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AerCap Holdings NVAER +0.63%77 Gross Margin % is 41.86% as of Jun. 2026, which is 28% above its 10-year median of 32.72. GuruFocus rates AER with a GF Score™ of 77/100 and a GF Value™ of $142.97 (Fairly Valued). The stock has 6 warning signs investors should review. Among 1,005 Business Services companies, AerCap Holdings NV ranks better than 60% on this metric.
Warren Buffett believes that firms with excellent long term economics tend to have consistently higher margins.
Durable competitive advantage creates a high Gross Margin % because of the freedom to price in excess of cost. Companies can be categorized by their Gross Margin %
1. Greater than 40% = Durable competitive advantage
2. Less than 40% = Competition eroding margins
3. Less than 20% = no sustainable competitive advantage
Consistency of Gross Margin is key
AerCap Holdings NV had a gross margin of 41.86% for the quarter that ended in Jun. 2026 => Durable competitive advantage
Be Aware
If a company loses its competitive advantages, usually its gross margin declines well before its sales declines. Watching Gross Margin % and Operating Margin % closely helps avoid value trap situations.
AerCap Holdings NV Gross Margin % Related Terms
AerCap Holdings NV Gross Margin % Historical Data
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The historical data trend for AerCap Holdings NV's Gross Margin % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
For the Rental & Leasing Services subindustry, AerCap Holdings NV's Gross Margin %, along with its competitors' market caps and Gross Margin % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
AerCap Holdings NV Gross Margin % vs Business Services Industry
For the Business Services industry and Industrials sector, AerCap Holdings NV's Gross Margin % distribution charts can be found below:
* The bar in red indicates where AerCap Holdings NV's Gross Margin % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
A positive Gross Profit is only the first step for a company to make a net profit. The gross profit needs to be big enough to also cover related labor, equipment, rental, marketing/advertising, research and development and a lot of other costs in selling the products.
AerCap Holdings NV (AER) has a Gross Margin % of 41.86% as of Jun. 2026. Gross margin is the ratio of total gross profit to net sales. View historical data on AerCap Holdings NV and its competitors. This is 28% above median its historical median of 32.72. Over the past decade, AerCap Holdings NV's Gross Margin % has ranged from 28.36 to 41.67. According to the industry distribution chart, AerCap Holdings NV ranks #402 out of 1005 companies in the Business Services industry, placing it in the top 40%.
Is AerCap Holdings NV's Gross Margin % too high?
AerCap Holdings NV's current Gross Margin % of 41.86% is 28% above median its 10-year median of 32.72. Over the past 10 years, this metric has ranged from a low of 28.36 to a high of 41.67. The Business Services industry median Gross Margin % is 34.31. AerCap Holdings NV's value of 41.86% is 22% above this industry median. Based on the distribution chart, AerCap Holdings NV ranks #402 out of 1005 companies in the Business Services industry, which is above the industry midpoint. Overall, AerCap Holdings NV has a GF Score™ of 77/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does AerCap Holdings NV's Gross Margin % compare to SUNB and UHAL?
According to the Business Services industry distribution chart, AerCap Holdings NV ranks #402 out of 1005 companies for Gross Margin %. This puts AerCap Holdings NV in the upper half of its industry. The industry median Gross Margin % is 34.31. AerCap Holdings NV's value of 41.86% is 22% above this benchmark. Historically, AerCap Holdings NV's own Gross Margin % has ranged from 28.36 to 41.67 over the past decade. While the company's 10-year median is 32.72 vs. the industry median of 34.31, AerCap Holdings NV has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Gross Margin % for a Business Services company?
The median Gross Margin % among Business Services companies is 34.31, based on 1,005 companies in the industry. Companies in the top quartile (top 25%) have a Gross Margin % significantly above this median, while those in the bottom quartile fall well below. However, Gross Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AerCap Holdings NV's current Gross Margin % of 41.86% is 22% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Gross Margin % mean?
A high Gross Margin % can signal that a stock is expensive relative to its fundamentals. Gross margin is the ratio of total gross profit to net sales. View historical data on AerCap Holdings NV and its competitors. For the Business Services industry, the median Gross Margin % is 34.31 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AerCap Holdings NV's current Gross Margin % is 41.86%, which is 28% above median its own 10-year median of 32.72. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is AerCap Holdings NV stock overvalued right now?
Based on GuruFocus' analysis, AerCap Holdings NV (AER) is currently considered Fairly Valued. The stock's GF Value™ is $142.97, compared to a current price of $150.25 — trading 5.1% above its estimated fair value. The current Gross Margin % is 41.86%, which is 28% above median its 10-year median of 32.72 and 22% above the Business Services industry median of 34.31. AerCap Holdings NV's overall GF Score™ is 77/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Gross Margin % calculated?
Gross Margin % is calculated from a company's financial statements. For AerCap Holdings NV (AER), the current Gross Margin % is 41.86% as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is AerCap Holdings NV (AER) Overvalued in 2026?
Based on GuruFocus' analysis, AerCap Holdings NV stock appears to be overvalued.
The current stock price of $150.25 is trading 5.1% above its estimated GF Value™ of $142.97.
GuruFocus considers AerCap Holdings NV to be Fairly Valued.
Key valuation signals for AER:
Gross Margin %: 41.86% (28% above median its 10-year median of 32.72)
GF Value™: $142.97 vs. price of $150.25 (5.1% above fair value)
Industry Position: 22% above the Business Services median (#402 of 1005)
No single metric tells the full story. See the AER stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
AerCap Holdings NV is an aircraft leasing company. Its activities include leasing, financing, sales, and management of commercial aircraft and engines. It also provides aircraft asset management and corporate services to securitization vehicles, joint ventures, and other third parties. It has one business segment: leasing, financing, sales, and management of commercial flight equipment (Commercial Flight Equipment Segment). Through its subsidiary, the group also provides engine leasing, certified aircraft engines, airframes, and engine parts. Its geographical segments include China, the United States, and Other countries.
77GF Score
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