AIRCASTLE LTD (AYR)
IndustrialsSnapshot 2026-10-15
IndustrialsSnapshot 2026-10-15
Research Workspace
Put AYR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
No standing thesis yet — not enough to read.
View ThesisNot enough reads yet
AYR's recovery is the core claim, with recent financial performance back in the industry's top half. There is no earnings release on record, so revenue growth and the latest result cannot confirm it. No valuation bridge or priced-in analysis is available to define what the market expects. The sector backdrop is a drag, and AYR is exposed to weaker economic growth and labor conditions. The market-cycle reading is Mania, though earnings quality is robust because cash backs reported profits. No active thesis-break alarm is recorded, and the standing thesis is still forming. This read is provisional.
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Compare AYR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| AYR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-10-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrials (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put AYR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2020-03-27. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers