AIR Stock - AAR Corp.
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $2.78B | $2.32B | $1.99B | $1.82B | $1.65B |
| Gross Profit | $527.70M | $442.30M | $370.10M | $313.20M | $275.90M |
| Gross Margin | 19.0% | 19.1% | 18.6% | 17.2% | 16.7% |
| Operating Income | $185.20M | $129.20M | $133.90M | $106.90M | $85.20M |
| Net Income | $12.50M | $46.30M | $90.20M | $78.70M | $35.80M |
| Net Margin | 0.4% | 2.0% | 4.5% | 4.3% | 2.2% |
| EPS | $0.35 | $1.30 | $2.56 | $2.19 | $1.01 |
AAR Corp. provides products and services to commercial aviation, government, and defense markets worldwide. The Aviation Services segment offers aftermarket support and services; inventory management and distribution services; and maintenance, repair, and overhaul, as well as engineering services. This segment also sells and leases new, overhauled, and repaired engine and airframe parts, and components; and provides inventory and repair programs, warranty claim management, and outsourcing programs for engine and airframe parts and components, as well as performance-based supply chain logistics programs in support of the U.S. department of defense and foreign governments. In addition, it offers airframe inspection, maintenance, repair and overhaul, painting, line maintenance, airframe modification, structural repair, avionic and installation, exterior and interior refurbishment, and engineering and support services; and repairs and overhauls components, landing gears, wheels, and brakes. The Expeditionary Services segment provides products and services supporting the movement of equipment and personnel by the U.S. and foreign governments, and non-governmental organizations. This segment also designs, manufactures, and repairs transportation pallets, and various containers and shelters; and provides engineering, design, and system integration services for command and control systems. The company serves domestic and foreign passenger airlines; domestic and foreign cargo airlines; regional and commuter airlines; business and general aviation operators; original equipment manufacturers; aircraft leasing companies; aftermarket aviation support companies; and domestic and foreign military customers. It primarily markets and sells products and services through its employees and foreign sales representatives. AAR Corp. was founded in 1951 and is headquartered in Wood Dale, Illinois.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 17th 2025 | Jefferies | Initiation | Buy | $100 |
| January 16th 2025 | KeyBanc Capital Markets | Initiation | Overweight | $83 |
| January 29th 2024 | William Blair | Initiation | Outperform | - |
| December 1st 2023 | Stifel | Initiation | Buy | $80 |
Earnings History & Surprises
AIREPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q1 2026 | Mar 25, 2026 | — | — | — | — |
Q1 2026 | Jan 6, 2026 | $1.02 | — | — | — |
Q3 2025 | Sep 23, 2025 | $0.98 | $1.08 | +9.8% | ✓ BEAT |
Q3 2025 | Jul 16, 2025 | $1.00 | $1.16 | +16.0% | ✓ BEAT |
Q1 2025 | Mar 27, 2025 | $0.96 | $0.99 | +3.1% | ✓ BEAT |
Q1 2025 | Jan 7, 2025 | $0.83 | $0.90 | +8.4% | ✓ BEAT |
Q3 2024 | Sep 23, 2024 | $0.82 | $0.85 | +3.7% | ✓ BEAT |
Q3 2024 | Jul 18, 2024 | $0.86 | $0.88 | +2.3% | ✓ BEAT |
Q1 2024 | Mar 21, 2024 | $0.84 | $0.85 | +1.7% | ✓ BEAT |
Q4 2023 | Dec 21, 2023 | $0.80 | $0.81 | +1.3% | ✓ BEAT |
Q3 2023 | Sep 26, 2023 | $0.73 | $0.78 | +6.8% | ✓ BEAT |
Q3 2023 | Jul 18, 2023 | $0.78 | $0.83 | +6.4% | ✓ BEAT |
Q1 2023 | Mar 21, 2023 | $0.70 | $0.75 | +7.1% | ✓ BEAT |
Q4 2022 | Dec 20, 2022 | $0.68 | $0.69 | +1.5% | ✓ BEAT |
Q3 2022 | Sep 22, 2022 | $0.57 | $0.61 | +7.0% | ✓ BEAT |
Q3 2022 | Jul 21, 2022 | $0.67 | $0.72 | +7.5% | ✓ BEAT |
Q1 2022 | Mar 22, 2022 | $0.58 | $0.63 | +8.6% | ✓ BEAT |
Q4 2021 | Dec 21, 2021 | $0.54 | $0.53 | -1.9% | ✗ MISS |
Q3 2021 | Sep 23, 2021 | $0.49 | $0.52 | +6.1% | ✓ BEAT |
Q3 2021 | Jul 20, 2021 | $0.47 | $0.47 | 0.0% | = MET |
Latest News
AAR Corp To Purchase Aircraft Reconfig Technologies From ZIM Aircraft Cabin Solutions For $35M In An All-Cash Transaction
📈 PositiveAAR CORP.'S Subsidiary Airinmar Signs Multi-Year Support Services Extension With Air Methods
📈 PositiveAAR Signs Multi-Year Extension Of Exclusive Distribution Agreement With Collins Aerospace
📈 PositiveAAR Signs Multi-Year Extension Of Exclusive, Global Distribution Agreement With Arkwin Industries
📈 PositiveAAR Appoints Sarah Flanagan Interim CFO, Effective Dec. 11, Succeeding Sean Gillen
➖ NeutralRBC Capital Maintains Outperform on AAR, Raises Price Target to $90
📈 PositiveAAR Acquires HAECO Americas For $78M In Cash From HAECO Group
📈 PositiveAAR Becomes An Aerospace Authorized Service Center For Europe, Middle East, And Africa For Eaton
📈 PositiveAAR's Unit Awarded Contract To Offer Aircraft Warranty Management, Value Engineering Services To Malaysia Airlines
📈 PositiveAAR shares are trading lower after the company priced a public offering of 3 million common shares at $83/share.
📉 NegativeAAR shares are trading lower after the company announced a public offering of 3,000,000 shares of common stock.
📉 NegativeKeybanc Maintains Overweight on AAR, Raises Price Target to $93
📈 PositiveAAR Parts Distributor American Distributors Holdings For $146M, says For Trailing Twelve Months Ended Jun. 30, ADI Generated $149M In Revenue
📈 PositiveTruist Securities Maintains Buy on AAR, Raises Price Target to $90
📈 PositiveRBC Capital Reiterates Outperform on AAR, Maintains $85 Price Target
📈 PositiveAAR Sees Q2 Sales $734.127M-$754.710M vs $714.742M Est
📈 PositiveAAR Sees Q2 Sales Growth 7%-10%; Adj. Operating Margin 9.6%-10.0%
📈 PositiveAAR Q1 Adj. EPS $1.08 Beats $0.98 Estimate, Sales $739.600M Beat $688.717M Estimate
📈 PositiveAAR Subsidiary Airinmar Extends Multi-Year Support Services Contract With Cebu Pacific
📈 PositiveAAR Corp Announces It Has Been Awarded A New Contract To Provide Mobility Solutions To The Defense Logistics Agency Troop Support. Total Value Of Contract Is Up to $85M
📈 PositiveFrequently Asked Questions about AIR
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