
AerCap Holdings (AER) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
AerCap Holdings (AER) last issued guidance on July 29, 2026 for fiscal year 2026. The company guided earnings per share in the range of $16.8 - $16.8, compared to a consensus EPS estimate of $17.2.
Compared to prior guidance, AerCap Holdings raised its EPS outlook from a previous range of $14.5 - $14.5.
AerCap Holdings has issued 15 guidance updates between November 3, 2022 and July 29, 2026. During this period, the company raised its outlook 10 times and lowered it 4 times, providing investors with insight into management's evolving expectations.
| Metric | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $3.99 | $3.69 | $3.39 | $3.11 |
| Actual | $5.14 | $5.39 | $3.95 | $4.97 |
| Surprise | +28.8% | +46.1% | +16.5% | +59.8% |
| Revenue | ||||
| Estimate | $2.06B | $2.05B | $2.09B | $1.99B |
| Actual | $1.85B | $2.24B | $2.24B | $1.89B |
| Surprise | -10.1% | +9.57% | +7.14% | -4.92% |
| Metric | Q3 '26E | Q4 '26E |
|---|---|---|
| Earnings Per Share (Non-GAAP) | ||
| Consensus | $4.21 | $4.14 |
| Revenue | ||
| Consensus | $2.08B | $2.08B |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| 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 % |
| Q3 | Oct 29, 2025 | $4.97 | $3.11 | 59.8 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| 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 % |
| Q3 | Oct 29, 2025 | $1.89B | $1.99B | -4.92 % |