AER vs. LHX: AerCap vs. L3Harris Stock Comparison

November 11, 2026

How do AerCap (AER) and L3Harris (LHX) 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 L3Harris (LHX) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while LHX is classified in Aerospace & Defense.

Company profile comparison for AerCap (AER) and L3Harris (LHX)
Profile Item	AER	LHX
Name	AerCap Holdings N.V.	L3Harris Technologies, Inc.
Country/Region	Ireland	United States
GICS Sector	Industrials	Industrials
GICS Industry Group	Capital Goods	Capital Goods
GICS Industry	Trading Companies & Distributors	Aerospace & Defense
GICS Sub-Industry	Trading Companies & Distributors	Aerospace & Defense
Market Capitalization	25.76 billion USD	48.39 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	November 21, 2006	December 31, 1981
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

AER

LHX

GSPC

AerCap (AER) vs. L3Harris (LHX), 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 L3Harris (LHX). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for AerCap (AER) and L3Harris (LHX). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for AerCap (AER) and L3Harris (LHX)
Metric	AER	LHX
Total Return (1Y)	32.17%	-5.21%
Total Return (3Y, Annualized)	39.43%	16.68%
Total Return (5Y, Annualized)	21.06%	5.91%

Risk Profile

Drawdown History

AER

LHX

GSPC

AerCap (AER) vs. L3Harris (LHX), 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 L3Harris (LHX). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for AerCap (AER) and L3Harris (LHX)
Metric	AER	LHX
Volatility (1Y, Annualized)	26.10%	29.75%
Beta (5Y)	0.95	0.46
Max Drawdown (5Y)	-44.81%	-38.16%
Avg. Volume (3M)	1.13M	1.70M

Risk-Adjusted Performance

Risk-Return Positioning

AER and LHX 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 L3Harris (LHX)
Metric	AER	LHX
Sharpe Ratio (1Y)	1.07	-0.32
Sortino Ratio (1Y)	1.59	-0.45

Profitability

ROE (TTM)

Both AerCap (AER) at 17.00% and L3Harris (LHX) at 10.03% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

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%

LHX

Capital Goods industry group

10.03%

Max: 40.55%
Q3: 19.29%
Median: 12.12%
LHX: 10.03%
Q1: 4.08%
Min: -17.12%

AerCap (AER) vs. L3Harris (LHX): 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 L3Harris (LHX) at 8.76% 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%

LHX

Capital Goods industry group

8.76%

Max: 27.47%
Q3: 12.10%
LHX: 8.76%
Median: 6.30%
Q1: 1.40%
Min: -12.89%

AerCap (AER) vs. L3Harris (LHX): 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 L3Harris (LHX) at 14.34% 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%

LHX

Capital Goods industry group

14.34%

Max: 36.60%
Q3: 18.33%
LHX: 14.34%
Median: 11.12%
Q1: 5.14%
Min: -12.63%

AerCap (AER) vs. L3Harris (LHX): A comparison of their operating margin against the Capital Goods industry group benchmark.

Profitability Metrics

Profitability metrics for AerCap (AER) and L3Harris (LHX)
Metric	AER	LHX
ROE (TTM)	17.00%	10.03%
ROA (TTM)	4.52%	4.56%
Net Margin (TTM)	34.47%	8.76%
Operating Margin (TTM)	62.55%	14.34%
Gross Margin (TTM)	63.02%	25.55%

Growth

Revenue Growth

Both AerCap (AER) at 6.50% and L3Harris (LHX) at 2.53% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

AerCap (AER) vs. L3Harris (LHX): 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 L3Harris (LHX) at 8.39% is closer to the peer norm — faster per-share earnings growth for AER.

AerCap (AER) vs. L3Harris (LHX): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for AerCap (AER) and L3Harris (LHX)
Metric	AER	LHX
Revenue Growth (YoY)	6.50%	2.53%
Revenue Growth (3Y CAGR)	6.69%	8.62%
EPS Growth (YoY)	97.41%	8.39%
EPS Growth (3Y CAGR)	--	15.82%

Financial Strength

Current Ratio (MRQ)

AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while L3Harris (LHX) at 1.20 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for LHX.

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

LHX

Capital Goods industry group

1.20

Max: 5.22
Q3: 2.95
Median: 2.08
Q1: 1.43
LHX: 1.20
Min: 0.36

AerCap (AER) vs. L3Harris (LHX): A comparison of their current ratio against the Capital Goods industry group benchmark.

Debt / Equity (MRQ)

L3Harris (LHX) at 0.52 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

LHX

Capital Goods industry group

0.52

Max: 2.33
Q3: 1.12
Median: 0.60
LHX: 0.52
Q1: 0.29
Min: 0.00

AerCap (AER) vs. L3Harris (LHX): 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 L3Harris (LHX)
Metric	AER	LHX
Current Ratio (MRQ)	1.45	1.20
Debt / Equity (MRQ)	2.33	0.52
Net Debt / EBITDA	7.77	1.88

Dividends

Dividend Yield (TTM)

L3Harris (LHX) at 1.92% delivers top-quartile income for its industry, while AerCap (AER) at 0.96% pays a more typical yield — both are credible income propositions, LHX the richer one.

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%

LHX

Capital Goods industry group

1.92%

Max: 2.66%
LHX: 1.92%
Q3: 1.14%
Median: 0.24%
Q1: 0.00%
Min: 0.00%

AerCap (AER) vs. L3Harris (LHX): 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 L3Harris (LHX) at 46.09% 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%

LHX

Capital Goods industry group

46.09%

Max: 67.39%
LHX: 46.09%
Q3: 28.02%
Median: 6.86%
Q1: 0.00%
Min: 0.00%

AerCap (AER) vs. L3Harris (LHX): A comparison of their payout ratio against the Capital Goods industry group benchmark.

Dividend Metrics

Dividend metrics for AerCap (AER) and L3Harris (LHX)
Metric	AER	LHX
Dividend Yield (TTM)	0.96%	1.92%
Dividend Payout Ratio (TTM)	7.52%	46.09%

Valuation

P/E Ratio (TTM)

AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while L3Harris (LHX) at 24.20 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

LHX

Capital Goods industry group

24.20

Max: 59.38
Q3: 35.92
Median: 25.41
LHX: 24.20
Q1: 19.47
Min: 3.03

AerCap (AER) vs. L3Harris (LHX): 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 L3Harris (LHX) at 2.07 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

LHX

Capital Goods industry group

2.07

Max: 7.54
Q3: 3.76
Median: 2.15
LHX: 2.07
Q1: 1.03
Min: 0.03

AerCap (AER) vs. L3Harris (LHX): 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 L3Harris (LHX) at 2.39 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

LHX

Capital Goods industry group

2.39

Max: 9.66
Q3: 5.00
Median: 3.12
LHX: 2.39
Q1: 1.81
Min: -1.08

AerCap (AER) vs. L3Harris (LHX): A comparison of their P/B ratio against the Capital Goods industry group benchmark.

Valuation Metrics

Valuation metrics for AerCap (AER) and L3Harris (LHX)
Metric	AER	LHX
P/E Ratio (TTM)	8.67	24.20
P/S Ratio (TTM)	2.84	2.07
P/B Ratio (MRQ)	1.36	2.39
Free Cash Flow Yield (TTM)	-6.60%	7.09%