Comparison

AerCap Holdings N.V. (AER) vs HERC HOLDINGS INC (HRI)

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: -

HRI

HERC HOLDINGS INC

Rental & Leasing Services

Revenue, FY25: $4.38B
Net income: $1M
Operating cash flow: $1.09B
Free cash flow: $928M
Net margin: 0.02%
Operating margin: -
Gross margin: -

Head-to-head

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

Metric	AER	HRI
Revenue growth, latest filed year	+6.50%	+22.65%
Piotroski F-score	7 of 7	3 of 8
P/E against its own history	28.28% above	316.72% 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.

HRI

Debt covenants
Labour
Pandemic
Climate
Interest rates
Cybersecurity

And 14 more.

Tracked managers holding both

Bill Nygren Harris Associates (Oakmark) 1.25% · 0.00%

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