AerCap vs Applied Industrial Technologies
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The short version
- AerCap is the larger business, with $8.5B of revenue in fiscal 2025 against $5.0B for Applied Industrial Technologies, about 1.7 times as much.
- Applied Industrial Technologies grew revenue faster (8.8%, against 6.5%).
- Applied Industrial Technologies earned a higher return on the capital invested in it (20.8%, against 8.5%).
| Latest fiscal year | AER · FY25 | AIT · FY26 |
|---|---|---|
| Size | ||
| Market cap | $25.7B | $12.0B |
| Revenue | $8.5B | $5.0B |
| Free cash flow | — | $461M |
| Net income | $3.8B | $415M |
| Growth | ||
| Revenue growth | 6.5% | 8.8% |
| 5-year growth | 13.6% | 9.0% |
| Share count change | −9.5% | −2.5% |
| Profitability | ||
| Gross margin | — | 30.3% |
| Operating margin | — | 11.1% |
| Net margin | 44.0% | 8.4% |
| FCF margin | — | 9.3% |
| Return on capital | 8.5% | 20.8% |
| Return on equity | 21.1% | 22.4% |
| Balance sheet | ||
| Net debt | $42.3B | $135M |
| Net debt / EBITDA | 4.9x | 0.2x |
| Dividends and buybacks | $192M | $390M |
| Valuation & quality | ||
| P/E | — | — |
| Piotroski F-score | — | 7 |
Revenue
FY17
AER $5.0B
AIT $2.6B
FY18
AER $4.8B
AIT $3.1B
FY19
AER $4.9B
AIT $3.5B
FY20
AER $4.5B
AIT $3.2B
FY21
AER $5.2B
AIT $3.2B
FY22
AER $7.0B
AIT $3.8B
FY23
AER $7.6B
AIT $4.4B
FY24
AER $8.0B
AIT $4.5B
FY25
AER $8.5B
AIT $4.6B
FY26
AER —
AIT $5.0B
AER
AIT
Operating margin
FY17
AER —
AIT 6.8%
FY18
AER —
AIT 7.4%
FY19
AER —
AIT 6.7%
FY20
AER —
AIT 2.7%
FY21
AER —
AIT 6.4%
FY22
AER —
AIT 9.4%
FY23
AER —
AIT 10.7%
FY24
AER —
AIT 11.1%
FY25
AER —
AIT 10.9%
FY26
AER —
AIT 11.1%
AER
AIT
Free cash flow
FY17
AER —
AIT $148M
FY18
AER —
AIT $124M
FY19
AER —
AIT $162M
FY20
AER —
AIT $277M
FY21
AER —
AIT $226M
FY22
AER —
AIT $169M
FY23
AER —
AIT $317M
FY24
AER —
AIT $347M
FY25
AER —
AIT $465M
FY26
AER —
AIT $461M
AER
AIT
Return on capital
FY17
AER 5.8%
AIT 15.1%
FY18
AER 5.6%
AIT 11.8%
FY19
AER 6.1%
AIT 10.0%
FY20
AER 2.0%
AIT 2.7%
FY21
AER 4.0%
AIT 11.2%
FY22
AER 0.7%
AIT 17.7%
FY23
AER 7.5%
AIT 21.5%
FY24
AER 5.7%
AIT 21.6%
FY25
AER 8.5%
AIT 20.3%
FY26
AER —
AIT 20.8%
AER
AIT
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.