Here's What Key Metrics Tell Us About AerCap (AER) Q4 Earnings

Zacks Zacks
Here's What Key Metrics Tell Us About AerCap (AER) Q4 Earnings

AerCap (AER) reported $2.24 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 8.3%. EPS of $3.95 for the same period compares to $3.31 a year ago.

The reported revenue represents a surprise of +9.4% over the Zacks Consensus Estimate of $2.05 billion. With the consensus EPS estimate being $3.31, the EPS surprise was +19.26%.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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: $253.45 million compared to the $118.86 million average estimate based on two analysts. Lease revenue- Maintenance rents and other receipts: $224.94 million compared to the $172.17 million average estimate based on two analysts. Other income: $78.11 million compared to the $75.05 million average estimate based on two analysts. Lease revenue- Basic lease rents: $1.69 billion versus the two-analyst average estimate of $1.67 billion. Total lease revenue: $1.91 billion versus $1.84 billion estimated by two analysts on average.

View all Key Company Metrics for AerCap here>>>

Shares of AerCap have returned -2.1% over the past month versus the Zacks S&P 500 composite's -1.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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