AerCap (AER) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

AerCap (AER) reported $2.31 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 18.5%. EPS of $4.97 for the same period compares to $2.41 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.01 billion, representing a surprise of +15.02%. The company delivered an EPS surprise of +57.28%, with the consensus EPS estimate being $3.16.

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:

• Lease revenue- Basic lease rents: $1.69 billion versus the two-analyst average estimate of $1.67 billion.
• Lease revenue- Maintenance rents and other receipts: $203.59 million compared to the $170.25 million average estimate based on two analysts.
• Other income: $83.03 million versus $76.38 million estimated by two analysts on average.
• Net gain on sale of assets: $332.02 million versus the two-analyst average estimate of $94.69 million.
• Total lease revenue: $1.89 billion versus $1.84 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 +3.8% 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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Aercap Holdings N.V. (AER): Free Stock Analysis Report

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

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