AAR Corp.

Report azionario NYSE:AIR

Capitalizzazione di mercato: US$4.3b

AAR Crescita futura

Criteri Future verificati 1/6

Si prevede che AAR aumenterà gli utili e i ricavi rispettivamente del 12.6% e 8% all'anno, mentre si prevede che l'EPS crescerà del 5.2% all'anno.

Informazioni chiave

12.6%

Tasso di crescita degli utili

5.19%

Tasso di crescita dell'EPS

Aerospace & Defense crescita degli utili19.0%
Tasso di crescita dei ricavi8.0%
Rendimento futuro del capitale proprion/a
Copertura analitica

Good

Ultimo aggiornamento14 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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 Alpha
Articolo di analisi • 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...
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Articolo di analisi • 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...
Articolo di analisi • 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
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Nuova narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Articolo di analisi • 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 Alpha
Articolo di analisi • May 08

AAR Corp.'s (NYSE:AIR) Price In Tune With Earnings

AAR Corp.'s ( NYSE:AIR ) price-to-earnings (or "P/E") ratio of 41.4x might make it look like a strong sell right now...

Previsioni di crescita degli utili e dei ricavi

NYSE:AIR - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
5/31/20283,8642381321745
5/31/20273,6301961191407
5/31/20263,27318363987
2/28/20263,1351713795N/A
11/30/20252,96894-331N/A
8/31/20252,85829-2610N/A
5/31/20252,78113136N/A
2/28/20252,683-12-259N/A
11/30/20242,572101948N/A
8/31/20242,431641544N/A
5/31/20242,319461444N/A
2/29/20242,216603564N/A
11/30/20232,170672861N/A
8/31/20232,09466-34-2N/A
5/31/20231,99189-623N/A
2/28/20231,91389-1118N/A
11/30/20221,84490-717N/A
8/31/20221,811895779N/A
5/31/20221,820785875N/A
2/28/20221,782694558N/A
11/30/20211,740774859N/A
8/31/20211,707715969N/A
5/31/20211,6524694105N/A
2/28/20211,631174255N/A
11/30/20201,774-122847N/A
8/31/20201,931-61335N/A
5/31/20202,07225-60-36N/A
2/29/20202,218661134N/A
11/30/20192,19591N/A85N/A
8/31/20192,12782N/A62N/A
5/31/20192,05284N/A67N/A
2/28/20191,96375N/A56N/A
11/30/20181,88979N/A39N/A
8/31/20181,81781N/A58N/A
5/31/20181,74873N/A64N/A
2/28/20181,72571N/A66N/A
11/30/20171,67655N/A13N/A
8/31/20171,58453N/A2N/A
5/31/20171,59152N/A22N/A
2/28/20171,60947N/A35N/A
11/30/20161,61443N/A47N/A
8/31/20161,71741N/A95N/A
5/31/20161,52545N/A32N/A
2/29/20161,646-56N/A-66N/A
11/30/20151,614-64N/A-90N/A
8/31/20151,586-59N/A-122N/A
5/31/20151,621-74N/A-43N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di AIR ( 12.6% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di AIR ( 12.6% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di AIR cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di AIR ( 8% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di AIR ( 8% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di AIR è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/15 11:06
Prezzo dell'azione a fine giornata2026/05/15 00:00
Utili2026/02/28
Utili annuali2025/05/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

AAR Corp. è coperta da 13 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Kenneth HerbertCanaccord Genuity
J. B. GrohD.A. Davidson & Co.
Noah PoponakGoldman Sachs