AerCap Holdings (AER) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $6.56
- Estimate
- $4.56
- Surprise
- +44.0%
- Revenue (period 2026-09-30)
- $2.42B
- Score at report (before → after)
- 6.1 → 5.9/10
Revenue source: yfinance_provisional (provisional — SEC XBRL not yet filed for this period).
How the report landed
AerCap Holdings (AER) beat the $4.56 estimate with adjusted EPS of $6.56 — a large 44.0% upside surprise. TrendMatrix's engine moved from Sell (6.1/10) to Hold at 5.9/10 after the report — the engine's score fell despite the beat.
Where TrendMatrix's rating stands now
TrendMatrix currently rates AER Hold at 5.8/10.
4 of the last 4 quarters beat the estimate; this quarter's +44.0% surprise compares with a +32.4% four-quarter average. Next scheduled report: 2027-02-05.
What supports the rating
- Strong earnings beat streak (4/4)
- Positive news sentiment (+0.72)
What argues against it
- Analyst target reached - limited upside remaining
- Near 52-week high (0.2% away)
- Sector modifier (Industrials): -0.7
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $159.71
- Price target
- $162.34
- Stop
- $152.25
- Upside to target
- +1.6%
- Reward-to-risk
- 0.1:1
At 8.2× trailing and 8.4× forward earnings, consensus estimates imply little change in earnings power.
Risk check: RSI 79 — a level conventionally read as overbought; gains at these levels often lean on momentum.
Model outputs from TrendMatrix’s engine as of 2026-10-30 — shown for context, not personalized investment advice.
AER at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Rental & Leasing Services
- Market cap
- $24.25B
- P/E (fwd)
- 8.4
- P/E (ttm)
- 8.2
- 52-week range
- $129.42–$159.99
- Off 52-week high
- 0.2%
- RSI (14)
- 79
- Volume vs avg
- 1.30×
- Score today
- 5.8/10