AAR 경영진
경영진 기준 점검 4/4
AAR CEO는 John Holmes, Jun2017 에 임명되었습니다 의 임기는 8.92 년입니다. 총 연간 보상은 $8.15M, 13.3% 급여 및 86.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $25.94M 가치에 해당하는 회사 주식의 0.6% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.7 년과 7.3 년입니다.
핵심 정보
John Holmes
최고경영자
US$8.1m
총 보수
| CEO 급여 비율 | 13.28% |
| CEO 재임 기간 | 8.9yrs |
| CEO 지분 보유율 | 0.6% |
| 경영진 평균 재임 기간 | 3.7yrs |
| 이사회 평균 재임 기간 | 7.3yrs |
최근 경영진 업데이트
Recent updates
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.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.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.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.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.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).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).AAR Corp.: Well Positioned To Capitalize On Current Demand/Supply Dynamic
Feb 02AAR Corp.'s (NYSE:AIR) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
Jan 23
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).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.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).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.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.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.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.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.Some Investors May Be Willing To Look Past AAR's (NYSE:AIR) Soft Earnings
Oct 01OKC 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.There's No Escaping AAR Corp.'s (NYSE:AIR) Muted Revenues Despite A 26% Share Price Rise
Jul 18Is AAR Corp. (NYSE:AIR) Trading At A 40% Discount?
Jun 10Is AAR (NYSE:AIR) Using Too Much Debt?
May 19Investors Holding Back On AAR Corp. (NYSE:AIR)
Mar 13AAR Corp.: Getting On A Stronger Footing
Mar 05Does AAR (NYSE:AIR) Have A Healthy Balance Sheet?
Feb 02AAR Corp.'s (NYSE:AIR) Intrinsic Value Is Potentially 99% Above Its Share Price
Dec 25AAR: MRO Play Suffering Some Turbulence
Dec 16Getting In Cheap On AAR Corp. (NYSE:AIR) Might Be Difficult
Dec 09We Think AAR (NYSE:AIR) Is Taking Some Risk With Its Debt
Nov 01AAR Corp.: Why I Believe This Aerospace Stock Can Fly Higher
Sep 29
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.We Think Some Shareholders May Hesitate To Increase AAR Corp.'s (NYSE:AIR) CEO Compensation
Sep 10AAR Corp. (NYSE:AIR) Not Lagging Market On Growth Or Pricing
Sep 05Should You Think About Buying AAR Corp. (NYSE:AIR) Now?
Aug 18AAR Corp.: Record Quarter Boosted By New Parts Distribution And Triumph Acquisition
Jul 24Does AAR (NYSE:AIR) Have A Healthy Balance Sheet?
Jun 19AAR Corp.: Aircraft Delivery Constraints Increasing Aftermarket Demand
May 29AAR Corp.'s (NYSE:AIR) Price In Tune With Earnings
May 08CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Feb 28 2026 | n/a | n/a | US$171m |
| Nov 30 2025 | n/a | n/a | US$94m |
| Aug 31 2025 | n/a | n/a | US$29m |
| May 31 2025 | US$8m | US$1m | US$13m |
| Feb 28 2025 | n/a | n/a | -US$12m |
| Nov 30 2024 | n/a | n/a | US$10m |
| Aug 31 2024 | n/a | n/a | US$64m |
| May 31 2024 | US$8m | US$1m | US$46m |
| Feb 29 2024 | n/a | n/a | US$60m |
| Nov 30 2023 | n/a | n/a | US$67m |
| Aug 31 2023 | n/a | n/a | US$66m |
| May 31 2023 | US$7m | US$1m | US$89m |
| Feb 28 2023 | n/a | n/a | US$89m |
| Nov 30 2022 | n/a | n/a | US$90m |
| Aug 31 2022 | n/a | n/a | US$89m |
| May 31 2022 | US$12m | US$925k | US$78m |
| Feb 28 2022 | n/a | n/a | US$69m |
| Nov 30 2021 | n/a | n/a | US$77m |
| Aug 31 2021 | n/a | n/a | US$71m |
| May 31 2021 | US$4m | US$781k | US$46m |
| Feb 28 2021 | n/a | n/a | US$17m |
| Nov 30 2020 | n/a | n/a | -US$12m |
| Aug 31 2020 | n/a | n/a | -US$6m |
| May 31 2020 | US$5m | US$801k | US$25m |
| Feb 29 2020 | n/a | n/a | US$66m |
| Nov 30 2019 | n/a | n/a | US$91m |
| Aug 31 2019 | n/a | n/a | US$82m |
| May 31 2019 | US$3m | US$750k | US$84m |
보상 대 시장: John의 총 보수(USD8.15M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.20M) 수준입니다.
보상과 수익: John의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
John Holmes (48 yo)
8.9yrs
재임 기간
US$8,146,124
보수
Mr. John McClain Holmes III, serves as Independent Director of GATX Corporation since January 2024. He has been the President at AAR Corp. since June 1, 2017 and its Chief Executive Officer since June 1, 2...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman | 8.9yrs | US$8.15m | 0.60% $ 25.9m | |
| VP, Controller & Chief Accounting Officer | 10.6yrs | US$1.22m | 0.057% $ 2.5m | |
| Senior VP | 6.3yrs | US$1.91m | 0.075% $ 3.3m | |
| Senior VP & Chief Commercial Officer | 8.9yrs | US$2.71m | 0.17% $ 7.3m | |
| Chief Financial Officer & Senior VP | less than a year | 데이터 없음 | 0.019% $ 836.3k | |
| Interim Chief Digital and Technology Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Vice President of Investor Relations | no data | 데이터 없음 | 데이터 없음 | |
| VP and Chief Ethics & Compliance Officer | 4.6yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP & Chief Human Resources Officer | 1.1yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President | no data | US$1.08m | 데이터 없음 | |
| Senior Vice President of Strategic Operations | 1.3yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of AAR Digital Services & Trax | 2.8yrs | 데이터 없음 | 데이터 없음 |
3.7yrs
평균 재임 기간
48yo
평균 나이
경험이 풍부한 관리: AIR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.7 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Chairman | 8.8yrs | US$8.15m | 0.60% $ 25.9m | |
| Lead Independent Director | 23.3yrs | US$281.82k | 0.34% $ 14.5m | |
| Independent Director | 10.3yrs | US$244.95k | 0.059% $ 2.5m | |
| Independent Director | 5.8yrs | US$229.95k | 0.044% $ 1.9m | |
| Independent Director | 3.2yrs | US$231.82k | 0.018% $ 779.2k | |
| Independent Director | 20.8yrs | US$236.89k | 0.25% $ 11.0m | |
| Independent Director | 2.2yrs | US$240.54k | 0.012% $ 506.5k | |
| Independent Director | 15.3yrs | US$231.82k | 0.061% $ 2.7m | |
| Independent Director | 5.1yrs | US$241.20k | 0.033% $ 1.4m | |
| Independent Director | 9.1yrs | US$255.64k | 0.021% $ 925.9k | |
| Independent Director | 1.2yrs | US$41.25k | 데이터 없음 | |
| Independent Director | 2.6yrs | US$231.82k | 0% $ 0 |
7.3yrs
평균 재임 기간
66yo
평균 나이
경험이 풍부한 이사회: AIR의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7.3 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/04 21:51 |
| 종가 | 2026/05/04 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 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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 |