AAR Corp.

NYSE:AIR Stock Report

Market Cap: US$3.3b

AAR Management

Management criteria checks 4/4

AAR's CEO is John Holmes, appointed in Jun 2017, has a tenure of 8.58 years. total yearly compensation is $8.15M, comprised of 13.3% salary and 86.7% bonuses, including company stock and options. directly owns 0.66% of the company’s shares, worth $21.97M. The average tenure of the management team and the board of directors is 3.4 years and 7 years respectively.

Key information

John Holmes

Chief executive officer

US$8.1m

Total compensation

CEO salary percentage13.28%
CEO tenure8.6yrs
CEO ownership0.7%
Management average tenure3.4yrs
Board average tenure7yrs

Recent management updates

Recent updates

AAR: Firing On All Cylinders

Dec 25

Some Investors May Be Willing To Look Past AAR's (NYSE:AIR) Soft Earnings

Oct 01
Some Investors May Be Willing To Look Past AAR's (NYSE:AIR) Soft Earnings

There's No Escaping AAR Corp.'s (NYSE:AIR) Muted Revenues Despite A 26% Share Price Rise

Jul 18
There's No Escaping AAR Corp.'s (NYSE:AIR) Muted Revenues Despite A 26% Share Price Rise

Is AAR Corp. (NYSE:AIR) Trading At A 40% Discount?

Jun 10
Is AAR Corp. (NYSE:AIR) Trading At A 40% Discount?

Is AAR (NYSE:AIR) Using Too Much Debt?

May 19
Is AAR (NYSE:AIR) Using Too Much Debt?

Investors Holding Back On AAR Corp. (NYSE:AIR)

Mar 13
Investors Holding Back On AAR Corp. (NYSE:AIR)

AAR Corp.: Getting On A Stronger Footing

Mar 05

Does AAR (NYSE:AIR) Have A Healthy Balance Sheet?

Feb 02
Does AAR (NYSE:AIR) Have A Healthy Balance Sheet?

AAR Corp.'s (NYSE:AIR) Intrinsic Value Is Potentially 99% Above Its Share Price

Dec 25
AAR Corp.'s (NYSE:AIR) Intrinsic Value Is Potentially 99% Above Its Share Price

AAR: MRO Play Suffering Some Turbulence

Dec 16

Getting In Cheap On AAR Corp. (NYSE:AIR) Might Be Difficult

Dec 09
Getting In Cheap On AAR Corp. (NYSE:AIR) Might Be Difficult

We Think AAR (NYSE:AIR) Is Taking Some Risk With Its Debt

Nov 01
We Think AAR (NYSE:AIR) Is Taking Some Risk With Its Debt

AAR Corp.: Why I Believe This Aerospace Stock Can Fly Higher

Sep 29
User avatar

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 10
We Think Some Shareholders May Hesitate To Increase AAR Corp.'s (NYSE:AIR) CEO Compensation

AAR Corp. (NYSE:AIR) Not Lagging Market On Growth Or Pricing

Sep 05
AAR Corp. (NYSE:AIR) Not Lagging Market On Growth Or Pricing

Should You Think About Buying AAR Corp. (NYSE:AIR) Now?

Aug 18
Should You Think About Buying AAR Corp. (NYSE:AIR) Now?

AAR Corp.: Record Quarter Boosted By New Parts Distribution And Triumph Acquisition

Jul 24

Does AAR (NYSE:AIR) Have A Healthy Balance Sheet?

Jun 19
Does AAR (NYSE:AIR) Have A Healthy Balance Sheet?

AAR Corp.: Aircraft Delivery Constraints Increasing Aftermarket Demand

May 29

AAR Corp.'s (NYSE:AIR) Price In Tune With Earnings

May 08
AAR Corp.'s (NYSE:AIR) Price In Tune With Earnings

Some May Be Optimistic About AAR's (NYSE:AIR) Earnings

Mar 28
Some May Be Optimistic About AAR's (NYSE:AIR) Earnings

Why AAR Corp. (NYSE:AIR) Could Be Worth Watching

Mar 23
Why AAR Corp. (NYSE:AIR) Could Be Worth Watching

AAR Corp. Stock Remains A Buy After Share Price Tumbles

Mar 22

Shareholders Should Be Pleased With AAR Corp.'s (NYSE:AIR) Price

Jan 31
Shareholders Should Be Pleased With AAR Corp.'s (NYSE:AIR) Price

We Think AAR (NYSE:AIR) Can Stay On Top Of Its Debt

Dec 28
We Think AAR (NYSE:AIR) Can Stay On Top Of Its Debt

AAR: Making A 'High' Deal For Triumph Product Support

Dec 25

Is It Time To Consider Buying AAR Corp. (NYSE:AIR)?

Dec 13
Is It Time To Consider Buying AAR Corp. (NYSE:AIR)?

AAR Corp. Stock: Not Undervalued But Has Space To Fly Higher

Nov 29

AAR (NYSE:AIR) Has Some Way To Go To Become A Multi-Bagger

Nov 02
AAR (NYSE:AIR) Has Some Way To Go To Become A Multi-Bagger

CEO Compensation Analysis

How has John Holmes's remuneration changed compared to AAR's earnings?
DateTotal CompensationSalaryCompany Earnings
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 ($USD8.15M) is about average for companies of similar size in the US market ($USD6.87M).

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

CEO

John Holmes (48 yo)

8.6yrs
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
Chairman8.6yrsUS$8.15m0.66%
$ 22.0m
Eric Pachapa
VP, Controller & Chief Accounting Officer10.3yrsUS$1.22m0.052%
$ 1.7m
Jessica Garascia
Senior VP5.9yrsUS$1.91m0.087%
$ 2.9m
Christopher Jessup
Senior VP & Chief Commercial Officer8.6yrsUS$2.71m0.19%
$ 6.3m
Sarah Flanagan
Interim CFO & VP of Financial Operationsless than a yearno data0.074%
$ 2.5m
Rahul Ghai
Senior VP and Chief Digital & Technology Officerno datano datano data
Lori Knudson
VP and Chief Ethics & Compliance Officer4.3yrsno datano data
Sharon Purnell
Senior VP & Chief Human Resources Officerless than a yearno datano data
Terry Stinson
Executive Vice Presidentno dataUS$1.08mno data
Dany Kleiman
Senior Vice President of Strategic Operations1yrno datano data
Andrew Schmidt
Senior Vice President of AAR Digital Services & Trax2.5yrsno datano data
Salvatore Marino
Senior Vice President of Parts Supply2.5yrsno datano data
3.4yrs
Average Tenure
50yo
Average Age

Experienced Management: AIR's management team is considered experienced (3.4 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
John Holmes
Chairman8.5yrsUS$8.15m0.66%
$ 22.0m
Marc Walfish
Lead Independent Director23yrsUS$281.82k0.33%
$ 11.1m
Jennifer Vogel
Independent Director10yrsUS$244.95k0.058%
$ 1.9m
Robert Leduc
Independent Director5.5yrsUS$229.95k0.044%
$ 1.5m
John Dietrich
Independent Director2.8yrsUS$231.82k0.018%
$ 596.4k
Michael Boyce
Independent Director20.4yrsUS$236.89k0.25%
$ 8.4m
Jeffrey Edwards
Independent Director1.8yrsUS$240.54k0.012%
$ 387.6k
Peter Pace
Independent Director15yrsUS$231.82k0.061%
$ 2.0m
Ellen Lord
Independent Director4.8yrsUS$241.20k0.033%
$ 1.1m
Duncan McNabb
Independent Director8.8yrsUS$255.64k0.021%
$ 708.6k
Hema Widhani
Independent Directorless than a yearUS$41.25kno data
Billy Nolen
Independent Director2.3yrsUS$231.82k0.0040%
$ 132.0k
7.0yrs
Average Tenure
66yo
Average Age

Experienced Board: AIR's board of directors are considered experienced (7 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/04 19:52
End of Day Share Price 2026/01/02 00:00
Earnings2025/08/31
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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 12 analysts. 5 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.
Sheila KahyaogluJefferies LLC