• In July 2025, AerCap Holdings N.V. delivered the first of twenty Airbus A321LR aircraft on lease to Etihad Airways, featuring custom luxury interiors and next-generation technology.
• This marks Etihad’s debut of the A321LR and demonstrates continued demand for AerCap’s new-generation, fuel-efficient aircraft among leading global airlines.
• We’ll now explore how AerCap’s milestone delivery to Etihad could influence its investment outlook and long-term lease growth prospects.

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AerCap Holdings Investment Narrative Recap

To be a shareholder in AerCap Holdings, you need to believe in sustained global air travel demand, ongoing fleet renewal among airlines, and AerCap’s ability to secure major leasing agreements for new-generation, fuel-efficient aircraft. The recent A321LR delivery to Etihad reinforces AerCap's competitive position in this area, but does not materially shift the near-term catalyst, successful execution on new lease agreements, nor does it resolve the biggest current risk, which remains economic uncertainty impacting airline leasing demand.

One recent announcement that ties directly to this news is AerCap’s joint venture talks with Air France Industries KLM E&M for LEAP engine leasing (June 2025). This move expands the company's footprint in next-generation engine leasing, directly complementing demand for newer, more efficient aircraft such as the A321LR and supporting AerCap's efforts to grow its revenue streams from modern technology assets.

However, investors should remain aware that, in contrast, ongoing economic uncertainty in key markets still threatens future airline leasing demand and could affect AerCap’s revenue if...

Read the full narrative on AerCap Holdings (it's free!)

AerCap Holdings' narrative projects $8.6 billion revenue and $2.2 billion earnings by 2028. This requires 2.1% yearly revenue growth and a $0.1 billion earnings increase from $2.1 billion today.

Uncover how AerCap Holdings' forecasts yield a $128.33 fair value, a 14% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided 2 fair value estimates ranging from as low as US$1.61 to as high as US$128.33. While opinions vary widely, the ongoing expansion of next-generation engine and aircraft leasing signals a focus on modern assets, a trend with broad implications for AerCap’s performance and long-term competitive standing.

Explore 2 other fair value estimates on AerCap Holdings - why the stock might be worth as much as 14% more than the current price!

Build Your Own AerCap Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your AerCap Holdings research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free AerCap Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AerCap Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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