AerCap Holdings N.V.
AerCap Holdings N.V is a Industrials company operating in Rental & Leasing Services with a $23.16B market cap.
Most recent earnings call: Q1 FY26 on Apr 29, 2026.
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Extracted from Unknown source, 2026-06-21.
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks AER's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 80% of the time
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for AER.
$ curl https://api.spokenalpha.com/v1/companies/AERFAQ
Spoken Alpha indexes AER's earnings call transcripts at https://spokenalpha.com/companies/AER. Each call links to attributed speakers and parsed analyst Q&A. AerCap Holdings N.V.'s own investor relations page is at https://www.aercap.com/investors/overview.
AerCap Holdings N.V. (AER) held its most recent earnings call on 2026-04-29, covering fiscal Q1 2026.
AerCap Holdings N.V. (AER) operates in the Industrials sector (Rental & Leasing Services industry).
When a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $3.07 | $2.56 | +20.0% | -6.8% | -6.7% |
| Q4 FY2026 | $3.31 | $2.69 | +23.1% | -8.1% | -5.6% |
| Q3 FY2026 | $3.23 | $2.78 | +16.1% | -4.2% | -3.6% |
| Q2 FY2026 | $3.34 | $2.65 | +26.2% | -2.2% | -0.1% |
| Q1 FY2025 | $3.25 | $2.85 | +14.0% | -6.4% | -6.6% |
| Q4 FY2025 |
| $3.54 |
| $2.76 |
| +28.2% |
| -9.0% |
| -6.8% |
| Q3 FY2025 | $3.13 | $2.63 | +19.1% | -9.2% | -11.6% |
| Q2 FY2025 | $3.75 | $2.92 | +28.5% | +1.2% | +2.6% |
| Q1 FY2024 | $3.67 | $2.86 | +28.4% | +1.1% | +0.8% |
| Q4 FY2024 | $3.23 | $2.81 | +15.1% | -5.3% | -3.5% |