AER vs. GE: AerCap vs. GE Aerospace Stock Comparison

November 11, 2026

How do AerCap (AER) and GE Aerospace (GE) 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 GE Aerospace (GE) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while GE is classified in Industrial Conglomerates.

Company profile comparison for AerCap (AER) and GE Aerospace (GE)
Profile Item	AER	GE
Name	AerCap Holdings N.V.	General Electric Company
Country/Region	Ireland	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Industrial Conglomerates
GICS Sub-Industry	Trading Companies & Distributors	Industrial Conglomerates
Market Capitalization	25.76 billion USD	335.38 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	November 21, 2006	January 2, 1962
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

GSPC

AerCap (AER) vs. GE Aerospace (GE), 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 GE Aerospace (GE). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AerCap (AER) and GE Aerospace (GE)
Metric	AER	GE
Total Return (1Y)	32.17%	9.16%
Total Return (3Y, Annualized)	39.43%	55.50%
Total Return (5Y, Annualized)	21.06%	37.59%

Risk Profile

Drawdown History

AER

GSPC

AerCap (AER) vs. GE Aerospace (GE), 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 GE Aerospace (GE). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AerCap (AER) and GE Aerospace (GE)
Metric	AER	GE
Volatility (1Y, Annualized)	26.10%	34.52%
Beta (5Y)	0.95	1.39
Max Drawdown (5Y)	-44.81%	-44.94%
Avg. Volume (3M)	1.13M	4.48M

Risk-Adjusted Performance

Risk-Return Positioning

AER and GE 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 GE Aerospace (GE)
Metric	AER	GE
Sharpe Ratio (1Y)	1.07	0.14
Sortino Ratio (1Y)	1.59	0.20

Profitability

ROE (TTM)

GE Aerospace (GE) at 50.17% clears its industry range for ROE, a sharper capital-efficiency signal than AerCap (AER) at 17.00%, which is closer to a typical peer reading.

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%

GE

Capital Goods industry group

50.17%

GE: 50.17%
Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

AerCap (AER) vs. GE Aerospace (GE): A comparison of their ROE against the Capital Goods industry group benchmark.

Net Margin (TTM)

AerCap (AER) at 34.47% keeps the most of each sales dollar — above its industry’s net margin range — and GE Aerospace (GE) at 17.31% also retains a top-quartile share.

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%

GE

Capital Goods industry group

17.31%

Max: 27.47%
GE: 17.31%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

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

Operating Margin (TTM)

AerCap (AER) at 62.55% shows unusually strong operating efficiency — above its industry’s operating margin range — and GE Aerospace (GE) at 18.49% also operates in the top quartile.

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%

GE

Capital Goods industry group

18.49%

Max: 36.60%
GE: 18.49%
Q3: 18.33%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

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

Profitability Metrics

Profitability metrics for AerCap (AER) and GE Aerospace (GE)
Metric	AER	GE
ROE (TTM)	17.00%	50.17%
ROA (TTM)	4.52%	5.06%
Net Margin (TTM)	34.47%	17.31%
Operating Margin (TTM)	62.55%	18.49%
Gross Margin (TTM)	63.02%	30.07%

Growth

Revenue Growth

Both AerCap (AER) at 6.50% and GE Aerospace (GE) at 18.48% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

AerCap (AER) vs. GE Aerospace (GE): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both AerCap (AER) at 97.41% and GE Aerospace (GE) at 35.89% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

AerCap (AER) vs. GE Aerospace (GE): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AerCap (AER) and GE Aerospace (GE)
Metric	AER	GE
Revenue Growth (YoY)	6.50%	18.48%
Revenue Growth (3Y CAGR)	6.69%	16.32%
EPS Growth (YoY)	97.41%	35.89%
EPS Growth (3Y CAGR)	--	446.03%

Financial Strength

Current Ratio (MRQ)

AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while GE Aerospace (GE) at 0.98 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for GE.

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

GE

Capital Goods industry group

0.98

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
GE: 0.98
Min: 0.36

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

Debt / Equity (MRQ)

Both AerCap (AER) at 2.33 and GE Aerospace (GE) at 1.16 lean more heavily on debt funding than most peers, landing in the higher-leverage quartile of their industries.

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

GE

Capital Goods industry group

1.16

Max: 2.33
GE: 1.16
Q3: 1.12
Median: 0.60
Q1: 0.29
Min: 0.00

AerCap (AER) vs. GE Aerospace (GE): 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 GE Aerospace (GE)
Metric	AER	GE
Current Ratio (MRQ)	1.45	0.98
Debt / Equity (MRQ)	2.33	1.16
Net Debt / EBITDA	7.77	0.93

Dividends

Dividend Yield (TTM)

Both AerCap (AER) at 0.96% and GE Aerospace (GE) at 0.56% 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%

GE

Capital Goods industry group

0.56%

Max: 2.66%
Q3: 1.14%
GE: 0.56%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

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

Dividend Payout Ratio (TTM)

Both AerCap (AER) at 7.52% and GE Aerospace (GE) at 20.23% 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%

GE

Capital Goods industry group

20.23%

Max: 67.39%
Q3: 28.02%
GE: 20.23%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

Dividend metrics for AerCap (AER) and GE Aerospace (GE)
Metric	AER	GE
Dividend Yield (TTM)	0.96%	0.56%
Dividend Payout Ratio (TTM)	7.52%	20.23%

Valuation

P/E Ratio (TTM)

AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while GE Aerospace (GE) at 36.94 sits in the richer quartile — a clear split in what investors pay for each dollar of trailing earnings.

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

GE

Capital Goods industry group

36.94

Max: 59.38
GE: 36.94
Q3: 35.92
Median: 25.41
Q1: 19.47
Min: 3.03

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

P/S Ratio (TTM)

AerCap (AER) at 2.84 is priced about in line with its industry on P/S ratio, while GE Aerospace (GE) at 6.38 sits in the pricier quartile — GE costs more per dollar of sales.

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

GE

Capital Goods industry group

6.38

Max: 7.54
GE: 6.38
Q3: 3.76
Median: 2.15
Q1: 1.03
Min: 0.03

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

P/B Ratio (MRQ)

AerCap (AER) at 1.36 sits in the lower P/B ratio quartile relative to book while GE Aerospace (GE) at 19.06 prices above its industry range — a wide valuation gap against assets.

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

GE

Capital Goods industry group

19.06

GE: 19.06
Max: 9.66
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

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

Valuation Metrics

Valuation metrics for AerCap (AER) and GE Aerospace (GE)
Metric	AER	GE
P/E Ratio (TTM)	8.67	36.94
P/S Ratio (TTM)	2.84	6.38
P/B Ratio (MRQ)	1.36	19.06
Free Cash Flow Yield (TTM)	-6.60%	1.89%