Aercap Holdings N.V. (AER)

NYSE: AER · Services-Equipment Rental & Leasing, NEC · Dublin · filing with the SEC since 2006

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Grade6.7

◀ Past 5.7● Present 7.7▶ Future 6.1

1 est.

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The grade of Aercap Holdings N.V.

Nine metrics read from its own filings, by tense

Headline grade

6.7/10

◀ Past5.725% of the headline

● Present7.745% of the headline

▶ Future6.130% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.7/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed

7.5/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 45% of this tense · 75th percentile among 10 sector filers · read for itself

From the record

Aercap Holdings N.V.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed

3.9/10

What has it actually done, year after year?

+5.7% a year over 10 filed years; profitable in 8 of 10.

weight 33% of this tense · 39th percentile among 10 sector filers · read for its customers

From the record

Aercap Holdings N.V.'s 10 filed years say what it did: revenue went from $5.2 billion in fiscal 2016 to $8.5 billion in fiscal 2025, up 5.7% a year; it rose in 6 of 9 years; the deepest fall was 13% from fiscal 2016 to fiscal 2020; net income was positive in 8 of 10 of those years (its annual reports).

What it rests on

revenue growth over the filed span5.7%bottom 45% of its family
the share of years revenue rosebottom 35% of its family
the share of filed years with a profitbottom 40% of its family
the deepest fall from a revenue peak12.8%bottom 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed

4.6/10

How has it treated the people who own it?

Share count shrank 10.5% a year. 2% of cash flow returned. Insiders: 22 sales, 0 purchases.

weight 22% of this tense · 46th percentile among 8 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, Aercap Holdings N.V.'s diluted share count shrank about 10.5% a year, and dividends and buybacks returned about 2% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 22 sales and 0 purchases of their own stock on the open market in the year to 2026-11-03 (their Form 4 filings).

What it rests on

the share count over the yearstop 15% of its family
cash returned against operating cash flowbottom 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

7.7/1045% of the headline grade · 2 of 3 filed, 1 estimated

Financial health

as filed

7.4/10

Is it financially healthy right now?

ROE 20%: 20¢ of profit per shareholder dollar. Leverage 74%: owes 74¢ per asset dollar.

weight 45% of this tense · 74th percentile among 10 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Aercap Holdings N.V. earned about 20 cents of profit for every dollar of shareholders' money. Leverage: it owed about 74 cents per dollar of assets, and net share issuance: its share count shrank 9.3% over the year (the filed statements).

What it rests on

what it owes per dollar of assetsbottom 45% of its family
return on equitytop 17% of its family
the share count against the year beforetop 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed

7.2/10

How strong is its position in its industry?

top 28% of 10 in its family; net margin 44%.

weight 33% of this tense · 72nd percentile among 10 sector filers · read for its customers

From the record

Aercap Holdings N.V.'s standing among 10 graded names in its industry family: revenue of $8.5 billion in fiscal 2025 ranks in the top 25% by size; a net margin of 44% ranks in the top 5%; revenue growth of 6.7% a year over the last 3 filed years ranks in the bottom 45% (its annual reports).

What it rests on

revenue against the family$8.52Btop 25% of its family
net margin44.0%top 5% of its family
three-year revenue growth6.7%bottom 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

SI estimate

9.2/10

What are the people in charge doing?

SI estimate 9.2/10, confidence 35 of 100 (one part).

weight 22% of this tense · 92nd percentile among 9 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate: Read from one part only, the chief executive's years under the title, which ranks in the top 8% of 9 in its family; it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
What the record cannot read: It files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge.
How it was reasoned: one part: the chief executive's years on the record, the one part on file, ranked among 9 in its family.
Confidence: 35 of 100
What would change it: A filing that carries the missing parts replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Aercap Holdings N.V.'s leadership is put at 9.2 of 10 with a confidence of 35 of 100, because read from one part only, the chief executive's years under the title, which ranks in the top 8% of 9 in its family; it files no Form 8-K (a foreign issuer reports on Form 6-K), so officer and director changes cannot be read there; the record of its people begins on 2026-03-18 (a listing, a merger or a first filing under the rules) and most of the people in charge have filed since then, so the record shows a floor of 8 months and cannot see past it; a floor under five years is not read as years in charge. A filing that carries the missing parts replaces this estimate with the filed reading.

▶ Future

What are they set up to do next?

6.1/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed

5.0/10

How much room does it have to grow?

top 50% of 10 in its family for room to expand.

weight 22% of this tense · 50th percentile among 10 sector filers · read for itself

From the record

Aercap Holdings N.V.'s room to grow, from the newest filed statements (fiscal 2025): cash of $1.4 billion against debt of $44 billion leaves -58.9% of its assets as net cash, bottom 5% of its family; cash from operations less capital spending is 63.3% of revenue (top 5%) (its annual report).

What it rests on

cash less debt against assets-58.9%bottom 5% of its family
cash from operations less capital spending against revenue63.3%top 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed

5.2/10

What could actually drive growth from here?

top 48% of 10 in its family for growth drivers.

weight 33% of this tense · 52nd percentile among 10 sector filers · read for its customers

From the record

Aercap Holdings N.V.'s growth drivers, from the filed years to fiscal 2025: revenue grew 6.7% a year over the last three filed years against 5.7% over all 10, speeding up (top 25% of its family); the newest year grew 6.5% (bottom 45%); capital spending grew -2.8% a year (bottom 36%) (its annual reports). Aercap Holdings N.V. tags no split of its revenue by line in the annual report on file, so growth by line cannot be read here; research and capital spending are on the trend.

What it rests on

three-year growth against the whole span+0.9 points a yeartop 25% of its family
the newest year's revenue growth6.5%bottom 45% of its family
three-year growth of capital spending-2.8%bottom 36% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed

7.3/10

Did its newest year beat what its own record pointed to?

top 27% of 8 in its family for expectations against reality.

weight 45% of this tense · 73rd percentile among 8 sector filers · read for its shareholders

From the record

Aercap Holdings N.V.'s newest year against its own record: revenue of $8.5 billion in fiscal 2025 came in 0.3% below the $8.5 billion its prior three years' pace pointed to (bottom 31% of its family); net income of $3.8 billion against a prior three-year average of $1.5 billion (top 6%); a net margin of 44% against 19.1% before (top 6%) (its annual reports).

What it rests on

revenue against the prior three years' pace-0.3%bottom 31% of its family
net income against the prior three years' average+150%top 6% of its family
net margin against its prior average+25.0 pointstop 6% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton AER · research, not advice