AIR logo

AAR Corp. Stock Price

NYSE:AIR Community·US$5.1b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 25 Fair Values set on narratives written by author

AIR Share Price Performance

US$129.05
52.57 (68.74%)
US$137.00
Fair Value
US$129.05
52.57 (68.74%)
5.8% undervalued intrinsic discount
US$137.00
Fair Value
Price US$129.05
AnalystConsensusTarget US$137.00

AIR Community Narratives

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Fair Value US$137 5.8% undervalued intrinsic discount

AIR: Service Center Expansion And Military Agreements Will Support Steady Performance

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Updated Narratives

AIR logo

AIR: Aftermarket Expansion And AI Procurement Platform Will Support Measured Future Upside

Fair Value: US$137 5.8% undervalued intrinsic discount
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Snowflake Analysis

Solid track record with mediocre balance sheet.

1 Risk
3 Rewards

AAR Corp. Key Details

US$3.3b

Revenue

US$2.7b

Cost of Revenue

US$622.0m

Gross Profit

US$434.3m

Other Expenses

US$187.7m

Earnings

Last Reported Earnings
May 31, 2026
Next Reporting Earnings
n/a
4.77
18.80%
5.67%
52.5%
View Full Analysis

About AIR

Founded
1951
Employees
7100
CEO
John Holmes
WebsiteView website
www.aarcorp.com

AAR Corp. provides products and services to commercial aviation, government, and defense markets in North America, Europe, Africa, Asia, and internationally. It operates through four segments: Parts Supply; Repair, Engineering, and Software; Government Solutions; and Legacy Commercial Programs. The company sells and leases used serviceable material and aftermarket distribution of new, and original equipment manufacturers supplied replacement parts. It also provides airframe maintenance, repair, and overhaul (MRO) services, such as airframe inspection, painting services, line maintenance, airframe modifications, structural repairs, avionics service and installation, exterior and interior refurbishment and engineering services, and support for various commercial and military aircraft; component MRO services, including repair and overhaul services, engine and airframe accessories, and interior refurbishment; software solutions comprising cloud-based, mobile, and AI-enabled aviation aftermarket software; develops PMA parts for aftermarket applications; and designs proprietary designated engineering representative repairs. In addition, the company designs, manufactures, and repairs transportation pallets; offers fleet management and operations of customer-owned aircraft; provision of supply chain logistics services, such as material planning, sourcing, logistics, information and program management, and parts and component repair and overhaul services; and engineering, design, and system integration services for specialized command and control systems. Further, it provides asset-heavy flight hour-based component pool and repair programs for commercial airlines and distribution of consumables and expendables inventory. Additionally, it offers containers and shelters for military and humanitarian tactical deployment activities; and shelters, such as stationary and vehicle-mounted applications. AAR Corp. was founded in 1951 and is headquartered in Wood Dale, Illinois.

Recent AIR News & Updates

Seeking Alpha Jul 22

AAR: Buy The Connected Aftermarket Story

Summary AAR Corporation delivered record FY26 results, surpassing prior targets and reaffirming a "Buy" rating with a new $154.52 price target. AIR is scaling a connected aftermarket platform, with new parts distribution, software, and MRO capacity driving above-market growth and margin expansion. Fiscal 2027 guidance calls for continued double-digit sales growth, margin improvement, and strong cash conversion, supported by a robust M&A pipeline. Execution risks remain across HAECO integration, capacity ramps, and software adoption, but multiple independent levers underpin the bullish outlook. Read the full article on Seeking Alpha

Recent updates

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