AE
AER
AER What AerCap Holdings N.V. promised, and what happened
Guidance
What management said, and what became of it
6 of 12 judged targets kept · 24 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Net maintenance contribution | elevated | Mar 2026 | that maintenance contribution has been higher than normal for the first half of this year | Achieved |
| Adjusted EPS (not including any gains on asset sales) | $12 to $13 per share | Dec 2025 | We're increasing our estimated EPS excluding gains on sale to approximately $14, and we're also including the $2.80 of gains on sale from the first half of the year. | Revised Up |
| Effective tax rate | 15.5% | Dec 2025 | income tax expense was $123 million, reflecting an effective tax rate of 15.5%. | On Track |
The full ledger
Open AerCap Holdings N.V.’s full ledger
A free account opens 5 company ledgers a month. All 36 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 36 tracked commitments for AerCap Holdings N.V.
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.