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]

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].