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Compared to Estimates, AerCap (AER) Q2 Earnings: A Look at Key Metrics

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AerCap (AER - Free Report) reported $2.17 billion in revenue for the quarter ended June 2026, representing a year-over-year increase of 14.9%. EPS of $5.14 for the same period compares to $2.83 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $2.07 billion, representing a surprise of +4.75%. The company delivered an EPS surprise of +30.46%, with the consensus EPS estimate being $3.94.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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:
  • Total Revenues and other income- Net gain on sale of assets: $223 million compared to the $164.5 million average estimate based on two analysts.
  • Total Revenues and other income- Lease revenue- Maintenance rents and other receipts: $177 million compared to the $147.73 million average estimate based on two analysts.
  • Total Revenues and other income- Other income: $90 million versus the two-analyst average estimate of $48.69 million.
  • Total Revenues and other income- Lease revenue- Basic lease rents: $1.68 billion versus $1.68 billion estimated by two analysts on average.
  • Total Revenues and other income- Total lease revenue: $1.85 billion versus the two-analyst average estimate of $1.83 billion.

View all Key Company Metrics for AerCap here>>>

Shares of AerCap have returned +5.7% over the past month versus the Zacks S&P 500 composite's +1.9% 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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