AerCap (AER) reported $2.24 billion in revenue for the quarter ended March 2026, representing a year-over-year increase of 7.9%. EPS of $5.39 for the same period compares to $3.68 a year ago.
The reported revenue represents a surprise of +12.82% over the Zacks Consensus Estimate of $1.99 billion. With the consensus EPS estimate being $3.59, the EPS surprise was +50.14%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how AerCap performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net gain on sale of assets: $290.52 million compared to the $116.25 million average estimate based on two analysts. Lease revenue- Maintenance rents and other receipts: $190.34 million compared to the $149.79 million average estimate based on two analysts. Other income: $78.72 million versus $48.7 million estimated by two analysts on average. Lease revenue- Basic lease rents: $1.68 billion versus $1.68 billion estimated by two analysts on average. Total lease revenue: $1.87 billion versus $1.83 billion estimated by two analysts on average.View all Key Company Metrics for AerCap here>>>
Shares of AerCap have remained unchanged over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.7 Best Stocks for the Next 30 Days
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Aercap Holdings N.V. (AER): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).