AerCap Holdings (AER) — Research Summary as of August 8, 2026

Recent Key Catalysts (Last ~1–3 Months)

Q1 2026 Earnings & Dividend: AerCap reported strong Q1 2026 results with higher revenue, net income, and earnings per share [1]. The board maintained its US$0.40 quarterly cash dividend, which was seen as a signal of robust cash generation and a disciplined leverage profile [1]. The company also held its Q1 2026 earnings call, drawing attention from analysts including Morgan Stanley's Kristine Liwag, who notably lowered her price target on AER from $160 to $155 [7].