Stock AnalizAerCap Holdings (AER) earnings for the quarter ended September 2026: EPS beats estimates
AerCap Holdings reported results for the quarter ended September 2026 on October 28, 2026. Adjusted earnings per share came in at $6.56 against the analysts’ average forecast of $4.56, a beat of 44.0%.
Revenue for the quarter was $2.42 billion, up 4.6% from $2.31 billion in the same quarter a year earlier.
The market’s verdict: the stock rose 3.6% on the first trading day after the report.
The last four quarters
AerCap Holdings has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $6.56 | $4.56 | +44.0% | +5% | +3.6% |
| Jun 2026 | $5.14 | $4.14 | +24.0% | — | −0.8% |
| Mar 2026 | $5.39 | $3.71 | +45.3% | — | +3.7% |
| Dec 2025 | $3.95 | $3.40 | +16.1% | — | −1.0% |
What comes next
Analysts expect EPS of $4.95 for the next quarter on average and $21.89 for the fiscal year ending December 31, 2026.
The average analyst price target is $186.60, 6% above the current price of $175.69.
Valuation and score
AerCap Holdings scores 1.4 out of 5 overall on Stock Analiz (weak), trades at a trailing P/E of about 9.1, and its intrinsic value under moderate assumptions is about 64% below the current market value. Full AerCap Holdings analysis with 10 years of financials
Frequently asked questions
What was AerCap Holdings’s EPS for the quarter ended September 2026?
$6.56 adjusted per share, against an analyst consensus of $4.56.
How much revenue did AerCap Holdings report?
$2.42 billion, up 4.6% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.