AerCap vs WESCO International
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KIRA’s take AI analyst
I put AerCap and WESCO International side by side, using each one’s latest annual report. Here is what stands out:
- WESCO International is the larger business, with $23.5B of revenue in fiscal 2025 against $8.5B for AerCap, about 2.8 times as much.
- WESCO International grew revenue faster (7.8%, against 6.5%).
- WESCO International earned a higher return on the capital invested in it (9.4%, against 8.5%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
AerCap
AER
3/7
Net marginReturn on equityShare count change
WESCO International
WCC
4/7
Revenue growth5-year growthReturn on capitalNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | AER FY25 | WCC FY25 |
|---|---|---|
| Size | ||
| Market cap | $26.0B | $16.3B |
| Revenue | $8.5B | $23.5B |
| Free cash flow | — | $25.2M |
| Net income | $3.8B | $640M |
| Growth | ||
| Revenue growth | 6.5% | 7.8% |
| 5-year growth | 13.6% | 13.8% |
| Share count change | −9.5% | −2.2% |
| Profitability | ||
| Gross margin | — | 21.2% |
| Operating margin | — | 5.2% |
| Net margin | 44.0% | 2.7% |
| FCF margin | — | 0.1% |
| Return on capital | 8.5% | 9.4% |
| Return on equity | 21.1% | 12.8% |
| Balance sheet | ||
| Net debt | $42.3B | $5.2B |
| Net debt / EBITDA | 4.9x | 3.7x |
| Dividends and buybacks | $192M | $163M |
| Valuation & quality | ||
| P/E | — | 22.8x |
| Piotroski F-score | — | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.