Switch to:
Also traded in: Germany

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 : 4/10

vs
industry
vs
history
Cash to Debt 0.11
AYR's Cash to Debt is ranked lower than
76% of the 268 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.65 vs. AYR: 0.11 )
Ranked among companies with meaningful Cash to Debt only.
AYR' s Cash to Debt Range Over the Past 10 Years
Min: 0.02  Med: 0.08 Max: N/A
Current: 0.11
Equity to Asset 0.26
AYR's Equity to Asset is ranked lower than
80% of the 259 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.46 vs. AYR: 0.26 )
Ranked among companies with meaningful Equity to Asset only.
AYR' s Equity to Asset Range Over the Past 10 Years
Min: 0.24  Med: 0.28 Max: 0.47
Current: 0.26
0.24
0.47
Interest Coverage 1.19
AYR's Interest Coverage is ranked lower than
91% of the 232 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 17.90 vs. AYR: 1.19 )
Ranked among companies with meaningful Interest Coverage only.
AYR' s Interest Coverage Range Over the Past 10 Years
Min: 0.15  Med: 0.81 Max: 2.05
Current: 1.19
0.15
2.05
F-Score: 7
Z-Score: 0.59
M-Score: -2.75
WACC vs ROIC
8.48%
4.95%
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 : 8/10

vs
industry
vs
history
Operating margin (%) 36.91
AYR's Operating margin (%) is ranked higher than
93% of the 270 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 7.29 vs. AYR: 36.91 )
Ranked among companies with meaningful Operating margin (%) only.
AYR' s Operating margin (%) Range Over the Past 10 Years
Min: 5.01  Med: 23.28 Max: 55.56
Current: 36.91
5.01
55.56
Net-margin (%) 11.71
AYR's Net-margin (%) is ranked higher than
80% of the 270 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.34 vs. AYR: 11.71 )
Ranked among companies with meaningful Net-margin (%) only.
AYR' s Net-margin (%) Range Over the Past 10 Years
Min: 0.72  Med: 15.22 Max: 33.42
Current: 11.71
0.72
33.42
ROE (%) 5.19
AYR's ROE (%) is ranked lower than
62% of the 262 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 8.26 vs. AYR: 5.19 )
Ranked among companies with meaningful ROE (%) only.
AYR' s ROE (%) Range Over the Past 10 Years
Min: 0.09  Med: 7.24 Max: 13.18
Current: 5.19
0.09
13.18
ROA (%) 1.39
AYR's ROA (%) is ranked lower than
64% of the 273 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 2.81 vs. AYR: 1.39 )
Ranked among companies with meaningful ROA (%) only.
AYR' s ROA (%) Range Over the Past 10 Years
Min: 0.04  Med: 1.99 Max: 4.01
Current: 1.39
0.04
4.01
ROC (Joel Greenblatt) (%) 5.88
AYR's ROC (Joel Greenblatt) (%) is ranked lower than
64% of the 271 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 11.28 vs. AYR: 5.88 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
AYR' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: 1.59  Med: 6.87 Max: 8.63
Current: 5.88
1.59
8.63
Revenue Growth (3Y)(%) 7.90
AYR's Revenue Growth (3Y)(%) is ranked higher than
67% of the 212 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.20 vs. AYR: 7.90 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
AYR' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: 2.6  Med: 11.3 Max: 1313.9
Current: 7.9
2.6
1313.9
EBITDA Growth (3Y)(%) 1.00
AYR's EBITDA Growth (3Y)(%) is ranked lower than
62% of the 180 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.80 vs. AYR: 1.00 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
AYR' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: 1  Med: 6.3 Max: 88.3
Current: 1
1
88.3
EPS Growth (3Y)(%) -10.20
AYR's EPS Growth (3Y)(%) is ranked lower than
74% of the 164 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.80 vs. AYR: -10.20 )
Ranked among companies with meaningful EPS Growth (3Y)(%) only.
AYR' s EPS Growth (3Y)(%) Range Over the Past 10 Years
Min: -28.8  Med: -15.75 Max: 8.9
Current: -10.2
-28.8
8.9
» AYR's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-11-03)


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

» Details

Guru Trades

Q3 2015

AYR Guru Trades in Q3 2015

Diamond Hill Capital 2,001,930 sh (+12.89%)
Donald Smith 1,902,919 sh (+0.03%)
David Dreman Sold Out
Paul Tudor Jones 20,300 sh (-23.23%)
» More
Q4 2015

AYR Guru Trades in Q4 2015

David Dreman 561,770 sh (New)
Diamond Hill Capital 2,358,600 sh (+17.82%)
Paul Tudor Jones 22,200 sh (+9.36%)
Donald Smith 1,784,972 sh (-6.20%)
» More
Q1 2016

AYR Guru Trades in Q1 2016

Diamond Hill Capital 2,734,120 sh (+15.92%)
David Dreman 546,676 sh (-2.69%)
Donald Smith 1,249,906 sh (-29.98%)
Paul Tudor Jones 11,200 sh (-49.55%)
» More
Q2 2016

AYR Guru Trades in Q2 2016

Diamond Hill Capital 2,797,733 sh (+2.33%)
Paul Tudor Jones 10,378 sh (-7.34%)
Donald Smith 854,139 sh (-31.66%)
David Dreman 138 sh (-99.97%)
» 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%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Business Description

Industry: Consulting & Outsourcing » Rental & Leasing Services
Compare:NYSE:GATX, NYSE:AAN, OTCPK:CSUWF, OTCPK:BRRAY, NYSE:HRI, NYSE:FTAI, NAS:MGRC, NYSE:EHIC, NAS:RCII, NAS:HEES, NYSE:TRTN, NYSE:TGH, NYSE:FLY, NYSE:AL, NAS:ELRC, NYSE:NEFF, NAS:WLFC, NYSE:CAI, OTCPK:BDIMF, OTCPK:CHWWF » details
Traded in other countries:G7V.Germany,
Aircastle Ltd acquires, leases and sells commercial jet aircraft to airlines.

Aircastle Ltd is a Bermuda exempted company incorporated on October 29, 2004. It is a holding company. The Company through its subsidiaries is engaged in investing in aviation assets, including acquiring, leasing, managing and selling high-utility commercial jet aircraft. The Company's aircraft portfolio consisted of approximately 162 aircraft leased to 53 lessees located in 34 countries. The Company operates in geographical regions including Europe, Asia Pacific, North America, Middle East and Africa and South America. The Company faces competition from the acquisition of aircraft from airlines and other aircraft owners, for the placement of aircraft on lease with airlines and for buyers of aircraft assets. Its competitors include GE Capital Aviation Services, AerCap Holdings NV, Air Lease Corporation, Aviation Capital Group, CIT Aerospace, SMBC Aviation Capital, BOC Aviation and Avolon Holdings/Bohai Leasing. The Company's lessees are subject to extensive, direct regulation under the laws of the jurisdictions in which it is registered and under which it operates.

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

Dreman Makes 3 Noteworthy Acquisitions in 4th Quarter Guru purchases stakes in Aircastle, Aflac, Bloomin Brands
David Dreman (Trades, Portfolio), founder, CIO and chairman of Dreman Value Management LLC, made two dozen new buys in the fourth quarter, but most were comparatively small. Only three exceeded 13,000 shares or had an impact greater than 0.07% on his portfolio. Read more...
David Dreman Sells Stake in Financial Services Company Guru reduces stake in rent-to-own company during third quarter
David Dreman’s investment philosophy is to take a low P/E approach to choosing stocks. He could write a book about contrarian investing. In fact, he has – four of them – as well as several scholarly articles. He also writes a column for Forbes magazine. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 18.14
AYR's P/E(ttm) is ranked lower than
61% of the 205 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 15.00 vs. AYR: 18.14 )
Ranked among companies with meaningful P/E(ttm) only.
AYR' s P/E(ttm) Range Over the Past 10 Years
Min: 1.92  Med: 12.28 Max: 76.54
Current: 18.14
1.92
76.54
Forward P/E 10.73
AYR's Forward P/E is ranked higher than
62% of the 53 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 12.50 vs. AYR: 10.73 )
Ranked among companies with meaningful Forward P/E only.
N/A
PE(NRI) 18.79
AYR's PE(NRI) is ranked lower than
62% of the 205 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 15.00 vs. AYR: 18.79 )
Ranked among companies with meaningful PE(NRI) only.
AYR' s PE(NRI) Range Over the Past 10 Years
Min: 1.92  Med: 12.57 Max: 76.54
Current: 18.79
1.92
76.54
P/B 0.93
AYR's P/B is ranked higher than
72% of the 254 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.45 vs. AYR: 0.93 )
Ranked among companies with meaningful P/B only.
AYR' s P/B Range Over the Past 10 Years
Min: 0.19  Med: 0.76 Max: 2.82
Current: 0.93
0.19
2.82
P/S 2.11
AYR's P/S is ranked lower than
70% of the 261 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.10 vs. AYR: 2.11 )
Ranked among companies with meaningful P/S only.
AYR' s P/S Range Over the Past 10 Years
Min: 0.38  Med: 1.74 Max: 10.85
Current: 2.11
0.38
10.85
POCF 3.27
AYR's POCF is ranked higher than
72% of the 137 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 7.68 vs. AYR: 3.27 )
Ranked among companies with meaningful POCF only.
AYR' s POCF Range Over the Past 10 Years
Min: 0.66  Med: 2.87 Max: 14.51
Current: 3.27
0.66
14.51
EV-to-EBIT 16.12
AYR's EV-to-EBIT is ranked lower than
53% of the 202 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 15.02 vs. AYR: 16.12 )
Ranked among companies with meaningful EV-to-EBIT only.
AYR' s EV-to-EBIT Range Over the Past 10 Years
Min: 8.5  Med: 14 Max: 35.7
Current: 16.12
8.5
35.7
EV-to-EBITDA 8.36
AYR's EV-to-EBITDA is ranked higher than
57% of the 220 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 9.49 vs. AYR: 8.36 )
Ranked among companies with meaningful EV-to-EBITDA only.
AYR' s EV-to-EBITDA Range Over the Past 10 Years
Min: 5.3  Med: 7.5 Max: 21.9
Current: 8.36
5.3
21.9
PEG 3.30
AYR's PEG is ranked lower than
70% of the 102 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.34 vs. AYR: 3.30 )
Ranked among companies with meaningful PEG only.
AYR' s PEG Range Over the Past 10 Years
Min: 0.31  Med: 2.59 Max: 13.99
Current: 3.3
0.31
13.99
Shiller P/E 15.81
AYR's Shiller P/E is ranked higher than
66% of the 47 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 18.01 vs. AYR: 15.81 )
Ranked among companies with meaningful Shiller P/E only.
AYR' s Shiller P/E Range Over the Past 10 Years
Min: 12.38  Med: 16.72 Max: 20.22
Current: 15.81
12.38
20.22
Current Ratio 4.06
AYR's Current Ratio is ranked higher than
85% of the 260 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.71 vs. AYR: 4.06 )
Ranked among companies with meaningful Current Ratio only.
AYR' s Current Ratio Range Over the Past 10 Years
Min: 0.04  Med: 1.1 Max: 5.51
Current: 4.06
0.04
5.51
Quick Ratio 4.06
AYR's Quick Ratio is ranked higher than
87% of the 260 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.40 vs. AYR: 4.06 )
Ranked among companies with meaningful Quick Ratio only.
AYR' s Quick Ratio Range Over the Past 10 Years
Min: 0.04  Med: 1.1 Max: 5.51
Current: 4.06
0.04
5.51
Days Sales Outstanding 2.07
AYR's Days Sales Outstanding is ranked higher than
95% of the 204 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 59.06 vs. AYR: 2.07 )
Ranked among companies with meaningful Days Sales Outstanding only.
AYR' s Days Sales Outstanding Range Over the Past 10 Years
Min: 1.26  Med: 2.09 Max: 35.94
Current: 2.07
1.26
35.94

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 4.56
AYR's Dividend Yield is ranked higher than
76% of the 246 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 2.71 vs. AYR: 4.56 )
Ranked among companies with meaningful Dividend Yield only.
AYR' s Dividend Yield Range Over the Past 10 Years
Min: 1.82  Med: 4.3 Max: 38.98
Current: 4.56
1.82
38.98
Dividend Payout 0.87
AYR's Dividend Payout is ranked lower than
76% of the 162 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.41 vs. AYR: 0.87 )
Ranked among companies with meaningful Dividend Payout only.
AYR' s Dividend Payout Range Over the Past 10 Years
Min: 0.19  Med: 0.43 Max: 6.67
Current: 0.87
0.19
6.67
Dividend Growth (3y) 17.90
AYR's Dividend Growth (3y) is ranked higher than
75% of the 106 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 7.00 vs. AYR: 17.90 )
Ranked among companies with meaningful Dividend Growth (3y) only.
AYR' s Dividend Growth (3y) Range Over the Past 10 Years
Min: 0  Med: -15.15 Max: 20.2
Current: 17.9
0
20.2
Forward Dividend Yield 4.56
AYR's Forward Dividend Yield is ranked higher than
71% of the 243 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 2.74 vs. AYR: 4.56 )
Ranked among companies with meaningful Forward Dividend Yield only.
N/A
Yield on cost (5-Year) 9.98
AYR's Yield on cost (5-Year) is ranked higher than
84% of the 277 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 3.55 vs. AYR: 9.98 )
Ranked among companies with meaningful Yield on cost (5-Year) only.
AYR' s Yield on cost (5-Year) Range Over the Past 10 Years
Min: 3.97  Med: 9.39 Max: 85.1
Current: 9.98
3.97
85.1
3-Year Average Share Buyback Ratio -3.90
AYR's 3-Year Average Share Buyback Ratio is ranked lower than
59% of the 147 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: -1.60 vs. AYR: -3.90 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
AYR' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -16.2  Med: -2.2 Max: 4.8
Current: -3.9
-16.2
4.8

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 0.93
AYR's Price/Tangible Book is ranked higher than
75% of the 230 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.77 vs. AYR: 0.93 )
Ranked among companies with meaningful Price/Tangible Book only.
AYR' s Price/Tangible Book Range Over the Past 10 Years
Min: 0.32  Med: 0.72 Max: 2.39
Current: 0.93
0.32
2.39
Price/Median PS Value 1.22
AYR's Price/Median PS Value is ranked lower than
65% of the 239 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.05 vs. AYR: 1.22 )
Ranked among companies with meaningful Price/Median PS Value only.
AYR' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.36  Med: 0.97 Max: 5.71
Current: 1.22
0.36
5.71
Price/Graham Number 0.88
AYR's Price/Graham Number is ranked higher than
61% of the 171 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.08 vs. AYR: 0.88 )
Ranked among companies with meaningful Price/Graham Number only.
AYR' s Price/Graham Number Range Over the Past 10 Years
Min: 0.22  Med: 0.71 Max: 2.19
Current: 0.88
0.22
2.19
Earnings Yield (Greenblatt) (%) 6.20
AYR's Earnings Yield (Greenblatt) (%) is ranked higher than
60% of the 263 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.50 vs. AYR: 6.20 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
AYR' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: 2.8  Med: 7.1 Max: 11.8
Current: 6.2
2.8
11.8
Forward Rate of Return (Yacktman) (%) -39.51
AYR's Forward Rate of Return (Yacktman) (%) is ranked lower than
91% of the 139 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.42 vs. AYR: -39.51 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
AYR' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -138.6  Med: -25.7 Max: -4.6
Current: -39.51
-138.6
-4.6

More Statistics

Revenue (TTM) (Mil) $794.0
EPS (TTM) $ 1.16
Beta1.90
Short Percentage of Float6.67%
52-Week Range $15.06 - 23.49
Shares Outstanding (Mil)78.63

Analyst Estimate

Dec16 Dec17
Revenue (Mil $) 779 863
EPS ($) 1.96 2.32
EPS w/o NRI ($) 1.96 2.32
EPS Growth Rate
(3Y to 5Y Estimate)
6.00%
Dividends Per Share ($) 0.96 0.96
» More Articles for AYR

Headlines

Articles On GuruFocus.com
A Bullish Case for Aircastle Jul 05 2016 
Excess in the Aircraft Leasing Industry Creates a Good Shorting Opportunity Mar 14 2016 
Dreman Makes 3 Noteworthy Acquisitions in 4th Quarter Feb 13 2016 
Insiders Buy Northern Oil & Gas, Sears Holdings Jan 22 2016 
David Dreman Sells Stake in Financial Services Company Nov 13 2015 
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 

More From Other Websites
AIRCASTLE LTD Financials Aug 12 2016
ETF’s with exposure to Aircastle Ltd. : August 11, 2016 Aug 11 2016
Aircastle Ltd. breached its 50 day moving average in a Bearish Manner : AYR-US : August 10, 2016 Aug 10 2016
Aircastle Ltd. :AYR-US: Earnings Analysis: Q2, 2016 By the Numbers : August 9, 2016 Aug 09 2016
Aircastle downgraded by FBR Capital Aug 05 2016
Edited Transcript of AYR earnings conference call or presentation 4-Aug-16 2:00pm GMT Aug 04 2016
AIRCASTLE LTD Files SEC form 8-K, Results of Operations and Financial Condition, Financial... Aug 04 2016
Aircastle Announces Second Quarter 2016 Results Declared Third Quarter 2016 Dividend of $0.24 per... Aug 04 2016
Aircastle misses 2Q profit forecasts Aug 04 2016
Aircastle misses 2Q profit forecasts Aug 04 2016
Aircastle Announces Second Quarter 2016 Results Aug 04 2016
Q2 2016 Aircastle Ltd Earnings Release - Before Market Open Aug 04 2016
AIRCASTLE LTD Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits Jul 25 2016
Aircastle to Announce Second Quarter 2016 Earnings on August 4, 2016 Jul 21 2016
Aircastle Ltd. breached its 50 day moving average in a Bullish Manner : AYR-US : July 12, 2016 Jul 12 2016
A Bullish Case for Aircastle Jul 05 2016
AIRCASTLE LTD Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits Jun 29 2016
Aircastle Announces New $400 Million Term Financing Jun 29 2016
Aircastle Ltd. breached its 50 day moving average in a Bullish Manner : AYR-US : June 24, 2016 Jun 24 2016

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)