AerCap vs Applied Industrial Technologies
AerCap reported revenue of $8.5 billion in fiscal 2025, 1.7 times Applied Industrial Technologies' $5.0 billion in fiscal 2026. AerCap's revenue grew 6.5% in its latest year, and Applied Industrial Technologies' grew 8.8%. Their fiscal years end in different months (December 31 and June 30), so the periods don't line up exactly.
Side by side
| AerCap | Applied Industrial Technologies | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2026, Jun 30, 2026 |
| Revenue | $8.5B | $5.0B |
| Revenue growth | 6.5% | 8.8% |
| Revenue growth a year, last 5 years | 13.6% | 8.9% |
| Gross margin | — | 30.3% |
| Operating margin | — | 11.1% |
| Net margin | 44.0% | 8.3% |
| Free cash flow | — | $461M |
| Free cash flow margin | — | 9.3% |
| Return on capital | 8.5% | 20.8% |
| Net debt to EBITDA | 4.9x | 0.2x |
| Dividends and buybacks | $192M | $390M |
| Change in diluted share count | −9.4% | −2.5% |
| Last close | $147.88 | $324.68 |
| P/E at the last close | — | 29.7× |
| Insider trades, last 12 months | sold $21.1 million | sold $15.8 million |
| Piotroski F-score | — | 7 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
AerCapApplied Industrial Technologies
Operating margin
Percent of revenue
AerCapApplied Industrial Technologies
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
AerCapApplied Industrial Technologies
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the AerCap and Applied Industrial Technologies pages.