AerCap Holdings NV (MEX:AERN) ROE %: 17.84% (As of Mar. 2026) — 44% 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 ROE %?

AerCap Holdings NV MEX:AERN 62 ROE % is 17.84% as of Mar. 2026, which is 44% above its 10-year median of 12.42. 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 1,058 Business Services companies, AerCap Holdings NV ranks better than 84.03% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. AerCap Holdings NV's annualized net income for the quarter that ended in Mar. 2026 was MXN59,012 Mil. AerCap Holdings NV's average Total Stockholders Equity over the quarter that ended in Mar. 2026 was MXN330,840 Mil. Therefore, AerCap Holdings NV's annualized ROE % for the quarter that ended in Mar. 2026 was 17.84%.

The historical rank and industry rank for AerCap Holdings NV's ROE % or its related term are showing as below:

MEX:AERN' s ROE % Range Over the Past 10 Years
Min: -4.44   Med: 12.42   Max: 21.81
Current: 21.81

During the past 13 years, AerCap Holdings NV's highest ROE % was 21.81%. The lowest was -4.44%. And the median was 12.42%.

MEX:AERN's ROE % is ranked better than
84.03% of 1058 companies
in the Business Services industry
Industry Median: 8.095 vs MEX:AERN: 21.81

AerCap Holdings NV  (MEX:AERN) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=59012.3/330840.257
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(59012.3 / 161697.564)*(161697.564 / 1289210.8325)*(1289210.8325 / 330840.257)
=Net Margin %*Asset Turnover*Equity Multiplier
=36.5 %*0.1254*3.8968
=ROA %*Equity Multiplier
=4.58 %*3.8968
=17.84 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2026 )
=Net Income/Total Stockholders Equity
=59012.3/330840.257
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (59012.3 / 64507.368) * (64507.368 / 64852.732) * (64852.732 / 161697.564) * (161697.564 / 1289210.8325) * (1289210.8325 / 330840.257)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.9148 * 0.9947 * 40.11 % * 0.1254 * 3.8968
=17.84 %

Note: The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % 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 ROE %s can be extremely high.


AerCap Holdings NV ROE % Related Terms


AerCap Holdings NV ROE % Historical Data

* Premium members only.

The historical data trend for AerCap Holdings NV's ROE % 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 ROE % Chart

AerCap Holdings NV Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.95 -4.33 17.87 13.68 19.62

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
ROE % 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 14.82 27.50 26.59 13.75 17.84

MEX:AERN vs SUNB, UHAL, R: ROE % Comparison

For the Rental & Leasing Services subindustry, AerCap Holdings NV's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Business Services Industry

For the Business Services industry and Industrials sector, AerCap Holdings NV's ROE % distribution charts can be found below:

* The bar in red indicates where AerCap Holdings NV's ROE % falls into.


MEX:AERN
62GF Score
AerCap Holdings NV MEX:AERN
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

AerCap Holdings NV ROE % Calculation

AerCap Holdings NV's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=67532.395/( (358397.342+329923.483)/ 2 )
=67532.395/344160.4125
=19.62 %

AerCap Holdings NV's annualized ROE % for the quarter that ended in Mar. 2026 is calculated as

ROE %=Net Income (Q: Mar. 2026 )/( (Total Stockholders Equity (Q: Dec. 2025 )+Total Stockholders Equity (Q: Mar. 2026 ))/ count )
=59012.3/( (329923.483+331757.031)/ 2 )
=59012.3/330840.257
=17.84 %

* 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 ROE %, the net income of the last fiscal year and the average total shareholder 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. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 17.84% mean?
AerCap Holdings NV (MEX:AERN) has a ROE % of 17.84% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on AerCap Holdings NV and its competitors. This is 44% above median its historical median of 12.42. According to the industry distribution chart, AerCap Holdings NV ranks #169 out of 1058 companies in the Business Services industry, placing it in the top 16%.
Is AerCap Holdings NV's ROE % too high?
AerCap Holdings NV's current ROE % of 17.84% is 44% above median its 10-year median of 12.42. The Business Services industry median ROE % is 8.10. AerCap Holdings NV's value of 17.84% is 120.4% above this industry median. Based on the distribution chart, AerCap Holdings NV ranks #169 out of 1058 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 ROE % compare to SUNB and UHAL?
According to the Business Services industry distribution chart, AerCap Holdings NV ranks #169 out of 1058 companies for ROE %. This places AerCap Holdings NV in the top 16% of its industry — outperforming the majority of peers. The industry median ROE % is 8.10. AerCap Holdings NV's value of 17.84% is 120.4% above this benchmark. While the company's 10-year median is 12.42 vs. the industry median of 8.10, 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 ROE % for a Business Services company?
The median ROE % among Business Services companies is 8.10, based on 1,058 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. AerCap Holdings NV's current ROE % of 17.84% is 120.4% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on AerCap Holdings NV and its competitors. For the Business Services industry, the median ROE % is 8.10 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. AerCap Holdings NV's current ROE % is 17.84%, which is 44% above median its own 10-year median of 12.42. 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 ROE % is 17.84%, which is 44% above median its 10-year median of 12.42 and 120.4% above the Business Services industry median of 8.10. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For AerCap Holdings NV (MEX:AERN), the current ROE % is 17.84% 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:

  • ROE %: 17.84% (44% above median its 10-year median of 12.42)
  • 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: 120.4% above the Business Services median (#169 of 1058)

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

ROE % 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