AerCap: Hidden Aircraft Value Still Makes It A Buy

Impact · against what's priced in

AerCap is a buy based on likely EPS beats and hidden asset value. The potential for adjusted EPS to reach $18.25–$18.50 against guidance of $16.80 provides a concrete catalyst for upside.

AER+0.50

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In context

Actual 2026 adjusted EPS could reach $18.25–$18.50, significantly exceeding the official guidance of $16.80. Additionally, asset sales are consistently exceeding carrying values, indicating higher realized gains than previously accounted for.

Read from the article alone

• cash flow
• earnings
• guidance
• AER
• aircraft leasing
• asset sales
• book value
• eps

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