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AIR AAR Corp.

USIndustrials
$136.44-0.10%OpenMarket Cap: $5.43B

As of 2026-07-10 13:03

Why AIR matters now

AAR Corp. (AIR) is a US stock in Industrials. The latest InvestLog snapshot shows $136.44 with -0.10% on the session and $5.43B in market capitalization; recent performance reads 1-month +33.69% and YTD +62.92%.

The latest financial table shown here is Q3 2026, with revenue of $845.1M, net income of $68.0M, and EPS of $1.71. Investors can compare that operating picture with valuation signals such as P/E 28.10 and FCF yield 0.7%.

The latest indexable market news headline is "Kevin Mahn on Strait of Hormuz Pressures & "AIR 7" Outperformance v. Mag 7" from Schwab Network.

Additional event context on this page matters because analyst consensus is Buy with a median target of $121.00; recent insider activity includes DIETRICH JOHN W filing A-Award. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

28.10

PEG

0.02

P/B

3.10

P/S

1.71

EV/EBITDA

16.63

DCF Value

$-49.28

FCF Yield

0.7%

Div Yield

0.0%

Margins & Returns

Gross Margin

19.0%

Operating Margin

8.6%

Net Margin

5.5%

ROE

12.1%

ROA

5.1%

ROIC

7.3%

Financials

PeriodRevenueNet IncomeEPS
Q3 2026$845.1M$68.0M$1.71
Q2 2026$795.3M$34.6M$0.90
Q1 2026$739.6M$34.4M$0.96
Q4 2025$754.5M$34.0M$0.96

Analyst Ratings

Consensus

Buy

Target (Consensus)

$120.00

Target (Median)

$121.00

Target Range

$105.00 - $135.00

Strong Buy: 1Buy: 5Hold: 1Sell: 0Strong Sell: 0
KeybancOverweight
2026-04-09
JefferiesBuy
2026-03-26
RBC CapitalOutperform
2026-03-25
Truist SecuritiesBuy
2026-03-06
JefferiesBuy
2026-02-23

Trading Activity

Insider Trades

DIETRICH JOHN Wdirector
Sell2026-06-03
Lord Ellen M.director
Sell2026-06-03
McNabb Duncan J.director
Sell2026-06-03
Boyce Michael Rossdirector
Sell2026-06-02
Edwards Jeffrey Ndirector
Sell2026-06-02

Company Info

Sector

Industrials

Industry

Aerospace & Defense

Country

US

Exchange

Beta

1.14

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.