NYSE$AER

AerCap Holdings NV · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

AER Q4 2023 — €750.0M revenue, 13.78 EPS

Many important factors, in addition to those discussed in this annual report, could cause our actual results to differ substantially from those anticipated in our forward looking statements, including. AerCap Holdings NV reported Q4 2023 results. Diluted EPS came in at 13.78. Headline numbers extracted from the Form 20-F/A press release; narrative is light because this row was processed without an LLM call.

  • Revenue: €750.0M.
  • Diluted EPS: 13.78.
  • Filed on Form 20-F/A (accession 0001378789-24-000030).

Headline financials

Total Revenue

$1.73B

Previous: $1.83B-5.6%
EPS (adj)

$3.11

Previous: $2.66+16.9%
Capital Expenditures

-$1.52B

No prior period
Net Income

$1.11B

Previous: -$726M+252.3%
Operating Income

$838M

No prior period
Gross Profit

$960M

Previous: $7.01B-86.3%
Stock-Based Comp

$97.1M

Previous: $103M-5.6%

Revenue & EPS history

AerCap · Revenue · Quarterly

$1.73B

Q4 2023-5.6%vs Q4 2022
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Revenue by segment

AerCap · $1.92B total across 4 segments · Q2 2023

  • Basic Lease Rents
    $1.56B+6.8%
  • Gain on Asset Sales
    $166M+371.3%
  • Maintenance Rents
    $156M+51.8%
  • Other Income
    $41.1M-42.3%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

+1.2%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+2.2%

Avg return

30 days after

64%

35 / 55 earnings

Positive

+11.3%

Q3 2011

Best reaction

-10.5%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.0%+0.4%+1.5%
Q2 2025-3.2%+8.3%+10.7%
Q4 2024+0.8%-0.5%+0.7%
Q4 2023-3.3%-2.9%+10.1%
Q2 2023-1.5%+4.9%+13.6%
Q3 2023+3.0%+4.9%+13.6%
Q1 2023-2.1%-2.2%+2.5%
Q4 2022+1.2%-1.8%-10.9%
Q3 2022+8.0%+10.0%+18.8%
Q2 2022+5.7%+5.9%-1.4%
Q1 2022+1.5%+3.1%-16.5%
Q4 2021-10.5%-9.0%-16.8%
Q3 2021-3.8%-4.8%-11.8%
Q2 2021+2.0%+1.4%+8.0%
Q1 2021-1.1%-3.1%-2.7%
Q4 2020+2.9%+7.2%+25.7%
Q3 2020-1.3%+2.1%+22.4%
Q2 2020+3.2%+7.2%+19.2%
Q1 2020-0.6%+11.7%+37.6%
Q4 2019+2.9%+2.0%-59.7%
Q3 2019+1.3%+1.3%+2.1%
Q2 2019+8.2%+4.8%+5.3%
Q1 2019+3.6%+3.6%-9.7%
Q4 2018+1.2%+1.6%-8.5%
Q3 2018+1.0%+2.8%+6.2%
Q2 2018-1.0%+1.4%+0.9%
Q1 2018+3.5%+4.6%+5.3%
Q4 2017+0.6%+0.6%-2.2%
Q3 2017-0.7%-1.3%-1.4%
Q2 2017+2.5%+2.0%+3.1%
Q1 2017-0.1%-1.0%-0.2%
Q4 2016+0.5%-2.8%-4.0%
Q3 2016+0.2%+1.5%+6.8%
Q2 2016+1.1%+0.7%+7.7%
Q1 2016-9.0%
Q4 2015+2.2%
Q3 2015-0.9%
Q2 2015-1.6%
Q1 2015-1.2%
Q4 2014+1.8%
Q3 2014+3.2%
Q2 2014+7.1%
Q4 2013+6.7%
Q4 2012+3.8%
Q3 2012+0.9%
Q2 2012+2.5%
Q4 2011-0.4%
Q4 2009-0.4%
Q4 2008-0.4%
Q3 2011+11.3%
Q2 2011+0.0%
Q4 2010+1.5%
Q1 2011+0.1%
Q3 2010+4.7%
Q2 2010+6.2%

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