AER

AerCap Holdings N.V.

Industrials · $22.8B market cap

Share price

$144.34

close of Oct 3, 2026

Fair value

$140.57

Sticker Price

Payback Price

$56.23

buy price

Fairly Valued

AER is Fairly Valued: at $144.34 it's within 3% of its fair value of $140.57. Its buy price (Payback Price) is $56.23, 61% below today's price. Business quality is mixed: 2 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

2 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth9.9% a year✗

Equity per share growth14.2% a year✓

Sales growth12.8% a year✓

Free cash flow growth—?

Return on invested capital5.3%✗

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Superinvestors

4 of the investors we track hold AER. In Q2 2026, 1 trimmed. Who we track

Bill Nygren

Oakmark Funds · as of Q2 2026

$941.8M

6,460,145 shares

Steven Check

Check Capital Management · as of Q2 2026

$117.8M

807,867 shares

Pat Dorsey

Dorsey Asset Management · as of Q2 2026

$111.8M

766,828 shares

David Einhorn

Greenlight Capital · as of Q4 2023

$18.6M

250,000 shares

Moves in Q2 2026

Trimmed: Pat Dorsey

Insider activity

Since Jun 15, 2026: no open-market purchases and 2 sales worth $2.0M. Why purchases matter

Sales

Forst Rita

director · 2026-08-06

Sold

$311K

Stuart Cormac

Chief Accounting Officer · 2026-06-15

Sold

$1.7M

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…

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