Comparison

AerCap Holdings N.V. (AER) vs FTAI Aviation Ltd. (FTAI)

The same filed metrics for both companies, side by side.

What each names as a risk in its own annual report, how each is priced against its own history, and the tracked managers whose latest 13F reports a position in both.

Financials

AER

AerCap Holdings N.V.

Rental & Leasing Services

Revenue, FY25: $8.52B
Net income: $3.75B
Operating cash flow: $5.39B
Free cash flow: -
Net margin: 44.04%
Operating margin: -
Gross margin: -

FTAI

FTAI Aviation Ltd.

Rental & Leasing Services

Revenue, FY25: $2.51B
Net income: $501M
Operating cash flow: −$311M
Free cash flow: −$338M
Net margin: 19.98%
Operating margin: -
Gross margin: 46.17%

Head-to-head

Filed growth, quality and valuation, read against each company’s own history rather than against the other side.

Metric	AER	FTAI
Revenue growth, latest filed year	+6.50%	+44.53%
Piotroski F-score	7 of 7	5 of 9
P/E against its own history	28.28% above	-

What each says it is exposed to

From Item 1A of each company’s most recent 10-K.

AER

No 10-K read yet.

FTAI

Climate
Debt covenants
Export controls
Interest rates
Litigation
Russia and Ukraine

And 17 more.

Tracked managers holding both

No manager tracked here reports a position in both, as of each company’s latest filed 13F.

Updated Sep 16, 2026 · the newer of the two companies' filings