AER
AerCap Holdings N.V.
There isn't enough reported data to score AER yet.
VRT
Vertiv Holdings Co
VRT's fundamentals are strong and it looks cheap: trading at 39x earnings, about half its usual 72x. Analysts expect strong earnings growth.
AER Fundamentals
| Metric | Status |
|---|---|
| Unavailable | |
| Strong | |
| Unavailable | |
| Weak |
AER's profitability is currently strong, but its balance sheet is weak. There isn't enough data to rate its revenue and cash flow.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
AER PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 5.8x | $123 | -30% |
| Fair | 7x | $150 | -15% |
| Current | 8.3x | $176 | — |
| Expensive | 8.4x | $178 | +1.1% |
| Forward | 9.4x | $176 | — |
Historical ranges are pointers, not guarantees.
AER's PE is 8.3x, but its earnings don't support one, so it isn't a reliable read right now.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over AER in the historical PE scenario, which offers more potential upside but is not a forecast.
AER Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect AER's earnings to grow and its profitability to improve, with its revenue holding steady.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
VRT has the edge over AER on the outlook, with more favorable revenue expectations.
AER Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $18.70 | -12% |
| Q4 2025 | $21.30 | +97% |
| Q2 2025 | $16.00 | +5.4% |
| Q4 2024 | $10.79 | -22% |
| Q2 2024 | $15.18 | +95% |
| Q4 2023 | $13.78 | +$16.80 |
| Q2 2023 | $7.80 | +$11.69 |
| Q4 2022 | -$3.02 | -145% |
| Q2 2022 | -$3.89 | -$1.17 |
AER earned $21.30 per share over the past year, up 55% from the year before.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over AER in the latest year-over-year earnings comparison.
AER Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q4 2025 | $4.6B | +13% |
| Q2 2025 | $4B | -0.3% |
| Q4 2024 | $4B | +6.1% |
| Q2 2024 | $4B | +4.9% |
| Q4 2023 | $3.8B | +6.7% |
| Q2 2023 | $3.8B | +9.5% |
| Q4 2022 | $3.6B | +23% |
| Q2 2022 | $3.5B | +49% |
AER's revenue has grown year over year for nine quarters in a row: $4.6B last quarter, up 20% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q4 2025 | 44% | -16 points |
| Q2 2025 | 53% | +26 points |
| Q4 2024 | 28% | +1.8 points |
| Q2 2024 | 29% | +85 points |
| Q4 2023 | 60% | +39 points |
| Q2 2023 | 27% | +2.7 points |
| Q4 2022 | 26% | +71 points |
| Q2 2022 | -56% | -80 points |
AER's operating margin was 44% last quarter, down 16 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over AER in the latest year-over-year revenue comparison.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT's operating margin was 23% last quarter, up 3.5 points from the same quarter a year ago, near the top of its range since 2020.
AER Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q4 2013 | -$1.1B | -$693.7M |
| Q4 2012 | -$394.2M | -$252.6M |
| Q4 2011 | -$141.6M | +$1.2B |
AER and VRT do not have enough comparable growth data to identify a winner.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT generated $3.1B in free cash flow over the past year, up 127% from the year before.
AER Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.7% | -4.9M shares |
| 1 year | -23% | -51.5M shares |
| 3 years | +27% | +37.7M shares |
| 5 years | +20% | +29.5M shares |
AER has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2012 | $320.1M |
| Q4 2011 | $100M |
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
AER Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q4 2025 | 6.3x | High |
| Q2 2025 | 7.4x | High |
| Q4 2024 | 9.1x | High |
| Q2 2024 | 7.5x | High |
| Q4 2023 | 7.8x | High |
| Q2 2023 | 10.4x | High |
| Q4 2022 | 32.4x | High |
| Q2 2022 | 55.9x | High |
AER's net debt is about 6.3 years of its operating earnings (EBITDA), down from 7.8 years a year ago.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has more cash than debt.
AER Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 74.3 | Overbought |
| Stochastic | 95.0 | Overbought |
AER's weekly RSI is 74 (overbought) and its Stochastic is 95 (overbought).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
AER PE vs Industrials Sector
| Metric | AER | Sector median | Relative |
|---|---|---|---|
| PE | 8.3x | 24x | 66% below |
| PE % | 82 | 58 | 24 pts above |
AER has the edge over VRT on valuation relative to its sector.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
AER Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $154.3 | 14% above |
| 20 week MA | $150.4 | 17% above |
| 50 week MA | $145.4 | 21% above |
| 100 week MA | $128.3 | 37% above |
| 200 week MA | $101.9 | 73% above |
AER has the edge over VRT on trend strength, trading above more of its moving averages.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
AER Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $61.7 | $43.5 | -29% |
| 2021 | $43.5 | $64.0 | +47% |
| 2022 | $64.0 | $56.7 | -11% |
| 2023 | $56.7 | $74.3 | +31% |
| 2024 | $74.3 | $95.5 | +28% |
| 2025 | $95.5 | $144.8 | +52% |
| 2026 YTD | $144.8 | $176.0 | +22% |
AER has finished higher in four of the last six years. It's up 22% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over AER on returns for 2026, with the stronger performance.