AER vs. JCI: AerCap vs. Johnson Controls Stock Comparison

November 11, 2026

How do AerCap (AER) and Johnson Controls (JCI) 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 Johnson Controls (JCI) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while JCI is classified in Building Products.

Company profile comparison for AerCap (AER) and Johnson Controls (JCI)
Profile Item	AER	JCI
Name	AerCap Holdings N.V.	Johnson Controls International plc
Country/Region	Ireland	Ireland
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Building Products
GICS Sub-Industry	Trading Companies & Distributors	Building Products
Market Capitalization	25.76 billion USD	81.79 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	November 21, 2006	September 28, 1987
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

JCI

GSPC

AerCap (AER) vs. Johnson Controls (JCI), 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 Johnson Controls (JCI). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for AerCap (AER) and Johnson Controls (JCI)
Metric	AER	JCI
Total Return (1Y)	32.17%	17.11%
Total Return (3Y, Annualized)	39.43%	43.46%
Total Return (5Y, Annualized)	21.06%	15.29%

Risk Profile

Drawdown History

AER

JCI

GSPC

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

Risk Metrics

Risk profile metrics for AerCap (AER) and Johnson Controls (JCI)
Metric	AER	JCI
Volatility (1Y, Annualized)	26.10%	32.91%
Beta (5Y)	0.95	1.29
Max Drawdown (5Y)	-44.81%	-42.32%
Avg. Volume (3M)	1.13M	3.57M

Risk-Adjusted Performance

Risk-Return Positioning

AER and JCI 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 Johnson Controls (JCI)
Metric	AER	JCI
Sharpe Ratio (1Y)	1.07	0.39
Sortino Ratio (1Y)	1.59	0.54

Profitability

ROE (TTM)

Johnson Controls (JCI) at 21.73% sits in the top ROE quartile, while AerCap (AER) at 17.00% is closer to the peer norm — stronger capital efficiency for JCI.

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%

JCI

Capital Goods industry group

21.73%

Max: 40.55%
JCI: 21.73%
Q3: 19.29%
Median: 12.12%
Q1: 4.08%
Min: -17.12%

AerCap (AER) vs. Johnson Controls (JCI): 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 Johnson Controls (JCI) at 11.12% 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%

JCI

Capital Goods industry group

11.12%

Max: 27.47%
Q3: 12.10%
JCI: 11.12%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

AerCap (AER) vs. Johnson Controls (JCI): 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 Johnson Controls (JCI) at 17.21% 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%

JCI

Capital Goods industry group

17.21%

Max: 36.60%
Q3: 18.33%
JCI: 17.21%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

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

Profitability Metrics

Profitability metrics for AerCap (AER) and Johnson Controls (JCI)
Metric	AER	JCI
ROE (TTM)	17.00%	21.73%
ROA (TTM)	4.52%	6.41%
Net Margin (TTM)	34.47%	11.12%
Operating Margin (TTM)	62.55%	17.21%
Gross Margin (TTM)	63.02%	37.07%

Growth

Revenue Growth

Both AerCap (AER) at 6.50% and Johnson Controls (JCI) at 2.81% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

AerCap (AER) vs. Johnson Controls (JCI): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both AerCap (AER) at 97.41% and Johnson Controls (JCI) at 99.60% sit in the top peer quartile for EPS growth, so each is compounding per-share earnings faster than typical industry peers.

AerCap (AER) vs. Johnson Controls (JCI): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AerCap (AER) and Johnson Controls (JCI)
Metric	AER	JCI
Revenue Growth (YoY)	6.50%	2.81%
Revenue Growth (3Y CAGR)	6.69%	4.57%
EPS Growth (YoY)	97.41%	99.60%
EPS Growth (3Y CAGR)	--	31.94%

Financial Strength

Current Ratio (MRQ)

AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while Johnson Controls (JCI) at 0.90 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for JCI.

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

JCI

Capital Goods industry group

0.90

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
JCI: 0.90
Min: 0.36

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

Debt / Equity (MRQ)

Johnson Controls (JCI) at 0.68 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

JCI

Capital Goods industry group

0.68

Max: 2.33
Q3: 1.12
JCI: 0.68
Median: 0.60
Q1: 0.29
Min: 0.00

AerCap (AER) vs. Johnson Controls (JCI): 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 Johnson Controls (JCI)
Metric	AER	JCI
Current Ratio (MRQ)	1.45	0.90
Debt / Equity (MRQ)	2.33	0.68
Net Debt / EBITDA	7.77	1.86

Dividends

Dividend Yield (TTM)

Johnson Controls (JCI) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile AerCap (AER) reports a yield of 0.96%, ranking against industry peers normally.

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%

JCI

Capital Goods industry group

0.00%

Max: 2.66%
Q3: 1.14%
Median: 0.24%
JCI: 0.00%
Q1: 0.00%
Min: 0.00%

AerCap (AER) vs. Johnson Controls (JCI): 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 Johnson Controls (JCI) at 45.20% 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%

JCI

Capital Goods industry group

45.20%

Max: 67.39%
JCI: 45.20%
Q3: 28.02%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

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

Dividend Metrics

Dividend metrics for AerCap (AER) and Johnson Controls (JCI)
Metric	AER	JCI
Dividend Yield (TTM)	0.96%	0.00%
Dividend Payout Ratio (TTM)	7.52%	45.20%

Valuation

P/E Ratio (TTM)

AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while Johnson Controls (JCI) at 28.61 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

JCI

Capital Goods industry group

28.61

Max: 59.38
Q3: 35.92
JCI: 28.61
Median: 25.41
Q1: 19.47
Min: 3.03

AerCap (AER) vs. Johnson Controls (JCI): 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 Johnson Controls (JCI) at 3.19 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

JCI

Capital Goods industry group

3.19

Max: 7.54
Q3: 3.76
JCI: 3.19
Median: 2.15
Q1: 1.03
Min: 0.03

AerCap (AER) vs. Johnson Controls (JCI): 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 Johnson Controls (JCI) at 5.99 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

JCI

Capital Goods industry group

5.99

Max: 9.66
JCI: 5.99
Q3: 5.00
Median: 3.12
Q1: 1.81
Min: -1.08

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

Valuation Metrics

Valuation metrics for AerCap (AER) and Johnson Controls (JCI)
Metric	AER	JCI
P/E Ratio (TTM)	8.67	28.61
P/S Ratio (TTM)	2.84	3.19
P/B Ratio (MRQ)	1.36	5.99
Free Cash Flow Yield (TTM)	-6.60%	3.81%