AerCap Holdings N.V. (AER) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$159.71 +2.72% NYSE • Public Delayed / 60s Snapshot

AerCap Holdings N.V. (AER) carries a Roarable Rating of C (Hold) with 64/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.

ROARABLE C • HOLD / WATCH Cap $24.66B
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
RQD QUANT TACHOMETERHOLD / WATCH • C
025507510064
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw D+ · Rk B+
Cash (10)Whales (10)SEC (16)Macro (16)CEO (12)
Each axis scored 0–20
12M PRICE TARGET CONE+2.7% Base Target
$194 Bull$164 Base$128 Bear
🔴 SUNDAY NIGHT PREP • 7:00 PM ET
WHALE OPTIONS TUG-OF-WAR:56% Call Buyers ($2.5M)
44% PutsMax Pain: $157.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How AER Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$5.01B (58.8% FCF Margin)
Revenue$8.52BGross Profit $3.75B (44%)Cost of Sales $4.77BOp Profit $3.75B (44%)OpEx (R&D/SG&A) $0Net Profit$3.75B (44%)Tax/Other $0

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $7.58B
FY24
Rev $8.00B
FY25
Rev $8.52B
Fiscal YearRevenueGross MarginOp MarginNet ProfitFree Cash FlowROIC %
FY 2025$8.52B44%52%$3.75B$5.01B8.5%
FY 2024$8.00B44%31%$2.10B$5.08B4.8%
FY 2023$7.58B44%48.8%$3.14B$4.92B35.7%
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk

Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring AER)

  • ✓Live walkthrough of AER's RQD Radar, SEC cash-conversion gap & downside levels
  • ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
  • ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
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AER // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +11.47%📐 HORIZONTAL RANGE
2026-10-30O $159.1H $159.8L $156.9C $158.5VOL 1.50M
RES: $165.2SUP: $130.9SMA50: $145.7SMA200: $144.6
$161.9$153.9$145.8$137.8$129.7RES $165.2SUP $130.9$158.52026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AER Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
-9.0%/yr Implied 5Y Growth

vs. +6.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on AER today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for AER. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for AER today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

AER Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

How profitable is AerCap Holdings N.V. (AER)?

In FY 2025 (10-K), AER converted $8.5B of revenue into a 44% gross margin, 44% operating margin, and $5.0B in free cash flow (58.8% FCF margin).