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
DateValue
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