
AerCap Holdings (AER) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q3 | Oct 28, 2026 | $6.56 | $4.53 | 44.8 % |
| Q2 | Jul 29, 2026 | $5.14 | $3.99 | 28.8 % |
| Q1 | Apr 29, 2026 | $5.39 | $3.69 | 46.1 % |
| Q4 | Feb 6, 2026 | $3.95 | $3.39 | 16.5 % |
Quarterly Revenue (Billions)
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q3 | Oct 28, 2026 | $2.42B | $2.15B | 12.5 % |
| Q2 | Jul 29, 2026 | $1.85B | $2.06B | -10.1 % |
| Q1 | Apr 29, 2026 | $2.24B | $2.05B | 9.57 % |
| Q4 | Feb 6, 2026 | $2.24B | $2.09B | 7.14 % |
AerCap Holdings (AER) last issued guidance on October 28, 2026 for fiscal year 2026. The company guided earnings per share in the range of $20.7 - $20.7, compared to a consensus EPS estimate of $19.11.
Compared to prior guidance, AerCap Holdings raised its EPS outlook from a previous range of $16.8 - $16.8.
AerCap Holdings has issued 15 guidance updates between May 2, 2023 and October 28, 2026. During this period, the company raised its outlook 11 times and lowered it 3 times, providing investors with insight into management's evolving expectations.
| Metric | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $4.53 | $3.99 | $3.69 | $3.39 |
| Actual | $6.56 | $5.14 | $5.39 | $3.95 |
| Surprise | +44.8% | +28.8% | +46.1% | +16.5% |
| Revenue | ||||
| Estimate | $2.15B | $2.06B | $2.05B | $2.09B |
| Actual | $2.42B | $1.85B | $2.24B | $2.24B |
| Surprise | +12.5% | -10.1% | +9.57% | +7.14% |
| Metric | Q4 '26E | Q1 '27E |
|---|---|---|
| Earnings Per Share (Non-GAAP) | ||
| Consensus | $5.09 | $4.41 |
| Revenue | ||
| Consensus | $2.23B | $2.09B |