AAR Corp.

NYSE:AIR 株式レポート

時価総額：US$4.9b

AAR 将来の成長

Future 基準チェック /16

AARは、13.6%と7.1%でそれぞれ年率13.6%で利益と収益が成長すると予測される一方、EPSはgrowで12.5%年率。

主要情報

13.6%

収益成長率

12.53%

EPS成長率

Aerospace & Defense 収益成長17.6%
収益成長率7.1%
将来の株主資本利益率n/a
アナリストカバレッジ

Good

最終更新日28 Jul 2026

今後の成長に関する最新情報

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 Alpha

業績と収益の成長予測

NYSE:AIR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
5/31/20294,1622851481924
5/31/20283,8932441221636
5/31/20273,6482121051487
5/31/20263,3081883399N/A
2/28/20263,1351713795N/A
11/30/20252,96894-331N/A
8/31/20252,85829-2610N/A
5/31/20252,78113-336N/A
2/28/20252,683-12-259N/A
11/30/20242,572101948N/A
8/31/20242,431641544N/A
5/31/20242,319461244N/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
2/29/20202,21866N/A34N/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

アナリストによる今後の成長予測

収入対貯蓄率: AIRの予測収益成長率 (年間13.6% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: AIRの収益 ( 13.6% ) US市場 ( 17.2% ) よりも低い成長が予測されています。

高成長収益: AIRの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: AIRの収益 ( 7.1% ) US市場 ( 13.4% ) よりも低い成長が予測されています。

高い収益成長: AIRの収益 ( 7.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: AIRの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/11 16:58
終値2026/09/11 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

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