The market expects AerCap (AER) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on ...

Core Insights - Herc Holdings (HRI) reported quarterly earnings of $1.87 per share, exceeding the Zacks Consensus Estimate of $1.29 per share, but down from $2.6 per share a year ago, indicating an earnings surprise of +44.96% [1] - The company posted revenues of $984 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 0.38%, but up from $848 million year-over-year [2] - The stock has underperformed the market, losing about 20.8% since the beginning of the year compared to the S&P 500's gain of 8.6% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $2.10 on revenues of $1.26 billion, and for the current fiscal year, it is $6.71 on revenues of $4.32 billion [7] - The estimate revisions trend for Herc Holdings was unfavorable prior to the earnings release, resulting in a Zacks Rank 5 (Strong Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Transportation - Equipment and Leasing industry, to which Herc Holdings belongs, is currently in the top 38% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

Company Overview - AerCap (AER) is expected to report a year-over-year decline in earnings, with a projected EPS of $2.81, reflecting a decrease of 6.6% compared to the previous year [3] - Revenue is anticipated to be $2.02 billion, which represents a 3.2% increase from the same quarter last year [3] Earnings Expectations - The earnings report is scheduled for July 30, and the stock price may react positively if the results exceed expectations, while a miss could lead to a decline [2] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] Earnings Surprise Prediction - The Most Accurate Estimate for AerCap is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.85%, suggesting a bearish outlook from analysts [12] - Despite the negative Earnings ESP, AerCap holds a Zacks Rank of 3, making it challenging to predict an earnings beat conclusively [12] Historical Performance - In the last reported quarter, AerCap exceeded the expected EPS of $2.69 by delivering $3.68, resulting in a surprise of +36.80% [13] - Over the past four quarters, AerCap has beaten consensus EPS estimates three times [14] Industry Context - In the Zacks Transportation - Equipment and Leasing industry, Herc Holdings (HRI) is expected to report an EPS of $1.29, reflecting a significant year-over-year decline of 50.4% [18] - Herc Holdings' revenue is projected to be $987.76 million, up 16.5% from the previous year, but the company has a negative Earnings ESP of 0% and a Zacks Rank of 5, indicating a challenging outlook [19][20]

Company Overview - AerCap (AER) is expected to report a year-over-year decline in earnings, with a projected EPS of $2.68, reflecting an 18.5% decrease, and revenues anticipated at $1.98 billion, down 1.9% from the previous year [3][12]. Earnings Expectations - The earnings report is scheduled for April 30, 2025, and the actual results will significantly influence the stock price, depending on whether they meet or exceed expectations [2][10]. - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4]. Earnings Surprise Prediction - AerCap has a positive Earnings ESP of +13.06%, suggesting analysts have recently become more optimistic about the company's earnings prospects [10]. - The stock currently holds a Zacks Rank of 3, indicating a likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, AerCap exceeded the expected EPS of $2.56 by delivering $3.31, resulting in a surprise of +29.30% [12]. - Over the past four quarters, AerCap has beaten consensus EPS estimates three times, showcasing a strong track record [13]. Industry Context - JetBlue Airways (JBLU), another player in the airline industry, is expected to report a loss of $0.61 per share, marking a 41.9% year-over-year decline, with revenues projected at $2.15 billion, down 2.7% [17]. - JetBlue's consensus EPS estimate has been revised down significantly by 520% over the last 30 days, yet it also has a positive Earnings ESP of 2.33%, indicating a potential to beat estimates [18].