AerCap Holdings NV is projected to report Q3 2026 revenue of $2.01 billion and adjusted EPS of $4.45, with the current $102.15 share price sitting well below the $122.50 analyst consensus target.
Investors are zeroed in on basic lease rents as a key indicator of yield expansion in the current high-demand environment. Sustained delays in new aircraft deliveries from Boeing and Airbus have pushed lease rates to record highs, benefiting AerCap’s massive aircraft portfolio. Additionally, the market will look for updates on the company’s multi-billion dollar share repurchase authorization which continues to provide significant tailwinds for EPS growth.