3 Stocks to Watch From the Transport Equipment & Leasing Industry

Headwinds, including inflation, tariff-related tensions, and lingering supply-chain disruptions, hurt the Zacks Transportation - Equipment and Leasing industry. WAB, AER and R are likely to stand out.

Zacks Investment Research • Jun 5, 2026

AerCap: The Underperformer Everyone May Be Mispricing

AerCap Holdings N.V. has underperformed the S&P 500, but I maintain a Strong Buy rating due to its undervalued flight equipment and resilient business model. Recent pressures stem from investor sentiment, concerns about aircraft values, and sector rotation into AI and semiconductor names, not from fundamental weakness at AER. AER's Q1 2026 showed 27% GAAP net income growth, 6% lease revenue growth, expanding net spread margin, and improved debt coverage, supporting robust fundamentals.

Seeking Alpha • Jun 2, 2026

New Strong Buy Stocks for May 4th

NHYDY, HGV, PRG, PHIN and AER have been added to the Zacks Rank #1 (Strong Buy) List on May 4, 2026.

Zacks Investment Research • May 4, 2026

Aircraft lessor AerCap says prolonged high oil prices could bring opportunities

Higher fuel prices for between ​three and six months ‌would pressure the airline industry, but could bring ​benefits for aircraft lessors, ​the world's largest aircraft ⁠leasing company, AerCap ​said on Wednesday.

Reuters • Apr 29, 2026

AerCap Holdings N.V. (AER) Q1 2026 Earnings Call Transcript

AerCap Holdings N.V. (AER) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 29, 2026

AerCap Holdings N.V. Reports Record Financial Results for the First Quarter 2026, Raises 2026 Guidance and Announces New $1.0 Billion Share Repurchase Program

Net income for the first quarter of 2026 of $818 million, or $4.96 per share. Record adjusted net income for the first quarter of 2026 of $889 million, or $5.39 per share.

PRNewsWire • Apr 29, 2026

AerCap Holdings N.V. Announces Filing of Interim Financial Report for the First Quarter of 2026

DUBLIN, April 29, 2026 /PRNewswire/ -- AerCap Holdings N.V. ("AerCap" or the "Company") (NYSE: AER) today announced it has filed an interim financial report including its unaudited condensed consolidated financial statements and notes for the first quarter ended March 31, 2026, with the U.S. Securities and Exchange Commission (the "SEC").

PRNewsWire • Apr 29, 2026

AerCap (AER) Q1 Earnings and Revenues Surpass Estimates

AerCap (AER) came out with quarterly earnings of $5.39 per share, beating the Zacks Consensus Estimate of $3.59 per share. This compares to earnings of $3.68 per share a year ago.

Zacks Investment Research • Apr 29, 2026

Compared to Estimates, AerCap (AER) Q1 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for AerCap (AER) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Zacks Investment Research • Apr 29, 2026

AER or HRI: Which Is the Better Value Stock Right Now?

Investors looking for stocks in the Transportation - Equipment and Leasing sector might want to consider either AerCap (AER) or Herc Holdings (HRI). But which of these two stocks is more attractive to value investors?

Zacks Investment Research • Apr 29, 2026