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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 0.05
AYR's Cash to Debt is ranked lower than
57% of the 336 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.37 vs. AYR: 0.05 )
AYR' s 10-Year Cash to Debt Range
Min: 0.04   Max: No Debt
Current: 0.05

Equity to Asset 0.28
AYR's Equity to Asset is ranked higher than
51% of the 323 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.43 vs. AYR: 0.28 )
AYR' s 10-Year Equity to Asset Range
Min: 0.24   Max: 0.95
Current: 0.28

0.24
0.95
Interest Coverage 0.52
AYR's Interest Coverage is ranked lower than
68% of the 223 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 14.84 vs. AYR: 0.52 )
AYR' s 10-Year Interest Coverage Range
Min: 0.36   Max: 9999.99
Current: 0.52

0.36
9999.99
F-Score: 7
Z-Score: 0.68
M-Score: -2.58
WACC vs ROIC
8.32%
0.62%
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 (%) 7.25
AYR's Operating margin (%) is ranked higher than
66% of the 341 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 7.51 vs. AYR: 7.25 )
AYR' s 10-Year Operating margin (%) Range
Min: -1832.05   Max: 55.56
Current: 7.25

-1832.05
55.56
Net-margin (%) 12.32
AYR's Net-margin (%) is ranked higher than
87% of the 341 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.51 vs. AYR: 12.32 )
AYR' s 10-Year Net-margin (%) Range
Min: -1878.21   Max: 33.42
Current: 12.32

-1878.21
33.42
ROE (%) 6.07
AYR's ROE (%) is ranked higher than
57% of the 334 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 9.63 vs. AYR: 6.07 )
AYR' s 10-Year ROE (%) Range
Min: 0.09   Max: 13.18
Current: 6.07

0.09
13.18
ROA (%) 1.59
AYR's ROA (%) is ranked higher than
56% of the 346 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 3.46 vs. AYR: 1.59 )
AYR' s 10-Year ROA (%) Range
Min: 0.04   Max: 4.01
Current: 1.59

0.04
4.01
ROC (Joel Greenblatt) (%) 1.09
AYR's ROC (Joel Greenblatt) (%) is ranked lower than
52% of the 346 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 11.11 vs. AYR: 1.09 )
AYR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -0.07   Max: 8.35
Current: 1.09

-0.07
8.35
Revenue Growth (3Y)(%) 7.90
AYR's Revenue Growth (3Y)(%) is ranked higher than
75% of the 265 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.20 vs. AYR: 7.90 )
AYR' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0   Max: 75.3
Current: 7.9

0
75.3
EBITDA Growth (3Y)(%) 1.00
AYR's EBITDA Growth (3Y)(%) is ranked higher than
59% of the 236 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 5.90 vs. AYR: 1.00 )
AYR' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 1   Max: 88.4
Current: 1

1
88.4
EPS Growth (3Y)(%) -9.80
AYR's EPS Growth (3Y)(%) is ranked higher than
53% of the 219 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 6.70 vs. AYR: -9.80 )
AYR' s 10-Year EPS Growth (3Y)(%) Range
Min: -29.5   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

Q1 2014

AYR Guru Trades in Q1 2014

Steven Cohen 36,234 sh (+89.01%)
David Dreman 626,057 sh (+3.13%)
Louis Moore Bacon 73,100 sh (unchged)
Paul Tudor Jones Sold Out
Jeremy Grantham Sold Out
Donald Smith 1,623,065 sh (-34.55%)
» More
Q2 2014

AYR Guru Trades in Q2 2014

Diamond Hill Capital 1,085,073 sh (New)
Paul Tudor Jones 34,776 sh (New)
Donald Smith 2,125,066 sh (+30.93%)
David Dreman 613,110 sh (-2.07%)
» More
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
» 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) 19.00
AYR's P/E(ttm) is ranked higher than
73% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 27.40 vs. AYR: 19.00 )
AYR' s 10-Year P/E(ttm) Range
Min: 1.92   Max: 97.55
Current: 19

1.92
97.55
Forward P/E 11.30
AYR's Forward P/E is ranked higher than
90% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.00 vs. AYR: 11.30 )
N/A
PE(NRI) 19.50
AYR's PE(NRI) is ranked higher than
75% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 27.80 vs. AYR: 19.50 )
AYR' s 10-Year PE(NRI) Range
Min: 1.91   Max: 99.5
Current: 19.5

1.91
99.5
P/B 1.10
AYR's P/B is ranked higher than
82% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 2.50 vs. AYR: 1.10 )
AYR' s 10-Year P/B Range
Min: 0.19   Max: 2.82
Current: 1.1

0.19
2.82
P/S 2.36
AYR's P/S is ranked lower than
53% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.53 vs. AYR: 2.36 )
AYR' s 10-Year P/S Range
Min: 0.38   Max: 10.87
Current: 2.36

0.38
10.87
POCF 4.14
AYR's POCF is ranked higher than
90% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 36.00 vs. AYR: 4.14 )
AYR' s 10-Year POCF Range
Min: 0.66   Max: 12.21
Current: 4.14

0.66
12.21
EV-to-EBIT 93.25
AYR's EV-to-EBIT is ranked higher than
58% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 23.80 vs. AYR: 93.25 )
AYR' s 10-Year EV-to-EBIT Range
Min: -90.7   Max: 147
Current: 93.25

-90.7
147
PEG 3.48
AYR's PEG is ranked higher than
84% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.00 vs. AYR: 3.48 )
AYR' s 10-Year PEG Range
Min: 0.33   Max: 11.48
Current: 3.48

0.33
11.48
Shiller P/E 22.90
AYR's Shiller P/E is ranked higher than
85% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.00 vs. AYR: 22.90 )
AYR' s 10-Year Shiller P/E Range
Min: 6.95   Max: 23
Current: 22.9

6.95
23
Current Ratio 1.76
AYR's Current Ratio is ranked higher than
68% of the 324 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.61 vs. AYR: 1.76 )
AYR' s 10-Year Current Ratio Range
Min: 0.11   Max: 5.51
Current: 1.76

0.11
5.51
Quick Ratio 1.76
AYR's Quick Ratio is ranked higher than
77% of the 324 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.34 vs. AYR: 1.76 )
AYR' s 10-Year Quick Ratio Range
Min: 0.11   Max: 5.51
Current: 1.76

0.11
5.51
Days Sales Outstanding 1.49
AYR's Days Sales Outstanding is ranked higher than
99% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 74.03 vs. AYR: 1.49 )
AYR' s 10-Year Days Sales Outstanding Range
Min: 1.26   Max: 1637.82
Current: 1.49

1.26
1637.82

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 3.50
AYR's Dividend Yield is ranked higher than
74% of the 217 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 2.16 vs. AYR: 3.50 )
AYR' s 10-Year Dividend Yield Range
Min: 1.82   Max: 38.98
Current: 3.5

1.82
38.98
Dividend Payout 0.67
AYR's Dividend Payout is ranked higher than
72% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.00 vs. AYR: 0.67 )
AYR' s 10-Year Dividend Payout Range
Min: 0.31   Max: 1.74
Current: 0.67

0.31
1.74
Dividend growth (3y) 17.90
AYR's Dividend growth (3y) is ranked higher than
88% of the 129 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 8.50 vs. AYR: 17.90 )
AYR' s 10-Year Dividend growth (3y) Range
Min: 0   Max: 20.2
Current: 17.9

0
20.2
Yield on cost (5-Year) 7.64
AYR's Yield on cost (5-Year) is ranked higher than
87% of the 220 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 2.51 vs. AYR: 7.64 )
AYR' s 10-Year Yield on cost (5-Year) Range
Min: 3.97   Max: 85.1
Current: 7.64

3.97
85.1
Share Buyback Rate -2.50
AYR's Share Buyback Rate is ranked higher than
67% of the 214 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: -1.50 vs. AYR: -2.50 )
AYR' s 10-Year Share Buyback Rate Range
Min: 3.2   Max: -50.5
Current: -2.5

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 1.10
AYR's Price/Tangible Book is ranked higher than
87% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.00 vs. AYR: 1.10 )
AYR' s 10-Year Price/Tangible Book Range
Min: 0.32   Max: 2.39
Current: 1.1

0.32
2.39
Price/Median PS Value 1.40
AYR's Price/Median PS Value is ranked higher than
62% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 1.30 vs. AYR: 1.40 )
AYR' s 10-Year Price/Median PS Value Range
Min: 0.39   Max: 4.68
Current: 1.4

0.39
4.68
Price/Peter Lynch Fair Value 2.30
AYR's Price/Peter Lynch Fair Value is ranked higher than
89% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 0.00 vs. AYR: 2.30 )
AYR' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.5   Max: 4.99
Current: 2.3

0.5
4.99
Price/Graham Number 1.00
AYR's Price/Graham Number is ranked higher than
85% of the 395 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 4.80 vs. AYR: 1.00 )
AYR' s 10-Year Price/Graham Number Range
Min: 0.22   Max: 1.88
Current: 1

0.22
1.88
Earnings Yield (Greenblatt) 1.10
AYR's Earnings Yield (Greenblatt) is ranked lower than
53% of the 331 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 5.10 vs. AYR: 1.10 )
AYR' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.7   Max: 6.7
Current: 1.1

0.7
6.7
Forward Rate of Return (Yacktman) -22.62
AYR's Forward Rate of Return (Yacktman) is ranked lower than
55% of the 180 Companies
in the Global Rental & Leasing Services industry.

( Industry Median: 5.26 vs. AYR: -22.62 )
AYR' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -138.6   Max: -3.5
Current: -22.62

-138.6
-3.5

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
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 
5 Winning Dividend Picks for Big Income Mar 08 2012 


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