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AIR logo

AAR Corp. Stock Price

NYSE:AIR Community·US$4.9b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 29 Fair Values set on narratives written by author
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AIR Share Price Performance

US$125.48
51.05 (68.59%)
​
US$145.20
Fair Value
US$125.48
51.05 (68.59%)
13.6% undervalued intrinsic discount
US$145.20
Fair Value
Price US$125.48
AnalystConsensusTarget US$145.20
Tue, 28 Jul 26
Fair ValueUS$145.20
Share Pricen/a

AIR Community Narratives

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AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$145.2 13.6% undervalued intrinsic discount

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

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10users have followed this narrative
AIR logo
AAR
13.6% undervalued intrinsic discount

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

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AnalystConsensusTarget
AnalystConsensusTarget
Updated 28 Jul
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Recently Updated Narratives

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AnalystConsensusTarget
AIR logo

AIR: Aftermarket Strength And AI Procurement Will Support Balanced Future Prospects

Fair Value: US$145.2 13.6% undervalued intrinsic discount
10 fair values setusers have set this as their fair value
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Snowflake Analysis

Solid track record with mediocre balance sheet.

1 Risk
3 Rewards
View Full Analysis

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 • Aug 20

AAR Corp.: Market-Share Gains, Capacity Expansion And An Improving Mix Support Further Upside

Summary AAR Corp. is rated Buy, driven by secular market share gains in aircraft parts distribution and expansion in higher-margin businesses. Capacity expansion via new facilities and the HAECO acquisition is set to drive revenue and margin improvement as integration progresses. A strategic exit from low-margin Legacy Commercial Programs and focus on component MRO and software should enhance margin mix and capital returns. Despite recent re-rating, AIR trades at a reasonable valuation versus aftermarket peers, with double-digit EPS growth supporting a strong risk-reward profile. Read the full article on Seeking Alpha

Recent updates

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AAR Corp. Competitors

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