Dernières nouvelles pour AerCap Holdings (NYSE:AER) Stock

AerCap Holdings

AerCap Holdings NV is an aircraft leasing company. Its major 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. Through its subsidiary, the group also provides engine leasing, certified aircraft engines, airframes, and engine parts. Its geographical segments include China, United States, and Other countries.

AerCap Holdings NV

APPLIED ENERGETICS INC by Applied Energetics, Inc.

Applied Energetics Inc

Aergo - United States dollar

APPLIED ENERGETIC PFD A by Applied Energetics, Inc.

AQUILA EU RNWBLES INC FD by AQUILA EUROPEAN RENEWABLES INCOME FD

AER ENERGY RES INC by AER Energy Resources, Inc.

AER Energy Resources Inc

Aerodome Finance - United States dollar

Aerius International Inc

Aeries Technology, Inc. - Class A Ordinary Share

Aeries Technology Inc

On Friday, AerCap Holdings N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) announced that it has entered into a sale and leaseback agreement with TAAG Angola Airlines for one new Boeing Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) <a target="_blank" href="https://www.benzinga.com/pressreleases/24/12/n42457283/aercap-signs-lease-agreements-for-two-boeing-737-aircraft-with-aloula-aviation" rel="noreferrer noopener">787-9 aircraft</a>.
The aircraft is set to be delivered to TAAG in February 2025 as part of the airline's ongoing fleet modernization efforts.
This transaction marks a significant milestone, as AerCap becomes the first lessor to introduce the Boeing 787 to TAAG.
Aengus Kelly, CEO of AerCap, expressed enthusiasm about the new partnership, highlighting that the 787-9 will help TAAG expand its network across Africa, Europe, and Asia with one of the most fuel-efficient widebody aircraft available.
"As part of their fleet modernization program, the 787 will enable TAAG expand their network across&nbsp;Africa,&nbsp;Europe&nbsp;and&nbsp;Asia&nbsp;with one of the most fuel-efficient widebody aircraft on the market and support them in meeting customer demand," said Kelly.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/futures/24/12/42699993/us-stocks-to-open-lower-as-index-future-decline-analysts-remain-upbeat-about-santa-rally" rel="noreferrer noopener">US Stocks To Open Lower As Index Future Decline: Analysts Remain Upbeat About Santa Rally</a>
The aircraft's advanced technology and efficiency will support TAAG's growth and improve its ability to meet increasing customer demand.
The introduction of the Boeing 787-9 will also help TAAG optimize operational costs while offering greener environmental mobility solutions.
Earlier in December, AerCap signed lease agreements for two Boeing 737-800 aircraft. Mukamalah Aviation Company, a subsidiary of Aramco, will operate the aircraft to transport Aramco Group <a target="_blank" href="https://www.benzinga.com/pressreleases/24/12/n42457283/aercap-signs-lease-agreements-for-two-boeing-737-aircraft-with-aloula-aviation" rel="noreferrer noopener">passengers in Saudi Arabia.</a>
This further underscores AerCap's expanding presence in the aviation leasing market.
Price Action: AER shares are trading lower by 0.31% to $95.17&nbsp;at the last check on Friday.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/12/42678014/top-7-blue-chip-stocks-with-the-best-return-potential-going-into-2025" target="_blank" rel="noreferrer noopener">S&amp;P 500 Hits 57 All-Time Highs In Record-Breaking 2024: Magnificent 7 Drive 30% Of Nasdaq's Surge</a></li>
</ul>
Photo via Wikimedia Commons

Equities

News

Markets

Movers

General

AerCap Signs Sale and Leaseback Agreement for Boeing 787-9 with TAAG Angola Airlines to Support Fleet Modernization

The airline industry has taken off in 2024, outpacing even the high-flying tech sector. The U.S. Global Jets ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JETS#NYSE">JETS</a>), a fund that tracks the airline sector, is up 34% year-to-date as of Dec. 27, compared to the <a href="https://www.benzinga.com/tech">Nasdaq 100's 27% gain.</a>
This surge reflects robust demand for premium travel, strategic operational shifts, and booming holiday traffic.
<h3 class="wp-block-heading">Travel Frenzy Lifts Airline ETF</h3>
Thanksgiving marked a pivotal moment for airline stocks this year. Over the six-day travel period, the TSA screened an estimated 18.3 million passengers—a 6% increase from 2023—pushing the JETS ETF up nearly 6% for November. 
"As a pure consumer play, JETS is a way for investors to capitalize on peak holiday travel, which is expected to see records this year," recently said Kent Thune, research analyst at ETF.com. 
The expert attributed the ETF's recent gains to declining fuel costs and strong seasonal demand. Since August, the JETS ETF has outperformed the tech-heavy Invesco QQQ Trust, Series 1 (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) by robust 31 percentage points. 
JETS' portfolio is heavily weighted toward U.S. airlines with 70% stake, including a 10% weight in American Airlines Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAL#NASDAQ">AAL</a>) and 8.5% in budget carrier Southwest Airlines Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LUV#NYSE">LUV</a>). The ETF also holds smaller positions in Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>), Expedia Group Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EXPE#NASDAQ">EXPE</a>), and TripAdvisor Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRIP#NASDAQ">TRIP</a>).
<h3 class="wp-block-heading">Premium Demand Redefines Industry</h3>
Delta Air Lines Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DAL#NYSE">DAL</a>) and United Airlines Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UAL#NASDAQ">UAL</a>), the second and fourth-largest U.S. carriers by market share, have been standout performers, surging 53% and 140% respectively this year. Together, they account for over 26% of JETS' holdings. 
Despite facing cost pressures from rising pilot salaries and maintenance expenses, the airlines have thrived thanks to booming demand for premium travel options. Delta recently revealed plans to expand high-end services, projecting premium ticket revenues will surpass main cabin sales—a trend reshaping the industry's profit dynamics.
"Premium revenue trends have outpaced main cabin over the last several years," Catharine O'Brien, an analyst at Goldman Sachs, said.
"Airlines have disaggregated premium demand to serve more segments of premium demand from premium economy seats in the main cabin to lie flat business class, with premium international economy and domestic first class in between,&#8221; she said. 
The analyst indicated that airlines with exposure to premium travel and strategic capacity improvements, including Delta, Alaska Air Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALK#NYSE">ALK</a>), and United, are expected to outperform next year. 
<h3 class="wp-block-heading">Chart: Airline Stocks Have Outpaced Large-Cap Tech In 2024</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="557" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/27105255/image-221-1024x557.png" alt="" class="wp-image-709443" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/27105255/image-221-1024x557.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/27105255/image-221-300x163.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/27105255/image-221-768x418.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/27105255/image-221-1536x835.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/27105255/image-221.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h3 class="wp-block-heading">Leasing Market Tailwinds</h3>
Aircraft lessors like AerCap Holdings N.V. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) and Air Lease Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AL#NYSE">AL</a>) are also benefiting from tight supply and strong demand. 
According to Goldman Sachs, higher lease extensions and gains on sales are boosting profitability, with analyst forecasting improved returns on equity for lessors in 2025.
&#8220;Looking into 2025, we expect many of the same themes to persist, with the drivers of aircraft availability mixed and unit cost inflation continuing, but decelerating,&#8221; O&#8217;Brien said. 
Read Now: 
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<li><a href="https://www.benzinga.com/news/large-cap/24/12/42668623/american-airlines-resolves-nationwide-flight-grounding-on-christmas-eve-shares-rebound-after-brief-selloff">American Airlines Lifts Christmas Eve Grounding, Shares Bounce Back</a></li>
</ul>
Image: Shutterstock

Analyst Color

Large Cap

Sector ETFs

Broad U.S. Equity ETFs

Travel

Economics

Tech

ETFs

EXPE

JETS

TRIP

Airline Stocks Outperform Tech In 2024: Holiday Travel 'Expected To See Records This Year'

AerCap Holdings Inks Sale And Leaseback Agreement For One New Boeing 787-9 Aircraft With TAAG Angola Airlines, Aircraft Is Scheduled To Deliver To TAAG In February 2025

The aircraft will be operated by Mukamalah Aviation Company (a wholly owned subsidiary of Aramco), operating under the brand name "Aloula Aviation," for the transportation of Aramco Group passengers in Saudi Arabia.

AerCap Signs Lease Agreements With Aramco Subsidiary For Two Boeing 737-800 Aircraft

Goldman Sachs analyst Catherine O'Brien reinstates AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) with a Buy and announces $119 price target.

Price Target

Initiation

Analyst Ratings

Goldman Sachs Reinstates Buy on AerCap Holdings, Announces $119 Price Target

Every quarter, I track the 13F filings at the SEC. These are the reports filed by money managers of all stripes that show what the funds owned during the most recent quarter. When you compare the current list to the prior quarter, you come away with a clear picture of what institutions are buying for their customers and themselves.
When I started in the business, it took several days past the deadline to get a copy of the filings. I would go through the current and previous filings with a ruler and a yellow highlighter to track the changes. It was laborious but profitable. Today, the filings are made available instantly, and the portfolios and changes are posted to the internet instantly.
The Thundering Herd of Wall Street and the Instant Experts of the Internet will flock to read the filings of the best-known money managers and investors. Obviously, Warren Buffett gets a lot of attention. So do Carl Icahn and Cathie Wood. Bill Ackman also garners some attention. The number of people who dig deeper to find managers that are doing business away from the spotlights and consistently delivering high returns is small.
The famous investors are famous because they did well over time. However, they now manage billions of dollars, and their opportunity set is limited to large-cap stocks. You can do okay with their stocks, but if you want better than okay, you have to dig deeper.
If you joined the circus of Buffettology and just owned the top 20 holdings of Berkshire Hathaway for the last 10 years, you have earned about half the return of the S&amp;P 500. You did much worse as an Icahn clone investor. A very small portion of Klarman&#8217;s fund is invested in stocks these days as he finds bargains in other asset classes like debt and real estate. The stocks Baupost Fund has purchased have not been big winners for the most part.
If you could make the same derivatives bets Bill Ackman made when he made them, you would have done pretty well. If you just bought the stocks he did, you would have lagged the indexes. If you bought the top 20 stocks held by Donald Smith and Company, you would have crushed the market over the last decade. You would have crushed the market for over 20 years cloning this unknown investment firm.
You would have never owned the most exciting stocks. About half the time, you would have trailed the index in a given calendar year. In the years you outperformed, you outperformed by a massive margin.
This approach is incredibly boring.
Donald Smith and Company focuses on the bottom 10% of the stock market as measured by price-to-book value. They narrow the universe down to the cheapest ones and buy the ones they think have the highest potential for recovery. They have done that for over 40 years with exceptional results. Elections, crashes, melt-ups, and meltdowns have come and gone, and this firm just keeps its head down and buys cheap stocks.
As it turns out, boring is profitable.
Founder Donald Smith passed away in 2019, but his associates have kept the firm going with the same mission. The top 20 holdings contain no tech stocks. They do not even own a single tech stock or uranium miner. Donald Smith and Company owns some insurance companies, energy firms, homebuilders, REITs, and even steel companies.
Using their 13F filings to manage your portfolio or find ideas would have delivered market-beating returns that grew your wealth at a much faster pace than owning an index fund. $10,000 invested in the index with dividends reinvested would have piled up to a total of about $67,300. Shamelessly cloning the Donald Smith and Company portfolio would have given you over $151,000.
Today is the deadline for 13F filings covering holdings on September 30, 2024. The Instant Experts and talking heads will be out discussing what the famous investors have been doing. The key is to focus on what the investors who are still crushing the market are doing. We will talk more about this idea over the next week. For now, here are the top 20 stocks owned by Donald Smith and Company as of the end of the third quarter:

<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Aercap holdings</td>
<td>(Ticker: AER)</td>
</tr>
<tr>
<td>Eldorado Gold</td>
<td>(Ticker: EGO)</td>
</tr>
<tr>
<td>M/i &nbsp;Homes</td>
<td>(Ticker: MHO)</td>
</tr>
<tr>
<td>Jackson Financial</td>
<td>(Ticker: JXN)</td>
</tr>
<tr>
<td>Unum</td>
<td>(Ticker: UNM)</td>
</tr>
<tr>
<td>Genworth</td>
<td>(Ticker: GNW)</td>
</tr>
<tr>
<td>US Steel</td>
<td>(Ticker: X)</td>
</tr>
<tr>
<td>Iamgold</td>
<td>(Ticker: IAG)</td>
</tr>
<tr>
<td>Civitas</td>
<td>(Ticker: CIVI)</td>
</tr>
<tr>
<td>Taylor Morrison Homes</td>
<td>(Ticker: TMHC)</td>
</tr>
<tr>
<td>Howard Hughes Corporation</td>
<td>(Ticker: HHH)</td>
</tr>
<tr>
<td>Corebridge</td>
<td>(Ticker: CRBG)</td>
</tr>
<tr>
<td>Golar LNG</td>
<td>(Ticker: GLNG)</td>
</tr>
<tr>
<td>Park Hotles and Resorts</td>
<td>(Ticker: PK)</td>
</tr>
<tr>
<td>Equinox Gold</td>
<td>(Ticker: EQX)</td>
</tr>
<tr>
<td>Beazer Homes</td>
<td>(Ticker: BZH)</td>
</tr>
<tr>
<td>Siriuspoint ltd</td>
<td>(Ticker: SPNT)</td>
</tr>
<tr>
<td>Radian Group</td>
<td>(Ticker: RDN)</td>
</tr>
<tr>
<td>Ternium</td>
<td>(Ticker: TX)</td>
</tr>
<tr>
<td>Ally Financial</td>
<td>(Ticker: ALLY)</td>
</tr>
</tbody>
</table>
</figure>

Opinion

ALLY

CIVI

GLNG

SPNT

TMHC

C-Suite Buys of the Week: November 14, 2024

AerCap CEO Says We Have Not Taken Delivery Of Any Max Aircraft Since Boeing Strike Began; We Have So Far Pushed Eight Max Aircraft From 2024 Into 2025 And Subsequently Into 2026

<ul>
<li>Increased full-year 2024 adjusted earnings per share guidance from approximately $10.25 to approximately $10.70, not including any gains on sale for the fourth quarter of 2024.</li>
</ul>

Guidance

AerCap Holdings Raised FY24 Adj. EPS Guidance To $10.70 (Prior $10.25) Vs. $11.24 Est.

Earnings

Earnings Misses

AerCap Holdings Q3 2024 Adj. EPS $2.41, Inline, Sales $1.767B Miss $1.919B Estimate

AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) has outperformed the market over the past 15 years by 5.49% on an annualized basis producing an average annual return of 17.55%. Currently, AerCap Holdings has a market capitalization of $18.75 billion. 
Buying $100 In AER: If an investor had bought $100 of AER stock 15 years ago, it would be worth $1,148.91 today based on a price of $96.09 for AER at the time of writing.
<h3>AerCap Holdings's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1730210417_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Trading Ideas

Here's How Much $100 Invested In AerCap Holdings 15 Years Ago Would Be Worth Today

Deutsche Bank analyst Koosh Patel maintains AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) with a Buy and raises the price target from $110 to $115.

Deutsche Bank Maintains Buy on AerCap Holdings, Raises Price Target to $115

AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) has outperformed the market over the past 15 years by 5.37% on an annualized basis producing an average annual return of 17.15%. Currently, AerCap Holdings has a market capitalization of $18.34 billion. 
Buying $100 In AER: If an investor had bought $100 of AER stock 15 years ago, it would be worth $1,066.52 today based on a price of $93.98 for AER at the time of writing.
<h3>AerCap Holdings's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1728318617_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning AerCap Holdings Stock In The Last 15 Years

AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) today announced that it has signed lease agreements with Azerbaijan Airlines ("AZAL") for six new Airbus CFM LEAP powered aircraft, including three A320neos and three A321neos which are scheduled to deliver in 2026.
The lease agreements were signed by Samir Rzayev, President of Azerbaijan Airlines CJSC, and Peter Anderson, Chief Commercial Officer of AerCap.
"AerCap is delighted to welcome AZAL as a new customer and support them with their ongoing fleet and network expansion," said Peter Anderson, the Chief Commercial Officer of AerCap. "The A320neo and A321neo are among the most desirable and in-demand aircraft in the world and will not only enable AZAL to serve more customers across more destinations but will also support their commitment to modernizing their fleet with the most technologically advanced fuel-efficient aircraft on the market. We wish the AZAL team every success with their expansion plans and look forward to a long and successful partnership."
"The signing of these six leases significantly expands our fleet replacement, in particular with the popular A321neo. These aircraft are intended to meet the evolving needs of our passengers, providing them with maximum comfort and convenience, while also contributing to the expansion of our airline's route network. We aim to create better travel opportunities and meet customer expectations by opening new destinations and improving service quality. In addition, the document signed with a major company like AerCap further demonstrates AZAL's strong credibility in the international aviation market," said Samir Rzayev, AZAL President.

AerCap Signs Lease with Azerbaijan Airlines for Six New Airbus A320neo and A321neo Aircraft

AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) has outperformed the market over the past 15 years by 5.46% on an annualized basis producing an average annual return of 17.33%. Currently, AerCap Holdings has a market capitalization of $18.27 billion. 
Buying $1000 In AER: If an investor had bought $1000 of AER stock 15 years ago, it would be worth $10,676.17 today based on a price of $93.63 for AER at the time of writing.
<h3>AerCap Holdings's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1727814658_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

With earnings season winding down, Chris Ballard, managing director at Check Capital Management, shared his exclusive insights on the companies that have caught his attention for their stellar performance <a href="https://www.benzinga.com/earnings">and growth potential</a>.
Here are his top stock picks based on their latest earnings results:
<h1 class="wp-block-heading">Alphabet Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>)</h1>
Alphabet continues to stand out in Ballard&#8217;s view, delivering impressive growth across key segments. 
&#8220;Search revenues were up 14%, with expanding margins, and YouTube Ads grew 13%, making it the most streamed TV service in the U.S.,&#8221; he noted. 
Google Cloud&#8217;s quarterly revenue milestone of $10 billion also adds to the tech giant's appeal. 
Despite the U.S. government's public scrutiny, Ballard emphasized Alphabet&#8217;s robust cash generation and clean balance sheet, making it a compelling choice for long-term investors.
<h1 class="wp-block-heading">First Citizens BancShares Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FCNCA#NASDAQ">FCNCA</a>)</h1>
Ballard also highlighted First Citizens BancShares as a notable performer. 
&#8220;It's one of the best banks in the nation, with returns on assets at 1.4% and return on equity at 14.1%,&#8221; he explained. 
What sets First Citizens apart is its ability to achieve these results with less risk, avoiding complex global trading and derivative transactions, noted Ballard. Their simple strategy of taking low-cost deposits and lending to safe borrowers has been the key to their success.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/40937291/bank-stocks-hit-inflection-point-after-feds-50-basis-point-cut-analyst-reveal-top-p">Bank Stocks Hit Inflection Point After Fed&#8217;s 50 Basis Point Cut, Analyst Reveals Top Picks</a>
<h1 class="wp-block-heading">AerCap Holdings NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>)</h1>
In the aviation leasing space, Ballard praised AerCap for its strong results and raised guidance. 
&#8220;Gus Kelly's strategy of selling assets at a premium and buying back stock at a discount continues to drive value,&#8221; Ballard noted. AerCap's earnings have surged, boosting their per-share book value by 25% over the past year. Despite a 50% rise in the stock price, Ballard still sees it as attractively valued.
When asked about sector performance and reacting to negative earnings reports like FedEx's, Ballard emphasized a long-term approach. 
"We don't make knee-jerk reactions. If the issues are macroeconomic, we hold our position. FedEx has ambitious cost-cutting initiatives that will likely drive future growth."
For investors looking to capitalize on post-earnings moves, Ballard suggests focusing on companies with strong fundamentals and not being swayed by market noise.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/government/24/09/41028133/could-visa-rebound-like-alphabet-doj-lawsuit-weighs-on-stock-but-opportunity-looms">Could Visa Rebound Like Alphabet? DOJ Lawsuit Weighs On Stock, But Opportunity Looms</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Hedge Funds

Exclusives

Interview

FCNCA

GOOG

GOOGL

EXCLUSIVE: Alphabet, AerCap, First Citizens: Asset Manager's Trio Of Post-Earnings Bets

WIIM

ACHR

AZUL

BEEM

CENX

EVTL

FLNC

GTLS

JCSE

JOBY

KALU

LICY

MVST

NRGV

PLUG

RKLB

RYAAY

SCCO

SKIL

SPXC

STLD

TORO

VALE

Shares of companies in the broader industrial space are trading higher following the Fed's announcement to cut rates by 50 basis points yesterday, which could support investment and economic growth.

AerCap shares are trading higher after the company announced a $500 million share repurchase program.

Buybacks

AerCap Holdings Plans New $500M Share Repurchase Program, Which Will Run Through March 31, 2025

AerCap Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AER#NYSE">AER</a>) has outperformed the market over the past 15 years by 4.97% on an annualized basis producing an average annual return of 16.66%. Currently, AerCap Holdings has a market capitalization of $18.14 billion. 
Buying $1000 In AER: If an investor had bought $1000 of AER stock 15 years ago, it would be worth $10,222.25 today based on a price of $92.95 for AER at the time of writing.
<h3>AerCap Holdings's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1725559215_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 15 Years Ago, You Would Have $10,000 Today

AerCap Ireland Capital Designated Activity Company and AerCap Global Aviation Trust (together, the "Issuers"), each a wholly-owned subsidiary of AerCap Holdings N.V. ("AerCap" or the "Company"), priced an offering of senior notes, consisting of $1,300 million aggregate principal amount of the Issuers' 4.625% Senior Notes due 2029 (the "2029 Notes") and $1,100 million aggregate principal amount of the Issuers' 4.950% Senior Notes due 2034 (the "2034 Notes" and, together with the 2029 Notes, the "Notes"). The Notes will be fully and unconditionally guaranteed on a senior unsecured basis by the Company and certain other subsidiaries of the Company.
The Issuers intend to use the net proceeds from the Notes for general corporate purposes, including to acquire, invest in, finance or refinance aircraft assets and to repay indebtedness.
RBC Capital Markets, Wells Fargo Securities, BofA Securities, HSBC, Fifth Third Securities and SOCIETE GENERALE are serving as joint book-running managers for the underwritten public offering.

Offerings

AerCap Holdings N.V. Announces Pricing Of $2.4B Aggregate Principal Amount Of Senior Notes

AerCap resumed with a Buy at Goldman Sachs

The logistics and shipping market is poised for robust growth, fueled by rising e-commerce, normalizing supply chains, and technological advancements. Amid this backdrop, can FedEx Corporation (FDX), with its dominant industry position, deliver strong returns for investors in 2025? Continue to read… The global logistics and shipping market is on an upward rise owing to technological advancements, globalization, integration, new legislation, and alliances. Moreover, slowly normalizing supply chains, rising e-commerce popularity, and overall optimism due to the incoming holiday season have hugely contributed to the sector's growth.
The global freight &amp; logistics market is forecast to grow to $18.69 billion by 2026 at a <a href="https://www.benchmarkintl.com/insights/2024-global-transportation-logistics-industry-report/">CAGR of 4.4%</a>. As international shipping and e-commerce services gain momentum, opportunities for FedEx Corporation (<a href="https://stocknews.com/stock/FDX/">FDX</a>) are poised to expand significantly.
FDX has established itself as a leader in the transportation and logistics industry, offering a wide range of services such as supply chain management, air and ocean freight forwarding, specialty transportation, customs brokerage, and third-party logistics.
The company's commitment to innovation and enhancing customer experiences has further strengthened its market position. This progress is reflected in its stock performance, which has demonstrated remarkable growth, climbing 13.2% over the past six months to close at $280.68 in the last trading session.
So, let's dive into the factors that could shape FDX's performance in the near future.
Recent Developments
On November 14, FDX <a href="https://newsroom.fedex.com/newsroom/global-english/fedex-ready-to-meet-demands-of-the-holiday-shipping-season">announced new enhanced visibility tools</a> for secure package delivery to meet the demands of the holiday shipping season. By introducing new features like Map View and Picture Proof of Delivery Attempt (PPODA), to its FedEx Mobile app, the company is readily advancing its shipping systems to meet its customers' growing demands.
With these innovations in place, FDX is set to enhance its position as an industry leader in the shipping market by providing faster, secure, and efficient shipments for its customers.
On October 30, FDX <a href="https://newsroom.fedex.com/newsroom/global-english/fedex-unveils-new-automated-sorting-facility-at-memphis-world-hub">announced the unveiling</a> of a new, state-of-the-art, automated sorting facility at the Memphis World Hub. Equipped with 1.3 million square feet across four levels and 11 miles of conveyor belt, this facility can sort 56,000 packages per hour.
By developing its portfolio of operations, FDX is set to gain massive efficiency and faster delivery times for its customers and enhance its growth prospects by increasing customer confidence.
Sound Historical Growth
Over the past five years, FDX has demonstrated consistent growth across key financial metrics. Its revenue grew at a CAGR of 4.7%, while EBITDA rose by 17.2%. Operational income (EBIT) and total assets expanded at CAGRs of 34.5% and 4.8%, respectively.
Notably, net income surged at a CAGR of 55.2%, and EPS climbed even higher at 56.9%, showcasing robust profitability. The sustained performance underscores FDX's strong growth trajectory and its ability to deliver solid results over time.
Disappointing Financials
For the fiscal 2025 first quarter that ended August 31, 2024, FDX's total revenue marginally declined year-over-year to $21.58 billion. Its total operating income decreased 27.3% from the year-ago value to $1.08 billion.
Additionally, the company's net income and EPS came in at $794 million and $3.21, down 26.3% and 24.1% from the prior year's quarter, respectively. As of August 31, 2024, FDX's cash and cash equivalents amounted to $5.94 billion, compared to $6.50 billion on May 31, 2024.
High Profitability
FDX's trailing-12-month ROCE of 15.05% is 13.5% higher than the industry average of 13.26%. Its trailing-12-month CAPEX/Sales stands at 5.31%, 85.1% higher than the industry average of 2.87%. Additionally, FDX's trailing-12-month <a href="https://www.investopedia.com/terms/a/assetturnover.asp">asset turnover ratio</a> of 1.01x outperforms the industry average of 0.78x by 28.9%.
Furthermore, the stock's trailing-12-month cash from operations is $7.27 billion, significantly higher than the $340.87 million sector average.
Mixed Analyst Estimates
Analysts predict FDX's revenue and EPS for the fiscal 2025 second quarter that ended November 2024 to marginally decrease year-over-year to $22.13 billion and $3.97, respectively.
However, the company's revenue for the fiscal year ending May 2025 is expected to rise marginally year-over-year to $88.51 billion. In addition, its EPS for the current fiscal year is expected to increase 9.9% from the prior year to $19.56.
Looking further ahead to the next fiscal year ending in May 2026, FDX is projected to see additional growth, with revenue and EPS forecasted to rise by 4.5% and 17.9% from the previous year to reach $92.44 billion and $23.06, respectively.
POWR Ratings Reflects Uncertainty
FDX's mixed fundamentals are reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The POWR Ratings are calculated by taking into account 118 different factors, with each factor weighted to an optimal degree. Our proprietary rating system also evaluates each stock based on eight distinct categories.
FDX earns a B grade for Quality, supported by profitability metrics exceeding the industry average. However, its C grade for Sentiment reflects the uncertainty in analyst estimates. Additionally, a C grade for Stability, paired with a 60-month beta of 1.20, indicates higher-than-average market volatility.
Within the <a href="https://stocknews.com/category/air-freight-shipping/">Air Freight &amp; Shipping Services</a> industry, FDX is ranked #6 out of 15 stocks. Beyond what is stated above, we have also given FDX grades for Momentum, Growth, and Value. Get all FDX ratings <a href="https://stocknews.com/stock/FDX/">here</a>.
Bottom Line
The shipping and transportation industry has benefited from normalized supply chains, expanding e-commerce, and technological advancements. While FDX holds a strong position for long-term growth, its mixed analyst estimates and higher volatility suggest it may be wise to wait for a better entry point in the stock.
How Does FedEx Corporation (FDX) Stack Up Against Its Peers?
Amid the uncertainty surrounding FDX's near-term prospects, its potential to outperform in the coming weeks appears uncertain. Meanwhile, several industry peers stand out with much more impressive POWR Ratings. So, consider these B-rated (Buy) stocks from the Air Freight &amp; Shipping Services industry:
United Parcel Service Inc. (<a href="https://stocknews.com/stock/UPS/">UPS</a>)
AerCap Holdings N.V. (<a href="https://stocknews.com/stock/AER/">AER</a>)
Radiant Logistics, Inc. (<a href="https://stocknews.com/stock/RLGT/">RLGT</a>)
To explore more A or B-rated Air Freight &amp; Shipping Services stocks, <a href="https://stocknews.com/category/air-freight-shipping/">click here</a>.
What To Do Next?
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FDX shares closed at $280.68 on Friday, up $1.26 (+0.45%). Year-to-date, FDX has gained 12.67%, versus a 29.08% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Aanchal Sugandh</h2> <img src='https:/wp-content/uploads/2022/12/Aanchal-Sugandh_Headshot.jpg' style="float:left; padding:5px;width:125px;">Aanchal's passion for financial markets drives her work as an investment analyst and journalist. She earned her bachelor's degree in finance and is pursuing the CFA program.

She is proficient at assessing the long-term prospects of stocks with her fundamental analysis skills. Her goal is to help investors build portfolios with sustainable returns.<a href="https://stocknews.com/authors/?author=aanchal-sugandh">More...</a>The post <a href=https://stocknews.com/news/fdx-ups-aer-rlgt-can-fedex-deliver-strong-returns-for-investors-in-2025/>Can FedEx Deliver Strong Returns for Investors in 2025?</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

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Press Releases

AerCap Holdings N.V. Announces Pricing of $2.4 Billion Aggregate Principal Amount of Senior Notes

AerCap Holdings N.V. Announces New $500 Million Share Repurchase Program

AerCap Signs Lease Agreements with New Customer Azerbaijan Airlines for Six New Airbus A320NEO Family Aircraft

AerCap Holdings N.V. Announces Closing of $500 Million Inaugural Sukuk Issuance

Contracts

AerCap Leased, Purchased and Sold 226 Assets in the Third Quarter 2024 and Signed Financing Transactions for Approximately $10.5 Billion

AerCap Holdings N.V. to Release Third Quarter 2024 Financial Results on October 30, 2024

AerCap Holdings N.V. Reports Financial Results for the Third Quarter 2024

AerCap Holdings N.V. Announces Filing of Interim Financial Report for the Third Quarter of 2024

AerCap Signs Lease Agreements for Two Boeing 737 Aircraft with Aloula Aviation

AerCap Signs Sale and Leaseback Agreement for One New Boeing 787-9 Aircraft with New Customer TAAG Angola Airlines

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