AerCap Holdings NV (HAM:R1D) Tariff Resilience Score: 6/10 (As of Jul. 17, 2026)

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HAM:R1D AerCap Holdings NV HAM:R1D
65 GF Score
Price €128.90
GF Value €111.99
Valuation Modestly Overvalued
! 7 Warning Signs
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What is AerCap Holdings NV Tariff Resilience Score?

AerCap Holdings NV HAM:R1D +0.39% 65 Tariff Resilience Score is 6 as of Jul. 17, 2026. GuruFocus rates HAM:R1D with a GF Score™ of 65/100 and a GF Value™ of €111.99 (Modestly Overvalued). The stock has 7 warning signs investors should review. Among 1,087 Business Services companies, AerCap Holdings NV ranks better than 90.98% on this metric.

AerCap Holdings NV has the Tariff Resilience Score of 6, which implies that the company might have Average Resilient.

AerCap Holdings NV has AerCap's exposure to tariffs is moderate, as it leases aircraft globally. While tariffs on aircraft parts can affect costs, the company has a diversified customer base and can pass on some costs, providing resilience.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes AerCap Holdings NV might have Average Resilient.

AerCap Holdings NV  (HAM:R1D) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

AerCap Holdings NV Tariff Resilience Score Related Terms

HAM:R1D vs SUNB, UHAL, R: Tariff Resilience Score Comparison

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

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

* The bar in red indicates where AerCap Holdings NV's Tariff Resilience Score falls into.


HAM:R1D
65GF Score
AerCap Holdings NV HAM:R1D
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 6 mean?
AerCap Holdings NV (HAM:R1D) has a Tariff Resilience Score of 6 as of Jul. 17, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, AerCap Holdings NV ranks #98 out of 1087 companies in the Business Services industry, placing it in the top 9%.
Is AerCap Holdings NV's Tariff Resilience Score too high?
AerCap Holdings NV's current Tariff Resilience Score is 6. Based on the distribution chart, AerCap Holdings NV ranks #98 out of 1087 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 65/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does AerCap Holdings NV's Tariff Resilience Score compare to SUNB and UHAL?
According to the Business Services industry distribution chart, AerCap Holdings NV ranks #98 out of 1087 companies for Tariff Resilience Score. This places AerCap Holdings NV in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Business Services company?
A good Tariff Resilience Score depends on the Business Services industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. AerCap Holdings NV's current Tariff Resilience Score is 6. 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 (HAM:R1D) is currently considered Modestly Overvalued. The stock's GF Value™ is €111.99, compared to a current price of €128.90 — trading 15.1% above its estimated fair value. The current Tariff Resilience Score is 6. AerCap Holdings NV's overall GF Score™ is 65/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For AerCap Holdings NV (HAM:R1D), the current Tariff Resilience Score is 6 as of Jul. 17, 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 (HAM:R1D) Overvalued in 2026?

Based on GuruFocus' analysis, AerCap Holdings NV stock appears to be overvalued. The current stock price of €128.90 is trading 15.1% above its estimated GF Value™ of €111.99. GuruFocus considers AerCap Holdings NV to be Modestly Overvalued.

Key valuation signals for HAM:R1D:

  • Tariff Resilience Score: 6
  • GF Value™: €111.99 vs. price of €128.90 (15.1% above fair value)
  • GF Score™: 65/100 with 7 warning signs

No single metric tells the full story. See the HAM:R1D stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

AerCap Holdings NV Business Description

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.
65GF Score

Get the complete analysis for HAM:R1D

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€128.90
Price
€111.99
GF Value