AAR (NYSE:AIR) Upgraded by Wall Street Zen to "Buy" Rating
Wall Street Zen has upgraded AAR (NYSE:AIR) from a "hold" to a "buy" rating, reflecting a consensus analyst rating of "Moderate Buy" with a target price of $110.80. The upgrade follows AAR's strong quarterly earnings, where it surpassed expectations with $1.18 EPS and $795.3 million in revenue, leading to its stock trading near its 52-week high. Despite significant insider selling, institutional ownership remains high at 90.74%, indicating continued investor confidence.
Are Aerospace Stocks Lagging AAR (AIR) This Year?
This article examines the performance of AAR (AIR) compared to the broader Aerospace sector and its industry peers. It highlights AAR's strong year-to-date gain of 38.5%, significantly outperforming the sector's 11.4% average return. The piece also notes AAR's favorable Zacks Rank #2 (Buy) and improving earnings outlook, suggesting continued solid performance.
Here's why AAR (AIR) is a strong growth stock
This article identifies AAR (AIR) as a strong growth stock. It likely discusses factors contributing to its growth potential, such as financial performance, market position, or future outlook. This suggests AAR could be an attractive investment for growth-oriented portfolios.
AAR appoints Wolin as CFO
AAR Corp has appointed Dylan Wolin as its new Chief Financial Officer, effective February 23, 2026. Wolin, who previously worked at AAR from 2017 to 2024, will be responsible for finance, accounting, tax, treasury, investor relations, and corporate development. He rejoins AAR from Federal Signal Corporation, bringing additional operational and strategic experience to the role.
Public Sector Pension Investment Board Buys 17,179 Shares of AAR Corp. $AIR
Public Sector Pension Investment Board has increased its stake in AAR Corp. by 14.2%, acquiring an additional 17,179 shares, bringing its total to 138,143 shares valued at approximately $12.39 million. This comes despite significant insider selling by the CFO and CEO during the last quarter, who collectively offloaded shares worth over $2.2 million. AAR Corp. recently beat earnings expectations, reporting an EPS of $1.18 against an anticipated $1.02, with revenues up 15.9% year-over-year.
AAR Corp. (NYSE:AIR) Short Interest Down 21.0% in January
AAR Corp. (NYSE:AIR) experienced a significant 21.0% decrease in short interest during January, totaling 1,098,280 shares by January 30th. This translates to a short-interest ratio of 2.7 days and indicates that 2.9% of the company's shares are currently short sold. The company recently surpassed earnings estimates, reporting an EPS of $1.18 and revenue of $795.3 million, with analysts maintaining a "Moderate Buy" consensus rating and an average price target of $110.80.
A Look At AAR (AIR) Valuation After Strong Share Price Momentum And MRO Growth Narrative
AAR CORP. (AIR) has experienced significant price momentum with a one-year total shareholder return of 74.3%, driven by growth in its MRO capacity and new parts distribution. While the stock currently trades at $112.98, slightly above its estimated fair value of $110.67, analysts remain focused on its potential to benefit from rising global air travel and aging aircraft fleets.
AAR Renews Global Distribution Partnership with Arkwin Industries
AAR CORP has renewed its exclusive worldwide distribution agreement with Arkwin Industries for a new multi-year extension. This agreement solidifies AAR's role as the sole global distributor for Arkwin's aviation actuation systems, valves, and hydraulic reservoirs, supporting commercial aviation engine and airframe platforms in the aftermarket. The partnership aims to ensure reliable parts availability and responsive service for airlines, MROs, and OEMs, while also addressing the increasing demand in the engine repair market.
Prescott Group Capital Management L.L.C. Invests $1.79 Million in AAR Corp. $AIR
Prescott Group Capital Management L.L.C. has acquired a new stake of 20,000 shares in AAR Corp. (NYSE:AIR) valued at approximately $1.79 million, representing about 0.05% ownership. This investment comes as AAR recently surpassed quarterly earnings and revenue expectations, leading analysts to issue "Moderate Buy" ratings with a consensus price target of $110.80. Despite significant insider selling totaling $12.5 million over 90 days, institutional investors collectively hold a majority 90.74% of the company's stock.
AAR brings back Dylan Wolin as CFO, reaffirms Q3 and full-year guidance
AAR (NYSE: AIR) has appointed Dylan Wolin as its new Chief Financial Officer, effective February 23, 2026. Wolin previously led AAR's corporate development and will oversee finance, accounting, tax, treasury, investor relations, and corporate development. The company also reaffirmed its third fiscal quarter and full fiscal year guidance issued on January 6, 2026, and Sarah Flanagan will return to her role as Vice President, Financial Operations.
AAR Names Dylan Wolin as CFO
AAR Corp. has announced the appointment of Dylan Wolin as its new Chief Financial Officer, with the change becoming effective on February 23, 2026. This news was published on February 12, 2026, at 04:25 am EST. The company operates in the global aerospace and defense aftermarket solutions sector.
AAR Board appoints Dylan Wolin as CFO
AAR CORP. has appointed Dylan Wolin as its new Chief Financial Officer, effective February 23, 2026. Wolin will oversee finance, accounting, tax, treasury, investor relations, and corporate development. He previously worked at AAR from 2017 to 2024, leading strategic and corporate development, and most recently served as president of three specialty vehicle businesses at Federal Signal Corporation.
AAR Names Dylan Wolin Chief Financial Officer
AAR CORP. has appointed Dylan Wolin as its new Senior Vice President and Chief Financial Officer, effective February 23, 2026. Wolin, who previously held key strategic and corporate development roles at AAR, returns to the company from Federal Signal Corporation. AAR reaffirmed its financial guidance for the third fiscal quarter and full fiscal year, indicating continuity in its financial outlook.
AAR names Dylan Wolin as chief financial officer, reaffirms guidance (AIR:NYSE)
AAR Corp. (AIR) has appointed Dylan Wolin as its new chief financial officer, effective February 23. Wolin will be responsible for finance, accounting, tax, treasury, investor relations, and corporate development, marking his return to the company. The company also reaffirmed its previous guidance.
AAR appoints Dylan Wolin as Chief Financial Officer
AAR CORP. has appointed Dylan Wolin as its Chief Financial Officer, effective February 23, 2026. Wolin previously led AAR's strategic and corporate development, treasury, and investor relations functions and rejoins the company from Federal Signal Corporation. He will be responsible for finance, accounting, tax, treasury, investor relations, and corporate development.
AAR Corp. Announces Chief Financial Officer Changes, Effective February 23, 2026
AAR Corp. announced the appointment of Dylan Wolin as its new Chief Financial Officer, effective February 23, 2026. Wolin will be responsible for finance, accounting, tax, treasury, investor relations, and corporate development. He previously held roles at Federal Signal Corporation, Boeing, and Deutsche Bank, and had a prior tenure at AAR leading strategic and corporate development.
Thrivent Financial for Lutherans Reduces Stock Position in AAR Corp. $AIR
Thrivent Financial for Lutherans reduced its stake in AAR Corp. by 17.8% in Q3, selling 10,964 shares and retaining 50,675 shares valued at approximately $4.54 million. Despite this, AAR Corp. recently exceeded quarterly earnings and revenue estimates, with its stock trading near a 52-week high and holding a "Moderate Buy" analyst rating. The article also notes substantial insider selling totaling $12.5 million over the past 90 days.
AAR (NYSE:AIR) Rating Lowered to "Hold" at Wall Street Zen
Wall Street Zen has downgraded AAR (NYSE:AIR) from "buy" to "hold," though other analysts maintain a "Moderate Buy" consensus with an average target price of $110.80. AAR recently surpassed quarterly earnings and revenue estimates, with its shares trading near a 12-month high. Despite strong financial performance and institutional ownership, insider selling activities by the CFO and CAO have reduced insider ownership to 3.6%.
AAR Corp stock hits all-time high at 110.56 USD By Investing.com
AAR Corp's stock has reached an all-time high of $110.56, surpassing its previous 52-week high, driven by a significant 57.05% increase over the past year. This surge is backed by strong investor confidence, positive market sentiment, and analysts maintaining a "strong buy" consensus, despite the stock potentially remaining slightly undervalued according to InvestingPro. The company also reported strong fiscal second-quarter 2026 results and a contract extension with Air Atlanta Icelandic, reinforcing its growth prospects.
A Look At AAR (AIR) Valuation As Oklahoma City MRO Expansion Supports Ongoing Growth Narrative
AAR (AIR) has recently completed a significant expansion of its Oklahoma City MRO facility, which is expected to support future revenue growth and improve earnings visibility, especially with the increasing demand for aircraft maintenance. While analysts see AAR as slightly undervalued at $110.67, its current P/E ratio of 44.3x is higher than the industry average, raising questions about whether market enthusiasm is outpacing fundamentals. Investors are encouraged to conduct their own due diligence, considering both the growth opportunities and potential risks.
AAR Corp stock hits all-time high at 110.56 USD
AAR Corp (NYSE: AIR) stock has reached a new all-time high of $110.56, surpassing its previous 52-week high, driven by significant gains over the past year and recent positive fiscal second-quarter 2026 results. Analysts maintain a "strong buy" consensus, with several firms raising price targets, indicating continued investor confidence despite a potential slight undervaluation according to InvestingPro. The company's resilience is further highlighted by its healthy current ratio and revenue growth.
Top AAR Executive Just Cashed Out in a Major Insider Move
AAR's Interim CFO and VP of Financial Operations, Sarah Louise Flanagan, recently sold 10,750 shares of AAR stock for over $1.16 million, indicating significant insider activity. This transaction comes amidst varied analyst opinions on AAR (AIR), with some acknowledging strong organic growth and M&A success, while others express caution regarding integration risks and overall profitability compared to the broader aerospace sector. TipRanks' AI Analyst, Spark, rates AIR as "Neutral," citing strong technical momentum and a positive earnings outlook, but also concerns about weak cash generation, thin net margins, and a high valuation.
Will AAR's (AIR) Oklahoma City MRO Expansion and Alaska Deal Change Its Investment Narrative?
AAR CORP. has expanded its Oklahoma City MRO facility by over 80,000 square feet, adding three bays for 737 variants and securing a long-term maintenance commitment with Alaska Airlines. This expansion strengthens AAR's position in outsourced aircraft maintenance and adds 200 full-time jobs. While the move reinforces revenue visibility and growth, investors should consider the heightened reliance on flawless execution and the current stock valuation.
Insider Selling: AAR (NYSE:AIR) CFO Sells 10,750 Shares of Stock
AAR (NYSE:AIR) CFO Sarah Louise Flanagan recently sold 10,750 shares of the company's stock for over $1.16 million, reducing her stake by nearly 25%. This transaction occurred on February 4th, the same day AAR shares fell almost 4.8%. The company recently exceeded Q4 earnings and revenue expectations and holds a "Moderate Buy" consensus rating from analysts.
AAR Corp. (NYSE:AIR) Receives Consensus Rating of "Moderate Buy" from Analysts
AAR Corp. (NYSE:AIR) has received a consensus rating of "Moderate Buy" from seven analysts, with an average 12-month price target of $110.80. The company recently reported strong quarterly earnings, beating expectations with $1.18 EPS and revenue of $795.3M but also saw significant insider selling totaling over $11 million. Despite insider transactions, institutional investors hold a substantial 90.74% of the stock.
AAR Corp chairman Holmes sells $1.08 million in stock
AAR Corp's Chairman, President, and CEO, John McClain Holmes III, sold 10,000 shares of common stock for over $1 million, while also exercising options to acquire 10,000 shares and gifting 2,000 shares to charity. The company's stock is trading near its 52-week high, with significant returns over the past year, and analysts maintain positive ratings and increased price targets. These transactions occur amid strong fiscal second-quarter 2026 results and strategic contract extensions.
AAR Corp chairman Holmes sells $1.08 million in stock
AAR Corp's Chairman, President, and CEO John McClain Holmes III sold 10,000 shares of common stock valued at $1.08 million on February 3, 2026, while also exercising options for an equal number of shares. This transaction occurred as the company's stock trades near its 52-week high, following strong fiscal results and positive analyst outlooks. Holmes also gifted 2,000 shares to a charitable fund.
Will AAR's (AIR) Oklahoma City MRO Expansion and Alaska Deal Change Its Investment Narrative?
AAR CORP. has expanded its Oklahoma City MRO facility by over 80,000 square feet, adding three bays for 737 variants and securing a long-term maintenance agreement with Alaska Airlines. This expansion not only creates 200 new jobs but also integrates advanced digitization in MRO processes. The move reinforces AAR's investment narrative by ensuring near-term revenue visibility in a growth-oriented sector, though flawless execution will be critical given the company's strong share price performance and insider selling.
Insider Sell: Holmes John McClain III Sells Shares of AAR Corp (AIR)
Holmes John McClain III, Chairman, President & CEO of AAR Corp (AIR), recently sold 10,000 shares of the company, bringing his total ownership to 235,064 shares. Over the past year, insiders have sold 15 times with no buys, and McClain III has sold 194,839 shares. Based on its trading price of $108.44 and a GuruFocus Value of $82.37, AAR Corp is considered significantly overvalued with a price-to-GF-Value ratio of 1.32.
Do Options Traders Know Something About AAR Stock We Don't?
Options traders are showing significant interest in AAR CORP. (AIR) with high implied volatility in a specific put option, suggesting expectations for a substantial price movement. Despite this, analysts have a positive outlook on AAR, with increased earnings estimates and a Zacks Rank #2 (Buy). This scenario might indicate an opportunity for seasoned options traders to sell premium.
AAR Expansion With Alaska Airlines Highlights Long Term MRO Growth Story
AAR Corp. has completed a significant expansion of its Airframe MRO facility in Oklahoma City, adding maintenance capacity and partnering with Alaska Airlines for long-term services. This expansion, creating 200 new jobs and pushing for digitized processes, positions AAR for increased service-based revenue and enhanced competitiveness in the airframe MRO market. Investors should monitor the facility's utilization and the integration of new digital workflows.
Y Intercept Hong Kong Ltd Takes $1.04 Million Position in AAR Corp. $AIR
Y Intercept Hong Kong Ltd has acquired a new stake of 11,616 shares, valued at $1.04 million, in AAR Corp. during the third quarter. Despite this purchase and other institutional investments, company insiders have been net sellers, offloading shares totaling approximately $13.48 million in the last three months. Analysts generally maintain a "Moderate Buy" consensus rating for AAR Corp., with an average price target of $110.80, following the company's recent beat on quarterly EPS and revenue estimates.
Truist says more confident in V2X outlook with removal of AAR Corp. T-6 protest
Truist has reiterated a Hold rating and a $65 price target for V2X (VVX) after a federal court denied AAR Corp's (AIR) protest regarding the Air Force's T-6 contract. With the protest overhang removed, Truist expresses increased confidence in V2X's 2026 outlook, noting that V2X had been handling transition work during the protest period.
AAR Corp stock hits all-time high at 107.95 USD
AAR Corp's stock has reached an all-time high of $107.95, reflecting a 52.4% increase over the past year and strong investor confidence. The company reported robust Q2 2026 results, surpassing analyst expectations, and expanded its operational capabilities with 15.4% revenue growth. Analysts maintain a "Strong Buy" consensus, although the stock appears slightly overvalued according to InvestingPro's Fair Value metrics.
Jim Cramer on AAR Corp.: “I’ve Been Recommending AIR Forever”
Jim Cramer expressed strong confidence in AAR Corp. (NYSE:AIR), citing its 27% year-to-date gain and its integral role in the booming aerospace industry. Despite a "Neutral" rating from Goldman, Cramer believes the stock is a "can't miss" opportunity. Fred Alger Management highlighted AAR's strength in aerospace aftermarket services but noted investor uncertainty following a CFO transition, also suggesting certain AI stocks might offer greater upside.
AAR Corp stock hits all-time high at 107.95 USD
AAR Corp (NYSE:AIR) has reached an all-time high stock price of $107.95, reflecting a 52.4% increase over the past year. The aviation services company, valued at $4.19 billion, shows strong growth prospects with a P/E ratio of 42.02 and 15.4% revenue growth, according to InvestingPro data. Analysts maintain a "Strong Buy" consensus, with recent positive fiscal results for Q2 2026 further reinforcing confidence in the company's performance.
Astronics vs. AAR: Which is the Stronger Aerospace Services Stock?
The article compares Astronics (ATRO) and AAR Corp. (AIR) as aerospace services stocks, highlighting their tailwinds and market positions. Both companies are benefiting from growth in the aviation services industry, but Astronics is presented as having stronger near-term outperformance potential due to robust demand in commercial and defense markets and a more favorable earnings outlook. AAR, while stable, is deemed less compelling for immediate growth compared to Astronics.
AAR celebrates Airframe MRO expansion in Oklahoma City
AAR CORP. has substantially completed an 80,000+ square foot expansion of its Airframe MRO facility in Oklahoma City, driven by increased demand for its maintenance services. The expansion includes new maintenance bays for Boeing 737 variants and will lead to an additional 200 full-time jobs. AAR will also induct more Alaska Airlines aircraft as part of a long-term commitment, celebrating the facility's growth and digitisation efforts.
Jim Cramer Was Recently Asked About These 9 Stocks
The article discusses Jim Cramer's recent recommendations on various stocks, focusing on AAR Corp. (NYSE:AIR) as an example. Cramer expressed strong confidence in AAR Corp., citing its significant year-to-date gains and its involvement in the booming aerospace industry. The article also includes commentary from Fred Alger Management, which believes in AAR Corp.'s strong demand trends despite a recent CFO transition.
AAR celebrates Airframe MRO expansion in Oklahoma City, prepares to induct additional Alaska Airlines aircraft
AAR CORP. has completed a significant expansion of its Airframe MRO facility in Oklahoma City, adding three maintenance bays for 737 variants. This expansion, driven by increased demand, will enable AAR to service additional Alaska Airlines aircraft as part of a long-term commitment. A ribbon-cutting ceremony marked the occasion, celebrating the creation of 200 new jobs and future digitization efforts in collaboration with Alaska Airlines.
AAR Expands MRO Services in Oklahoma City with New Maintenance Bays for 737 Aircraft
AAR CORP has completed a significant expansion of its Airframe MRO facility in Oklahoma City, adding over 80,000 square feet and three new maintenance bays for Boeing 737 aircraft. This expansion aims to meet increasing demand for MRO services and strengthens AAR's long-standing partnership with Alaska Airlines, which will induct more aircraft into the facility. The initiative also created 200 new jobs and includes plans for modernizing maintenance with digitization and advanced technologies.
New AAR aircraft maintenance hub brings 200 careers to Oklahoma City
AAR has completed a significant expansion of its Airframe MRO facility in Oklahoma City, adding over 80,000 sq ft and three maintenance bays capable of servicing all 737 variants. This expansion creates 200 new full-time jobs and supports a long-term commitment with Alaska Airlines, including the induction of additional aircraft and the digitization of maintenance processes. The facility's operations in Oklahoma City span over 50 years.
Goldman Sachs Initiates AAR Corp(AIR.US) With Hold Rating, Announces Target Price $121
Goldman Sachs analyst Noah Poponak has initiated coverage on AAR Corp (AIR.US) with a 'hold' rating and set a target price of $121. According to TipRanks, the analyst has a 54.8% success rate and an average return of 7.5% over the past year. This report highlights the analyst's recommendation and relevant performance metrics provided by TipRanks.
Goldman Sachs initiates coverage on AAR stock with Neutral rating
Goldman Sachs has initiated coverage on AAR Corporation (NYSE:AIR) with a Neutral rating and a $121 price target, signifying a potential 15% upside. While acknowledging AAR's "above-market organic growth" in certain segments and improved margins, the firm cited the company's overall growth and profitability remaining below the aerospace supplier average, along with negative free cash flow, as reasons for the neutral stance. InvestingPro data supports this, showing AAR is deemed fairly valued and trading near its 52-week high after a significant gain over the past year.
AAR Corp. initiated with a Neutral at Goldman Sachs
Goldman Sachs initiated coverage of AAR Corp. (AIR) with a Neutral rating and a $121 price target. The firm noted that while some parts of AAR's aerospace aftermarket business have seen above-market growth and improved margins, its overall growth and profitability are still below the industry average. Goldman Sachs also highlighted that AAR does not generate significant free cash flow.
AAR Corp CFO Change Draws Institutional Focus On Valuation And Risks
A recent institutional investor letter from Fred Alger Management highlighted AAR Corp. (NYSE:AIR) due to its strong market position and demand following the announcement of a new Chief Financial Officer. This executive change combined with the investor spotlight prompts essential questions about AAR's capital allocation, balance sheet strategy, and future growth plans. Investors should closely monitor the new CFO's upcoming statements and the company's approach to debt coverage, especially given strong recent share price momentum and a high P/E ratio relative to its industry.
AAR Corp.'s (NYSE:AIR) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
AAR Corp.'s stock has seen a significant 26% increase in the last month, bringing its annual gain to 53%. Despite this surge, its price-to-sales (P/S) ratio of 1.4x is considerably lower than the broader Aerospace & Defense industry, suggesting that investors may have concerns about its future growth. Analyst forecasts indicate that AAR's revenue growth of 9.3% per year for the next three years is expected to trail the industry average of 15%, contributing to its subdued P/S ratio.
Should You Hold AAR Corp. (AIR)?
The article discusses AAR Corp. (AIR) based on Fred Alger Management's "Alger Weatherbie Specialized Fund" fourth-quarter 2025 investor letter. While the fund acknowledged AAR Corp.'s strong performance and healthy demand trends in its markets, it noted that the stock detracted from performance due to investor uncertainty following a CFO transition. Despite AAR Corp.'s potential, the fund suggests that certain AI stocks might offer greater upside and less downside risk.
AAR Corp.'s (NYSE:AIR) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
AAR Corp.'s share price recently surged by 26%, contributing to a 53% annual gain. Despite this, the company's price-to-sales (P/S) ratio of 1.4x is considerably lower than the industry average, suggesting potential underlying concerns. Analysts forecast AAR's revenue to grow by 9.3% annually over the next three years, significantly trailing the industry's projected 15% growth, which explains the subdued P/S ratio.
Emerald Mutual Fund Advisers Trust Has $18.93 Million Stock Position in AAR Corp. $AIR
Emerald Mutual Fund Advisers Trust has increased its stake in AAR Corp. to $18.93 million, now owning 0.54% of the company. AAR Corp. recently beat earnings expectations with $1.18 EPS and $795.3M revenue, leading to a consensus "Buy" rating from analysts with a target price of $108.25. Despite insider selling, institutional investors hold a significant majority of the company's stock.
