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Headwinds, including inflation, tariff-related tensions, and lingering supply-chain disruptions, hurt the Zacks Transportation - Equipment and Leasing industry. WAB, AER and R are likely to stand out.

AerCap Holdings N.V. has underperformed the S&P 500, but I maintain a Strong Buy rating due to its undervalued flight equipment and resilient business model. Recent pressures stem from investor sentiment, concerns about aircraft values, and sector rotation into AI and semiconductor names, not from fundamental weakness at AER. AER's Q1 2026 showed 27% GAAP net income growth, 6% lease revenue growth, expanding net spread margin, and improved debt coverage, supporting robust fundamentals.

Takeda ([url="]TOKYO:4502/NYSE: TAK[/url]) today announced financial results for the fiscal year 2025 (period ended March 31, 2026). The Company delivered solid

NHYDY, HGV, PRG, PHIN and AER have been added to the Zacks Rank #1 (Strong Buy) List on May 4, 2026.

AerCap Holdings N.V. (AER) Q1 2026 Earnings Call Transcript

Investors looking for stocks in the Transportation - Equipment and Leasing sector might want to consider either AerCap (AER) or Herc Holdings (HRI). But which of these two stocks is more attractive to value investors?

DUBLIN, April 29, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has filed an interim financial report including its unaudited condensed consolidated financial statements and notes for the first quarter ended March 31, 2026, with the U.S. Securities and Exchange Commission (the "SEC").

While the top- and bottom-line numbers for AerCap (AER) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

AerCap (AER) came out with quarterly earnings of $5.39 per share, beating the Zacks Consensus Estimate of $3.59 per share. This compares to earnings of $3.68 per share a year ago.

Higher fuel prices for between three and six months would pressure the airline industry, but could bring benefits for aircraft lessors, the world's largest aircraft leasing company, AerCap said on Wednesday.

Net income for the first quarter of 2026 of $818 million, or $4.96 per share. Record adjusted net income for the first quarter of 2026 of $889 million, or $5.39 per share.

Herc Holdings (HRI) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of a loss of $1.02 per share. This compares to earnings of $1.3 per share a year ago.

DUBLIN, April 22, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced the publication of its Corporate Responsibility Report 2025, for the year ended December 31, 2025.

On April 21, 2026, AerCap Holdings NV (AER) shares fell 4.0% to a current price of $140.64. The stock has traded within a 52-week range of $93.28 to $154.94, sh

Top insights from the latest market news from Monday, April 20, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.

DUBLIN, April 15, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) today announced that its Annual General Meeting of Shareholders (AGM) held on April 15, 2026, appointed Doug Parker as Non-Executive Director to the Board of Directors (the "Board"), together with the re-appointment of Non-Executive Directors Stacey Cartwright, Rita Forst, and Robert (Bob) Warden.

DUBLIN, April 3, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it will host a conference call and webcast for investors and analysts on Wednesday, April 29, 2026 at 8:30 a.m.

DUBLIN, April 3, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap") (NYSE: AER) has announced its major business transactions during the first quarter 2026: Signed 202 lease agreements, including 22 widebody aircraft, 59 narrowbody aircraft, 102 engines and 19 helicopters.

Aercap Holdings N.V. (NYSE: AER - Get Free Report) has been given a consensus recommendation of "Moderate Buy" by the ten research firms that are currently covering the firm, MarketBeat Ratings reports. Two equities research analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company. The average

Allspring Global Investments Holdings LLC lessened its stake in shares of Aercap Holdings N.V. (NYSE: AER) by 21.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,752,876 shares of the financial services provider's stock after selling 736,336

DUBLIN, March 24, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has signed lease agreements with Ethiopian Airlines for two Boeing 777-300ERSF converted freighters.

Headwinds, including inflation, tariff-related tensions, and lingering supply-chain disruptions, hurt the Zacks Transportation - Equipment and Leasing industry. WAB, AER and AL are likely to stand out.

Leasing giant AerCap said on Wednesday that it had agreed to buy 100 Airbus A320neo-family jets.

DUBLIN, March 18, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced that it has reached an agreement with Airbus for the purchase of 100 new A320neo Family aircraft, including the exercise of previously agreed firm options.

AerCap Holdings (AER) receives a Buy rating, supported by robust fundamentals, a strong credit profile, and discounted valuation versus peers. AER maintains a $12.4B liquidity buffer, declining leverage, and a 3.65x EBITDA-interest-coverage ratio, ensuring debt servicing and growth flexibility. With 283 aircraft on order and 95% of the near-term backlog placed, AER is positioned for sustained lease revenue and cash flow growth.

Five of the Royce SMid-Cap Total Return Fund portfolio's nine equity sectors made a positive impact on calendar year performance. In the post-Covid era, airlines have seen a significant resurgence in passenger demand, which engine OEMs (original equipment manufacturers) have struggled to meet amid quality issues with new engine families such as the LEAP and GTF. Sapiens has idiosyncratic opportunities to drive growth and profitability through new geographies, expanding the product suite into adjacent areas, and scaling up existing operations.

The Touchstone Mid Cap Fund (Class A Shares, Load Waived) outperformed its benchmark, the Russell MidCap® Index, for the quarter ended December 31, 2025. Both stock selection and sector exposure were tailwinds to relative performance. Underweight Utilities and overweight Materials helped performance.

59 North Capital Management LP reduced its position in shares of Aercap Holdings N.V. (NYSE: AER) by 7.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,933,136 shares of the financial services provider's stock after selling 338,188 shares during the

Barclays PLC boosted its holdings in shares of Aercap Holdings N.V. (NYSE: AER) by 139.9% during the undefined quarter, according to its most recent 13F filing with the SEC. The fund owned 358,046 shares of the financial services provider's stock after purchasing an additional 208,810 shares during the period. Barclays PLC owned approximately
