AER

AerCap Holdings N.V.

Industrial/Transportation


Presented:01/13/2016
Price:$36.10
Cap:$7.19B
Current Price:$97.14
Cap:$19.67B

Presented

Date01/13/2016
Price$36.10
Market Cap$7.19B
Ent Value$35.33B
P/E Ratio6.17x
Book Value$40.80
Div Yield0%
Shares O/S199.22M
Ave Daily Vol2,755,037
Short Int5.15%

Current

Price$97.14
Market Cap$19.67B
AerCap Holdings NV operates as an integrated aviation company, which is engaged in the leasing, financing, trading, sales and management of commercial aircraft and engines. It provides new or used commercial aircraft on operating lease from its existing fleet; and also provides aircraft owners, financiers, and investors with all asset services necessary to manage an aircraft portfolio. The company was founded in 1995 and is headquartered in Amsterdam, Netherlands.

Publicly traded companies mentioned herein: AerCap Holding NV (AER), Airbus Group SE (AIR FP), Air Lease Corp (AL), Boeing Co (BA), Delta Air Lines Inc (DAL)

Highlights

The presenter is short shares of AerCap (AER), expecting an impending cyclical downturn in the aerospace sector to have an outsized impact on the highly leveraged AER. AER’s high exposure to emerging markets could prove particularly troubling, and a lack of guaranteed future cash flow despite incoming orders could prove problematic should macroeconomic conditions begin to deteriorate further.

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Idea Discussion

Commentor 1 - 2 weeks ago

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