AAR Corp.

AIR • Aerospace & Defense

$126.54

▲ +0.88 (+0.70%)

Current price

EarningsLatest report: May 31, 2026

FAVORABLE PROFILEAttractiveConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Solid company profile with reasonable valuation support. The data suggests a balanced quality/value setup.

Market Cap

$5.01B

Growth

5.0%

Cash Flow

4/5

Trend

Mostly stable

Evidence

Positive revenue growth · 14.0%Positive free cash flow · 2.58Consistent free cash flow · 4/5Manageable debt level · 0.58Healthy liquidity · 2.84

Financial data as of: May 31, 2026, 12:00 AM UTCLast earnings update: May 31, 2026, 12:00 AM UTCLast profile update: Aug 5, 2026, 2:27 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$126.54

Change0.70%

Shares Out39.60M

Market Cap$5.01B

Enterprise Value$5.82B

52W Range71.43 - 146.75

Beta1.09

P/E26.70

P/S1.51

P/B2.94

P/FCF56.18

EV/Sales1.76

Price$126.54

Change0.70%

Shares Out39.60M

Market Cap$5.01B

Enterprise Value$5.82B

52W Range71.43 - 146.75

Beta1.09

P/E26.70

P/S1.51

P/B2.94

P/FCF56.18

EV/Sales1.76

EV/EBITDA16.72

EV/FCF65.26

Earnings Yield3.75%

FCF Yield1.78%

Dividend Yield0.00%

Gross Margin18.80%

Oper. Margin8.18%

Profit Margin5.67%

Debt/Eq0.58

Current Ratio2.84

Quick Ratio1.24

Revenue 5Y4.99%

Target$144.00

Target Upside13.80%

Target Median$145.00

Target Range132.00 - 155.00

Volume687.24K

Avg Volume451.87K

EPS Surprise0.04

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

52/100

Financial Strength

Debt, cash, stability

76/100

Growth Potential

Revenue and expansion

95/100

Price Attractiveness

Cheap or expensive today

65/100

Why this score▼

Positive revenue growth · 14.0%Positive free cash flow · 2.58Consistent free cash flow · 4/5Manageable debt level · 0.58Healthy liquidity · 2.84

Analyst view

Analyst sentiment and price target

AIR

Analyst sentiment

Based on 20 analyst votes · 2026-09-05

83/100

Bullish

Hold

Bearish

Price Target

2026-07-24

Low

$121.00

Mean

$136.00

Median

$132.00

High

$155.00

Company Overview

IPO: 3/17/1980

Industry: Aerospace & Defense

P/B i: 2.94

Debt / Equity i: 0.58

Operating Margin: 8.18%

Net Margin: 5.67%

ROE i: -

ROIC: -

Financial Health

Score15 / 20

Debt / Equity: 0.58

Current Ratio: 2.84

Quick Ratio: 1.24

Status: Good

Insider Transactions

Recent executive and insider activity

Holmes John McClain III

Transaction: 07/14/2026

BUY

Change

+34,956

Price

Not reported

Filing

07/15/2026

Type

BUY

Jessup Christopher A.

Transaction: 07/14/2026

BUY

Change

+7,267

Price

Not reported

Filing

07/15/2026

Type

BUY

Pachapa Eric

Transaction: 07/14/2026

BUY

Change

+3,445

Price

Not reported

Filing

07/15/2026

Type

BUY

Insider	Type	Change	Price	Transaction	Filing
Holmes John McClain III	BUY	+34,956	Not reported	07/14/2026	07/15/2026
Jessup Christopher A.	BUY	+7,267	Not reported	07/14/2026	07/15/2026
Pachapa Eric	BUY	+3,445	Not reported	07/14/2026	07/15/2026
Garascia Jessica A.	BUY	+4,807	Not reported	07/14/2026	07/15/2026
DIETRICH JOHN W	BUY	+1,364	Not reported	06/01/2026	06/03/2026
Lord Ellen M.	BUY	+1,364	Not reported	06/01/2026	06/03/2026
McNabb Duncan J.	BUY	+1,364	Not reported	06/01/2026	06/03/2026
Boyce Michael Ross	BUY	+1,364	Not reported	06/01/2026	06/02/2026
Edwards Jeffrey N	BUY	+1,364	Not reported	06/01/2026	06/02/2026
LEDUC ROBERT F	BUY	+1,364	Not reported	06/01/2026	06/02/2026
PACE PETER	BUY	+1,364	Not reported	06/01/2026	06/02/2026
VOGEL JENNIFER L	BUY	+1,364	Not reported	06/01/2026	06/02/2026
WALFISH MARC JAY	BUY	+1,364	Not reported	06/01/2026	06/02/2026
Nolen Billy	BUY	+1,364	Not reported	06/01/2026	06/02/2026
Widhani Hema	BUY	+1,364	Not reported	06/01/2026	06/02/2026
LEDUC ROBERT F	BUY	+127	$112.62	05/29/2026	06/01/2026
WALFISH MARC JAY	BUY	+322	$112.62	05/29/2026	06/01/2026
Holmes John McClain III	SELL	-23,950	$37.74	03/27/2026	03/30/2026
Holmes John McClain III	SELL	-23,950	$107.60	03/27/2026	03/30/2026
Holmes John McClain III	SELL	-60,000	$37.66	03/26/2026	03/30/2026

About the Company

AAR Corp.

AAR Corp. delivers a wide array of products and services to the global commercial aviation, government, and defense sectors. Its Aviation Services division focuses on comprehensive aftermarket support, encompassing inventory management, distribution, and extensive maintenance, repair, and overhaul (MRO) capabilities, alongside specialized engineering services. This segment is also involved in the sale and leasing of new, reconditioned, and repaired aircraft engine and airframe components. It manages tailored inventory and repair programs, processes warranty claims, and provides outsourcing solutions for these critical parts. Furthermore, it implements performance-based supply chain logistics programs specifically designed for the U.S. Department of Defense and international governmental bodies. A full suite of airframe services is offered, including inspection, maintenance, repair, overhaul, painting, line maintenance, modifications, structural repairs, avionics installation, and both exterior and interior refurbishment, complemented by engineering and support. The company also performs repair and overhaul on vital components such as landing gears, wheels, and brakes. The Expeditionary Services division is dedicated to facilitating the movement of equipment and personnel for the U.S. and international governments, as well as non-governmental organizations (NGOs). Its capabilities extend to the design, manufacturing, and repair of various transportation pallets, containers, and shelters. This segment also provides engineering, design, and system integration expertise for sophisticated command and control systems. AAR's diverse clientele includes both domestic and international passenger and cargo airlines, regional and commuter carriers, business and general aviation operators, original equipment manufacturers (OEMs), aircraft leasing firms, other aftermarket aviation support enterprises, and military customers globally. Its marketing and sales efforts are primarily conducted through its dedicated employees and a network of international sales representatives. Established in 1951, AAR Corp. maintains its corporate headquarters in Wood Dale, Illinois.

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Peers

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1Y peer performance

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Latest news

AAR announces participation in 2026 Jefferies Global Industrials Conference

WOOD DALE, Ill., Sept. 1, 2026 /PRNewswire/ -- AAR CORP.

PRNewsWire

Is AAR (AIR) Outperforming Other Aerospace Stocks This Year?

Here is how AAR (AIR) and Astronics Corporation (ATRO) have performed compared to their sector so far this year.

Zacks Investment Research

Canada Pension Plan Investment Board Invests $1.31 Million in AAR Corp. $AIR

Canada Pension Plan Investment Board acquired a new position in AAR Corp. (NYSE: AIR) in the quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 9,200 shares of the aerospace company's stock, valued at approximately $1,315,000. A number of other

Defense World

AAR names Sanjay Sood Senior Vice President and Chief Digital & Technology Officer

WOOD DALE, Ill., Aug. 31, 2026 /PRNewswire/ -- AAR CORP.

PRNewsWire

AAR earns 2026 Great Place To Work Certification™

WOOD DALE, Ill., Aug. 31, 2026 /PRNewswire/ -- AAR CORP.

PRNewsWire

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-03-24	1.21	1.25	0.04
2026-01-06	1.02	1.18	0.16
2025-09-23	0.984	1.08	0.096
2025-07-16	1	1.16	0.16
2025-03-27	0.96	0.99	0.03
2025-01-07	0.83	0.9	0.07
2024-09-23	0.82	0.85	0.03
2024-07-18	0.86	0.88	0.02
2024-03-21	0.836	0.85	0.014
2023-12-21	0.8	0.81	0.01
2023-09-26	0.73	0.78	0.05
2023-07-18	0.78	0.83	0.05