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Aercap Holdings N.V. (AER) Hits Fresh High: Is There Still Room to Run?

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Shares of AerCap (AER - Free Report) have been strong performers lately, with the stock up 4.2% over the past month. The stock hit a new 52-week high of $158.81 in the previous session. AerCap has gained 7.9% since the start of the year compared to the 16.7% gain for the Zacks Transportation sector and the 14.5% return for the Zacks Transportation - Equipment and Leasing industry.

What's Driving the Outperformance?

The stock has an impressive record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in any of the last four quarters. In its last earnings report on July 29, 2026, AerCap reported EPS of $5.14 versus consensus estimate of $3.94.

For the current fiscal year, AerCap is expected to post earnings of $18.95 per share on $8.62 in revenues. This represents a 23.29% change in EPS on a 1.22% change in revenues. For the next fiscal year, the company is expected to earn $18.43 per share on $8.44 in revenues. This represents a year-over-year change of -2.73% and -2.15%, respectively.

Valuation Metrics

AerCap may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company is due for a pullback from this level.

On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). The individual style scores for Value, Growth, Momentum and the combined VGM Score run from A through F. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style.

AerCap has a Value Score of A. The stock's Growth and Momentum Scores are D and B, respectively, giving the company a VGM Score of B.

In terms of its value breakdown, the stock currently trades at 8.2X current fiscal year EPS estimates, which is not in-line with the peer industry average of 16.5X. On a trailing cash flow basis, the stock currently trades at 4.7X versus its peer group's average of 4.7X. Additionally, the stock has a PEG ratio of 0.62. This is good enough to put the company in the top echelon of all stocks we cover from a value perspective, making AerCap an interesting choice for value investors.

Zacks Rank

We also need to consider the stock's Zacks Rank, as this is even more important than the company's VGM Score. Fortunately, AerCap currently has a Zacks Rank of #1 (Strong Buy) thanks to a solid earnings estimate revision trend.

Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if AerCap meets the list of requirements. Thus, it seems as though AerCap shares could have potential in the weeks and months to come.

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