Inside the research

AAR Corp.

AIR Research profile · latest available data

Price overview

$116.11

▼ -4.45 (-3.7%)

52w hi$153.71
52w lo$77.35
Vol383.20K
As of25 Sep 2026

The Verdict

Strong Buy

Our score +2.87

Short+6.05
Medium+1.11
Long+0.06

computed 2026-09-27

Key fundamentals

AAR Corp.

Industrials · Aerospace & Defense

Market cap$4.67B
Enterprise value$5.50B
Trailing P/E23.84x
Forward P/E17.75x
EV / EBITDA16.02x
P / S (ttm)1.41x
Profit margin5.7%
Return on equity12.9%
Revenue growth+23.0%
Earnings growth+32.3%
Debt / equity59.40

Layer Breakdown

LayerRawContribution
Fundamental+0.33
Sector-0.07
Technical-0.04
Earnings+0.88
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

AAR Corp. provides products and services to commercial aviation, government, and defense markets in North America, Europe, Africa, Asia, and internationally. It operates through four segments: Parts Supply; Repair, Engineering, and Software; Government Solutions; and Legacy Commercial Programs. The company sells and leases used serviceable material and aftermarket distribution of new, and original equipment manufacturers supplied replacement parts. It also provides airframe maintenance, repair, and overhaul (MRO) services, such as airframe inspection, painting services, line maintenance, airframe modifications, structural repairs, avionics service and installation, exterior and interior refurbishment and engineering services, and support for various commercial and military aircraft; component MRO services, including repair and overhaul services, engine and airframe accessories, and interior refurbishment; software solutions comprising cloud-based, mobile, and AI-enabled aviation aftermarket software; develops PMA parts for aftermarket applications; and designs proprietary designated engineering representative repairs. In addition, the company designs, manufactures, and repairs transportation pallets; offers fleet management and operations of customer-owned aircraft; provision of supply chain logistics services, such as material planning, sourcing, logistics, information and program management, and parts and component repair and overhaul services; and engineering, design, and system integration services for specialized command and control systems. Further, it provides asset-heavy flight hour-based component pool and repair programs for commercial airlines and distribution of consumables and expendables inventory. Additionally, it offers containers and shelters for military and humanitarian tactical deployment activities; and shelters, such as stationary and vehicle-mounted applications. AAR Corp. was founded in 1951 and is headquartered in Wood Dale, Illinois.

United States · www.aarcorp.com

Risk Metrics

Beta vs SPX1.34
Corr SPX0.51
Annual vol42.2%
Annual ret+34.8%
Sharpe0.82
Max DD-32.8%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$131.00
High / Low$150.00 / $123.00
Median$128.00
Analysts6
Strong Buy1
Buy5
Hold1
Sell0
Strong Sell0

Recent rating actions

2026-04-09Keybanc→ Overweight
2026-03-26Jefferies→ Buy
2026-03-25RBC Capital→ Outperform
2026-03-25Keybanc→ Overweight
2026-03-06Truist Securities→ Buy
2026-02-23Jefferies→ Buy

Material Events

DateEvent8-K
2026-07-24Officer / Director Change, Exhibitsread
2026-07-21Earnings Release, Exhibitsread
2026-05-12Reg FD Disclosure, Exhibitsread
2026-05-06Reg FD Disclosure, Exhibitsread
2026-04-24Reg FD Disclosure, Other Material Event…read
2026-03-24Earnings Release, Exhibitsread
2026-02-11Officer / Director Change, Reg FD Disclosure…read
2026-01-06Earnings Release, Exhibitsread
2025-12-17Reg FD Disclosure, Other Material Event…read
2025-12-04Officer / Director Change, Reg FD Disclosure…read
2025-11-13Reg FD Disclosure, Exhibitsread
2025-11-03Reg FD Disclosure, Other Material Event…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-31Pachapa EricVP-CAO & ControllerWithheld for tax3.37K$471.23K
2026-07-31Pachapa EricVP-CAO & ControllerWithheld for tax614$85.98K
2026-07-31Jessup Christopher A.Senior Vice President-CCOWithheld for tax7.10K$994.00K
2026-07-31Jessup Christopher A.Senior Vice President-CCOWithheld for tax1.29K$181.21K
2026-07-31Garascia Jessica A.Senior VP, GC, CAO & SecrWithheld for tax5.63K$789.13K
2026-07-31Garascia Jessica A.Senior VP, GC, CAO & SecrWithheld for tax1.03K$143.96K
2026-07-31Holmes John McClain IIIChairman, President & CEOWithheld for tax34.14K$4.78M
2026-07-31Holmes John McClain IIIChairman, President & CEOWithheld for tax6.22K$871.05K
2026-07-23Pachapa EricVP-CAO & ControllerGrant1.39K—
2026-07-23Pachapa EricVP-CAO & ControllerGrant2.09K—

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders9
Top-5 share97.6%
HHI5,744 (concentrated)

Top Holders

HolderValueShares
State Street Corp$405.06M2.83M
Fidelity / FMR LLC$56.02M391.95K
Capital Research / Capital World$47.90M335.11K
Norges Bank (Norway sovereign)$11.59M81.06K
AQR Capital Management$10.37M72.57K
Millennium Management$8.98M62.82K
Citadel Advisors$3.24M22.70K
Bridgewater Associates$576.58K4.03K
T. Rowe Price Group$7.48K52.35K

As of 2026-06-30

Dividends

Yield (TTM)0.00%
$ / share (TTM)$0.00
5y CAGR-12.9%

Annual dividend per share

2015$0.30
2016$0.30
2017$0.30
2018$0.30
2019$0.30
2020$0.15

SEC Filings

DateFormDoc
2026-08-10DEFA14Aview
2026-08-04DEFA14Aview
2026-08-04ARSview
2026-08-04DEF 14Aview
2026-08-034view
2026-08-034view
2026-08-034view
2026-08-034view
2026-07-244view
2026-07-244view
2026-07-244view
2026-07-244view
2026-07-244view
2026-07-248-Kview
2026-07-2210-Kview

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$1.59B+2.0%
Gross profit$370.10M+12.6%
Net income$90.20M+3.4%
Cash from ops$36.10M-8.1%

Indices

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$120.70$122.00$115.92$116.11383.20K
Sep 24$118.89$121.52$117.47$120.56380.40K
Sep 23$116.12$119.94$115.53$119.46353.10K
Sep 22$117.81$118.91$115.69$117.75491.70K
Sep 21$114.27$116.79$113.32$116.26364.80K

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