AerCap Holdings (AER) Operating Leases (2019 - 2025)
AerCap Holdings (AER) posted Operating Leases of $51.4 million for Q3 2025, up 1.91% sequentially from $50.5 million in Q1 2025, and down 25.22% YoY from $68.8 million in Q3 2024.
AerCap Holdings (AER) Operating Leases (2019 - 2025) Analysis & Trends
AerCap Holdings has reported Operating Leases for 7 years, with the latest figure at $51.4 million in Q3 2025.
- Quarterly Operating Leases fell 25.22% year-over-year to $51.4 million in Q3 2025, while the trailing twelve-month figure through Sep 2025 was $51.4 million (down 25.22% YoY) and the FY2024 annual result came in at $55.8 million, down 39.43% from the prior year.
- Operating Leases improved to $51.4 million in Q3 2025 per AER's latest filing, from $50.5 million in the prior quarter.
- Over five years, Operating Leases peaked at $135.2 million in Q4 2022 and troughed at $40.0 million in Q3 2021.
- A 5-year average of $78.0 million and a median of $62.3 million in 2024 frame the typical range for Operating Leases.
- The sharpest annual moves came in 2024 and 2025: Operating Leases slipped 17.94% in 2024, then slumped 53.87% in 2025.
- Over 5 years, Operating Leases stood at $40.0 million in 2021, then jumped by 238.11% to $135.2 million in 2022, then tumbled by 31.9% to $92.1 million in 2023, then slumped by 39.43% to $55.8 million in 2024, then retreated by 7.76% to $51.4 million in 2025.
- According to Business Quant data, Operating Leases over the past three periods registered $51.4 million, $50.5 million, and $55.8 million for Q3 2025, Q1 2025, and Q4 2024 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Sunbelt Rentals Holdings | 33.88 Bn | 33.86 Bn | 978.00 Mn |
| 2 | AerCap Holdings | 23.41 Bn | 23.41 Bn | 2.02 Bn |
| 3 | U-Haul Holding | 14.40 Bn | 14.40 Bn | - |
| 4 | Ryder System | 10.03 Bn | 10.03 Bn | 1.45 Bn |
| 5 | Gatx | 6.36 Bn | 6.36 Bn | 555.30 Mn |
| 6 | Herc Holdings | 5.74 Bn | 5.70 Bn | 713.00 Mn |
| 7 | Avis Budget | 4.97 Bn | 4.41 Bn | - |
| 8 | WillScot Holdings | 4.17 Bn | 4.15 Bn | 306.26 Mn |
| 9 | Mcgrath Rentcorp | 2.96 Bn | 2.96 Bn | 107.91 Mn |
| 10 | Custom Truck One Source | 2.43 Bn | 2.42 Bn | 123.97 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Sep 30, 2025 | 51.45 Mn |
| Mar 31, 2025 | 50.48 Mn |
| Dec 31, 2024 | 55.78 Mn |
| Sep 30, 2024 | 68.80 Mn |
| Mar 31, 2024 | 109.45 Mn |
| Dec 31, 2023 | 92.08 Mn |
| Mar 31, 2023 | 133.38 Mn |
| Dec 31, 2022 | 135.22 Mn |
| Sep 30, 2021 | 39.99 Mn |
| Mar 31, 2021 | 43.22 Mn |
| Dec 31, 2020 | 49.42 Mn |
| Sep 30, 2020 | 49.14 Mn |
| Dec 31, 2019 | 117.68 Mn |