Aercap Holdings vs Core & Main
Aercap Holdings and Core & Main are similar in size: $8.52bn and $7.65bn of revenue in their latest fiscal years. Aercap Holdings grew faster (6.5% against 2.8%). Aercap Holdings kept more of each dollar of sales as profit: a net margin of 44.0% against 5.8%. Core & Main carries less debt relative to equity (107.6% against 237.8%).
| Latest fiscal year | Aercap HoldingsAER, 2025 | Core & MainCNM, 2026 |
|---|---|---|
| Revenue | $8.52bn | $7.65bn |
| Revenue growth | 6.5% | 2.8% |
| Net income | $3.75bn | $441m |
| Operating margin | — | 9.4% |
| Net margin | 44.0% | 5.8% |
| Return on equity | 21.1% | 23.9% |
| Free cash flow | $5.39bn | $604m |
| Cash | $1.38bn | $220m |
| Total debt | $43.57bn | $2.15bn |
| Debt to equity | 237.8% | 107.6% |
| Dividend per share | — | — |
| Dividend yield | 0.7% | — |
| Share buybacks | — | $155m |
| Employees | — | 5,600 |
| Market value | $27.10bn | $8.70bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 54 (Moderate) | 57 (Moderate) |
| Insider trades, 12 months | 0 buys, 16 sales | 2 buys, 2 sales |