AerCap vs Applied Industrial Technologies
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KIRA’s take AI analyst
I put AerCap and Applied Industrial Technologies side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
AerCap
AER
3/7
5-year growthNet marginShare count change
Applied Industrial Technologies
AIT
4/7
Revenue growthReturn on capitalReturn on equityNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | AER FY25 | AIT FY26 |
|---|---|---|
| Size | ||
| Market cap | $26.0B | $12.3B |
| 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 |
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.