AAR to host 2026 Investor Day
AAR CORP. (NYSE: AIR) will host an Investor Day on Tuesday, May 12, 2026, in New York City, featuring presentations from its Chairman, President and CEO John M. Holmes, CFO Dylan Wolin, and other senior leaders. The event will outline the Company's strategic priorities, growth initiatives, and financial objectives, including formal presentations and Q&A sessions. It will also be accessible to the public via a live webcast and replay on AAR's website.
AAR opens May 12 Investor Day webcast as executives outline strategy
AAR (NYSE: AIR) will host an Investor Day on May 12, 2026, in New York City, featuring CEO John M. Holmes and CFO Dylan Wolin. They will present the company's strategic priorities, growth initiatives, and financial objectives. The event will be accessible via live webcast and replay on AAR's investor website, with in-person registration details sent to investors.
Allspring Global Investments Holdings LLC Increases Position in AAR Corp. $AIR
Allspring Global Investments Holdings LLC significantly increased its stake in AAR Corp. (NYSE:AIR) by 41.2% in the fourth quarter, now owning 108,168 shares valued at $9.14 million. This move is supported by positive analyst sentiment, with an average target price of $128.80 and a "Moderate Buy" rating. The aerospace company also reported strong quarterly earnings, surpassing EPS and revenue estimates, and showing a 24.6% year-over-year revenue increase.
How Investors Are Reacting To AAR (AIR) Defense Wins, Buybacks, and Upbeat Q4 Guidance
AAR Corp. recently announced strong fiscal third-quarter 2026 results, including higher sales and earnings, positive Q4 guidance, and a significant share repurchase. The company also secured substantial U.S. Air Force contracts, reinforcing the growing importance of government work to its business. These developments are leading investors to re-evaluate AIR's future prospects, with the defense wins acting as a stabilizing factor against commercial aviation's cyclical nature.
AAR’s New C-40A Deal Deepens Defense Backlog And Revenue Visibility
AAR (NYSE:AIR) has secured a new long-term logistics support contract for the U.S. Navy and Marine Corps C-40A aircraft, expanding its government services backlog and adding to existing Air Force pallet work. This agreement enhances AAR's exposure to recurring defense-related revenue and provides greater visibility into its long-term government services pipeline. The contract, running until March 2031, aligns with AAR's strategy of leveraging expanded maintenance capacity and deepening government relationships to stabilize earnings and offset commercial market fluctuations.
Industrial Stocks Analysis: Buy AAR Corp, Sell Atkore & GATX | 2026 Outlook - News and Statistics
This article analyzes the industrial sector, recommending one stock to buy and two to sell based on their recent performance and financial health. AAR Corp is identified as a strong buy due to outstanding revenue and earnings growth, while Atkore and GATX are flagged as sells due to declining sales, shrinking free cash flow margins, and high leverage, respectively. The piece also outlines the structure of a market report, including sections on market overview, product diversification, and country profiles.
Is AAR Corp. Stock a Sell or Buy After a Senior VP Dumped Over 6,000 Shares Worth $705,000?
AAR Corp.'s Senior VP and General Counsel, Jessica Garascia, sold 6,284 shares worth approximately $705,000, representing 17.53% of her direct holdings. This transaction was an option exercise for liquidity rather than a strategic shift, and she still retains a significant number of shares. The sale occurred after AAR stock reached a 52-week high, driven by strong fiscal Q3 results, suggesting the company's valuation remains compelling despite the insider sale.
AAR (NYSE:AIR) CEO Sells $2,816,430.00 in Stock
AAR (NYSE:AIR) CEO John Mcclain Holmes III sold 26,175 shares of the company's stock on March 27th for a total of $2,816,430. This sale is part of several recent transactions by the CEO, including a larger sale of 60,000 shares on March 26th for $6,744,600, reducing his stake by 10.02%. The company recently beat quarterly earnings expectations with an EPS of $1.25 and revenue of $845.1 million, and holds a consensus "Moderate Buy" rating from analysts.
Insider Selling: AAR (NYSE:AIR) CEO Sells 60,000 Shares of Stock
AAR (NYSE:AIR) CEO John Mcclain Holmes III recently sold 60,000 shares of the company's stock for over $6.74 million, reducing his stake by more than 20%. This transaction is part of a larger trend of insider sales totaling 176,001 shares for approximately $18.16 million. Despite these sales, AAR has reported strong quarterly earnings, beating analyst expectations with $1.25 EPS and $845.1 million in revenue, leading analysts to mostly upgrade the stock to a "Buy" with an average target price near $128.80.
Jefferies Maintains Buy on AAR Corp. (AIR) March 24, 2026
Jefferies maintained its Buy rating on AAR Corp. (AIR) on March 24, 2026, and raised its price target to $150, citing improved visibility on margins and parts demand post-earnings. The market reacted positively, with AIR shares gaining 3.12% or $3.37. This action signifies analyst confidence in AAR's operational recovery and aftermarket growth, though investors are advised to consider execution risks and market cyclicality alongside this positive outlook.
AIR (NYSE: AIR) proposes sale of 9,150 shares after option exercise
AAR (NYSE: AIR) has filed a Form 144 proposing the sale of 9,150 shares of common stock, stemming from an exercise of options under a registered plan, with the intended sale on the NYSE. The filing also disclosed a prior sale by SARAH FLANAGAN of 10,750 shares on February 4, 2026, for $1,166,992.05. The proposed transaction is dated April 1, 2026, and is expected to be settled via cash.
AAR Corp. awarded $305.67M Navy contract
AAR Government Services has been awarded a $305.67 million firm-fixed-price, indefinite-delivery/indefinite-quantity contract by the U.S. Navy. The contract is for contractor logistics support for the Navy and Marine Corps C-40A fleet and is expected to be completed by March 2031. No funds will be obligated at the time of award, with funds being issued on individual orders.
AAR Corp Stock: Strong Q3 Results and Strategic Growth Position NYSE:AIR Shares for Aviation Supply Chain Expansion
AAR Corp (NYSE: AIR) reported strong Q3 fiscal 2026 earnings, exceeding revenue and EPS estimates due to aviation sector growth. The company's focus on parts distribution and strategic acquisitions, like HAECO Americas and ADI, is positioning it for continued expansion in the North American aviation supply chain. Analysts have raised price targets, recognizing AAR's execution and market share gains, though investors should monitor integration costs and market sensitivities.
Aar corp senior VP Garascia sells $705k in shares
Jessica A. Garascia, Senior Vice President of AAR CORP, sold 6,284 shares of common stock for over $705,000 and simultaneously exercised options to acquire the same number of shares. This insider transaction occurred while the stock appears undervalued according to InvestingPro analysis, despite a strong 88% return over the past year. RBC Capital, KeyBanc, Jefferies, and Truist Securities recently raised their price targets for AAR Corp following strong Q3 2026 financial results, which exceeded earnings and revenue forecasts.
AAR CORP (AIR) SVP Garascia exercises stock options and sells 6,284 shares
Jessica A. Garascia, Senior VP, GC, CAO & Secretary of AAR CORP (AIR), exercised stock options for 6,284 shares and subsequently sold all of them in open-market transactions. The shares were sold at a weighted average price of $112.2006, resulting in a net sale of approximately $705,069. Following these transactions, Garascia directly holds 29,557 Common Stock shares.
JPMorgan Chase & Co. Boosts Stock Holdings in AAR Corp. $AIR
JPMorgan Chase & Co. increased its stake in AAR Corp. ($AIR) by 61.0% in the third quarter, now owning 91,520 shares valued at $8.21 million. This increase is part of a broader trend of institutional investors boosting their positions, with overall institutional ownership reaching 90.74%. AAR Corp. recently surpassed Q3 revenue and EPS estimates, leading to several analysts raising price targets and maintaining a "Moderate Buy" consensus rating, despite some insider selling and unchanged risk disclosures.
Insider Sell Alert: Holmes John McClain III Sells 86,175 Shares of AAR Corp (AIR)
Holmes John McClain III, Chairman, President & CEO of an AAR Corp subsidiary, sold 86,175 shares of AAR Corp on March 27, 2026. This transaction follows a trend of 18 insider sells and no buys within the company over the past year, with the insider now holding 235,064 shares. AAR Corp shares were trading at $110.95, and the stock is considered modestly overvalued based on its GF Value.
AAR Corp(AIR.US) Officer Sells US$9.56 Million in Common Stock
An officer at AAR Corp (AIR.US) recently sold 141,600 shares of common stock for a total of US$9.56 million. The transaction took place at an average price of US$67.50 per share.
AAR CORP (AIR) CEO sells 86,175 shares after option exercises
AAR CORP's Chairman, President, and CEO, John McClain Holmes III, exercised stock options for 86,175 shares and subsequently sold all of them in open-market transactions. These sales occurred at weighted average prices of $112.41 and $107.60 per share, following exercises at $37.66 and $37.74. After these transactions, Holmes directly holds 235,064 shares of AAR CORP common stock.
AAR posts strong Q3 growth with return to profit
AAR CORP. reported a significant financial turnaround in Q3 fiscal year 2026, achieving consolidated sales of US$845.1 million, a 25% increase year-over-year, and returning to a net income of US$68.0 million from a prior year loss. The growth was driven by strong commercial sales, boosted by new parts distribution and acquisitions, and an increase in government sales. Adjusted operating margin improved due to stronger performance in new parts distribution, despite higher selling, general, and administrative expenses.
Zacks Industry Outlook Features AAR, Astronics, and Innovative Solutions and Support
Zacks Equity Research has analyzed AAR Corp. (AIR), Astronics (ATRO), and Innovative Solutions and Support (ISSC) within the Aerospace-Defense Equipment sector, highlighting growth drivers such as M&A and increased air travel despite persistent supply chain challenges. The industry maintains a strong Zacks Industry Rank of #84, indicating positive short-term prospects and outperforming broader market indices over the past year. ISSC holds a "Strong Buy" rating, while AIR and ATRO are rated "Buy," with all three showing strong projected sales and earnings growth.
[144] AAR CORP SEC Filing
AAR CORP (AIR) filed a Form 144 notice for the proposed sale of 26,175 shares of Common Stock, stemming from an option exercise under a registered plan on March 27, 2026. The filing also detailed past open-market sales by John Holmes, including significant dispositions on March 26, 2026, and earlier in the year. Analysts view the filing as neutral, indicating insider liquidity and providing context on recent selling activity, with future market impact dependent on overall outstanding float and subsequent trades.
AAR Corp. Earnings Call Highlights Growth and Integration
AAR Corp.'s Q3 earnings call revealed strong revenue growth of 25% year-over-year, expanded profitability, and robust cash generation, despite short-term margin dilution from the HAECO Americas integration. Parts supply, government sales, and the ADI acquisition were key growth drivers, while the company anticipates margin recovery in Repair & Engineering by fiscal 2027. Management provided an improved Q4 outlook and signaled confidence in its strategic plan with plans for an Investor Day.
Billy Nolen Sells 1,562 Shares of AAR Corp (AIR)
Billy Nolen, a Director at AAR Corp (AIR), sold 1,562 shares of the company on March 26, 2026, leaving him with 0 shares. This transaction follows a period where there were 17 insider sells and 0 insider buys for AAR Corp. The stock, trading at $111, is considered modestly overvalued based on its GuruFocus Value of $84.06.
AAR CORP (AIR) director Billy Nolen sells 1,562 Common shares
AAR CORP director Billy Nolen sold 1,562 shares of Common Stock on March 26, 2026, for a weighted average price of $111.0019 per share. Following this transaction, Nolen's holdings in AAR CORP Common Stock are reported as 0 shares. The sale was executed in multiple trades ranging from $111.0000 to $111.0100 per share.
Aar Corp director Nolen sells $173,384 in stock
AAR CORP Director Billy Nolen sold 1,562 shares of company stock for $173,384 on March 26, 2026. This transaction follows a period where the stock saw a 62% return over the past year. In other news, AAR Corporation reported strong Q3 FY 2026 financial results, surpassing earnings and revenue expectations, leading several analyst firms to raise their price targets.
CFO at AAR CORP (AIR) receives grant of 7,580 shares
AAR CORP's Senior VP & CFO, Dylan Zachary Wolin, was granted 7,580 restricted shares of common stock, which were issued at no cash cost under a compensation plan. This transaction, exempt under Rule 16b-3, increases his direct holding to 7,580 shares. The filing indicates a routine executive equity award rather than a market purchase or sale.
AAR Corp. (AIR) Reached Its Highest Point in a Year—Will the Momentum Persist?
AAR Corp. (AIR) recently hit a new 52-week high of $122.97, with its stock surging 43.2% year-to-date, outperforming its sector. This performance is fueled by consistent earnings beats and favorable valuation metrics, including a Zacks Rank of #2 (Buy). While the company shows strong growth and momentum, its valuation relative to the industry suggests potential for continued gains.
[144] AAR CORP SEC Filing
Morgan Stanley Smith Barney LLC has filed a Form 144 notice for proposed sales of AAR Corp (AIR) common stock. The filing, dated March 26, 2026, details proposed sales of 1,778, 2,138, and 2,368 shares related to the exercise of options under a registered plan, all described as cash transactions. Additionally, it reports a past sale by Jessica Garascia of 4,787 shares on January 8, 2026, for over $455,000.
Jefferies Raises Price Target for AAR (AIR) to $150 | AIR Stock News
Jefferies has reiterated its 'Buy' rating for AAR (AIR) and increased the price target to $150 from $135. This update reflects a positive outlook for the company, following similar upward adjustments by other analysts recently. AAR Corp provides products and services to the aviation, government, and defense markets.
AAR Corp. Stock (+9.9%): Q3 Earnings Beat and Raised Guidance
AAR Corp. saw its stock surge 9.9% after reporting strong Q3 2026 earnings, beating revenue and EPS estimates, and raising its full-year sales forecast. The positive results were driven by double-digit organic sales growth across commercial and government segments, leading RBC Capital to increase its price target. Although the market has already reacted, the report indicates fundamental improvement for the aviation services provider.
AAR Corp. (NYSE:AIR) Q3 2026 Earnings Call Transcript
AAR Corp. announced exceptional Q3 fiscal year 2026 results, surpassing earnings expectations with EPS of $1.79 against an anticipated $1.15. The company reported a 25% increase in total sales and significant growth across all segments, attributing success to its focused business model and strategic initiatives, including ahead-of-schedule integration of HAECO Americas and strong performance in parts distribution. AAR Corp. provided an optimistic outlook for Q4 and the full fiscal year, driven by robust commercial and government demand and ongoing strategic transformations.
AAR Corp stock hits all-time high at 121.72 USD By Investing.com
AAR Corp (AIR) stock has achieved an all-time high of $121.77, reflecting a 55% return over the past year and a market capitalization of $4.71 billion. This surge is attributed to strong investor confidence, impressive Q3 FY2026 financial results exceeding expectations, and a raised price target from KeyBanc. The company's strategic initiatives and financial health highlight its resilience in the aerospace and defense industry.
AAR Corp. (NYSE:AIR) Given Consensus Recommendation of "Moderate Buy" by Analysts
Analysts have issued a "Moderate Buy" consensus rating for AAR Corp. (NYSE:AIR), with an average 12-month price target of $125.80, following strong Q3 earnings that surpassed estimates and a significant $450 million contract win from the U.S. Air Force. The company's Q3 EPS of $1.25 and revenue of $845.1 million exceeded expectations, driven by robust demand for aircraft components. Recent insider selling was also noted, alongside increased institutional investor interest.
AAR Corp Keeps Risk Disclosures Unchanged for FY2025, Raising Questions on Emerging Threats and Risk Oversight
AAR Corp. (AIR) has maintained its risk disclosures for FY2025 without changes, introducing a new risk in the Regulation category. This static disclosure raises concerns among external observers that the company may not be adapting its risk framework to evolving market, regulatory, or geopolitical conditions. While no new material risks are reported, investors are advised to consider the full spectrum of historical risks and the possibility of obscured emerging threats.
AAR Corp. price target raised to $125 from $105 at RBC Capital
RBC Capital has increased its price target for AAR Corp. (AIR) to $125 from $105, maintaining an Outperform rating. This adjustment follows AAR Corp.'s strong Q3 results, which exceeded RBC Capital's revenue and EBITDA margin expectations. The company also demonstrated broad-based strength with significant commercial and government sales growth.
AAR Corp. Stock Soars On Strong Q3 Earnings and New Contracts
AAR Corp. stock has risen by 9.93% after reporting strong Q3 FY26 earnings, surpassing expectations with an adjusted EPS of $1.25 and recording $845M in revenue. The company also secured key U.S. Air Force contracts worth up to $450M, bolstering its market position and contributing to a positive outlook for FY26 with projected sales growth of 19%. This financial strength and strategic contract wins indicate continued momentum and positive market perception.
Jefferies Maintains Buy on AAR Corp. (AIR) March 2026
Jefferies reiterated its "Buy" rating on AAR Corp. (AIR) on March 24, 2026, following the company's latest earnings report. The firm's decision to maintain the rating was based on post-earnings data, accelerating sales growth, raised near-term outlooks, and successful HAECO integration, rather than a new price target. This signals continued analyst confidence in AIR, which has a market cap of $4.69 billion and moved 9.82% following the news.
AAR Corp Beats Analyst Expectations as Q3 Results Show Robust Growth
AAR Corp (NYSE: AIR) exceeded Q3 analyst expectations with robust growth, driven by a 25% revenue increase to $845M and adjusted earnings per share of $1.25. The company's success is largely attributed to recent acquisitions and new U.S. Air Force contracts, reinforcing its position in the defense sector. Despite a high P/E ratio, the company projects approximately 19% full-year revenue growth, signaling continued strategic progress and investor confidence.
AIR Q3 Deep Dive: Aftermarket Platform Expansion and Defense Growth Drive Outperformance
AAR CORP reported strong Q1 CY2026 results, exceeding revenue and EPS expectations, driven by robust growth in both commercial and government end markets, including significant organic growth in new parts distribution and defense. The company's guidance for the next quarter also surpassed analyst estimates, reflecting continued strength from integrated facilities and expansion of its Trax software platform. Management highlighted the successful integration of acquisitions and increased demand for U.S. military operational readiness as key drivers of margin improvement and future performance.
AAR Q3 earnings surpass estimates, sales increase year over year
AAR's Q3 earnings have exceeded analyst estimates, indicating a strong financial performance for the company. The report also highlights a year-over-year increase in sales, further solidifying its growth trajectory. This positive financial outcome suggests robust operational management and market demand for AAR's offerings.
AAR Corp stock hits all-time high at 121.72 USD
AAR Corp's stock has reached an all-time high of $121.77, marking a 55% return over the past year and bringing its market capitalization to $4.71 billion. This surge reflects strong investor confidence and the company's robust financial health, further supported by exceeding third-quarter fiscal year 2026 earnings and revenue expectations. KeyBanc also raised its price target for AAR Corporation to $120, maintaining an Overweight rating due to effective execution and strategic initiatives.
Top Wall Street Forecasters Revamp AAR Expectations Ahead Of Q3 Earnings
AAR Corp. is set to release its Q3 earnings on March 24, with analysts expecting an increase in EPS to $1.16 and revenue of $812.58 million. Several Wall Street analysts have recently maintained Buy or Outperform ratings and raised their price targets for AAR Corp., indicating positive sentiment ahead of the earnings report. The company's stock closed at $103.49, up 2.1% on Monday.
AAR Corp. awarded $450M in pallet contracts for U.S. Air Force
AAR Corp. (AIR) has been awarded two significant pallet contracts by the U.S. Air Force, totaling approximately $450 million. One contract, valued at $160 million, is for the repair of 463L Legacy Cargo Pallets, expected to be completed by March 2031. The second contract, worth $290 million, involves the manufacturing and production of 463 legacy air cargo pallets, with completion anticipated by March 2032.
AAR Corp reports results for the quarter ended February 28 - Earnings Summary
AAR Corp has reported its earnings results for the quarter that concluded on February 28. The brief summary indicates the financial performance of the company for the specified period.
AAR Corp’s Margin Outlook, Trax Timeline, and Distribution Growth Composition Don’t Match
AAR Corp reported strong Q3 FY2026 results with a 25% increase in total sales and 14% organic adjusted sales growth, driven by parts repair, software platform activities, and new parts distribution. Despite positive sentiment from the CEO and strong financial performance, the analysis highlights several contradictory statements made by CFO John M. Holmes regarding the HAECO Americas integration, Trax platform growth timeline, and composition of new parts distribution growth. These inconsistencies raise questions about the company's clear communication on margin outlook, growth drivers, and market visibility.
Earnings call transcript: AAR Corp Q3 2026 beats expectations, stock reacts
AAR Corp reported strong Q3 2026 results, surpassing EPS and revenue forecasts with an EPS of $1.25 and revenue of $845 million, leading to a 4.17% stock price increase. The company highlighted strong sales growth in commercial and government sectors, strategic expansions including HAECO Americas integration ahead of schedule, and an optimistic Q4 fiscal 2026 outlook with expected 19-21% sales growth. Despite potential geopolitical and supply chain risks, AAR maintains a bullish analyst outlook and a healthy financial position for continued growth.
AAR (NYSE:AIR) Reports Strong Q1 CY2026
AAR (NYSE:AIR) exceeded revenue and EPS expectations in Q1 CY2026, with sales up 24.6% year-on-year to $845.1 million and adjusted EPS of $1.25. The company also provided strong Q2 CY2026 revenue guidance, surpassing analyst estimates. Despite a dip in operating margin this quarter, AAR recorded significant growth in free cash flow and has shown strong long-term revenue and EPS performance.
AAR: Fiscal Q3 Earnings Snapshot
AAR Corp. (AIR) reported a net income of $68 million for its fiscal third quarter, a turnaround from a loss in the same period last year. The airplane maintenance company posted earnings of $1.25 per share, adjusted for one-time events, on revenue of $845.1 million. AAR's shares have seen a 30% increase since the start of the year and a 54% rise over the last 12 months, closing Tuesday at $107.94.
AAR reports third quarter fiscal year 2026 results
AAR CORP. announced strong financial results for the third quarter of fiscal year 2026, with sales increasing by 25% to $845 million and adjusted diluted EPS up 26% to $1.25. The company highlighted significant organic sales growth in its Parts Supply segment and strong performance in Repair & Engineering, as well as successful integration of recent acquisitions and progress in debt reduction. AAR also provided positive guidance for the fourth quarter and full fiscal year 2026, anticipating continued profitable growth.
