AAR 過去の業績
過去 基準チェック /36
AARは、平均年間0.4%の収益成長を遂げていますが、 Aerospace & Defense業界の収益は、年間 成長しています。収益は、平均年間20.1% 13.5%収益成長率で 成長しています。 AARの自己資本利益率は10.4%であり、純利益率は5.5%です。
主要情報
0.42%
収益成長率
-0.64%
EPS成長率
| Aerospace & Defense 業界の成長 | 5.38% |
| 収益成長率 | 13.53% |
| 株主資本利益率 | 10.41% |
| ネット・マージン | 5.46% |
| 前回の決算情報 | 28 Feb 2026 |
最近の業績更新
Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).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...ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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収支内訳
収支内訳
AAR の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 28 Feb 26 | 3,135 | 171 | 318 | 0 |
| 30 Nov 25 | 2,968 | 94 | 300 | 0 |
| 31 Aug 25 | 2,858 | 29 | 345 | 0 |
| 31 May 25 | 2,781 | 13 | 347 | 0 |
| 28 Feb 25 | 2,683 | -12 | 355 | 0 |
| 30 Nov 24 | 2,572 | 10 | 371 | 0 |
| 31 Aug 24 | 2,431 | 64 | 302 | 0 |
| 31 May 24 | 2,319 | 46 | 291 | 0 |
| 29 Feb 24 | 2,216 | 60 | 289 | 0 |
| 30 Nov 23 | 2,170 | 67 | 256 | 0 |
| 31 Aug 23 | 2,094 | 66 | 246 | 0 |
| 31 May 23 | 1,991 | 89 | 232 | 0 |
| 28 Feb 23 | 1,913 | 89 | 217 | 0 |
| 30 Nov 22 | 1,844 | 90 | 208 | 0 |
| 31 Aug 22 | 1,811 | 89 | 203 | 0 |
| 31 May 22 | 1,820 | 78 | 202 | 0 |
| 28 Feb 22 | 1,782 | 69 | 197 | 0 |
| 30 Nov 21 | 1,740 | 77 | 196 | 0 |
| 31 Aug 21 | 1,707 | 71 | 196 | 0 |
| 31 May 21 | 1,652 | 46 | 192 | 0 |
| 28 Feb 21 | 1,631 | 17 | 190 | 0 |
| 30 Nov 20 | 1,774 | -12 | 203 | 0 |
| 31 Aug 20 | 1,931 | -6 | 213 | 0 |
| 31 May 20 | 2,072 | 25 | 226 | 0 |
| 29 Feb 20 | 2,218 | 66 | 242 | 0 |
| 30 Nov 19 | 2,195 | 91 | 238 | 0 |
| 31 Aug 19 | 2,127 | 82 | 241 | 0 |
| 31 May 19 | 2,052 | 84 | 230 | 0 |
| 28 Feb 19 | 1,963 | 75 | 228 | 0 |
| 30 Nov 18 | 1,889 | 79 | 226 | 0 |
| 31 Aug 18 | 1,817 | 81 | 213 | 0 |
| 31 May 18 | 1,748 | 73 | 209 | 0 |
| 28 Feb 18 | 1,725 | 71 | 201 | 0 |
| 30 Nov 17 | 1,676 | 55 | 191 | 0 |
| 31 Aug 17 | 1,584 | 53 | 181 | 0 |
| 31 May 17 | 1,591 | 52 | 181 | 0 |
| 28 Feb 17 | 1,609 | 47 | 174 | 0 |
| 30 Nov 16 | 1,614 | 43 | 174 | 0 |
| 31 Aug 16 | 1,717 | 41 | 178 | 0 |
| 31 May 16 | 1,525 | 45 | 158 | 0 |
| 29 Feb 16 | 1,646 | -56 | 172 | 0 |
| 30 Nov 15 | 1,614 | -64 | 171 | 0 |
| 31 Aug 15 | 1,586 | -59 | 168 | 0 |
| 31 May 15 | 1,621 | -74 | 167 | 0 |
質の高い収益: AIRは 高品質の収益 を持っています。
利益率の向上: AIR過去に利益を上げました。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: AIRの収益は過去 5 年間で年間0.4%増加しました。
成長の加速: AIRは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。
収益対業界: AIR昨年収益を上げたため、昨年の収益成長をAerospace & Defense業界 ( 23.6% ) と比較することは困難です。
株主資本利益率
高いROE: AIRの 自己資本利益率 ( 10.4% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/05/21 19:29 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/02/28 |
| 年間収益 | 2025/05/31 |
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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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 |