AAR Yönetim

Yönetim kriter kontrolleri 3/4

AAR CEO'su John Holmes, Jun2017 tarihinde atandı, in görev süresi 7.58 yıldır. in toplam yıllık tazminatı $ 7.87M olup, şirket hissesi ve opsiyonları dahil olmak üzere 13.3% maaş ve 86.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.04% ine doğrudan sahiptir ve bu hisseler € 21.92M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.1 yıl ve 7.5 yıldır.

Anahtar bilgiler

John Holmes

İcra Kurulu Başkanı

US$7.9m

Toplam tazminat

CEO maaş yüzdesi	13.3%
CEO görev süresi	7.6yrs
CEO sahipliği	1.0%
Yönetim ortalama görev süresi	4.1yrs
Yönetim Kurulu ortalama görev süresi	7.5yrs

Son yönetim güncellemeleri

Recent updates

CEO Tazminat Analizi

John Holmes'un ücretlendirmesi AAR'un kazancına kıyasla nasıl değişti?
Tarih	Toplam Tazminat	Maaş	Şirket Kazançları
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

Tazminat ve Piyasa: John 'nin toplam tazminatı ($USD 7.87M ), German pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 1.57M ).

Tazminat ve Kazançlar: John 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.

CEO

John Holmes (47 yo)

7.6yrs

Görev süresi

US$7,865,450

Tazminat

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...

Liderlik Ekibi

İsim	Pozisyon	Görev süresi	Tazminat	Sahiplik
John Holmes	CEO, President & Chairman of the Board	7.6yrs	US$7.87m	1.04% € 21.9m
Sean Gillen	Senior VP & CFO	6yrs	US$2.39m	0.21% € 4.3m
Jessica Garascia	Senior VP	4.9yrs	US$2.06m	0.11% € 2.3m
Tracey Patterson	Senior VP & Chief Human Resources Officer	1.9yrs	US$1.83m	0.040% € 844.8k
Christopher Jessup	Senior VP & Chief Commercial Officer	7.6yrs	US$2.41m	0.20% € 4.2m
Eric Pachapa	VP, Controller & Chief Accounting Officer	9.3yrs	US$1.24m	0.088% € 1.8m
Rahul Ghai	Senior VP and Chief Digital & Technology Officer	no data	Veri yok	Veri yok
Lori Knudson	VP and Chief Ethics & Compliance Officer	3.3yrs	Veri yok	Veri yok
Terry Stinson	Executive Vice President	no data	US$1.08m	Veri yok
Andrew Schmidt	Senior Vice President of AAR Digital Services & Trax	1.5yrs	Veri yok	Veri yok
Salvatore Marino	Senior Vice President of Parts Supply	1.5yrs	Veri yok	Veri yok
Nicholas Gross	Senior Vice President of Integrated Solutions	1.5yrs	Veri yok	Veri yok

4.1yrs

Ortalama Görev Süresi

47yo

Ortalama Yaş

Deneyimli Yönetim: ARZ 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.1 yıldır).

Yönetim Kurulu Üyeleri

İsim	Pozisyon	Görev süresi	Tazminat	Sahiplik
John Holmes	CEO, President & Chairman of the Board	7.5yrs	US$7.87m	1.04% € 21.9m
Marc Walfish	Lead Independent Director	22yrs	US$286.87k	0.37% € 7.7m
Jennifer Vogel	Independent Director	9yrs	US$243.95k	0.079% € 1.7m
Robert Leduc	Independent Director	4.5yrs	US$223.84k	0.043% € 904.1k
John Dietrich	Independent Director	1.8yrs	US$221.87k	0.014% € 290.6k
Michael Boyce	Independent Director	19.4yrs	US$227.51k	0.33% € 7.0m
Jeffrey Edwards	Independent Director	less than a year	US$49.63k	0.0068% € 143.1k
Peter Pace	Independent Director	14yrs	US$221.87k	0.062% € 1.3m
Ellen Lord	Independent Director	3.8yrs	US$235.41k	0.031% € 647.6k
Duncan McNabb	Independent Director	7.8yrs	US$252.95k	0.024% € 501.5k
Billy Nolen	Independent Director	1.3yrs	US$157.16k	0.0044% € 93.4k

7.5yrs

Ortalama Görev Süresi

66yo

Ortalama Yaş

Deneyimli Yönetim Kurulu: ARZ 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.5 yıldır).

Şirket Analizi ve Finansal Veri Durumu

Veri	Son Güncelleme (UTC saati)
Şirket Analizi	2025/01/03 00:32
Gün Sonu Hisse Fiyatı	2025/01/03 00:00
Kazançlar	2024/08/31
Yıllık Kazançlar	2024/05/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

Paket	Veri	Zaman Çerçevesi	Örnek ABD Kaynağı ^*
Şirket Finansalları	10 yıl	Gelir tablosu Nakit akış tablosu Bilanço	SEC Form 10-K SEC Form 10-Q
Analist Konsensüs Tahminleri	+3 yıl	Finansal tahminler Analist fiyat hedefleri	Analist Araştırma Raporları Blue Matrix
Piyasa Fiyatları	30 yıl	Hisse senedi fiyatları Temettüler, Bölünmeler ve Eylemler	ICE Piyasa Verileri SEC Form S-1
Sahiplik	10 yıl	En büyük hissedarlar İçeriden öğrenenlerin ticareti	SEC Form 4 SEC Form 13D
Yönetim	10 yıl	Liderlik ekibi Yönetim Kurulu	SEC Form 10-K SEC Form DEF 14A
Önemli Gelişmeler	10 yıl	Şirket duyuruları	SEC Form 8-K

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Buradan daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları Github sayfamızda mevcuttur, ayrıca raporlarımızın nasıl kullanılacağına dair kılavuzlarımız ve Youtube'da eğitimlerimiz bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları 'da mevcuttur.

Analist Kaynakları

AAR Corp. 19 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

Analist	Kurum
Joshua Sullivan	Benchmark Company
Kenneth Herbert	Canaccord Genuity
Michael Callahan	Capstone Investments

AAR Yönetim

Yönetim kriter kontrolleri 3/4

Anahtar bilgiler

Son yönetim güncellemeleri

AAR Corp., Annual General Meeting, Sep 17, 2024

Insider recently sold €336k worth of stock

CEO, President & Chairman of the Board recently sold €974k worth of stock

AAR CORP. Appoints Jeffrey N. Edwards to its Board of Directors

AAR Corp. Appoints Billy J. Nolen to the Board’s Aviation Safety and Training Committee

Independent Director recently sold €311k worth of stock

Recent updates

AAR Corp. to Report Q2, 2025 Results on Jan 07, 2025

Investor sentiment improves as stock rises 16%

First quarter 2025 earnings released: EPS: US$0.51 (vs US$0.017 loss in 1Q 2024)

AAR Corp. to Report Q1, 2025 Results on Sep 23, 2024

Investor sentiment deteriorates as stock falls 18%

Full year 2024 earnings released: EPS: US$1.32 (vs US$2.56 in FY 2023)

AAR Corp. to Report Q4, 2024 Results on Jul 18, 2024

AAR Corp., Annual General Meeting, Sep 17, 2024

Insider recently sold €336k worth of stock

CEO, President & Chairman of the Board recently sold €974k worth of stock

New minor risk - Earnings quality

Third quarter 2024 earnings released: EPS: US$0.40 (vs US$0.63 in 3Q 2023)

AAR CORP. Appoints Jeffrey N. Edwards to its Board of Directors

AAR Corp. to Report Q3, 2024 Results on Mar 21, 2024

AAR Corp. Appoints Billy J. Nolen to the Board’s Aviation Safety and Training Committee

New minor risk - Earnings quality

Second quarter 2024 earnings released: EPS: US$0.68 (vs US$0.65 in 2Q 2023)

New minor risk - Shareholder dilution

AAR Corp. to Report Q2, 2024 Results on Dec 21, 2023

Independent Director recently sold €311k worth of stock

AAR Corp. Appoints Billy Nolen to Its Board of Directors

First quarter 2024 earnings released: US$0.017 loss per share (vs US$0.63 profit in 1Q 2023)

AAR Corp. to Report Q1, 2024 Results on Sep 26, 2023

AAR Corp., Annual General Meeting, Sep 19, 2023

Aar Corp. Announces Sales Guidance for First Quarter of Fiscal Year 2024

Full year 2023 earnings released: EPS: US$2.59 (vs US$2.19 in FY 2022)

Aar Corp. Appoints Andrew Schmidt as Senior Vice President of AAR Digital Services and Trax

AAR Corp. to Report Q4, 2023 Results on Jul 18, 2023

Independent Director recently sold €507k worth of stock

Now 23% undervalued

AAR Corp. Appoints John M. Holmes as Chairman of the Board of Directors

CEO, President & Director recently sold €421k worth of stock

Second quarter 2023 earnings released: EPS: US$0.65 (vs US$0.59 in 2Q 2022)

AAR Corp. to Report Q2, 2023 Results on Dec 20, 2022

Independent Director recently sold €604k worth of stock

Independent Director recently sold €430k worth of stock

AAR Corp. Announces Board Changes

Adani Reportedly in Talks to Acquire Stake in Joint Venture of Indamer Aviation and AAR Corp

Chairman of the Board recently sold €801k worth of stock

First quarter 2023 earnings released: EPS: US$0.63 (vs US$0.32 in 1Q 2022)

AAR Corp. to Report Q1, 2023 Results on Sep 22, 2022

Chairman of the Board recently sold €1.1m worth of stock

AAR Corp., Annual General Meeting, Sep 20, 2022

Full year 2022 earnings released: EPS: US$2.19 (vs US$1.31 in FY 2021)

Aar Corp. Announces Board Changes

AAR Corp. to Report Q4, 2022 Results on Jul 21, 2022

AAR Corp.(NYSE:AIR) dropped from Russell 2000 Dynamic Index

Investor sentiment deteriorated over the past week

Chairman of the Board recently sold €1.2m worth of stock

CEO, President & Director recently sold €550k worth of stock

Independent Director recently sold €81k worth of stock

Second quarter 2022 earnings: EPS in line with expectations, revenues disappoint

AAR Corp. (NYSE:AIR) announces an Equity Buyback for $150 million worth of its shares.

First quarter 2022 earnings released: EPS US$0.32 (vs US$0.40 loss in 1Q 2021)

Full year 2021 earnings released: EPS US$1.31 (vs US$0.71 in FY 2020)

CEO, President & Director recently sold €492k worth of stock

Third quarter 2021 earnings released: EPS US$0.88 (vs US$0.075 in 3Q 2020)

AAR Corp. to Report Q3, 2021 Results on Mar 23, 2021

New 90-day high: €33.60

Independent Director recently sold €84k worth of stock

New 90-day high: €30.20

CEO, President & Director recently sold €991k worth of stock

New 90-day high: €28.60

Second quarter 2021 earnings released: EPS US$0.41

Revenue misses expectations

AAR Extends Its Relationship with Viasat for In-Flight Connectivity Logistics, Repair and Aftermarket Support

AAR awarded a $148M contract to continue C-40 contractor logistics support with Naval Air Systems Command

AAR Corp. to Report Q2, 2021 Results on Dec 17, 2020

New 90-day high: €27.40