Comparison

AerCap Holdings N.V. (AER) vs RYDER SYSTEM INC (R)

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: -

RYDER SYSTEM INC

Rental & Leasing Services

Revenue, FY25: $12.67B
Net income: $499M
Operating cash flow: -
Free cash flow: -
Net margin: 3.94%
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	R
Revenue growth, latest filed year	+6.50%	+0.23%
Piotroski F-score	7 of 7	5 of 6
P/E against its own history	28.28% above	42.20% 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.

Supply chain
Labour
Tax
Data privacy
Inflation
Interest rates

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