AAR Management
Management criteria checks 3/4
AAR's CEO is John Holmes, appointed in Jun 2017, has a tenure of 7.67 years. total yearly compensation is $7.87M, comprised of 13.3% salary and 86.7% bonuses, including company stock and options. directly owns 0.96% of the company’s shares, worth $20.95M. The average tenure of the management team and the board of directors is 5 years and 7.6 years respectively.
Key information
John Holmes
Chief executive officer
US$7.9m
Total compensation
| CEO salary percentage | 13.3% |
| CEO tenure | 7.7yrs |
| CEO ownership | 1.0% |
| Management average tenure | 5yrs |
| Board average tenure | 7.6yrs |
Recent management updates
Recent updates
Does AAR (NYSE:AIR) Have A Healthy Balance Sheet?
Feb 02
AAR Corp.'s (NYSE:AIR) Intrinsic Value Is Potentially 99% Above Its Share Price
Dec 25AAR: MRO Play Suffering Some Turbulence
Dec 16Getting In Cheap On AAR Corp. (NYSE:AIR) Might Be Difficult
Dec 09We Think AAR (NYSE:AIR) Is Taking Some Risk With Its Debt
Nov 01AAR Corp.: Why I Believe This Aerospace Stock Can Fly Higher
Sep 29We Think Some Shareholders May Hesitate To Increase AAR Corp.'s (NYSE:AIR) CEO Compensation
Sep 10AAR Corp. (NYSE:AIR) Not Lagging Market On Growth Or Pricing
Sep 05Should You Think About Buying AAR Corp. (NYSE:AIR) Now?
Aug 18AAR Corp.: Record Quarter Boosted By New Parts Distribution And Triumph Acquisition
Jul 24Does AAR (NYSE:AIR) Have A Healthy Balance Sheet?
Jun 19AAR Corp.: Aircraft Delivery Constraints Increasing Aftermarket Demand
May 29AAR Corp.'s (NYSE:AIR) Price In Tune With Earnings
May 08Some May Be Optimistic About AAR's (NYSE:AIR) Earnings
Mar 28Why AAR Corp. (NYSE:AIR) Could Be Worth Watching
Mar 23AAR Corp. Stock Remains A Buy After Share Price Tumbles
Mar 22Shareholders Should Be Pleased With AAR Corp.'s (NYSE:AIR) Price
Jan 31We Think AAR (NYSE:AIR) Can Stay On Top Of Its Debt
Dec 28AAR: Making A 'High' Deal For Triumph Product Support
Dec 25Is It Time To Consider Buying AAR Corp. (NYSE:AIR)?
Dec 13AAR Corp. Stock: Not Undervalued But Has Space To Fly Higher
Nov 29AAR (NYSE:AIR) Has Some Way To Go To Become A Multi-Bagger
Nov 02AAR Corp.: Flying High Again
Sep 19We Think Shareholders Are Less Likely To Approve A Large Pay Rise For AAR Corp.'s (NYSE:AIR) CEO For Now
Sep 14At US$58.81, Is It Time To Put AAR Corp. (NYSE:AIR) On Your Watch List?
Sep 07Here's Why AAR (NYSE:AIR) Can Manage Its Debt Responsibly
Aug 23Is There An Opportunity With AAR Corp.'s (NYSE:AIR) 50% Undervaluation?
Jul 31Is Now The Time To Put AAR (NYSE:AIR) On Your Watchlist?
Jul 19AAR Corp.: Supply Chain Optimization Creating Operational Efficiencies
Jul 03These 4 Measures Indicate That AAR (NYSE:AIR) Is Using Debt Reasonably Well
May 19At US$52.78, Is AAR Corp. (NYSE:AIR) Worth Looking At Closely?
Apr 29If EPS Growth Is Important To You, AAR (NYSE:AIR) Presents An Opportunity
Apr 14AAR (NYSE:AIR) Is Experiencing Growth In Returns On Capital
Mar 22Is There An Opportunity With AAR Corp.'s (NYSE:AIR) 28% Undervaluation?
Mar 04Is AAR (NYSE:AIR) Using Too Much Debt?
Feb 15AAR Corp.: Solid Q2 FY23 Results And Attractive Valuation
Jan 05AAR Q2 2023 Earnings Preview
Dec 19Is It Too Late To Consider Buying AAR Corp. (NYSE:AIR)?
Dec 19AAR (NYSE:AIR) Shareholders Will Want The ROCE Trajectory To Continue
Nov 17CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Nov 30 2024 | n/a | n/a | US$10m |
| Aug 31 2024 | n/a | n/a | US$64m |
| May 31 2024 | US$8m | US$1m | US$46m |
| Feb 29 2024 | n/a | n/a | US$60m |
| Nov 30 2023 | n/a | n/a | US$67m |
| Aug 31 2023 | n/a | n/a | US$66m |
| May 31 2023 | US$7m | US$1m | US$89m |
| Feb 28 2023 | n/a | n/a | US$89m |
| Nov 30 2022 | n/a | n/a | US$90m |
| Aug 31 2022 | n/a | n/a | US$89m |
| May 31 2022 | US$12m | US$925k | US$78m |
| Feb 28 2022 | n/a | n/a | US$69m |
| Nov 30 2021 | n/a | n/a | US$77m |
| Aug 31 2021 | n/a | n/a | US$71m |
| May 31 2021 | US$4m | US$781k | US$46m |
| Feb 28 2021 | n/a | n/a | US$17m |
| Nov 30 2020 | n/a | n/a | -US$12m |
| Aug 31 2020 | n/a | n/a | -US$6m |
| May 31 2020 | US$5m | US$801k | US$25m |
| Feb 29 2020 | n/a | n/a | US$66m |
| Nov 30 2019 | n/a | n/a | US$91m |
| Aug 31 2019 | n/a | n/a | US$82m |
| May 31 2019 | US$3m | US$750k | US$84m |
| Feb 28 2019 | n/a | n/a | US$75m |
| Nov 30 2018 | n/a | n/a | US$79m |
| Aug 31 2018 | n/a | n/a | US$81m |
| May 31 2018 | US$4m | US$565k | US$73m |
Compensation vs Market: John's total compensation ($USD7.87M) is above average for companies of similar size in the US market ($USD5.37M).
Compensation vs Earnings: John's compensation has been consistent with company performance over the past year.
CEO
John Holmes (47 yo)
7.7yrs
Tenure
US$7,865,450
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
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Chairman of the Board | 7.7yrs | US$7.87m | 0.96% $ 21.0m | |
| Senior VP & CFO | 6.1yrs | US$2.39m | 0.21% $ 4.5m | |
| Senior VP | 5yrs | US$2.06m | 0.11% $ 2.3m | |
| Senior VP & Chief Commercial Officer | 7.7yrs | US$2.41m | 0.18% $ 3.9m | |
| VP, Controller & Chief Accounting Officer | 9.3yrs | US$1.24m | 0.069% $ 1.5m | |
| Senior VP and Chief Digital & Technology Officer | no data | no data | no data | |
| Director of Investor Relations | no data | no data | no data | |
| VP and Chief Ethics & Compliance Officer | 3.3yrs | no data | no data | |
| Executive Vice President | no data | US$1.08m | no data | |
| Senior Vice President of AAR Digital Services & Trax | 1.6yrs | no data | no data | |
| Senior Vice President of Parts Supply | 1.6yrs | no data | no data | |
| Senior Vice President of Integrated Solutions | 1.6yrs | no data | no data |
5.0yrs
Average Tenure
46.5yo
Average Age
Experienced Management: AIR's management team is seasoned and experienced (5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Chairman of the Board | 7.6yrs | US$7.87m | 0.96% $ 21.0m | |
| Lead Independent Director | 22.1yrs | US$286.87k | 0.37% $ 8.0m | |
| Independent Director | 9.1yrs | US$243.95k | 0.079% $ 1.7m | |
| Independent Director | 4.6yrs | US$223.84k | 0.043% $ 935.9k | |
| Independent Director | 1.9yrs | US$221.87k | 0.014% $ 301.0k | |
| Independent Director | 19.5yrs | US$227.51k | 0.33% $ 7.3m | |
| Independent Director | less than a year | US$49.63k | 0.0068% $ 148.0k | |
| Independent Director | 14.1yrs | US$221.87k | 0.062% $ 1.4m | |
| Independent Director | 3.8yrs | US$235.41k | 0.031% $ 670.3k | |
| Independent Director | 7.8yrs | US$252.95k | 0.024% $ 519.3k | |
| Independent Director | 1.3yrs | US$157.16k | 0.0044% $ 96.7k |
7.6yrs
Average Tenure
66yo
Average Age
Experienced Board: AIR's board of directors are considered experienced (7.6 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/02/22 07:58 |
| End of Day Share Price | 2025/02/21 00:00 |
| Earnings | 2024/11/30 |
| Annual Earnings | 2024/05/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* 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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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 19 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Joshua Sullivan | Benchmark Company |
| Kenneth Herbert | Canaccord Genuity |
| Michael Callahan | Capstone Investments |