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03/11/2024
... garnered a premium valuation to its primary peer AerCap (NYSE: AER) due to its faster growth and perceived best-in-class management team, the stock now trades at a depressed level on an absolute and relative basis....s Godfather or not, Hazy has taken a back seat to Aercap’s Gus Kelly as the industry’s thought leader, and investors have begun to think of his involvement in AL as more of a liability than asset.
AIRBUS SE EADSY
11/26/2023
... below end-market demand. One just has to read an AerCap transcript to see that the market is extremely tight for aircraft today.
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SUBJECT
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...lRing Brands, Inc. Consumer Staples $58.59 77 AER AerCap Holdings N.
...panies, Inc. Communication Services $30.32 79 AER AerCap Holdings N.
...s $28.39 79 OVV Ovintiv Inc. Energy $47.63 79 AER AerCap Holdings N.
zach721
5/25/24
Lululemon LULU S
...ncial Corporation Financials $82.80 78 $96.75 AER AerCap Holdings N.
...iti Group Inc. Real Estate $3.79 76 86% $4.47 AER AerCap Holdings N.
...nc. Information Technology $108.68 76 $128.00 AER AerCap Holdings N.
...t the gain on sale margin from the sale of legacy AerCap assets was actually higher in the year than the former GECAS assets.