AerCap Holdings NV (MEX:AERN) Return-on-Tangible-Equity: 19.71% (As of Mar. 2026) — 34% Above Median


MEX:AERN AerCap Holdings NV MEX:AERN
62 GF Score
Price MXN2,381.82
GF Value MXN2,043.21
Valuation Modestly Overvalued
! 7 Warning Signs
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What is AerCap Holdings NV Return-on-Tangible-Equity?

AerCap Holdings NV MEX:AERN 62 Return-on-Tangible-Equity is 19.71% as of Mar. 2026, which is 34% above its 10-year median of 14.69. 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 1,009 Business Services companies, AerCap Holdings NV ranks better than 73.14% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. AerCap Holdings NV's annualized net income for the quarter that ended in Mar. 2026 was MXN59,012 Mil. AerCap Holdings NV's average shareholder tangible equity for the quarter that ended in Mar. 2026 was MXN299,392 Mil. Therefore, AerCap Holdings NV's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was 19.71%.

The historical rank and industry rank for AerCap Holdings NV's Return-on-Tangible-Equity or its related term are showing as below:

MEX:AERN' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -5.93   Med: 14.69   Max: 24.4
Current: 24.4

During the past 13 years, AerCap Holdings NV's highest Return-on-Tangible-Equity was 24.40%. The lowest was -5.93%. And the median was 14.69%.

MEX:AERN's Return-on-Tangible-Equity is ranked better than
73.14% of 1009 companies
in the Business Services industry
Industry Median: 10.57 vs MEX:AERN: 24.40

AerCap Holdings NV  (MEX:AERN) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


AerCap Holdings NV Return-on-Tangible-Equity Related Terms


AerCap Holdings NV Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for AerCap Holdings NV's Return-on-Tangible-Equity 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.

AerCap Holdings NV Return-on-Tangible-Equity Chart

AerCap Holdings NV Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 10.18 -5.78 22.30 16.11 22.19

AerCap Holdings NV Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Return-on-Tangible-Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 16.99 31.21 29.84 15.30 19.71

MEX:AERN vs SUNB, UHAL, R: Return-on-Tangible-Equity Comparison

For the Rental & Leasing Services subindustry, AerCap Holdings NV's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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 Return-on-Tangible-Equity vs Business Services Industry

For the Business Services industry and Industrials sector, AerCap Holdings NV's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where AerCap Holdings NV's Return-on-Tangible-Equity falls into.


MEX:AERN
62GF Score
AerCap Holdings NV MEX:AERN
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

AerCap Holdings NV Return-on-Tangible-Equity Calculation

AerCap Holdings NV's annualized Return-on-Tangible-Equity for the fiscal year that ended in Dec. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=67532.395/( (311062.015+297599.722 )/ 2 )
=67532.395/304330.8685
=22.19 %

AerCap Holdings NV's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=59012.3/( (297599.722+301185.257)/ 2 )
=59012.3/299392.4895
=19.71 %

* 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.

In the calculation of annual Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2026) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 19.71% mean?
AerCap Holdings NV (MEX:AERN) has a Return-on-Tangible-Equity of 19.71% as of Mar. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on AerCap Holdings NV and its competitors. This is 34% above median its historical median of 14.69. According to the industry distribution chart, AerCap Holdings NV ranks #271 out of 1009 companies in the Business Services industry, placing it in the top 26.9%.
Is AerCap Holdings NV's Return-on-Tangible-Equity too high?
AerCap Holdings NV's current Return-on-Tangible-Equity of 19.71% is 34% above median its 10-year median of 14.69. The Business Services industry median Return-on-Tangible-Equity is 10.57. AerCap Holdings NV's value of 19.71% is 86.5% above this industry median. Based on the distribution chart, AerCap Holdings NV ranks #271 out of 1009 companies in the Business Services industry, which is above the industry midpoint. 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 Return-on-Tangible-Equity compare to SUNB and UHAL?
According to the Business Services industry distribution chart, AerCap Holdings NV ranks #271 out of 1009 companies for Return-on-Tangible-Equity. This puts AerCap Holdings NV in the upper half of its industry. The industry median Return-on-Tangible-Equity is 10.57. AerCap Holdings NV's value of 19.71% is 86.5% above this benchmark. While the company's 10-year median is 14.69 vs. the industry median of 10.57, 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 Return-on-Tangible-Equity for a Business Services company?
The median Return-on-Tangible-Equity among Business Services companies is 10.57, based on 1,009 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AerCap Holdings NV's current Return-on-Tangible-Equity of 19.71% is 86.5% 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 Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on AerCap Holdings NV and its competitors. For the Business Services industry, the median Return-on-Tangible-Equity is 10.57 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AerCap Holdings NV's current Return-on-Tangible-Equity is 19.71%, which is 34% above median its own 10-year median of 14.69. 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 Return-on-Tangible-Equity is 19.71%, which is 34% above median its 10-year median of 14.69 and 86.5% above the Business Services industry median of 10.57. 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 Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For AerCap Holdings NV (MEX:AERN), the current Return-on-Tangible-Equity is 19.71% 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:

  • Return-on-Tangible-Equity: 19.71% (34% above median its 10-year median of 14.69)
  • GF Value™: MXN2,043.21 vs. price of MXN2,381.82 (16.6% above fair value)
  • GF Score™: 62/100 with 7 warning signs
  • Industry Position: 86.5% above the Business Services median (#271 of 1009)

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 Business Description

Other Exchanges AER:USAR1D:Germany
Address 65 Street Stephen's Green, AerCap House, Dublin, IRL, D02 YX20
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

Get the complete analysis for MEX:AERN

Return-on-Tangible-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN2,381.82
Price
MXN2,043.21
GF Value