AER vs. TT: AerCap vs. Trane Technologies Stock Comparison
How do AerCap (AER) and Trane Technologies (TT) 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 Trane Technologies (TT) both fall under the Capital Goods industry group, but AER is classified in Trading Companies & Distributors while TT is classified in Building Products.
| Profile Item | AER | TT |
|---|---|---|
| Name | AerCap Holdings N.V. | Trane Technologies 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 | 87.94 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
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | AER | TT |
|---|---|---|
| Total Return (1Y) | 32.17% | -2.56% |
| Total Return (3Y, Annualized) | 39.43% | 25.06% |
| Total Return (5Y, Annualized) | 21.06% | 18.70% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | AER | TT |
|---|---|---|
| Volatility (1Y, Annualized) | 26.10% | 30.26% |
| Beta (5Y) | 0.95 | 1.18 |
| Max Drawdown (5Y) | -44.81% | -39.76% |
| Avg. Volume (3M) | 1.13M | 1.24M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | AER | TT |
|---|---|---|
| Sharpe Ratio (1Y) | 1.07 | -0.23 |
| Sortino Ratio (1Y) | 1.59 | -0.31 |
Profitability
ROE (TTM)
Trane Technologies (TT) at 36.94% sits in the top ROE quartile, while AerCap (AER) at 17.00% is closer to the peer norm — stronger capital efficiency for TT.
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%
TT
Capital Goods industry group
36.94%
- Max
- 40.55%
- TT
- 36.94%
- Q3
- 19.29%
- Median
- 12.12%
- Q1
- 4.08%
- Min
- -17.12%
Net Margin (TTM)
AerCap (AER) at 34.47% keeps the most of each sales dollar — above its industry’s net margin range — and Trane Technologies (TT) at 13.56% 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%
TT
Capital Goods industry group
13.56%
- Max
- 27.47%
- TT
- 13.56%
- Q3
- 12.10%
- Median
- 6.30%
- Q1
- 1.40%
- Min
- -12.89%
Operating Margin (TTM)
AerCap (AER) at 62.55% shows unusually strong operating efficiency — above its industry’s operating margin range — and Trane Technologies (TT) at 19.85% 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%
TT
Capital Goods industry group
19.85%
- Max
- 36.60%
- TT
- 19.85%
- Q3
- 18.33%
- Median
- 11.12%
- Q1
- 5.14%
- Min
- -12.63%
Profitability Metrics
| Metric | AER | TT |
|---|---|---|
| ROE (TTM) | 17.00% | 36.94% |
| ROA (TTM) | 4.52% | 11.42% |
| Net Margin (TTM) | 34.47% | 13.56% |
| Operating Margin (TTM) | 62.55% | 19.85% |
| Gross Margin (TTM) | 63.02% | 34.99% |
Growth
Revenue Growth
Both AerCap (AER) at 6.50% and Trane Technologies (TT) at 7.48% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
AerCap (AER) at 97.41% sits in the top EPS growth quartile, while Trane Technologies (TT) at 15.48% is closer to the peer norm — faster per-share earnings growth for AER.
Growth Metrics
| Metric | AER | TT |
|---|---|---|
| Revenue Growth (YoY) | 6.50% | 7.48% |
| Revenue Growth (3Y CAGR) | 6.69% | 10.06% |
| EPS Growth (YoY) | 97.41% | 15.48% |
| EPS Growth (3Y CAGR) | -- | 20.17% |
Financial Strength
Current Ratio (MRQ)
AerCap (AER) at 1.45 keeps current ratio within its industry’s typical mid-range, while Trane Technologies (TT) at 1.12 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for TT.
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
TT
Capital Goods industry group
1.12
- Max
- 5.22
- Q3
- 2.95
- Median
- 2.08
- Q1
- 1.43
- TT
- 1.12
- Min
- 0.36
Debt / Equity (MRQ)
Trane Technologies (TT) at 0.46 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
TT
Capital Goods industry group
0.46
- Max
- 2.33
- Q3
- 1.12
- Median
- 0.60
- TT
- 0.46
- Q1
- 0.29
- Min
- 0.00
Financial Strength Metrics
| Metric | AER | TT |
|---|---|---|
| Current Ratio (MRQ) | 1.45 | 1.12 |
| Debt / Equity (MRQ) | 2.33 | 0.46 |
| Net Debt / EBITDA | 7.77 | 0.66 |
Dividends
Dividend Yield (TTM)
Both AerCap (AER) at 0.96% and Trane Technologies (TT) at 1.04% 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%
TT
Capital Goods industry group
1.04%
- Max
- 2.66%
- Q3
- 1.14%
- TT
- 1.04%
- Median
- 0.24%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
AerCap (AER) at 7.52% pays out a band-typical share of earnings, while Trane Technologies (TT) at 28.42% 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%
TT
Capital Goods industry group
28.42%
- Max
- 67.39%
- TT
- 28.42%
- Q3
- 28.02%
- Median
- 6.86%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | AER | TT |
|---|---|---|
| Dividend Yield (TTM) | 0.96% | 1.04% |
| Dividend Payout Ratio (TTM) | 7.52% | 28.42% |
Valuation
P/E Ratio (TTM)
AerCap (AER) at 8.67 sits in the cheaper P/E ratio quartile, while Trane Technologies (TT) at 27.92 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
TT
Capital Goods industry group
27.92
- Max
- 59.38
- Q3
- 35.92
- TT
- 27.92
- Median
- 25.41
- Q1
- 19.47
- Min
- 3.03
P/S Ratio (TTM)
AerCap (AER) at 2.84 is priced about in line with its industry on P/S ratio, while Trane Technologies (TT) at 3.79 sits in the pricier quartile — TT 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
TT
Capital Goods industry group
3.79
- Max
- 7.54
- TT
- 3.79
- Q3
- 3.76
- Median
- 2.15
- Q1
- 1.03
- Min
- 0.03
P/B Ratio (MRQ)
AerCap (AER) at 1.36 looks cheap against book in the lower P/B ratio quartile, while Trane Technologies (TT) at 9.66 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
TT
Capital Goods industry group
9.66
- TT
- 9.66
- Max
- 9.66
- Q3
- 5.00
- Median
- 3.12
- Q1
- 1.81
- Min
- -1.08
Valuation Metrics
| Metric | AER | TT |
|---|---|---|
| P/E Ratio (TTM) | 8.67 | 27.92 |
| P/S Ratio (TTM) | 2.84 | 3.79 |
| P/B Ratio (MRQ) | 1.36 | 9.66 |
| Free Cash Flow Yield (TTM) | -6.60% | 3.94% |