AerCap Holdings N.V. Business Summary

AerCap Holdings N.V. (AER) is the global leader in aviation leasing, generating revenue primarily through long-term lease rentals, maintenance royalties, and the strategic sale of flight equipment. The company operates through a high-density business model focused on the leasing, financing, and management of commercial aircraft, engines, and helicopters. Its portfolio is diversified across three primary segments: AerCap Aviation, which manages a massive fleet of narrowbody and widebody aircraft; AerCap Engines, providing spare engine solutions; and Milestone Aviation, the world’s largest helicopter lessor. As of early 2026, AerCap maintains an unparalleled market position, dwarfing direct competitors such as Air Lease Corporation (ALC), Avolon, SMBC Aviation Capital, and BOC Aviation in both asset value and fleet scale following its transformative acquisitions of GECAS and ILFC. Leadership is spearheaded by CEO and Executive Director Aengus Kelly, who has led the company since 2011 and possesses a deep pedigree in aviation finance from his tenure at Guinness Peat Aviation (GPA) and KPMG. He is supported by CFO Peter Juhas, formerly the Global Head of Strategic Planning at AIG and a Managing Director at Morgan Stanley, and Chief Commercial Officer Peter Anderson, who oversees global marketing and execution. The technical operations are managed by CTO John Burke, while the Board of Directors is chaired by Paul T. Dacier. The company’s institutional backing is robust, with significant ownership stakes held by major global investors including T. Rowe Price, BlackRock, and State Street Corporation, reflecting its status as a cornerstone of the global aviation infrastructure.