AAR 향후 성장
Future 기준 점검 1/6
AAR은 연간 수입과 매출이 각각 8.7%와 8% 증가할 것으로 예상되고 EPS는 연간 2.7%만큼 증가할 것으로 예상됩니다.
핵심 정보
8.7%
이익 성장률
2.73%
EPS 성장률
| Aerospace & Defense 이익 성장 | 18.0% |
| 매출 성장률 | 8.0% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 04 Jun 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).Seeking Alpha • Jun 03
AAR Corp.: Structural Earnings Power Not Reflected In The Multiple
Summary AAR Corp. is executing a robust aftermarket aerospace growth strategy, with Q3 FY26 sales up 25% YoY and adjusted EPS beating consensus by 8%. Distribution, especially new parts (36% organic growth) and government (55% organic growth), is driving margin expansion and segment outperformance. Trax software is scaling rapidly, with recurring revenue growth and a marketplace launch in 2026 expected to drive further EBITDA margin re-rating. We rate AIR as a buy with a $145 price target, supported by conservative FY27 EPS and margin targets, strong integration progress, and healthy balance sheet. Read the full article on Seeking Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...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 AlphaSeeking 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
새로운 내러티브 • 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 5/31/2029 | 4,117 | 237 | 121 | 168 | 3 |
| 5/31/2028 | 3,869 | 203 | 98 | 142 | 5 |
| 5/31/2027 | 3,627 | 191 | 105 | 129 | 7 |
| 5/31/2026 | 3,274 | 184 | 73 | 107 | 7 |
| 2/28/2026 | 3,135 | 171 | 37 | 95 | N/A |
| 11/30/2025 | 2,968 | 94 | -33 | 1 | N/A |
| 8/31/2025 | 2,858 | 29 | -26 | 10 | N/A |
| 5/31/2025 | 2,781 | 13 | 1 | 36 | N/A |
| 2/28/2025 | 2,683 | -12 | -25 | 9 | N/A |
| 11/30/2024 | 2,572 | 10 | 19 | 48 | N/A |
| 8/31/2024 | 2,431 | 64 | 15 | 44 | N/A |
| 5/31/2024 | 2,319 | 46 | 14 | 44 | N/A |
| 2/29/2024 | 2,216 | 60 | 35 | 64 | N/A |
| 11/30/2023 | 2,170 | 67 | 28 | 61 | N/A |
| 8/31/2023 | 2,094 | 66 | -34 | -2 | N/A |
| 5/31/2023 | 1,991 | 89 | -6 | 23 | N/A |
| 2/28/2023 | 1,913 | 89 | -11 | 18 | N/A |
| 11/30/2022 | 1,844 | 90 | -7 | 17 | N/A |
| 8/31/2022 | 1,811 | 89 | 57 | 79 | N/A |
| 5/31/2022 | 1,820 | 78 | 58 | 75 | N/A |
| 2/28/2022 | 1,782 | 69 | 45 | 58 | N/A |
| 11/30/2021 | 1,740 | 77 | 48 | 59 | N/A |
| 8/31/2021 | 1,707 | 71 | 59 | 69 | N/A |
| 5/31/2021 | 1,652 | 46 | 94 | 105 | N/A |
| 2/28/2021 | 1,631 | 17 | 42 | 55 | N/A |
| 11/30/2020 | 1,774 | -12 | 28 | 47 | N/A |
| 8/31/2020 | 1,931 | -6 | 13 | 35 | N/A |
| 5/31/2020 | 2,072 | 25 | -60 | -36 | N/A |
| 2/29/2020 | 2,218 | 66 | 11 | 34 | N/A |
| 11/30/2019 | 2,195 | 91 | N/A | 85 | N/A |
| 8/31/2019 | 2,127 | 82 | N/A | 62 | N/A |
| 5/31/2019 | 2,052 | 84 | N/A | 67 | N/A |
| 2/28/2019 | 1,963 | 75 | N/A | 56 | N/A |
| 11/30/2018 | 1,889 | 79 | N/A | 39 | N/A |
| 8/31/2018 | 1,817 | 81 | N/A | 58 | N/A |
| 5/31/2018 | 1,748 | 73 | N/A | 64 | N/A |
| 2/28/2018 | 1,725 | 71 | N/A | 66 | N/A |
| 11/30/2017 | 1,676 | 55 | N/A | 13 | N/A |
| 8/31/2017 | 1,584 | 53 | N/A | 2 | N/A |
| 5/31/2017 | 1,591 | 52 | N/A | 22 | N/A |
| 2/28/2017 | 1,609 | 47 | N/A | 35 | N/A |
| 11/30/2016 | 1,614 | 43 | N/A | 47 | N/A |
| 8/31/2016 | 1,717 | 41 | N/A | 95 | N/A |
| 5/31/2016 | 1,525 | 45 | N/A | 32 | N/A |
| 2/29/2016 | 1,646 | -56 | N/A | -66 | N/A |
| 11/30/2015 | 1,614 | -64 | N/A | -90 | N/A |
| 8/31/2015 | 1,586 | -59 | N/A | -122 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: AIR 의 연간 예상 수익 증가율(8.7%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: AIR 의 연간 수익(8.7%)이 US 시장(18.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: AIR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: AIR 의 수익(연간 8%)이 US 시장(연간 12.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: AIR 의 수익(연간 8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: AIR의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/30 13:02 |
| 종가 | 2026/06/30 00:00 |
| 수익 | 2026/02/28 |
| 연간 수익 | 2025/05/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
AAR Corp.는 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Kenneth Herbert | Canaccord Genuity |
| J. B. Groh | D.A. Davidson & Co. |
| Noah Poponak | Goldman Sachs |