AerCap vs Fastenal
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The short version
- AerCap is the larger business, with $8.5B of revenue in fiscal 2025 against $8.2B for Fastenal.
- Fastenal grew revenue faster (8.7%, against 6.5%).
- Fastenal earned a higher return on the capital invested in it (34.3%, against 8.5%).
| Latest fiscal year | AER · FY25 | FAST · FY25 |
|---|---|---|
| Size | ||
| Market cap | $25.7B | $59.7B |
| Revenue | $8.5B | $8.2B |
| Free cash flow | — | $1.1B |
| Net income | $3.8B | $1.3B |
| Growth | ||
| Revenue growth | 6.5% | 8.7% |
| 5-year growth | 13.6% | 7.8% |
| Share count change | −9.5% | 0.2% |
| Profitability | ||
| Gross margin | — | 45.0% |
| Operating margin | — | 20.2% |
| Net margin | 44.0% | 15.4% |
| FCF margin | — | 12.8% |
| Return on capital | 8.5% | 34.3% |
| Return on equity | 21.1% | 33.3% |
| Balance sheet | ||
| Net debt | $42.3B | −$152M |
| Net debt / EBITDA | 4.9x | −0.1x |
| Dividends and buybacks | $192M | $1.0B |
| Valuation & quality | ||
| P/E | — | 42.2x |
| Piotroski F-score | — | 7 |
Revenue
FY16
AER $5.2B
FAST $4.0B
FY17
AER $5.0B
FAST $4.4B
FY18
AER $4.8B
FAST $5.0B
FY19
AER $4.9B
FAST $5.3B
FY20
AER $4.5B
FAST $5.6B
FY21
AER $5.2B
FAST $6.0B
FY22
AER $7.0B
FAST $7.0B
FY23
AER $7.6B
FAST $7.3B
FY24
AER $8.0B
FAST $7.5B
FY25
AER $8.5B
FAST $8.2B
AER
FAST
Operating margin
FY16
AER —
FAST 20.1%
FY17
AER —
FAST 20.1%
FY18
AER —
FAST 20.1%
FY19
AER —
FAST 19.8%
FY20
AER —
FAST 20.2%
FY21
AER —
FAST 20.3%
FY22
AER —
FAST 20.8%
FY23
AER —
FAST 20.8%
FY24
AER —
FAST 20.0%
FY25
AER —
FAST 20.2%
AER
FAST
Free cash flow
FY16
AER —
FAST $330M
FY17
AER —
FAST $465M
FY18
AER —
FAST $498M
FY19
AER —
FAST $596M
FY20
AER —
FAST $934M
FY21
AER —
FAST $614M
FY22
AER —
FAST $767M
FY23
AER —
FAST $1.3B
FY24
AER —
FAST $947M
FY25
AER —
FAST $1.1B
AER
FAST
Return on capital
FY16
AER 5.6%
FAST 23.7%
FY17
AER 5.8%
FAST 25.4%
FY18
AER 5.6%
FAST 30.3%
FY19
AER 6.1%
FAST 29.3%
FY20
AER 2.0%
FAST 30.2%
FY21
AER 4.0%
FAST 30.6%
FY22
AER 0.7%
FAST 32.8%
FY23
AER 7.5%
FAST 33.7%
FY24
AER 5.7%
FAST 33.2%
FY25
AER 8.5%
FAST 34.3%
AER
FAST
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.