AER vs. AIT: AerCap vs. Applied Industrial Stock Comparison

November 11, 2026

How do AerCap (AER) and Applied Industrial (AIT) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

AerCap (AER) and Applied Industrial (AIT) are both classified in the Trading Companies & Distributors sub-industry within the broader Trading Companies & Distributors industry, placing them in the closest GICS peer bucket.

Company profile comparison for AerCap (AER) and Applied Industrial (AIT)
Profile Item	AER	AIT
Name	AerCap Holdings N.V.	Applied Industrial Technologies Inc.
Country/Region	Ireland	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Trading Companies & Distributors
GICS Sub-Industry	Trading Companies & Distributors	Trading Companies & Distributors
Market Capitalization	25.76 billion USD	10.35 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	November 21, 2006	March 17, 1980
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

AIT

GSPC

AerCap (AER) vs. Applied Industrial (AIT), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for AerCap (AER) and Applied Industrial (AIT). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for AerCap (AER) and Applied Industrial (AIT). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for AerCap (AER) and Applied Industrial (AIT)
Metric	AER	AIT
Total Return (1Y)	32.17%	15.62%
Total Return (3Y, Annualized)	39.43%	24.49%
Total Return (5Y, Annualized)	21.06%	24.56%

Risk Profile

Drawdown History

AER

AIT

GSPC

AerCap (AER) vs. Applied Industrial (AIT), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for AerCap (AER) and Applied Industrial (AIT). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AerCap (AER) and Applied Industrial (AIT)
Metric	AER	AIT
Volatility (1Y, Annualized)	26.10%	28.72%
Beta (5Y)	0.95	0.86
Max Drawdown (5Y)	-44.81%	-26.42%
Avg. Volume (3M)	1.13M	295.41K

Risk-Adjusted Performance

Risk-Return Positioning

AER and AIT are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for AerCap (AER) and Applied Industrial (AIT)
Metric	AER	AIT
Sharpe Ratio (1Y)	1.07	0.39
Sortino Ratio (1Y)	1.59	0.53

Profitability

ROE (TTM)

Applied Industrial (AIT) at 22.51% sits in the top ROE quartile, while AerCap (AER) at 17.00% is closer to the peer norm — stronger capital efficiency for AIT.

AER

Capital Goods industry group

17.00%

Max: 40.55%
Q3: 19.29%
AER: 17.00%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

AIT

Capital Goods industry group

22.51%

Max: 40.55%
AIT: 22.51%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

AerCap (AER) vs. Applied Industrial (AIT): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

AerCap (AER) at 34.47% converts revenue to bottom-line profit above its industry’s benchmark range, while Applied Industrial (AIT) at 8.39% keeps roughly the typical share for its industry.

AER

Capital Goods industry group

34.47%

AER: 34.47%
Max: 27.47%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

AIT

Capital Goods industry group

8.39%

Max: 27.47%
Q3: 12.10%
AIT: 8.39%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

AerCap (AER) vs. Applied Industrial (AIT): A comparison of their net margin against the Capital Goods industry group benchmark.

Operating Margin (TTM)

AerCap (AER) at 62.55% turns sales into operating profit above its industry’s benchmark range, while Applied Industrial (AIT) at 11.12% operates around its industry’s norm.

AER

Capital Goods industry group

62.55%

AER: 62.55%
Max: 36.60%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

AIT

Capital Goods industry group

11.12%

Max: 36.60%
Q3: 18.33%
AIT: 11.12%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

AerCap (AER) vs. Applied Industrial (AIT): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for AerCap (AER) and Applied Industrial (AIT)
Metric	AER	AIT
ROE (TTM)	17.00%	22.51%
ROA (TTM)	4.52%	11.43%
Net Margin (TTM)	34.47%	8.39%
Operating Margin (TTM)	62.55%	11.12%
Gross Margin (TTM)	63.02%	30.40%

Growth

Revenue Growth

Both AerCap (AER) at 6.50% and Applied Industrial (AIT) at 8.84% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

AerCap (AER) vs. Applied Industrial (AIT): A comparison of their Revenue Growth across different time periods.

EPS Growth

Only one side can be read here: AerCap (AER) reports EPS growth of 97.41%, ranked against its industry; Applied Industrial (AIT) has no EPS growth figure this period.

AerCap (AER) vs. Applied Industrial (AIT): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AerCap (AER) and Applied Industrial (AIT)
Metric	AER	AIT
Revenue Growth (YoY)	6.50%	8.84%
Revenue Growth (3Y CAGR)	6.69%	4.02%
EPS Growth (YoY)	97.41%	--
EPS Growth (3Y CAGR)	--	7.40%

Financial Strength

Current Ratio (MRQ)

Both AerCap (AER) at 1.45 and Applied Industrial (AIT) at 2.89 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

AER

Capital Goods industry group

1.45

Max: 5.22
Q3: 2.95
Median: 2.08
AER: 1.45
Q1: 1.43
Min: 0.36

AIT

Capital Goods industry group

2.89

Max: 5.22
Q3: 2.95
AIT: 2.89
Median: 2.08
Q1: 1.43
Min: 0.36

AerCap (AER) vs. Applied Industrial (AIT): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

Applied Industrial (AIT) at 0.15 keeps leverage in the lower quartile, while AerCap (AER) at 2.33 sits in the higher-leverage quartile.

AER

Capital Goods industry group

2.33

AER: 2.33
Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

AIT

Capital Goods industry group

0.15

Max: 2.33
Q3: 1.12
Median: 0.60
Q1: 0.29
AIT: 0.15
Min: 0.00

AerCap (AER) vs. Applied Industrial (AIT): A comparison of their debt-to-equity ratio against the Capital Goods industry group benchmark.

Financial Strength Metrics

Financial strength metrics for AerCap (AER) and Applied Industrial (AIT)
Metric	AER	AIT
Current Ratio (MRQ)	1.45	2.89
Debt / Equity (MRQ)	2.33	0.15
Net Debt / EBITDA	7.77	0.27

Dividends

Dividend Yield (TTM)

Both AerCap (AER) at 0.96% and Applied Industrial (AIT) at 0.71% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

AER

Capital Goods industry group

0.96%

Max: 2.66%
Q3: 1.14%
AER: 0.96%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

AIT

Capital Goods industry group

0.71%

Max: 2.66%
Q3: 1.14%
AIT: 0.71%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

AerCap (AER) vs. Applied Industrial (AIT): A comparison of their dividend yield against the Capital Goods industry group benchmark.

Dividend Payout Ratio (TTM)

Both AerCap (AER) at 7.52% and Applied Industrial (AIT) at 17.63% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

AER

Capital Goods industry group

7.52%

Max: 67.39%
Q3: 28.02%
AER: 7.52%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

AIT

Capital Goods industry group

17.63%

Max: 67.39%
Q3: 28.02%
AIT: 17.63%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

AerCap (AER) vs. Applied Industrial (AIT): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for AerCap (AER) and Applied Industrial (AIT)
Metric	AER	AIT
Dividend Yield (TTM)	0.96%	0.71%
Dividend Payout Ratio (TTM)	7.52%	17.63%

Valuation

P/E Ratio (TTM)

AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while Applied Industrial (AIT) at 25.10 is closer to its industry’s usual earnings multiple — a discount for AER, though growth and earnings durability still matter.

AER

Capital Goods industry group

8.67

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
AER: 8.67
Min: 3.03

AIT

Capital Goods industry group

25.10

Max: 59.38
Q3: 35.92
Median: 25.41
AIT: 25.10
Q1: 19.47
Min: 3.03

AerCap (AER) vs. Applied Industrial (AIT): A comparison of their P/E ratio against the Capital Goods industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both AerCap (AER) at 2.84 and Applied Industrial (AIT) at 2.05 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

AER

Capital Goods industry group

2.84

Max: 7.54
Q3: 3.76
AER: 2.84
Median: 2.15
Q1: 1.03
Min: 0.03

AIT

Capital Goods industry group

2.05

Max: 7.54
Q3: 3.76
Median: 2.15
AIT: 2.05
Q1: 1.03
Min: 0.03

AerCap (AER) vs. Applied Industrial (AIT): A comparison of their P/S ratio against the Capital Goods industry group benchmark.

P/B Ratio (MRQ)

AerCap (AER) at 1.36 looks cheap against book in the lower P/B ratio quartile, while Applied Industrial (AIT) at 5.50 carries a premium in the upper quartile — a clear price-to-book gap.

AER

Capital Goods industry group

1.36

Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
AER: 1.36
Min: -1.08

AIT

Capital Goods industry group

5.50

Max: 9.66
AIT: 5.50
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

AerCap (AER) vs. Applied Industrial (AIT): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for AerCap (AER) and Applied Industrial (AIT)
Metric	AER	AIT
P/E Ratio (TTM)	8.67	25.10
P/S Ratio (TTM)	2.84	2.05
P/B Ratio (MRQ)	1.36	5.50
Free Cash Flow Yield (TTM)	-6.60%	3.24%