---
title: "AerCap’s Earnings Beat, Strong Cash Generation and Capital Returns Reinforce Unchanged $180 Target and Buy Rating"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294303313.md"
description: "TD Cowen analyst Moshe Orenbuch maintained a Buy rating on AerCap with an $180 price target, citing strong Q2 earnings beat, improved forward outlook, and robust cash generation. Key drivers include higher asset sale gains, lower costs, and raised EPS guidance. The company's underlevered balance sheet supports increased share repurchases. Citi also initiated coverage with a Buy rating and a $173 target."
datetime: "2026-07-30T04:55:21.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294303313.md)
  - [en](https://longbridge.com/en/news/294303313.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294303313.md)
---

# AerCap’s Earnings Beat, Strong Cash Generation and Capital Returns Reinforce Unchanged $180 Target and Buy Rating

TD Cowen analyst Moshe Orenbuch maintained a Buy rating on Aercap Holdings today and set a price target of $180.00.

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Moshe Orenbuch has given his Buy rating due to a combination of factors, including Aercap’s strong earnings outperformance and improved forward outlook. The company’s Q2 adjusted EPS materially exceeded both his estimate and the Street’s forecast, driven by better gains on asset sales, lower operating costs, and higher equity income, which in turn led management to raise longer-term EPS guidance meaningfully.

He also highlights Aercap’s underlevered balance sheet and substantial excess capital, which supports larger share repurchases and enhanced capital returns over time. In addition, ongoing record operating cash flow and the potential upside from emerging opportunities such as repurposing aviation engines for power generation suggest durable cash generation and favorable industry fundamentals, reinforcing his unchanged $180 price target and Buy recommendation.

According to TipRanks, Orenbuch is a top 100 analyst with an average return of 22.7% and a 69.04% success rate. Orenbuch covers the Financial sector, focusing on stocks such as SLM, OneMain Holdings, and Bread Financial Holdings.

In another report released on July 21, Citi also initiated coverage with a Buy rating on the stock with a $173.00 price target.

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