|---|---|---|---|
| Other Countries | 70.2% | $3.18B | -5.7% | $3.38B | $3.18B |
| CHINA | 14.1% | $639.3M | -1.4% | $648.3M | $639.3M |
| UNITED STATES | 11.7% | $528.7M | -7.1% | $569.0M | $528.7M |
| IRELAND | 4.1% | $184.9M | +53.5% | $120.5M | $184.9M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.