Aercap Holdings (AER)

AerCap’s portfolio spans passenger aircraft, freighters and engines used by global, regional and low-cost carriers. Its scale gives it an important role in the airline industry, where leasing is a common way for carriers to manage fleet growth, replace older aircraft and preserve balance-sheet flexibility. The company also buys and sells aircraft, arranges financing, and manages assets for joint ventures, securitization vehicles and third-party investors.

In addition to aircraft leasing, AerCap operates in engine leasing and provides certified aircraft engines, airframes and engine parts through subsidiaries. This broad exposure allows it to participate across multiple parts of the aviation asset life cycle, from new aircraft delivery to mid-life leasing, parts support and eventual asset disposition.

The business is closely tied to long-term air travel demand, airline profitability, aircraft supply dynamics and interest rates. AerCap’s distinctive position comes from the size and diversity of its fleet, its relationships with airlines and manufacturers, and its ability to manage highly valuable aviation equipment across economic cycles.