AerCap Holdings NVMEX:AERN 62 Operating Margin % is 40.11% as of Mar. 2026, which is 54% above its 10-year median of 25.98. GuruFocus rates MEX:AERN with a GF Score™ of 62/100 and a GF Value™ of MXN2,043.21 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 1,070 Business Services companies, AerCap Holdings NV ranks better than 95.23% on this metric.
AerCap Holdings NV operating margin is expanding. Margin expansion is usually a good sign.
The historical rank and industry rank for AerCap Holdings NV's Operating Margin % or its related term are showing as below:
MEX:AERN'
s Operating Margin % Range Over the Past 10 Years
Min: 21.43 Med: 25.98 Max: 33.09
Current: 33.09
MEX:AERN's Operating Margin % is ranked better than 95.23% of 1070
companies
in the Business Services industry
Industry Median: 6.33
vs MEX:AERN: 33.09
AerCap Holdings NV's 5-Year Average Operating Margin % Growth Rate was 6.80% per year.
Just like Gross Margin %, it is important to see a company maintains its operating margin over time. Among the same industry, a company with higher operating margin is more efficient in its operation. It is also more stable during industry slowdown or recessions. Peter Lynch prefers those with higher margins than those with lower margins.
Be Aware
Operating Margin % can be manipulated by adjusting the rate of depreciation, depletion and amortization (DDA).
If a company is facing competition, its Operating Margin % may decline. Often the Operating Margin % declines well before the company's Revenue or even profit decline. Therefore, Operating Margin % is a very important indicator of whether the company is facing problems.
For instance, by 2012, Nokia (NOK)'s problems were well known and its stock had lost more than 90% of its market value since 2007. But Nokias Operating Margin % had already been in decline since 2002, although its Earnings per Share (Diluted) were still rising. Investors who paid attention to Operating Margin % would have avoided this huge loss. The same can be said for Research-in-Motion (RIMM).
Therefore, Operating Margin % is a very important screening filter for GuruFocus. GuruFocus's Buffett-Munger screener requires that the profit margin is either consistent or expanding. The Model Portfolio of the Buffett-Munger screener has outperformed the market every year since inception in 2009.
AerCap Holdings NV Operating Margin % Related Terms
AerCap Holdings NV Operating Margin % Historical Data
* Premium members only.
The historical data trend for AerCap Holdings NV's Operating 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.
MEX:AERN vs SUNB, UHAL, R: Operating Margin % Comparison
For the Rental & Leasing Services subindustry, AerCap Holdings NV's Operating Margin %, along with its competitors' market caps and Operating 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 Operating Margin % vs Business Services Industry
For the Business Services industry and Industrials sector, AerCap Holdings NV's Operating Margin % distribution charts can be found below:
* The bar in red indicates where AerCap Holdings NV's Operating Margin % falls into.
Operating Margin % - also known as operating income margin, operating profit margin and return on sales (ROS) - is the ratio of Operating Income divided by net sales or Revenue, usually presented in percent.
AerCap Holdings NV's Operating Margin % for the fiscal year that ended in Dec. 2025 is calculated as
* 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.
AerCap Holdings NV (MEX:AERN) has a Operating Margin % of 40.11% as of Mar. 2026. Operating margin is the ratio of total operating income to net sales. View historical data on AerCap Holdings NV and its competitors. This is 54% above median its historical median of 25.98. Over the past decade, AerCap Holdings NV's Operating Margin % has ranged from 21.43 to 33.09. According to the industry distribution chart, AerCap Holdings NV ranks #51 out of 1070 companies in the Business Services industry, placing it in the top 4.8%.
Is AerCap Holdings NV's Operating Margin % too high?
AerCap Holdings NV's current Operating Margin % of 40.11% is 54% above median its 10-year median of 25.98. Over the past 10 years, this metric has ranged from a low of 21.43 to a high of 33.09. The Business Services industry median Operating Margin % is 6.33. AerCap Holdings NV's value of 40.11% is 533.6% above this industry median. Based on the distribution chart, AerCap Holdings NV ranks #51 out of 1070 companies in the Business Services industry, which is in the top quartile — a strong position relative to peers. Overall, AerCap Holdings NV has a GF Score™ of 62/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does AerCap Holdings NV's Operating Margin % compare to SUNB and UHAL?
According to the Business Services industry distribution chart, AerCap Holdings NV ranks #51 out of 1070 companies for Operating Margin %. This places AerCap Holdings NV in the top 5% of its industry — outperforming the majority of peers. The industry median Operating Margin % is 6.33. AerCap Holdings NV's value of 40.11% is 533.6% above this benchmark. Historically, AerCap Holdings NV's own Operating Margin % has ranged from 21.43 to 33.09 over the past decade. While the company's 10-year median is 25.98 vs. the industry median of 6.33, 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 Operating Margin % for a Business Services company?
The median Operating Margin % among Business Services companies is 6.33, based on 1,070 companies in the industry. Companies in the top quartile (top 25%) have a Operating Margin % significantly above this median, while those in the bottom quartile fall well below. However, Operating Margin % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AerCap Holdings NV's current Operating Margin % of 40.11% is 533.6% 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 Operating Margin % mean?
A high Operating Margin % can signal that a stock is expensive relative to its fundamentals. Operating margin is the ratio of total operating income to net sales. View historical data on AerCap Holdings NV and its competitors. For the Business Services industry, the median Operating Margin % is 6.33 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AerCap Holdings NV's current Operating Margin % is 40.11%, which is 54% above median its own 10-year median of 25.98. 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 (MEX:AERN) is currently considered Modestly Overvalued. The stock's GF Value™ is MXN2,043.21, compared to a current price of MXN2,381.82 — trading 16.6% above its estimated fair value. The current Operating Margin % is 40.11%, which is 54% above median its 10-year median of 25.98 and 533.6% above the Business Services industry median of 6.33. AerCap Holdings NV's overall GF Score™ is 62/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Operating Margin % calculated?
Operating Margin % is calculated from a company's financial statements. For AerCap Holdings NV (MEX:AERN), the current Operating Margin % is 40.11% as of Mar. 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 (MEX:AERN) Overvalued in 2026?
Based on GuruFocus' analysis, AerCap Holdings NV stock appears to be overvalued.
The current stock price of MXN2,381.82 is trading 16.6% above its estimated GF Value™ of MXN2,043.21.
GuruFocus considers AerCap Holdings NV to be Modestly Overvalued.
Key valuation signals for MEX:AERN:
Operating Margin %: 40.11% (54% above median its 10-year median of 25.98)
GF Value™: MXN2,043.21 vs. price of MXN2,381.82 (16.6% above fair value)
Industry Position: 533.6% above the Business Services median (#51 of 1070)
No single metric tells the full story. See the MEX:AERN 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.
62GF Score
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