AAR Corp.

DB:ARZ Stock Report

Market Cap: €3.7b

AAR Management

Management criteria checks 3/4

AAR's CEO is John Holmes, appointed in Jun 2017, has a tenure of 8.83 years. total yearly compensation is $8.15M, comprised of 13.3% salary and 86.7% bonuses, including company stock and options. directly owns 0.6% of the company’s shares, worth €22.43M. The average tenure of the management team and the board of directors is 3.6 years and 7.3 years respectively.

Key information

John Holmes

Chief executive officer

US$8.1m

Total compensation

CEO salary percentage13.28%
CEO tenure8.8yrs
CEO ownership0.6%
Management average tenure3.6yrs
Board average tenure7.3yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has John Holmes's remuneration changed compared to AAR's earnings?
DateTotal CompensationSalaryCompany Earnings
Feb 28 2026n/an/a

US$171m

Nov 30 2025n/an/a

US$94m

Aug 31 2025n/an/a

US$29m

May 31 2025US$8mUS$1m

US$13m

Feb 28 2025n/an/a

-US$12m

Nov 30 2024n/an/a

US$10m

Aug 31 2024n/an/a

US$64m

May 31 2024US$8mUS$1m

US$46m

Feb 29 2024n/an/a

US$60m

Nov 30 2023n/an/a

US$67m

Aug 31 2023n/an/a

US$66m

May 31 2023US$7mUS$1m

US$89m

Feb 28 2023n/an/a

US$89m

Nov 30 2022n/an/a

US$90m

Aug 31 2022n/an/a

US$89m

May 31 2022US$12mUS$925k

US$78m

Feb 28 2022n/an/a

US$69m

Nov 30 2021n/an/a

US$77m

Aug 31 2021n/an/a

US$71m

May 31 2021US$4mUS$781k

US$46m

Feb 28 2021n/an/a

US$17m

Nov 30 2020n/an/a

-US$12m

Aug 31 2020n/an/a

-US$6m

May 31 2020US$5mUS$801k

US$25m

Feb 29 2020n/an/a

US$66m

Nov 30 2019n/an/a

US$91m

Aug 31 2019n/an/a

US$82m

May 31 2019US$3mUS$750k

US$84m

Compensation vs Market: John's total compensation ($USD8.15M) is above average for companies of similar size in the German market ($USD2.27M).

Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.


CEO

John Holmes (48 yo)

8.8yrs
Tenure
US$8,146,124
Compensation

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...


Leadership Team

NamePositionTenureCompensationOwnership
John Holmes
Chairman8.8yrsUS$8.15m0.60%
€ 22.4m
Eric Pachapa
VP, Controller & Chief Accounting Officer10.5yrsUS$1.22m0.057%
€ 2.1m
Jessica Garascia
Senior VP6.2yrsUS$1.91m0.075%
€ 2.8m
Christopher Jessup
Senior VP & Chief Commercial Officer8.8yrsUS$2.71m0.17%
€ 6.3m
Dylan Wolin
Chief Financial Officer & Senior VPless than a yearno data0.019%
€ 723.1k
John Janachowski
Interim Chief Digital and Technology Officerless than a yearno datano data
Christopher Tillett
Vice President of Investor Relationsno datano datano data
Lori Knudson
VP and Chief Ethics & Compliance Officer4.5yrsno datano data
Sharon Purnell
Senior VP & Chief Human Resources Officer1yrno datano data
Terry Stinson
Executive Vice Presidentno dataUS$1.08mno data
Dany Kleiman
Senior Vice President of Strategic Operations1.3yrsno datano data
Andrew Schmidt
Senior Vice President of AAR Digital Services & Trax2.8yrsno datano data
3.6yrs
Average Tenure
48yo
Average Age

Experienced Management: ARZ's management team is considered experienced (3.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
John Holmes
Chairman8.8yrsUS$8.15m0.60%
€ 22.4m
Marc Walfish
Lead Independent Director23.3yrsUS$281.82k0.34%
€ 12.6m
Jennifer Vogel
Independent Director10.3yrsUS$244.95k0.059%
€ 2.2m
Robert Leduc
Independent Director5.8yrsUS$229.95k0.044%
€ 1.7m
John Dietrich
Independent Director3.1yrsUS$231.82k0.018%
€ 673.7k
Michael Boyce
Independent Director20.7yrsUS$236.89k0.25%
€ 9.5m
Jeffrey Edwards
Independent Director2.1yrsUS$240.54k0.012%
€ 437.9k
Peter Pace
Independent Director15.3yrsUS$231.82k0.061%
€ 2.3m
Ellen Lord
Independent Director5yrsUS$241.20k0.033%
€ 1.2m
Duncan McNabb
Independent Director9yrsUS$255.64k0.021%
€ 800.6k
Hema Widhani
Independent Director1.1yrsUS$41.25kno data
Billy Nolen
Independent Director2.5yrsUS$231.82k0%
€ 0
7.3yrs
Average Tenure
65.5yo
Average Age

Experienced Board: ARZ's board of directors are considered experienced (7.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/23 05:35
End of Day Share Price 2026/04/23 00:00
Earnings2026/02/28
Annual Earnings2025/05/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

AAR Corp. is covered by 13 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kenneth HerbertCanaccord Genuity
J. B. GrohD.A. Davidson & Co.
Noah PoponakGoldman Sachs