AAR 과거 순이익 실적
과거 기준 점검 3/6
AAR은 연평균 0.4%의 비율로 수입이 증가해 온 반면, Aerospace & Defense 산업은 수입이 20.1% 증가했습니다. 매출은 연평균 13.5%의 비율로 증가했습니다. AAR의 자기자본이익률은 10.4%이고 순이익률은 5.5%입니다.
핵심 정보
0.42%
순이익 성장률
-0.64%
주당순이익(EPS) 성장률
| Aerospace & Defense 산업 성장률 | 5.38% |
| 매출 성장률 | 13.53% |
| 자기자본이익률 | 10.41% |
| 순이익률 | 5.46% |
| 최근 순이익 업데이트 | 28 Feb 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 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).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 Alpha분석 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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
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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
AAR가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 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 |
양질의 수익: AIR는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: AIR는 과거에 흑자전환했습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: AIR의 수익은 지난 5년 동안 연평균 0.4% 증가했습니다.
성장 가속화: AIR는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.
수익 대 산업: AIR는 지난해 흑자전환하여 지난 해 수익 성장률을 Aerospace & Defense 업계(23.6%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: AIR의 자본 수익률(10.4%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 17:22 |
| 종가 | 2026/05/22 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 |