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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 6/10

vs
industry
vs
history
Cash to Debt 0.06
AYR's Cash to Debt is ranked lower than
79% of the 252 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.65 vs. AYR: 0.06 )
Ranked among companies with meaningful Cash to Debt only.
AYR' s 10-Year Cash to Debt Range
Min: 0.02  Med: 0.08 Max: N/A
Current: 0.06
Equity to Asset 0.26
AYR's Equity to Asset is ranked lower than
77% of the 240 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.48 vs. AYR: 0.26 )
Ranked among companies with meaningful Equity to Asset only.
AYR' s 10-Year Equity to Asset Range
Min: 0.24  Med: 0.28 Max: 0.47
Current: 0.26
0.24
0.47
Interest Coverage 0.52
AYR's Interest Coverage is ranked lower than
96% of the 167 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 27.20 vs. AYR: 0.52 )
Ranked among companies with meaningful Interest Coverage only.
AYR' s 10-Year Interest Coverage Range
Min: 0.36  Med: 0.89 Max: 9999.99
Current: 0.52
0.36
9999.99
F-Score: 5
Z-Score: 0.68
M-Score: -2.78
WACC vs ROIC
8.44%
0.31%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 1.80
AYR's Operating margin (%) is ranked lower than
71% of the 254 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 6.72 vs. AYR: 1.80 )
Ranked among companies with meaningful Operating margin (%) only.
AYR' s 10-Year Operating margin (%) Range
Min: -1832.05  Med: 18.86 Max: 55.56
Current: 1.8
-1832.05
55.56
Net-margin (%) 21.72
AYR's Net-margin (%) is ranked higher than
93% of the 254 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.43 vs. AYR: 21.72 )
Ranked among companies with meaningful Net-margin (%) only.
AYR' s 10-Year Net-margin (%) Range
Min: -1878.21  Med: 12.47 Max: 33.42
Current: 21.72
-1878.21
33.42
ROE (%) 10.33
AYR's ROE (%) is ranked higher than
60% of the 246 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 8.29 vs. AYR: 10.33 )
Ranked among companies with meaningful ROE (%) only.
AYR' s 10-Year ROE (%) Range
Min: 0.09  Med: 7.26 Max: 13.18
Current: 10.33
0.09
13.18
ROA (%) 2.77
AYR's ROA (%) is ranked lower than
54% of the 257 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 3.21 vs. AYR: 2.77 )
Ranked among companies with meaningful ROA (%) only.
AYR' s 10-Year ROA (%) Range
Min: 0.04  Med: 1.99 Max: 4.01
Current: 2.77
0.04
4.01
ROC (Joel Greenblatt) (%) 9.82
AYR's ROC (Joel Greenblatt) (%) is ranked lower than
54% of the 254 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 11.15 vs. AYR: 9.82 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
AYR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 1.79  Med: 6.82 Max: 8.63
Current: 9.82
1.79
8.63
Revenue Growth (3Y)(%) 7.90
AYR's Revenue Growth (3Y)(%) is ranked higher than
64% of the 191 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.60 vs. AYR: 7.90 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
AYR' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0  Med: 8.90 Max: 75.3
Current: 7.9
0
75.3
EBITDA Growth (3Y)(%) 1.00
AYR's EBITDA Growth (3Y)(%) is ranked lower than
59% of the 167 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 5.20 vs. AYR: 1.00 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
AYR' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 1  Med: 6.10 Max: 88.4
Current: 1
1
88.4
EPS Growth (3Y)(%) -9.80
AYR's EPS Growth (3Y)(%) is ranked lower than
72% of the 149 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 6.70 vs. AYR: -9.80 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
AYR' s 10-Year EPS Growth (3Y)(%) Range
Min: -29.5  Med: -15.35 Max: 9.4
Current: -9.8
-29.5
9.4
» AYR's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q3 2014

AYR Guru Trades in Q3 2014

Joel Greenblatt 15,107 sh (New)
Diamond Hill Capital 1,922,545 sh (+77.18%)
David Dreman 621,302 sh (+1.34%)
Donald Smith 2,125,309 sh (+0.01%)
Paul Tudor Jones 21,500 sh (-38.18%)
» More
Q4 2014

AYR Guru Trades in Q4 2014

David Dreman 659,037 sh (+6.07%)
Donald Smith 2,225,785 sh (+4.73%)
Louis Moore Bacon 50,000 sh (unchged)
Paul Tudor Jones Sold Out
Joel Greenblatt Sold Out
Diamond Hill Capital 1,799,201 sh (-6.42%)
» More
Q1 2015

AYR Guru Trades in Q1 2015

Paul Tudor Jones 18,900 sh (New)
Louis Moore Bacon 50,000 sh (unchged)
Diamond Hill Capital 1,719,130 sh (-4.45%)
David Dreman 603,620 sh (-8.41%)
Donald Smith 1,959,164 sh (-11.98%)
» More
Q2 2015

AYR Guru Trades in Q2 2015

Paul Tudor Jones 26,442 sh (+39.90%)
Diamond Hill Capital 1,773,310 sh (+3.15%)
Louis Moore Bacon 50,000 sh (unchged)
Donald Smith 1,902,409 sh (-2.90%)
David Dreman 528,493 sh (-12.45%)
» More
» Details

Insider Trades

Latest Guru Trades with AYR

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Guru Investment Theses on Aircastle Ltd

Diamond Hill Capital Comments on Aircastle Ltd - Mar 17, 2015

Aircraft rental and leasing company Aircastle Ltd. (AYR) rose after reporting strong third quarter earnings, as core leasing revenue increased and cash interest margins improved due to lower financing costs. The company also increased its quarterly dividend and announced a share repurchase authorization.

From Diamond Hill Capital (Trades, Portfolio)’s Small Cap Fund Q4 2014 Commentary.

Check out Diamond Hill Capital latest stock trades

Top Ranked Articles about Aircastle Ltd

Diamond Hill Capital Comments on Aircastle Ltd
Aircraft rental and leasing company Aircastle Ltd. (AYR) rose after reporting strong third quarter earnings, as core leasing revenue increased and cash interest margins improved due to lower financing costs. The company also increased its quarterly dividend and announced a share repurchase authorization. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 9.49
AYR's P/E(ttm) is ranked higher than
76% of the 182 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 14.90 vs. AYR: 9.49 )
Ranked among companies with meaningful P/E(ttm) only.
AYR' s 10-Year P/E(ttm) Range
Min: 1.92  Med: 10.96 Max: 97.55
Current: 9.49
1.92
97.55
Forward P/E 9.69
AYR's Forward P/E is ranked higher than
70% of the 113 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 12.56 vs. AYR: 9.69 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 9.70
AYR's PE(NRI) is ranked higher than
76% of the 181 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 15.00 vs. AYR: 9.70 )
Ranked among companies with meaningful PE(NRI) only.
AYR' s 10-Year PE(NRI) Range
Min: 1.91  Med: 11.22 Max: 99.5
Current: 9.7
1.91
99.5
P/B 0.93
AYR's P/B is ranked higher than
71% of the 238 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.54 vs. AYR: 0.93 )
Ranked among companies with meaningful P/B only.
AYR' s 10-Year P/B Range
Min: 0.19  Med: 0.70 Max: 2.82
Current: 0.93
0.19
2.82
P/S 2.05
AYR's P/S is ranked lower than
69% of the 252 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.16 vs. AYR: 2.05 )
Ranked among companies with meaningful P/S only.
AYR' s 10-Year P/S Range
Min: 0.38  Med: 1.66 Max: 10.87
Current: 2.05
0.38
10.87
POCF 3.38
AYR's POCF is ranked higher than
81% of the 159 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 10.64 vs. AYR: 3.38 )
Ranked among companies with meaningful POCF only.
AYR' s 10-Year POCF Range
Min: 0.66  Med: 2.75 Max: 14.5
Current: 3.38
0.66
14.5
EV-to-EBIT 10.39
AYR's EV-to-EBIT is ranked higher than
66% of the 189 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 14.09 vs. AYR: 10.39 )
Ranked among companies with meaningful EV-to-EBIT only.
AYR' s 10-Year EV-to-EBIT Range
Min: -4472.1  Med: 30.05 Max: 407.1
Current: 10.39
-4472.1
407.1
PEG 1.73
AYR's PEG is ranked lower than
63% of the 86 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.28 vs. AYR: 1.73 )
Ranked among companies with meaningful PEG only.
AYR' s 10-Year PEG Range
Min: 0.33  Med: 1.50 Max: 11.48
Current: 1.73
0.33
11.48
Shiller P/E 18.46
AYR's Shiller P/E is ranked higher than
51% of the 114 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 19.48 vs. AYR: 18.46 )
Ranked among companies with meaningful Shiller P/E only.
AYR' s 10-Year Shiller P/E Range
Min: 6.9  Med: 10.61 Max: 22.98
Current: 18.46
6.9
22.98
Current Ratio 2.23
AYR's Current Ratio is ranked higher than
68% of the 241 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.74 vs. AYR: 2.23 )
Ranked among companies with meaningful Current Ratio only.
AYR' s 10-Year Current Ratio Range
Min: 0.04  Med: 0.37 Max: 5.51
Current: 2.23
0.04
5.51
Quick Ratio 2.23
AYR's Quick Ratio is ranked higher than
75% of the 241 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.38 vs. AYR: 2.23 )
Ranked among companies with meaningful Quick Ratio only.
AYR' s 10-Year Quick Ratio Range
Min: 0.04  Med: 0.37 Max: 5.51
Current: 2.23
0.04
5.51
Days Sales Outstanding 2.24
AYR's Days Sales Outstanding is ranked higher than
97% of the 200 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 64.27 vs. AYR: 2.24 )
Ranked among companies with meaningful Days Sales Outstanding only.
AYR' s 10-Year Days Sales Outstanding Range
Min: 1.26  Med: 2.20 Max: 1637.82
Current: 2.24
1.26
1637.82

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 4.23
AYR's Dividend Yield is ranked higher than
71% of the 242 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 2.54 vs. AYR: 4.23 )
Ranked among companies with meaningful Dividend Yield only.
AYR' s 10-Year Dividend Yield Range
Min: 1.82  Med: 4.28 Max: 38.98
Current: 4.23
1.82
38.98
Dividend Payout 0.40
AYR's Dividend Payout is ranked lower than
58% of the 161 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.42 vs. AYR: 0.40 )
Ranked among companies with meaningful Dividend Payout only.
AYR' s 10-Year Dividend Payout Range
Min: 0.19  Med: 0.43 Max: 5
Current: 0.4
0.19
5
Dividend growth (3y) 17.90
AYR's Dividend growth (3y) is ranked higher than
79% of the 78 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 7.90 vs. AYR: 17.90 )
Ranked among companies with meaningful Dividend growth (3y) only.
AYR' s 10-Year Dividend growth (3y) Range
Min: 0  Med: -15.15 Max: 20.2
Current: 17.9
0
20.2
Yield on cost (5-Year) 9.26
AYR's Yield on cost (5-Year) is ranked higher than
86% of the 243 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 3.11 vs. AYR: 9.26 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
AYR' s 10-Year Yield on cost (5-Year) Range
Min: 3.97  Med: 9.34 Max: 85.1
Current: 9.26
3.97
85.1
Share Buyback Rate -2.50
AYR's Share Buyback Rate is ranked lower than
53% of the 152 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: -1.80 vs. AYR: -2.50 )
Ranked among companies with meaningful Share Buyback Rate only.
AYR' s 10-Year Share Buyback Rate Range
Min: 3.2  Med: -3.85 Max: -50.5
Current: -2.5

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 0.94
AYR's Price/Tangible Book is ranked higher than
76% of the 220 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.69 vs. AYR: 0.94 )
Ranked among companies with meaningful Price/Tangible Book only.
AYR' s 10-Year Price/Tangible Book Range
Min: 0.32  Med: 0.67 Max: 2.39
Current: 0.94
0.32
2.39
Price/Median PS Value 1.24
AYR's Price/Median PS Value is ranked lower than
66% of the 228 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.05 vs. AYR: 1.24 )
Ranked among companies with meaningful Price/Median PS Value only.
AYR' s 10-Year Price/Median PS Value Range
Min: 0.38  Med: 0.95 Max: 5.99
Current: 1.24
0.38
5.99
Price/Peter Lynch Fair Value 0.94
AYR's Price/Peter Lynch Fair Value is ranked lower than
54% of the 61 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.83 vs. AYR: 0.94 )
Ranked among companies with meaningful Price/Peter Lynch Fair Value only.
AYR' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.39  Med: 1.34 Max: 11.2
Current: 0.94
0.39
11.2
Price/Graham Number 0.64
AYR's Price/Graham Number is ranked higher than
79% of the 155 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.98 vs. AYR: 0.64 )
Ranked among companies with meaningful Price/Graham Number only.
AYR' s 10-Year Price/Graham Number Range
Min: 0.22  Med: 0.59 Max: 2.36
Current: 0.64
0.22
2.36
Earnings Yield (Greenblatt) (%) 9.60
AYR's Earnings Yield (Greenblatt) (%) is ranked higher than
73% of the 246 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 5.20 vs. AYR: 9.60 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
AYR' s 10-Year Earnings Yield (Greenblatt) (%) Range
Min: 0.2  Med: 3.20 Max: 9.6
Current: 9.6
0.2
9.6
Forward Rate of Return (Yacktman) (%) -32.44
AYR's Forward Rate of Return (Yacktman) (%) is ranked lower than
87% of the 123 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 7.21 vs. AYR: -32.44 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
AYR' s 10-Year Forward Rate of Return (Yacktman) (%) Range
Min: -138.6  Med: -23.40 Max: -3.5
Current: -32.44
-138.6
-3.5

Analyst Estimate

Dec15 Dec16 Dec17
Revenue(Mil) 782 859 929
EPS($) 2.08 2.15 2.43
EPS without NRI($) 2.08 2.15 2.43

Business Description

Industry: Consulting & Outsourcing » Rental & Leasing Services
Compare:BOX, TAL, HTZ, URI, R » details
Traded in other countries:G7V.Germany,
Aircastle Ltd is a Bermuda exempted company that was incorporated on October 29, 2004. The Company's business is investing in aviation assets, including acquiring, leasing, managing and selling high-utility commercial jet aircraft. It also makes investments in other aviation assets, including debt investments secured by commercial jet aircraft. It's a holding company that conducts its business through subsidiaries. As of December 31, 2013, its aircraft portfolio consisted of 162 aircraft leased to 64 lessees located in 37 countries. Its geographical areas of operations include Europe, Asia Pacific, North America, Middle East and Africa and South America.The Company competes with GE Commercial Aviation Services, International Lease Finance Corporation, AerCap Holdings NV, Guggenheim Aviation Partners, Volito, Deucalion, Oak Hill Aviation and AerSale. The Company's lessees are subject to extensive, direct regulation under the laws of the jurisdictions in which they are registered and under which they operate.
» More Articles for AYR

Headlines

Articles On GuruFocus.com
Aircastle: Attractive Dividends And Strong Growth May 11 2015 
Diamond Hill Capital Comments on Aircastle Ltd Mar 17 2015 
Diamond Hill Small Cap Fund Q4 2014 Commentary Mar 17 2015 
Aircastle: Stable Growth And Healthy Dividends Jun 30 2014 
With a Leasing Market Improvement – What About AerCap Fundamentals? Dec 18 2013 
Top Five Stocks With Insider Buying Oct 06 2013 
comment on AYR Jan 26 2013 
comment on AYR Jan 26 2013 
The Best Stocks with Dividend Growth from Last Week (Nov. 5-11, 2012) Nov 11 2012 
How to Invest in Emerging Market Travel Growth Sep 26 2012 

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