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AerCap Holdings N.V.: Business Overview, Financials & Competitive Analysis

AerCap is the global leader in aviation leasing with one of the most attractive order books in the industry. The company owns, manages, or has on order 1,994 aircraft, over 1,200 engines, over 300 owned helicopters, a...

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What's in This Report
AerCap Holdings N.V. OverviewStrategic ProfileCompetitive LandscapeIndustry ContextKey facts
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9/ 10Exceptional

Cyborg Score thesis

Market-leading aviation lessor delivering record earnings with strong demand tailwinds and shareholder capital...

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Industry Aircraft Leasing & Aviation Asset Management
3 named competitors
3 recent developments
11 analyst dimensions
Synthesized from analyst-debate stress-testing across 11 dimensions and hundreds of data points. Methodology →
Cyborg Score recalibrated: July 13, 2026
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AerCap Holdings N.V. Overview

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AerCap is the global leader in aviation leasing with one of the most attractive order books in the industry. The company owns, manages, or has on order 1,994 aircraft, over 1,200 engines, over 300 owned helicopters, and total assets of $71 billion as of March 31, 2026. AerCap serves approximately 300 customers around the world with comprehensive fleet solutions.

Strategic Profile

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Demand for aviation assets remains robust, supported by sustained consumer demand for air travel and ongoing supply constraints. During Q1 2026, AerCap closed 286 transactions and achieved an 87% lease extension rate. The company maintains a dominant market position with high operational efficiency and strong customer retention, positioning it to benefit from structural growth in global aviation demand.

Competitive Landscape

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AerCap operates as the market leader in aircraft leasing against competitors including SMBC Air Lease, GE Capital Aviation Services, and BOC Aviation. The company's competitive advantages include its largest order book, diversified customer base of 300+ airlines, comprehensive fleet solutions spanning aircraft, engines, and helicopters, and strong financial metrics enabling significant capital deployment.

Industry Context

AerCap Holdings N.V. operates in Aircraft Leasing & Aviation Asset Management.

Key facts

Founded: 2006 · Headquarters: Dublin, Ireland · Employees: N/A · Revenue: N/A · Market cap: $26.5B

What the analysts stress-tested

The top findings that survived the multi-agent debate for AerCap Holdings N.V..

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Recent developments

Material events tracked by the AskCyborg corpus.

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Named competitors

Pulled from the analyst-debate framework. Click any competitor to see their Cyborg Score.

SMBC Air LeaseMajor aircraft and engine lessorGE Capital Aviation ServicesAircraft leasing and financingBOC AviationAsian-focused aircraft lessor

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Industry context

AerCap Holdings N.V. operates in Aircraft Leasing & Aviation Asset Management. See how the rest of the sector scores on the Cyborg framework.

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Frequently asked questions

What does AerCap Holdings N.V. do?+
AerCap is the global leader in aviation leasing with one of the most attractive order books in the industry. The company owns, manages, or has on order 1,994 aircraft, over 1,200 engines, over 300 owned helicopters, a...
What is AerCap Holdings N.V.'s Cyborg Score?+
AerCap Holdings N.V. has a Cyborg Score of 9/10 (Exceptional). The score synthesizes business model, financials, leadership, competitive position, technology, marketing, and ESG dimensions across hundreds of data points.
Who are AerCap Holdings N.V.'s main competitors?+
Named competitors include SMBC Air Lease, GE Capital Aviation Services, BOC Aviation. The full competitive landscape is in the AskCyborg report.
How can I get the full AerCap Holdings N.V. research report?+
Get the report plus analyst-debate audio at askcyborg.com -- no credit card required for preview access. Pro adds saved-company audio playlists and monitoring.
How current is the AerCap Holdings N.V. research?+
The Cyborg Score is recalibrated weekly. Recent developments are tracked continuously and surfaced in every report.

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