AerCap Holdings N.V.

Aercap Holdings is an integrated global aviation company engaged in aircraft leasing. Co. acquires aviation assets at attractive prices, lease the assets to suitable lessees, and manage the funding and other lease related costs efficiently. Co. also provides aircraft management services. Co. operates its business on a global basis, providing aircraft to customers in every major geographical region. As of Dec 31 2017, Co. owned 980 aircraft and managed 113 aircraft.
  • TickerA0LFB3
  • ISINNL0000687663
  • SectorIndustrial Transportation
  • CountryNetherlands

Analysts

Expert Corporate Governance Service (ECGS)

Aercap Holdings - AGM 25 April 2019

In general, Aercap Holdings ("Aercap") is in compliance with the Dutch regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 6, discharge of the board of directors is sought. Although ECGS has not identified any governance concerns that would lead it not to support the discharge, the level of transparency of the Company's remuneration report is below all standards. Since there is no vote on the remuneration policy and/or report at this AGM, the discharge of the board of directors is the most appropriate agenda item to express the above concerns. Acc...

ValuEngine Rating and Forecast Report for AER

ValuEngine Rating and Forecast Report for AER

ValuEngine Rating and Forecast Report for AER

ValuEngine Rating and Forecast Report for AER

Valens Research

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Valens Research

AER - Embedded Expectations Analysis - 2018 10 09

AerCap Holdings N.V. (AER:USA) currently trades above historical averages relative to UAFRS-based (Uniform) Earnings, with a 20.0x Uniform P/E. However, even at these levels, the market has bearish expectations for the firm, and management has concerns about demand in China and production issues Specifically, management may be concerned about weakening currencies affecting demand in certain segments, particularly in China, and that the vast majority of their aircraft sales for FY 2018 have occurred in H1. Furthermore, they may have concerns about the problems with the Package C engines design...

ValuEngine Rating and Forecast Report for AER

ValuEngine Rating and Forecast Report for AER

ValuEngine Rating and Forecast Report for AER

ValuEngine Rating and Forecast Report for AER

ValuEngine Rating and Forecast Report for AER

ValuEngine Rating and Forecast Report for AER

ValuEngine Rating and Forecast Report for AER

ValuEngine Rating and Forecast Report for AER

ValuEngine Rating and Forecast Report for AER

ValuEngine Rating and Forecast Report for AER

Expert Corporate Governance Service (ECGS)

Aercap Holdings - AGM 25 April 2019

In general, Aercap Holdings ("Aercap") is in compliance with the Dutch regulations relating to the organisation and procedures of the Annual General Meeting. Under ITEM 6, discharge of the board of directors is sought. Although ECGS has not identified any governance concerns that would lead it not to support the discharge, the level of transparency of the Company's remuneration report is below all standards. Since there is no vote on the remuneration policy and/or report at this AGM, the discharge of the board of directors is the most appropriate agenda item to express the above concerns. Acc...

Expert Corporate Governance Service (ECGS)

Etude de l'AG du 05/05/2017

Under agenda item 6, it is proposed to grant discharge to the Board of Directors of Aercap. Given the lack of transparency of the remuneration report, which is not a separate voting item, we reflect our concerns over the remuneration at Aercap under this agenda item.Under agenda item 10b and 10d, the board requests authorisation to restrict or exclude the pre-emptive rights allowed to shareholders when issuing new shares. The requested authorisation is 10%+10% of the share capital, and this exceeds our guidelines, which stipulate a maximum of 10% of the share capital. Therefore we recommend to...

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