Feb. 26, 2025 6:51 PM ETAerCap Holdings N.V. (AER) StockBA, EADSF, ULCC, BA.PR.A, BA:CA, EADSY, AERDhierin BechaiInvesting Group Leader(9min)SummaryAerCap's stock price increased by nearly 11% since my Strong Buy rating in October 2024, outperforming the S&P 500's 5.1% return.Despite delivery delays from Boeing and Airbus, AerCap's total revenues grew 7% due to higher aircraft trading activity and attractive margins.AerCap's liquidity is strong, with $20 billion covering capital expenditures and debt maturities, providing excess coverage of $10 billion.Downgrading AerCap from Strong Buy to Buy. I expect stable growth and growing dividends, making it ideal for income-focused investors.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More »HAKINMHANI covered AerCap (NYSE:AER) in October 2024 with a strong buy rating. Since then, the stock price has increased nearly 11% compared to a 5.1% return for the S&P 500. This validates the strong buy rating. In fact, my price target of $106.93 was reached.If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written byDhierin Bechai18.84K FollowersDhierin-Perkash Bechai is an aerospace, defense and airline analyst.Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more.Analyst’s Disclosure: I/we have a beneficial long position in the shares of BA, EADSF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You