Aercap Holdings vs Fastenal
Aercap Holdings and Fastenal are similar in size: $8.52bn and $8.20bn of revenue in their latest fiscal years. Fastenal grew faster (8.7% against 6.5%). Aercap Holdings kept more of each dollar of sales as profit: a net margin of 44.0% against 15.3%. Fastenal carries less debt relative to equity (3.2% against 237.8%).
| Latest fiscal year | Aercap HoldingsAER, 2025 | FastenalFAST, 2025 |
|---|---|---|
| Revenue | $8.52bn | $8.20bn |
| Revenue growth | 6.5% | 8.7% |
| Net income | $3.75bn | $1.26bn |
| Operating margin | — | 20.2% |
| Net margin | 44.0% | 15.3% |
| Return on equity | 21.1% | 33.3% |
| Free cash flow | $5.39bn | $1.05bn |
| Cash | $1.38bn | $277m |
| Total debt | $43.57bn | $125m |
| Debt to equity | 237.8% | 3.2% |
| Dividend per share | — | $0.88 |
| Dividend yield | 0.7% | 1.8% |
| Share buybacks | — | — |
| Employees | — | 24,489 |
| Market value | $27.10bn | $59.99bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 54 (Moderate) | 80 (Strong) |
| Insider trades, 12 months | 0 buys, 16 sales | 5 buys, 8 sales |