AerCap Holdings (AER) Operating Margin (2009 - 2026)
AerCap Holdings (AER) posted Operating Margin of 29.92% for Q2 2026, down 56.83% sequentially from 69.3% in Q2 2025, and down 3938.0% YoY from 0.78% in Q2 2025.
AerCap Holdings (AER) Operating Margin (2009 - 2026) Analysis & Trends
AerCap Holdings has reported Operating Margin for 9 years, with the latest figure at 29.92% in Q2 2026.
- Quarterly Operating Margin fell 3938.0% year-over-year to 29.92% in Q2 2026, while the trailing twelve-month figure through Jun 2026 was 29.1% (up 234.0% YoY) and the FY2025 annual result came in at 40.29%, up 2218.0% from the prior year.
- Operating Margin fell to 29.92% in Q2 2026 per AER's latest filing, from 69.3% in the prior quarter.
- Over five years, Operating Margin peaked at 69.3% in Q2 2025 and troughed at 10.58% in Q2 2022.
- A 5-year average of 28.67% and a median of 17.25% in 2024 frame the typical range for Operating Margin.
- The sharpest annual moves came in 2025 and 2026: Operating Margin soared 5205 bps in 2025, then plunged 3938 bps in 2026.
- Over 5 years, Operating Margin stood at 10.58% in 2022, then jumped by 54 bps to 16.33% in 2023, then rose by 6 bps to 17.25% in 2024, then jumped by 302 bps to 69.3% in 2025, then tumbled by 57 bps to 29.92% in 2026.
- According to Business Quant data, Operating Margin over the past three periods registered 29.92%, 69.3%, and 17.25% for Q2 2026, Q2 2025, and Q2 2024 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Operating Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Sunbelt Rentals Holdings | 33.69 Bn | 33.66 Bn | 978.00 Mn | 14.89% |
| 2 | AerCap Holdings | 23.44 Bn | 23.44 Bn | 2.02 Bn | 29.92% |
| 3 | U-Haul Holding | 14.45 Bn | 14.45 Bn | - | - |
| 4 | Ryder System | 10.02 Bn | 10.02 Bn | 1.45 Bn | -51.12% |
| 5 | Gatx | 6.35 Bn | 6.35 Bn | 555.30 Mn | 23.38% |
| 6 | Herc Holdings | 5.77 Bn | 5.73 Bn | 713.00 Mn | 46.10% |
| 7 | Avis Budget | 4.97 Bn | 4.42 Bn | - | - |
| 8 | WillScot Holdings | 4.23 Bn | 4.21 Bn | 306.26 Mn | 19.19% |
| 9 | Mcgrath Rentcorp | 2.96 Bn | 2.96 Bn | 107.91 Mn | 24.10% |
| 10 | Custom Truck One Source | 2.45 Bn | 2.44 Bn | 123.97 Mn | 8.27% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 29.92% |
| Jun 30, 2025 | 69.30% |
| Jun 30, 2024 | 17.25% |
| Jun 30, 2023 | 16.33% |
| Jun 30, 2022 | 10.58% |
| Jun 30, 2021 | 18.64% |
| Dec 31, 2011 | 40.30% |
| Sep 30, 2011 | 16.55% |
| Jun 30, 2011 | 11.07% |
| Mar 31, 2011 | 28.75% |
| Dec 31, 2010 | 31.65% |
| Sep 30, 2010 | 15.24% |
| Jun 30, 2010 | 10.40% |
| Dec 31, 2009 | 24.52% |
| Sep 30, 2009 | 18.81% |
| Jun 30, 2009 | 21.71% |
| Mar 31, 2009 | 17.17% |