AAR（AIR）株式概要
AAR社は、北米、ヨーロッパ、アフリカ、アジア、および国際的な民間航空、政府、防衛市場に製品とサービスを提供している。 詳細
AIR Community Fair Values
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Analyst Price Targets
AAR Corp. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$134.64 |
| 52週高値 | US$154.00 |
| 52週安値 | US$73.05 |
| ベータ | 1.13 |
| 1ヶ月の変化 | 4.33% |
| 3ヶ月変化 | 19.43% |
| 1年変化 | 79.30% |
| 3年間の変化 | 119.00% |
| 5年間の変化 | 298.34% |
| IPOからの変化 | 2,054.53% |
最新ニュース
Seeking Alpha • Aug 20
AAR Corp.: Market-Share Gains, Capacity Expansion And An Improving Mix Support Further Upside
Summary AAR Corp. is rated Buy, driven by secular market share gains in aircraft parts distribution and expansion in higher-margin businesses. Capacity expansion via new facilities and the HAECO acquisition is set to drive revenue and margin improvement as integration progresses. A strategic exit from low-margin Legacy Commercial Programs and focus on component MRO and software should enhance margin mix and capital returns. Despite recent re-rating, AIR trades at a reasonable valuation versus aftermarket peers, with double-digit EPS growth supporting a strong risk-reward profile. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 28
AIR: Aftermarket Strength And AI Procurement Will Support Balanced Future Prospects
Analysts have raised their fair value estimate for AAR to $145.20 from $137, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E that they view as better aligned with the company’s current outlook. What’s in the News for AAR AAR Corp.Recent updates
Seeking Alpha • Aug 20
AAR Corp.: Market-Share Gains, Capacity Expansion And An Improving Mix Support Further Upside
Summary AAR Corp. is rated Buy, driven by secular market share gains in aircraft parts distribution and expansion in higher-margin businesses. Capacity expansion via new facilities and the HAECO acquisition is set to drive revenue and margin improvement as integration progresses. A strategic exit from low-margin Legacy Commercial Programs and focus on component MRO and software should enhance margin mix and capital returns. Despite recent re-rating, AIR trades at a reasonable valuation versus aftermarket peers, with double-digit EPS growth supporting a strong risk-reward profile. Read the full article on Seeking Alphaナラティブ更新 • Jul 28
AIR: Aftermarket Strength And AI Procurement Will Support Balanced Future Prospects
Analysts have raised their fair value estimate for AAR to $145.20 from $137, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E that they view as better aligned with the company’s current outlook. What’s in the News for AAR AAR Corp.ナラティブ更新 • Jul 14
AIR: Aftermarket Expansion And AI Procurement Platform Will Support Measured Future Upside
Analysts have nudged their price target on AAR higher to $137.00 from $131.67, citing updated assumptions around discount rates, profitability, and future P/E expectations as the key drivers of this change. What’s in the News for AAR AAR is highlighted in a Zacks article, "3 Reasons Why Growth Investors Shouldn't Overlook AAR (AIR)," citing a favorable Growth Score, a top Zacks Rank and positive earnings estimate revisions as key factors (source: Zacks).ナラティブ更新 • Jun 22
AIR: Defense Contracts And Aftermarket Expansion Will Support Measured Future Upside
Analysts kept their AAR price target steady at $131.67, citing only minor model adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. What’s in the News for AAR AAR reported Q1 revenue growth of 25.3% year over year, with total sales up 25% and organic adjusted sales growth of 14%, beating analyst revenue expectations by 4.1%, according to recent earnings coverage.分析記事 • Jun 20
AAR (AIR) Stock Looks Slightly Stretched After Its 25.3% Revenue Jump
AAR (AIR) drew investor attention after reporting quarterly revenue growth of 25.3% year on year, with adjusted operating income above analyst estimates and a 20.1% stock gain following the earnings release. See our latest analysis for AAR. The recent 20.1% jump around earnings sits on top of strong momentum for AAR, with a 30 day share price return of 24.38% and a 1 year total shareholder return of 99.76%. This suggests investors may be reassessing its growth and risk profile. If strong...ナラティブ更新 • Jun 05
AIR: Defense And Aftermarket Platform Expansion Will Drive Further Upside
Analysts have kept their average price target for AAR steady at about $132 per share, with the latest update reflecting adjustments to assumptions for discount rate, profit margin and future P/E rather than a change in overall valuation. What's in the News AAR hosted its 2026 Investor Day on May 12, outlining a long term plan centered on parts, repair, and software for commercial and government fleets, and reaffirming guidance for Q4 and full fiscal 2026, including adjusted sales of $3.116b, adjusted EBITDA of $376m with a 12.1% margin, and adjusted EPS of $4.67 for the 12 months ended Q3 FY26 (Investor Day materials, May 12, 2026).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.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 AlphaSeeking 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株主還元
| AIR | US Aerospace & Defense | US 市場 | |
|---|---|---|---|
| 7D | -12.4% | -5.9% | -1.2% |
| 1Y | 79.3% | 20.5% | 18.3% |
業界別リターン: AIR過去 1 年間で20.5 % の収益を上げたUS Aerospace & Defense業界を上回りました。
リターン対市場: AIR過去 1 年間で18.3 % の収益を上げたUS市場を上回りました。
価格変動
| AIR volatility | |
|---|---|
| AIR Average Weekly Movement | 7.0% |
| Aerospace & Defense Industry Average Movement | 9.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: AIR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AIRの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1951 | 7,100 | John Holmes | www.aarcorp.com |
AAR Corp.は、北米、欧州、アフリカ、アジアおよびその他の地域における民間航空、政府、防衛市場向けに製品およびサービスを提供しています。同社は、「部品供給」、「修理・エンジニアリング・ソフトウェア」、「政府向けソリューション」、「従来の民間プログラム」の4つの事業セグメントを通じて事業を展開しています。 同社は、使用済みで稼働可能な資材の販売・リース、ならびに新品およびOEM（オリジナル・エクイップメント・メーカー）供給の交換用部品のアフターマーケット流通を行っています。 また、各種民間および軍用航空機向けに、機体検査、塗装サービス、ライン整備、機体改造、構造修理、アビオニクスサービスおよび設置、外装・内装の改修、エンジニアリングサービスなどの機体整備・修理・オーバーホール（MRO）サービスを提供しています。 コンポーネントのMROサービス（修理・オーバーホールサービス、エンジンおよび機体付属品、内装改修を含む）；クラウドベース、モバイル、AI対応の航空アフターマーケットソフトウェアからなるソフトウェアソリューション；アフターマーケット用途向けのPMA部品の開発；および独自の指定エンジニアリング代表者（DER）による修理の設計を行っています。 さらに、同社は輸送用パレットの設計、製造、修理を行うほか、顧客所有の航空機に対するフリート管理および運航サービスを提供している。また、資材計画、調達、物流、情報およびプログラム管理、ならびに部品・コンポーネントの修理・オーバーホールサービスといったサプライチェーン・ロジスティクスサービスの提供、および特殊な指揮統制システム向けのエンジニアリング、設計、システム統合サービスも提供している。 さらに、民間航空会社向けに、資産集約型の飛行時間ベースのコンポーネントプールおよび修理プログラムを提供し、消耗品および使い捨て在庫の流通も行っています。加えて、軍事および人道支援の戦術的展開活動向けのコンテナやシェルター、ならびに固定式や車両搭載型などのシェルターも提供しています。 AAR Corp.は1951年に設立され、イリノイ州ウッドデールに本社を置いている。
AAR Corp. 基礎のまとめ
| AIR 基礎統計学 | |
|---|---|
| 時価総額 | US$5.31b |
| 収益（TTM） | US$187.70m |
| 売上高(TTM) | US$3.31b |
28.3x
PER（株価収益率1.6x
P/SレシオAIR は割高か？
公正価値と評価分析を参照収益と収入
| AIR 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.31b |
| 売上原価 | US$2.69b |
| 売上総利益 | US$622.00m |
| その他の費用 | US$434.30m |
| 収益 | US$187.70m |
直近の収益報告
May 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.77 |
| グロス・マージン | 18.80% |
| 純利益率 | 5.67% |
| 有利子負債／自己資本比率 | 52.5% |
AIR の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/24 00:09 |
| 終値 | 2026/08/24 00:00 |
| 収益 | 2026/05/31 |
| 年間収益 | 2026/05/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
AAR Corp. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Kenneth Herbert | Canaccord Genuity |
| J. B. Groh | D.A. Davidson & Co. |
| Noah Poponak | Goldman Sachs |