AAR Gestion
Gestion contrôle des critères 4/4
Le PDG AAR est John Holmes, nommé en Jun2017, a un mandat de 8.92 ans. La rémunération annuelle totale est $ 8.15M, composée du salaire de 13.3% et des bonus 86.7%, y compris les actions et options de la société. détient directement 0.6% des actions de la société, d'une valeur de $ 25.49M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 3.7 ans et 7.3 ans.
Informations clés
John Holmes
Directeur général
US$8.1m
Rémunération totale
| Pourcentage du salaire du PDG | 13.28% |
| Durée du mandat du directeur général | 8.9yrs |
| Propriété du PDG | 0.6% |
| Durée moyenne d'occupation des postes de direction | 3.7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 7.3yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • May 20
AIR: Defense Wins And AI Procurement Platform Will Drive Further Upside
Analysts have raised their price target on AAR to about $132 from $131. This change reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.Mise à jour du récit • May 01
AIR: Defense Logistics Wins And AI Platform Will Support Upside Potential
Analysts have reaffirmed their $131.00 price target for AAR, reflecting updated assumptions around a slightly higher discount rate, stable revenue growth and profit margin expectations, and a modestly adjusted future P/E outlook. What's in the News AAR CORP.Mise à jour du récit • Apr 17
AIR: Defense Contracts And MRO Expansion Will Support A Balanced Outlook
Analysts have raised their price target for AAR from $129 to $131, citing updated fair value estimates and a slightly lower discount rate as the main factors behind the revision. What's in the News AAR CORP.Mise à jour du récit • Apr 02
AIR: MRO Expansion And Defense Contracts Will Support A More Upside Outlook
Analysts have adjusted their price target on AAR to $129.00 from $119.80. This reflects updated views on discount rate, revenue growth, profit margin and future P/E assumptions in their models.Mise à jour du récit • Mar 19
AIR: MRO Expansion And Capital Allocation Will Support A Measured Outlook
Analysts have adjusted their price target for AAR from $114.50 to $119.80, citing updated assumptions around discount rate, revenue growth, profit margin and an expected future P/E of about 24.9x. What's in the News AAR CORP.Mise à jour du récit • Mar 04
AIR: MRO Expansion And Capital Allocation Will Shape A Balanced Outlook
Analysts have lifted their price target on AAR from about $111 to $115, reflecting small updates to their fair value estimate, discount rate and assumed future P/E multiple, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News AAR signed a new agreement with Otto Instrument Service to sell and support the LASEREF IV inertial reference system for business aircraft, expanding its OEM distribution reach and using its global supply chain and customer support network to handle availability and deployment.Mise à jour du récit • Feb 18
AIR: MRO Expansion And Capital Allocation Will Support A Measured Outlook
Analysts have kept their price target for AAR steady at $110.67, with only small tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions supporting this unchanged view. What's in the News AAR plans a CFO transition, with Dylan Wolin appointed as Chief Financial Officer effective February 23, 2026, while current Interim CFO Sarah Flanagan returns to her role as Vice President, Financial Operations (company filing).Mise à jour du récit • Feb 04
AIR: APAC Joint Venture And Buybacks Will Support Measured Future Outlook
Analysts have nudged their price target for AAR higher to about $111 from roughly $109, citing updated assumptions for slightly stronger revenue growth, a modestly lower discount rate, and a small adjustment to future P/E expectations. What's in the News AAR has substantially completed an 80,000+ square foot expansion of its airframe MRO facility in Oklahoma City, adding three maintenance bays that can handle all 737 variants and planning to induct additional Alaska Airlines aircraft as part of a long term commitment (Key Developments).Seeking Alpha • Feb 02
AAR Corp.: Well Positioned To Capitalize On Current Demand/Supply Dynamic
Summary AAR is rated Buy, positioned to benefit from sustained aftermarket upcycle driven by aircraft undersupply and aging fleets. Post-HAECO acquisition, AIR's expanded MRO scale enables pursuit of long-term contracts and pre-selling capacity to major airlines. Exclusive new parts distribution agreements with OEMs create a defensible moat, enhancing pricing power, demand visibility, and margin potential. AIR's digital offerings and operational efficiencies are expected to drive higher margins and improved capacity utilization, supporting a $142 price target. Read the full article on Seeking AlphaArticle d’analyse • Jan 23
AAR Corp.'s (NYSE:AIR) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
The AAR Corp. ( NYSE:AIR ) share price has done very well over the last month, posting an excellent gain of 26%. The...Mise à jour du récit • Jan 20
AIR: Share Repurchases And APAC Venture Will Support Steady Future Outlook
Analysts now place AAR's fair value at $108.60, up from $92.25, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and a higher future P/E of 22.55 compared with 13.85. What's in the News AAR completed its previously announced share repurchase program, buying back 2,429,700 shares, or 6.97% of the company, for a total of $107.54 million under the plan announced on December 21, 2021 (company update).Mise à jour du récit • Jan 05
AIR: Expanded Distribution Agreements And APAC Joint Venture Will Support Steady Outlook
Analysts now place AAR's price target at US$92.25, broadly in line with prior estimates. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E that together support a steady view of the stock's valuation.Mise à jour du récit • Dec 15
AIR: Extended Distribution Deals And Lock-Up Expiry Will Drive Earnings Momentum
Analysts have modestly raised their price target on AAR to $92.25 per share from $92.00, citing slightly higher assumed discount rates and a marginally richer future earnings multiple, while maintaining their long term views on growth and profitability. What's in the News AAR and Air France Industries KLM Engineering & Maintenance received regulatory approval and completed formation of xCelle Asia, a Thailand based joint venture focused on nacelle MRO services for new generation aircraft across the APAC region (Strategic Alliances).Mise à jour du récit • Dec 01
AIR: European Service Agreement And Lock-Up Period Will Shape Earnings Outlook
Analysts have slightly increased their price target for AAR from $91.00 to $92.25, citing improved profit margin forecasts despite a modest slowing in projected revenue growth. What's in the News AAR Corp.Mise à jour du récit • Nov 17
AIR: New Service Center Deal And Contracts Will Drive Earnings Momentum
Narrative Update on AAR Analysts have raised their price target for AAR to $91.00, citing increased expectations for revenue growth in their latest update. What's in the News AAR and Eaton entered an agreement for AAR to become an authorized service center for Eaton's commercial aerospace customers across Europe, the Middle East, and Africa.Mise à jour du récit • Nov 03
AIR: Service Center Expansion And Military Agreements Will Support Steady Performance
Narrative Update on AAR Price Target Analysts have maintained AAR's fair value estimate at $91.00. Their decision reflects a reassessment of underlying factors, including a slightly improved revenue growth outlook in addition to marginal adjustments to discount rates and profit margins.Mise à jour du récit • Oct 20
OKC And Miami MRO Expansion Will Serve Rising Air Travel
Analysts have adjusted their price target for AAR and are maintaining the estimate at $91.00, citing updated assumptions for revenue growth, profit margin, and future price-to-earnings projections. What's in the News AAR CORP.Mise à jour du récit • Oct 05
OKC And Miami MRO Expansion Will Serve Rising Air Travel
Analysts have raised their price target for AAR from $87 to $91. They cite stronger projected revenue growth and significantly improved profit margin forecasts as key drivers for the upward revision.Article d’analyse • Oct 01
Some Investors May Be Willing To Look Past AAR's (NYSE:AIR) Soft Earnings
AAR Corp.'s ( NYSE:AIR ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...Mise à jour du récit • Sep 16
OKC And Miami MRO Expansion Will Serve Rising Air Travel
The consensus price target for AAR has increased slightly to $87.00, despite a sharply higher future P/E and a notable decline in net profit margin. What's in the News Awarded a contract worth up to $85 million by the Defense Logistics Agency Troop Support for specialized mobility solutions, including shipping and storage containers, shelters, and accessories.Article d’analyse • Jul 18
There's No Escaping AAR Corp.'s (NYSE:AIR) Muted Revenues Despite A 26% Share Price Rise
AAR Corp. ( NYSE:AIR ) shares have continued their recent momentum with a 26% gain in the last month alone. Taking a...Article d’analyse • Jun 10
Is AAR Corp. (NYSE:AIR) Trading At A 40% Discount?
Key Insights AAR's estimated fair value is US$112 based on 2 Stage Free Cash Flow to Equity AAR is estimated to be 40...Article d’analyse • May 19
Is AAR (NYSE:AIR) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • Mar 13
Investors Holding Back On AAR Corp. (NYSE:AIR)
With a price-to-sales (or "P/S") ratio of 0.9x AAR Corp. ( NYSE:AIR ) may be sending bullish signals at the moment...Seeking Alpha • Mar 05
AAR Corp.: Getting On A Stronger Footing
Summary AAR Corp. provides aviation after market services, with parts supply being the largest and highest-margin segment, and has global operations with 6,000 employees. The acquisition of Triumph Product Support increased sales but also raised leverage to over 3 times, with GAAP earnings impacted by adjustments and fines. Despite strong organic growth and potential for earnings improvement, I remain cautious due to elevated leverage and messy GAAP earnings in the near term. AIR's leverage concerns are easing following a strong Q2 earnings report, but I'm waiting to buy due to broader market sell-offs. Read the full article on Seeking AlphaArticle d’analyse • Feb 02
Does AAR (NYSE:AIR) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • Dec 25
AAR Corp.'s (NYSE:AIR) Intrinsic Value Is Potentially 99% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, AAR fair value estimate is US$121 AAR is estimated to be 50...Seeking Alpha • Dec 16
AAR: MRO Play Suffering Some Turbulence
Summary AAR's acquisition of Triumph Product Support was substantial, raising leverage to over 3 times, resulting in limited immediate earnings accretion. Despite a 10% stock decline over the past year, AAR's adjusted earnings rose to $3.33 per share, but GAAP earnings lagged due to acquisition-related expenses. Current valuations are more appealing with an 18-19 times earnings multiple, but high leverage and poor cash flow conversion remain concerns. I am cautiously optimistic, awaiting the second quarter earnings report to reassess my neutral but constructive stance on AAR's stock. Read the full article on Seeking AlphaArticle d’analyse • Dec 09
Getting In Cheap On AAR Corp. (NYSE:AIR) Might Be Difficult
With a price-to-earnings (or "P/E") ratio of 37.1x AAR Corp. ( NYSE:AIR ) may be sending very bearish signals at the...Article d’analyse • Nov 01
We Think AAR (NYSE:AIR) Is Taking Some Risk With Its Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Sep 29
AAR Corp.: Why I Believe This Aerospace Stock Can Fly Higher
Summary Despite underperforming the S&P 500, AAR's robust aftermarket demand and capacity expansions suggest significant upside, maintaining a buy rating with an $86 FY26 price target. Sales grew 20% in Q1 FY25, driven by commercial and defense sectors, though gross profit growth was limited by contract and customer mix. Risks include operating at capacity limits and lower USM sales due to airplane shortages, but efficiency improvements and capacity expansions offer growth potential. With no debt maturing until 2028 and potential for refinancing at better terms, AAR's financial outlook remains strong, supporting future growth. Read the full article on Seeking Alpha
Nouveau récit • Sep 24
Air Travel Boom And Strategic Acquisitions Set To Skyrocket Aerospace Services Firm's Growth And Profitability
Structural tailwinds from air travel and aging fleets are expected to boost AAR's aftermarket services, increasing revenue.Article d’analyse • Sep 10
We Think Some Shareholders May Hesitate To Increase AAR Corp.'s (NYSE:AIR) CEO Compensation
Key Insights AAR to hold its Annual General Meeting on 17th of September Salary of US$1.05m is part of CEO John...Article d’analyse • Sep 05
AAR Corp. (NYSE:AIR) Not Lagging Market On Growth Or Pricing
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...Article d’analyse • Aug 18
Should You Think About Buying AAR Corp. (NYSE:AIR) Now?
AAR Corp. ( NYSE:AIR ), might not be a large cap stock, but it saw a decent share price growth of 11% on the NYSE over...Seeking Alpha • Jul 24
AAR Corp.: Record Quarter Boosted By New Parts Distribution And Triumph Acquisition
Summary AAR Corp. reports strong year-over-year top line growth in FY2024, with consolidated sales increasing to $2.318 billion. Additionally, its adjusted margins expanded as well. Contract wins with Sumitomo Precision Products and Triumph are expected to bolster AIR's Parts Supply segment. Commercial airlines are facing challenges with a shortage of aircraft to support the increasing travel demand. Therefore, many airlines are delaying their aircraft retirements as a temporary solution. Increasing demand for maintenance, repair, and overhaul services is expected to support growth in AIR's Repair & Engineering segment. Read the full article on Seeking AlphaArticle d’analyse • Jun 19
Does AAR (NYSE:AIR) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Seeking Alpha • May 29
AAR Corp.: Aircraft Delivery Constraints Increasing Aftermarket Demand
Summary AIR has shown consistent top-line growth over the past three years. Additionally, its profit margins over that period also expanded annually. The acquisition of Triumph Group's product support business is expected to enhance AIR's repair capabilities and expand its market reach in the Asia Pacific region. Supply chain disruptions resulting in aircraft delivery delays and increased travel demand are creating more demand for aftermarket parts, which is expected to benefit AIR's growth outlook. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Feb 28 2026 | n/a | n/a | US$171m |
| Nov 30 2025 | n/a | n/a | US$94m |
| Aug 31 2025 | n/a | n/a | US$29m |
| May 31 2025 | US$8m | US$1m | US$13m |
| Feb 28 2025 | n/a | n/a | -US$12m |
| Nov 30 2024 | n/a | n/a | US$10m |
| Aug 31 2024 | n/a | n/a | US$64m |
| May 31 2024 | US$8m | US$1m | US$46m |
| Feb 29 2024 | n/a | n/a | US$60m |
| Nov 30 2023 | n/a | n/a | US$67m |
| Aug 31 2023 | n/a | n/a | US$66m |
| May 31 2023 | US$7m | US$1m | US$89m |
| Feb 28 2023 | n/a | n/a | US$89m |
| Nov 30 2022 | n/a | n/a | US$90m |
| Aug 31 2022 | n/a | n/a | US$89m |
| May 31 2022 | US$12m | US$925k | US$78m |
| Feb 28 2022 | n/a | n/a | US$69m |
| Nov 30 2021 | n/a | n/a | US$77m |
| Aug 31 2021 | n/a | n/a | US$71m |
| May 31 2021 | US$4m | US$781k | US$46m |
| Feb 28 2021 | n/a | n/a | US$17m |
| Nov 30 2020 | n/a | n/a | -US$12m |
| Aug 31 2020 | n/a | n/a | -US$6m |
| May 31 2020 | US$5m | US$801k | US$25m |
| Feb 29 2020 | n/a | n/a | US$66m |
| Nov 30 2019 | n/a | n/a | US$91m |
| Aug 31 2019 | n/a | n/a | US$82m |
| May 31 2019 | US$3m | US$750k | US$84m |
Rémunération vs marché: La rémunération totale de John ($USD 8.15M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 7.05M ).
Rémunération et revenus: La rémunération de John a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
John Holmes (48 yo)
8.9yrs
Titularisation
US$8,146,124
Compensation
Mr. John McClain Holmes III, serves as Independent Director of GATX Corporation since January 2024. He has been the President at AAR Corp. since June 1, 2017 and its Chief Executive Officer since June 1, 2...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman | 8.9yrs | US$8.15m | 0.60% $ 25.5m | |
| VP, Controller & Chief Accounting Officer | 10.6yrs | US$1.22m | 0.057% $ 2.4m | |
| Senior VP | 6.3yrs | US$1.91m | 0.075% $ 3.2m | |
| Senior VP & Chief Commercial Officer | 8.9yrs | US$2.71m | 0.17% $ 7.1m | |
| Chief Financial Officer & Senior VP | less than a year | pas de données | 0.019% $ 821.9k | |
| Interim Chief Digital and Technology Officer | less than a year | pas de données | pas de données | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| VP and Chief Ethics & Compliance Officer | 4.6yrs | pas de données | pas de données | |
| Senior VP & Chief Human Resources Officer | 1.1yrs | pas de données | pas de données | |
| Executive Vice President | no data | US$1.08m | pas de données | |
| Senior Vice President of Strategic Operations | 1.3yrs | pas de données | pas de données | |
| Senior Vice President of AAR Digital Services & Trax | 2.8yrs | pas de données | pas de données |
3.7yrs
Durée moyenne de l'emploi
48yo
Âge moyen
Gestion expérimentée: L'équipe de direction de AIR est considérée comme expérimentée (ancienneté moyenne 3.7 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Chairman | 8.8yrs | US$8.15m | 0.60% $ 25.5m | |
| Lead Independent Director | 23.3yrs | US$281.82k | 0.34% $ 14.3m | |
| Independent Director | 10.3yrs | US$244.95k | 0.059% $ 2.5m | |
| Independent Director | 5.8yrs | US$229.95k | 0.044% $ 1.9m | |
| Independent Director | 3.2yrs | US$231.82k | 0.018% $ 765.7k | |
| Independent Director | 20.8yrs | US$236.89k | 0.25% $ 10.8m | |
| Independent Director | 2.2yrs | US$240.54k | 0.012% $ 497.7k | |
| Independent Director | 15.3yrs | US$231.82k | 0.061% $ 2.6m | |
| Independent Director | 5.1yrs | US$241.20k | 0.033% $ 1.4m | |
| Independent Director | 9.1yrs | US$255.64k | 0.021% $ 909.9k | |
| Independent Director | 1.2yrs | US$41.25k | pas de données | |
| Independent Director | 2.6yrs | US$231.82k | 0% $ 0 |
7.3yrs
Durée moyenne de l'emploi
66yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de AIR sont considérés comme expérimentés (ancienneté moyenne 7.3 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 14:54 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/02/28 |
| Revenus annuels | 2025/05/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
AAR Corp. est couverte par 13 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Kenneth Herbert | Canaccord Genuity |
| J. B. Groh | D.A. Davidson & Co. |
| Noah Poponak | Goldman Sachs |