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AerCap (AER) Reports Q3 Earnings: What Key Metrics Have to Say

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AerCap (AER - Free Report) reported $2.42 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 4.6%. EPS of $6.56 for the same period compares to $4.97 a year ago.

The reported revenue represents a surprise of +13.92% over the Zacks Consensus Estimate of $2.12 billion. With the consensus EPS estimate being $4.57, the EPS surprise was +43.55%.

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.

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:
  • Total Revenues and other income- Lease revenue- Basic lease rents: $1.7 billion versus $1.67 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +0.5% change.
  • Total Revenues and other income- Lease revenue- Maintenance rents and other receipts: $267 million compared to the $177.63 million average estimate based on two analysts. The reported number represents a change of +31.2% year over year.
  • Total Revenues and other income- Other income: $97 million versus $82.68 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +16.8% change.
  • Total Revenues and other income- Net gain on sale of assets: $353 million versus $184.25 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +6.3% change.
  • Total Revenues and other income- Total lease revenue: $1.97 billion versus the two-analyst average estimate of $1.85 billion. The reported number represents a year-over-year change of +3.8%.

View all Key Company Metrics for AerCap here>>>

Shares of AerCap have returned +3.4% over the past month versus the Zacks S&P 500 composite's -0.2% 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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