AER vs. HON: AerCap vs. Honeywell Stock Comparison

November 11, 2026

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

Company profile comparison for AerCap (AER) and Honeywell (HON)
Profile Item	AER	HON
Name	AerCap Holdings N.V.	Honeywell International Inc.
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	69.74 billion USD
Currency	USD	USD
Exchange	NYSE	Nasdaq
Listing Date	November 21, 2006	January 2, 1962
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

HON

GSPC

AerCap (AER) vs. Honeywell (HON), 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

Loading price history…

Trailing total returns for AerCap (AER) and Honeywell (HON). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…

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

Performance Metrics

Price performance metrics for AerCap (AER) and Honeywell (HON)
Metric	AER	HON
Total Return (1Y)	32.17%	14.14%
Total Return (3Y, Annualized)	39.43%	9.90%
Total Return (5Y, Annualized)	21.06%	2.32%

Risk Profile

Drawdown History

AER

HON

GSPC

AerCap (AER) vs. Honeywell (HON), 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

Loading price history…

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

Risk Metrics

Risk profile metrics for AerCap (AER) and Honeywell (HON)
Metric	AER	HON
Volatility (1Y, Annualized)	26.10%	27.11%
Beta (5Y)	0.95	0.80
Max Drawdown (5Y)	-44.81%	-25.21%
Avg. Volume (3M)	1.13M	2.82M

Risk-Adjusted Performance

Risk-Return Positioning

AER and HON 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 Honeywell (HON)
Metric	AER	HON
Sharpe Ratio (1Y)	1.07	0.36
Sortino Ratio (1Y)	1.59	0.52

Profitability

ROE (TTM)

Honeywell (HON) at 44.39% 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%

HON

Capital Goods industry group

44.39%

HON: 44.39%
Max: 40.55%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

AerCap (AER) vs. Honeywell (HON): 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 Honeywell (HON) at 18.68% 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%

HON

Capital Goods industry group

18.68%

Max: 27.47%
HON: 18.68%
Q3: 12.10%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

AerCap (AER) vs. Honeywell (HON): 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 Honeywell (HON) at 16.92% 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%

HON

Capital Goods industry group

16.92%

Max: 36.60%
Q3: 18.33%
HON: 16.92%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

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

Profitability Metrics

Profitability metrics for AerCap (AER) and Honeywell (HON)
Metric	AER	HON
ROE (TTM)	17.00%	44.39%
ROA (TTM)	4.52%	7.13%
Net Margin (TTM)	34.47%	18.68%
Operating Margin (TTM)	62.55%	16.92%
Gross Margin (TTM)	63.02%	37.21%

Growth

Revenue Growth

Both AerCap (AER) at 6.50% and Honeywell (HON) at 7.85% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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

EPS Growth

AerCap (AER) at 97.41% sits in the top EPS growth quartile, while Honeywell (HON) at -8.27% is closer to the peer norm — faster per-share earnings growth for AER.

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

Growth Metrics

Growth metrics for AerCap (AER) and Honeywell (HON)
Metric	AER	HON
Revenue Growth (YoY)	6.50%	7.85%
Revenue Growth (3Y CAGR)	6.69%	1.82%
EPS Growth (YoY)	97.41%	-8.27%
EPS Growth (3Y CAGR)	--	3.20%

Financial Strength

Current Ratio (MRQ)

AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while Honeywell (HON) at 0.96 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for HON.

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

HON

Capital Goods industry group

0.96

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
HON: 0.96
Min: 0.36

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

Debt / Equity (MRQ)

Honeywell (HON) at 0.76 carries an industry-typical debt-to-equity mix, while AerCap (AER) at 2.33 uses more debt funding than most peers.

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

HON

Capital Goods industry group

0.76

Max: 2.33
Q3: 1.12
HON: 0.76
Median: 0.60
Q1: 0.29
Min: 0.00

AerCap (AER) vs. Honeywell (HON): 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 Honeywell (HON)
Metric	AER	HON
Current Ratio (MRQ)	1.45	0.96
Debt / Equity (MRQ)	2.33	0.76
Net Debt / EBITDA	7.77	1.23

Dividends

Dividend Yield (TTM)

AerCap (AER) at 0.96% pays an industry-typical yield; Honeywell (HON) at 3.63% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.

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%

HON

Capital Goods industry group

3.63%

HON: 3.63%
Max: 2.66%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

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

Dividend Payout Ratio (TTM)

AerCap (AER) at 7.52% pays out a band-typical share of earnings, while Honeywell (HON) at 38.87% distributes more than its industry norm — less retained, thinner cover.

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%

HON

Capital Goods industry group

38.87%

Max: 67.39%
HON: 38.87%
Q3: 28.02%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

Dividend metrics for AerCap (AER) and Honeywell (HON)
Metric	AER	HON
Dividend Yield (TTM)	0.96%	3.63%
Dividend Payout Ratio (TTM)	7.52%	38.87%

Valuation

P/E Ratio (TTM)

Both AerCap (AER) at 8.67 and Honeywell (HON) at 10.91 sit in the cheaper earnings-multiple quartile for P/E ratio, with the market paying less for a dollar of trailing earnings than it pays for typical peers.

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

HON

Capital Goods industry group

10.91

Max: 59.38
Q3: 35.92
Median: 25.41
Q1: 19.47
HON: 10.91
Min: 3.03

AerCap (AER) vs. Honeywell (HON): 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 Honeywell (HON) at 1.85 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

HON

Capital Goods industry group

1.85

Max: 7.54
Q3: 3.76
Median: 2.15
HON: 1.85
Q1: 1.03
Min: 0.03

AerCap (AER) vs. Honeywell (HON): 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 against book while Honeywell (HON) at 3.12 is valued near its industry’s middle — AER is cheaper on assets, though weigh it against ROE and asset quality.

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

HON

Capital Goods industry group

3.12

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

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

Valuation Metrics

Valuation metrics for AerCap (AER) and Honeywell (HON)
Metric	AER	HON
P/E Ratio (TTM)	8.67	10.91
P/S Ratio (TTM)	2.84	1.85
P/B Ratio (MRQ)	1.36	3.12
Free Cash Flow Yield (TTM)	-6.60%	10.07%