AAR Corp.

NYSE:AIR Stok Raporu

Piyasa değeri: US$4.9b

AAR Gelecekteki Büyüme

Future kriter kontrolleri 1/6

AAR kazanç ve gelirinin sırasıyla yıllık 13.6% ve 7.1% oranında artması tahmin edilirken, EPS'nin yıllık 12.5% oranında büyümesi bekleniyor.

Anahtar bilgiler

13.6%

Kazanç büyüme oranı

12.53%

EPS büyüme oranı

Aerospace & Defense kazanç büyümesi17.6%
Gelir büyüme oranı7.1%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Good

Son güncelleme28 Jul 2026

Gelecekteki son büyüme güncellemeleri

Recent 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
Anlatı Güncellemesi • Jul 28

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

Analysts have raised their fair value estimate for AAR to $145.20 from $137, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E that they view as better aligned with the company’s current outlook. What’s in the News for AAR AAR Corp.
Anlatı Güncellemesi • Jul 14

AIR: Aftermarket Expansion And AI Procurement Platform Will Support Measured Future Upside

Analysts have nudged their price target on AAR higher to $137.00 from $131.67, citing updated assumptions around discount rates, profitability, and future P/E expectations as the key drivers of this change. What’s in the News for AAR AAR is highlighted in a Zacks article, "3 Reasons Why Growth Investors Shouldn't Overlook AAR (AIR)," citing a favorable Growth Score, a top Zacks Rank and positive earnings estimate revisions as key factors (source: Zacks).
Anlatı Güncellemesi • Jun 22

AIR: Defense Contracts And Aftermarket Expansion Will Support Measured Future Upside

Analysts kept their AAR price target steady at $131.67, citing only minor model adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. What’s in the News for AAR AAR reported Q1 revenue growth of 25.3% year over year, with total sales up 25% and organic adjusted sales growth of 14%, beating analyst revenue expectations by 4.1%, according to recent earnings coverage.
Analiz Makalesi • Jun 20

AAR (AIR) Stock Looks Slightly Stretched After Its 25.3% Revenue Jump

AAR (AIR) drew investor attention after reporting quarterly revenue growth of 25.3% year on year, with adjusted operating income above analyst estimates and a 20.1% stock gain following the earnings release. See our latest analysis for AAR. The recent 20.1% jump around earnings sits on top of strong momentum for AAR, with a 30 day share price return of 24.38% and a 1 year total shareholder return of 99.76%. This suggests investors may be reassessing its growth and risk profile. If strong...
Anlatı Güncellemesi • Jun 05

AIR: Defense And Aftermarket Platform Expansion Will Drive Further Upside

Analysts have kept their average price target for AAR steady at about $132 per share, with the latest update reflecting adjustments to assumptions for discount rate, profit margin and future P/E rather than a change in overall valuation. What's in the News AAR hosted its 2026 Investor Day on May 12, outlining a long term plan centered on parts, repair, and software for commercial and government fleets, and reaffirming guidance for Q4 and full fiscal 2026, including adjusted sales of $3.116b, adjusted EBITDA of $376m with a 12.1% margin, and adjusted EPS of $4.67 for the 12 months ended Q3 FY26 (Investor Day materials, May 12, 2026).
Anlatı Güncellemesi • May 20

AIR: Defense Wins And AI Procurement Platform Will Drive Further Upside

Analysts have raised their price target on AAR to about $132 from $131. This change reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
Anlatı Güncellemesi • May 01

AIR: Defense Logistics Wins And AI Platform Will Support Upside Potential

Analysts have reaffirmed their $131.00 price target for AAR, reflecting updated assumptions around a slightly higher discount rate, stable revenue growth and profit margin expectations, and a modestly adjusted future P/E outlook. What's in the News AAR CORP.
Anlatı Güncellemesi • Apr 17

AIR: Defense Contracts And MRO Expansion Will Support A Balanced Outlook

Analysts have raised their price target for AAR from $129 to $131, citing updated fair value estimates and a slightly lower discount rate as the main factors behind the revision. What's in the News AAR CORP.
Anlatı Güncellemesi • Apr 02

AIR: MRO Expansion And Defense Contracts Will Support A More Upside Outlook

Analysts have adjusted their price target on AAR to $129.00 from $119.80. This reflects updated views on discount rate, revenue growth, profit margin and future P/E assumptions in their models.
Anlatı Güncellemesi • Mar 19

AIR: MRO Expansion And Capital Allocation Will Support A Measured Outlook

Analysts have adjusted their price target for AAR from $114.50 to $119.80, citing updated assumptions around discount rate, revenue growth, profit margin and an expected future P/E of about 24.9x. What's in the News AAR CORP.
Anlatı Güncellemesi • Mar 04

AIR: MRO Expansion And Capital Allocation Will Shape A Balanced Outlook

Analysts have lifted their price target on AAR from about $111 to $115, reflecting small updates to their fair value estimate, discount rate and assumed future P/E multiple, while keeping revenue growth and profit margin expectations broadly unchanged. What's in the News AAR signed a new agreement with Otto Instrument Service to sell and support the LASEREF IV inertial reference system for business aircraft, expanding its OEM distribution reach and using its global supply chain and customer support network to handle availability and deployment.
Anlatı Güncellemesi • Feb 18

AIR: MRO Expansion And Capital Allocation Will Support A Measured Outlook

Analysts have kept their price target for AAR steady at $110.67, with only small tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions supporting this unchanged view. What's in the News AAR plans a CFO transition, with Dylan Wolin appointed as Chief Financial Officer effective February 23, 2026, while current Interim CFO Sarah Flanagan returns to her role as Vice President, Financial Operations (company filing).
Anlatı Güncellemesi • Feb 04

AIR: APAC Joint Venture And Buybacks Will Support Measured Future Outlook

Analysts have nudged their price target for AAR higher to about $111 from roughly $109, citing updated assumptions for slightly stronger revenue growth, a modestly lower discount rate, and a small adjustment to future P/E expectations. What's in the News AAR has substantially completed an 80,000+ square foot expansion of its airframe MRO facility in Oklahoma City, adding three maintenance bays that can handle all 737 variants and planning to induct additional Alaska Airlines aircraft as part of a long term commitment (Key Developments).
Analiz Makalesi • Jan 23

AAR Corp.'s (NYSE:AIR) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

The AAR Corp. ( NYSE:AIR ) share price has done very well over the last month, posting an excellent gain of 26%. The...
Anlatı Güncellemesi • Jan 20

AIR: Share Repurchases And APAC Venture Will Support Steady Future Outlook

Analysts now place AAR's fair value at $108.60, up from $92.25, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and a higher future P/E of 22.55 compared with 13.85. What's in the News AAR completed its previously announced share repurchase program, buying back 2,429,700 shares, or 6.97% of the company, for a total of $107.54 million under the plan announced on December 21, 2021 (company update).
Anlatı Güncellemesi • Jan 05

AIR: Expanded Distribution Agreements And APAC Joint Venture Will Support Steady Outlook

Analysts now place AAR's price target at US$92.25, broadly in line with prior estimates. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E that together support a steady view of the stock's valuation.
Anlatı Güncellemesi • Dec 15

AIR: Extended Distribution Deals And Lock-Up Expiry Will Drive Earnings Momentum

Analysts have modestly raised their price target on AAR to $92.25 per share from $92.00, citing slightly higher assumed discount rates and a marginally richer future earnings multiple, while maintaining their long term views on growth and profitability. What's in the News AAR and Air France Industries KLM Engineering & Maintenance received regulatory approval and completed formation of xCelle Asia, a Thailand based joint venture focused on nacelle MRO services for new generation aircraft across the APAC region (Strategic Alliances).
Anlatı Güncellemesi • Dec 01

AIR: European Service Agreement And Lock-Up Period Will Shape Earnings Outlook

Analysts have slightly increased their price target for AAR from $91.00 to $92.25, citing improved profit margin forecasts despite a modest slowing in projected revenue growth. What's in the News AAR Corp.
Anlatı Güncellemesi • Nov 17

AIR: New Service Center Deal And Contracts Will Drive Earnings Momentum

Narrative Update on AAR Analysts have raised their price target for AAR to $91.00, citing increased expectations for revenue growth in their latest update. What's in the News AAR and Eaton entered an agreement for AAR to become an authorized service center for Eaton's commercial aerospace customers across Europe, the Middle East, and Africa.
Anlatı Güncellemesi • Nov 03

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

Narrative Update on AAR Price Target Analysts have maintained AAR's fair value estimate at $91.00. Their decision reflects a reassessment of underlying factors, including a slightly improved revenue growth outlook in addition to marginal adjustments to discount rates and profit margins.
Anlatı Güncellemesi • Oct 20

OKC And Miami MRO Expansion Will Serve Rising Air Travel

Analysts have adjusted their price target for AAR and are maintaining the estimate at $91.00, citing updated assumptions for revenue growth, profit margin, and future price-to-earnings projections. What's in the News AAR CORP.
Anlatı Güncellemesi • Oct 05

OKC And Miami MRO Expansion Will Serve Rising Air Travel

Analysts have raised their price target for AAR from $87 to $91. They cite stronger projected revenue growth and significantly improved profit margin forecasts as key drivers for the upward revision.
Analiz Makalesi • Oct 01

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

AAR Corp.'s ( NYSE:AIR ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...
Anlatı Güncellemesi • Sep 16

OKC And Miami MRO Expansion Will Serve Rising Air Travel

The consensus price target for AAR has increased slightly to $87.00, despite a sharply higher future P/E and a notable decline in net profit margin. What's in the News Awarded a contract worth up to $85 million by the Defense Logistics Agency Troop Support for specialized mobility solutions, including shipping and storage containers, shelters, and accessories.
Seeking Alpha • Mar 05

AAR Corp.: Getting On A Stronger Footing

Summary AAR Corp. provides aviation after market services, with parts supply being the largest and highest-margin segment, and has global operations with 6,000 employees. The acquisition of Triumph Product Support increased sales but also raised leverage to over 3 times, with GAAP earnings impacted by adjustments and fines. Despite strong organic growth and potential for earnings improvement, I remain cautious due to elevated leverage and messy GAAP earnings in the near term. AIR's leverage concerns are easing following a strong Q2 earnings report, but I'm waiting to buy due to broader market sell-offs. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:AIR - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
5/31/20294,1622851481924
5/31/20283,8932441221636
5/31/20273,6482121051487
5/31/20263,3081883399N/A
2/28/20263,1351713795N/A
11/30/20252,96894-331N/A
8/31/20252,85829-2610N/A
5/31/20252,78113-336N/A
2/28/20252,683-12-259N/A
11/30/20242,572101948N/A
8/31/20242,431641544N/A
5/31/20242,319461244N/A
2/29/20242,216603564N/A
11/30/20232,170672861N/A
8/31/20232,09466-34-2N/A
5/31/20231,99189-623N/A
2/28/20231,91389-1118N/A
11/30/20221,84490-717N/A
8/31/20221,811895779N/A
5/31/20221,820785875N/A
2/28/20221,782694558N/A
11/30/20211,740774859N/A
8/31/20211,707715969N/A
5/31/20211,6524694105N/A
2/28/20211,631174255N/A
11/30/20201,774-122847N/A
8/31/20201,931-61335N/A
5/31/20202,07225-60-36N/A
2/29/20202,21866N/A34N/A
11/30/20192,19591N/A85N/A
8/31/20192,12782N/A62N/A
5/31/20192,05284N/A67N/A
2/28/20191,96375N/A56N/A
11/30/20181,88979N/A39N/A
8/31/20181,81781N/A58N/A
5/31/20181,74873N/A64N/A
2/28/20181,72571N/A66N/A
11/30/20171,67655N/A13N/A
8/31/20171,58453N/A2N/A
5/31/20171,59152N/A22N/A
2/28/20171,60947N/A35N/A
11/30/20161,61443N/A47N/A
8/31/20161,71741N/A95N/A
5/31/20161,52545N/A32N/A
2/29/20161,646-56N/A-66N/A
11/30/20151,614-64N/A-90N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: AIR 'nin tahmini kazanç büyümesi (yıllık 13.6% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: AIR şirketinin kazançlarının (yıllık 13.6% ) US pazarından (yıllık 17.2% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: AIR şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: AIR şirketinin gelirinin (yıllık 7.1% ) US pazarından (yıllık 13.4% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: AIR şirketinin gelirinin (yıllık 7.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: AIR 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/11 19:12
Gün Sonu Hisse Fiyatı2026/09/11 00:00
Kazançlar2026/05/31
Yıllık Kazançlar2026/05/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

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

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. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

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

Endüstri ve Sektör Metrikleri

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

Analist Kaynakları

AAR Corp. 13 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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