AerCap (AER) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Core Insights - AerCap (AER) is expected to report a year-over-year increase in earnings driven by higher revenues, with a consensus EPS estimate of $3.12, reflecting a +29.5% change [3][12] - Revenues are anticipated to reach $2 billion, marking a 2.5% increase from the previous year [3] - The earnings report is scheduled for October 29, and stock price movements will depend on whether actual results meet or exceed these expectations [2][12] Earnings Estimates and Revisions - The consensus EPS estimate has been revised 0.6% higher in the last 30 days, indicating a slight positive sentiment among analysts [4] - AerCap's Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -0.16%, suggesting a bearish outlook from analysts [12] - Despite the negative Earnings ESP, AerCap holds a Zacks Rank of 2 (Buy), complicating predictions of an earnings beat [12] Historical Performance - In the last reported quarter, AerCap exceeded the consensus EPS estimate of $2.75 by delivering $2.83, resulting in a surprise of +2.91% [13] - Over the past four quarters, AerCap has beaten consensus EPS estimates three times [14] Industry Context - Herc Holdings (HRI), another player in the transportation equipment and leasing industry, is expected to report an EPS of $1.83, reflecting a year-over-year decline of -57.9% [18] - Revenues for Herc Holdings are projected at $1.29 billion, a 33.6% increase from the previous year, but the company has a Zacks Rank of 4 (Sell), indicating challenges in beating consensus estimates [19][20]