AAR to acquire 65% of MRO Holdings, parent of El Salvador's Aeroman, in multibillion-dollar deal
AAR Corp. will acquire a 65% stake in MRO Holdings, a major aircraft MRO service provider with operations across the Americas, in a deal valued at $4 billion. This acquisition is expected to significantly boost AAR's consolidated adjusted EBITDA margin and create the world's largest heavy maintenance MRO. The transaction, which involves debt financing, share issuance, and a private placement, is slated to close before the end of February 2027, pending regulatory approval.
Here's Why AAR Corp Stock Slumped Today Despite Excellent Earnings
Despite reporting excellent first-quarter fiscal year 2027 earnings and raising full-year sales expectations, AAR Corp stock declined by 6% today. The decline was attributed to investor concerns over the company's announced acquisition of a controlling interest in MRO Holdings, particularly the issuance of new debt in a rising-rate environment. Although the acquisition is considered strategically sound and reasonably priced, the financing method appears to have overshadowed the positive earnings report.
AAR (NYSE:AIR) Downgraded by Zacks Research to Hold
Zacks Research downgraded AAR (NYSE:AIR) from "strong buy" to "hold" despite the company reporting stronger-than-expected quarterly results with $918 million in revenue and $1.49 adjusted EPS. The downgrade and a 6.6% drop in share price to $107.45 are attributed to investor concerns over the planned MRO Holdings acquisition, which is expected to increase leverage, dilution, and integration risk, even though it could expand revenue and margins. The broader analyst consensus for AAR remains a "Moderate Buy" with an average price target of $140.60.
Moody’s affirms AAR Corp.’s Ba2 rating, lowers outlook to negative on MRO deal
Moody's Ratings has affirmed AAR Corp.'s Ba2 Corporate Family Rating but revised its credit outlook to negative from stable. This change is due to the execution risks associated with AAR's acquisition of a 65% controlling stake in MRO Holdings, which will significantly increase leverage in the near term. Despite the leverage spike, AAR's strong market position and the strategic benefits of the MRO deal support the rating affirmation, with Moody's expecting leverage to decline as AAR prioritizes debt reduction.
Form 8K AAR Corp For: 29 September By Investing.com
This article announces that AAR Corp has filed a Form 8K on September 29. It provides no further details beyond the filing date. The content is primarily a placeholder for the SEC filing announcement.
AAR accelerates its aftermarket platform strategy by agreeing to acquire a controlling interest in MRO Holdings
AAR CORP. has announced its agreement to acquire a 65% controlling interest in MRO Holdings for an implied enterprise value of $4.0 billion. This strategic acquisition aims to significantly expand AAR's aviation aftermarket platform, enhance its scale, margins, and cash flow profile, and create the largest heavy maintenance MRO globally. The transaction is expected to be accretive to AAR's adjusted EPS in the first full fiscal year post-closing, with a target of 19% to 20% adjusted EBITDA margin within three to four years.
AAR (NYSE:AIR) Releases Earnings Results, Beats Estimates By $0.19 EPS
AAR (NYSE:AIR) reported quarterly earnings per share of $1.49, exceeding the consensus estimate of $1.30 by $0.19. The company also demonstrated strong financial performance with a 12.67% return on equity and a 5.67% net margin. Despite the positive earnings, AAR shares experienced a slight decline of 0.5% during Monday trading, closing at $115.58.
AAR buys $1.8 billion controlling stake in MRO Holdings, WSJ reports
Aviation services provider AAR Corp has agreed to acquire a 65% controlling stake in MRO Holdings for $1.8 billion, as reported by The Wall Street Journal. This acquisition will significantly expand AAR's operational footprint, adding maintenance facilities in the U.S. and Latin America, and is expected to boost its EBITDA margins. The deal involves issuing new equity to MRO's current investors, including Bain Capital, who will also gain an equity stake in AAR.
AAR Stock Has Lift-Off, But Legacy Programs Could Clip Margins
RBC Capital Markets analyst Ken Herbert maintained an Outperform rating on AAR Corp (NYSE: AIR) with a $145 price target, anticipating robust growth in the company's core business for the first quarter of fiscal 2027. While core business growth is strong, Herbert projects that headwinds from Legacy Commercial Programs (LCP) will temper adjusted EBITDA margins. The analyst adjusted his EBITDA margin estimate downwards to 12% to account for the LCP impact, despite expecting overall sales growth of 21%-23%.
AAR confirms agreement to buy majority stake in MRO Holdings for $1.8B (update) (AIR:NYSE)
AAR Corp. (AIR) has agreed to acquire a 65% majority stake in MRO Holdings, an aircraft-maintenance company, for $1.8 billion. The acquisition is expected to be accretive to AAR's adjusted EPS in the first fiscal year post-close and targets $75 million in run-rate cost synergies. AAR will fund the transaction through new debt, equity issued to MRO shareholders, and PIPE proceeds.
AAR to buy majority stake in aircraft maintenance firm MRO Holdings for $1.8 billion
AAR (AIR.N) announced its acquisition of a 65% controlling interest in MRO Holdings for approximately $1.8 billion, a move expected to create the world's largest heavy maintenance MRO. This deal aims to bolster AAR's aircraft maintenance capabilities and address increasing demand amid supply-chain issues and new jet delivery delays. The transaction, funded through new debt, equity to MRO Holdings shareholders, and a PIPE offering, is anticipated to close in AAR's fiscal third quarter ending February 2027.
What To Expect From AAR’s (AIR) Q3 Earnings
AAR CORP (AIR), an aviation and defense services provider, is set to report its Q3 earnings this Tuesday. The company beat revenue expectations last quarter and analysts expect an 18.9% year-on-year revenue growth for the upcoming quarter. Despite a recent sector-wide sell-off, analysts have largely reconfirmed their estimates for AAR.
AAR CORP. 2026 Annual Meeting Details: Director Elections, Stock Plan Approval, and Auditor Ratification
AAR CORP. held its 2026 Annual Stockholders Meeting on September 23, 2026, with key outcomes including the election of three Class III directors, approval of executive compensation, adoption of the 2026 Stock Plan, and ratification of KPMG LLP as the independent auditor. Approximately 93% of eligible shares were represented at the meeting. These decisions were formally detailed in a Form 8-K filing on September 24, 2026.
Earnings Preview: AAR Corp to Report Financial Results Post-market on September 29
AAR Corp is scheduled to report its financial results post-market on September 29. The market anticipates the company will post quarterly earnings of $0.73 per share, with revenue estimated at $476.32 million. These figures represent a potential year-over-year increase in both earnings and revenue, building on past performance where AAR Corp exceeded analyst estimates.
AAR Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
AAR Corp. (NYSE: AIR) is set to release its first-quarter earnings report on Tuesday, September 29, with analysts anticipating quarterly earnings of $1.30 per share and revenue of $880.35 million. Several prominent analysts have recently revised their ratings and price targets for AAR, including a new Neutral rating from Guggenheim and price target increases from Jefferies and RBC Capital. The company recently appointed Sanjay Sood as senior vice president and chief digital & technology officer.
A Look at AAR Corp (AIR) After 3.1% Gain -- GF Value $90.19 vs P
AAR Corp (AIR) saw its shares rise 3.1% to $116.26, though it is considered 28.9% overvalued with a GF Value of $90.19. Despite a strong GF Score of 87/100, indicating robust profitability and growth, insider selling raises concerns about future performance. The stock's current P/E ratio is below its 5-year median, suggesting a lower historical valuation, but current market price remains elevated compared to intrinsic value.
ETFs Investing in AAR CORP. Stocks
This article lists Exchange Traded Funds (ETFs) that hold AAR CORP. stocks, sorted by market value. It provides key details for each ETF, such as market value, weight of AAR CORP. in the fund, issuer, management style, focus, expense ratio, assets under management (AUM), and price performance. The information aims to help investors identify ETFs with AAR CORP. exposure, offering diversified investment opportunities with lower risk.
Corient Private Wealth LP Increases Stock Position in AAR Corp. $AIR
Corient Private Wealth LP significantly increased its stake in AAR Corp. ($AIR) by 1,523.4% in the second quarter, now owning 38,167 shares valued at $5.46 million. This move comes as institutional investors hold over 90% of AAR's stock and the company recently reported strong quarterly earnings, beating estimates with 23% year-over-year revenue growth. Analyst sentiment remains positive, with a "Moderate Buy" consensus and an average price target of $135.60, with some firms raising targets even higher.
Squarepoint Ops LLC Sells 38,311 Shares of AAR Corp. $AIR
Squarepoint Ops LLC significantly reduced its stake in AAR Corp. (NYSE:AIR) by 84.1% in the second quarter, selling 38,311 shares and retaining 7,237 shares valued at approximately $1.03 million. Despite this, institutional ownership in AAR remains high at 90.74%, with major firms like BlackRock and Geode Capital Management holding substantial positions. AAR exceeded analyst expectations with strong quarterly earnings and revenue, leading to a "Moderate Buy" consensus rating and an average price target of $135.60 from analysts.
AAR (NYSE:AIR) Shares Down 4.6% - Should You Sell?
AAR (NYSE:AIR) shares experienced a 4.6% drop during mid-day trading, reaching $111.84, with significantly lower trading volume. Despite the dip, analysts generally maintain a "Moderate Buy" rating with a consensus price target of $135.60, and the company recently surpassed quarterly earnings and revenue expectations. Institutional investors hold a substantial 90.74% of the company's shares.
AAR Corp. (NYSE:AIR) Receives Average Recommendation of "Moderate Buy" from Analysts
AAR Corp. (NYSE:AIR) has received a consensus "Moderate Buy" rating from analysts, with an average 12-month price target of $135.60. This follows stronger-than-expected quarterly results, where the company reported $1.53 EPS on revenue of $928 million, exceeding estimates. Institutional investors, including BlackRock and Barrow Hanley, hold over 90% of the stock.
Guggenheim Initiates AAR With Neutral Rating
Guggenheim has initiated coverage on AAR Corp. (NYSE: AIR) with a "Neutral" rating. The article, published by MT Newswires, also notes other recent news for AAR Corp., including the appointment of Sanjay Sood as Senior Vice President and Chief Digital & Technology Officer, and several analyst rating updates and financial reports from July and June 2026.
AAR (AIR) Projected to Release Quarterly Earnings on Tuesday
AAR (AIR) is scheduled to release its Q1 fiscal 2027 earnings after market close on Tuesday, September 22, 2026. Analysts are projecting earnings of $1.33 per share on revenue of approximately $880.7 million. In its last quarter, AAR surpassed estimates with $1.53 EPS and revenue of $928 million, a 23% year-over-year increase.
AAR Corp. grows Miami-Dade facility
AAR Corp. has expanded its facility adjacent to Miami International Airport, as reported by the South Florida Business Journal. This expansion is part of the week's emerging real estate markets news in South Florida. The article highlights the growth of AAR Corp. in the Miami-Dade area.
B. Metzler seel. Sohn & Co. AG Buys Shares of 9,000 AAR Corp. $AIR
B. Metzler seel. Sohn & Co. AG recently purchased 9,000 shares of AAR Corp. (NYSE:AIR) valued at approximately $1.29 million, marking a new position in the aerospace company. Institutional investors and hedge funds collectively hold a significant 90.74% of AAR's stock. The company has shown strong financial performance, with quarterly EPS of $1.53 surpassing estimates and revenue increasing by 23% year-over-year to $928 million, exceeding analyst expectations.
Public Employees Retirement System of Ohio Purchases New Holdings in AAR Corp. $AIR
The Public Employees Retirement System of Ohio recently acquired 23,743 shares of AAR Corp. (NYSE:AIR) valued at approximately $3.4 million, representing a 0.06% stake in the aerospace company. This move comes as other institutional investors also adjusted their positions, contributing to a high institutional ownership of 90.74%. AAR Corp. has demonstrated strong financial performance, beating earnings estimates with an EPS of $1.53 and seeing revenue increase by 23% year-over-year.
Wellington Management Group LLP Sells 151,160 Shares of AAR Corp. $AIR
Wellington Management Group LLP decreased its stake in AAR Corp. by 28.6% in the second quarter, selling 151,160 shares but still retaining 377,784 shares valued at approximately $54 million. AAR Corp. reported strong quarterly earnings of $1.53 per share and a 23% year-over-year revenue increase to $928 million, surpassing analyst estimates. Despite some recent rating changes, analysts maintain a "Moderate Buy" consensus for AAR with an average price target of $135.60.
AAR announces participation in 2026 Jefferies Global Industrials Conference
AAR CORP. (NYSE: AIR) announced its senior management will participate in the 2026 Jefferies Global Industrials Conference on September 9, 2026, in New York City. John M. Holmes, Chairman, President, and CEO, will present at 10:50 a.m. Eastern Time, and both Holmes and CFO Dylan Wolin will hold investor meetings. Associated presentation materials will be available on AAR's website and the presentation will be streamed online.
20,910 Shares in AAR Corp. $AIR Purchased by The Manufacturers Life Insurance Company
The Manufacturers Life Insurance Company recently acquired 20,910 shares of AAR Corp. (NYSE:AIR) for approximately $2.99 million, representing a 0.05% stake in the aerospace company. AAR Corp. has shown strong financial performance, beating quarterly earnings and revenue estimates, and has a "Moderate Buy" consensus rating from analysts. Other institutional investors have also adjusted their positions in AAR, contributing to the 90.74% institutional ownership of the company's stock.
Canada Pension Plan Investment Board Invests $1.31 Million in AAR Corp. $AIR
The Canada Pension Plan Investment Board has invested $1.31 million in AAR Corp. (NYSE:AIR) by purchasing 9,200 shares. AAR Corp. reported strong quarterly earnings, beating estimates with $1.53 per share and a 23% year-over-year revenue increase to $928 million. Analysts maintain a "Moderate Buy" rating for the company, with an average price target of $135.60.
Aar Corp. Announces Appointment of Sanjay Sood as Senior Vice President and Chief Digital & Technology Officer, Effective August 31, 2026
AAR Corp. has announced the appointment of Sanjay Sood as Senior Vice President and Chief Digital & Technology Officer, effective August 31, 2026. In this role, Sood will oversee the company's technology organization, including enterprise systems, cybersecurity, data analytics, and the integration of AI. He will report directly to Chairman, President, and CEO John M. Holmes, bringing extensive experience from previous technology leadership roles at CDW and HERE Technologies.
Hennessy Advisors Inc. Acquires Shares of 83,300 AAR Corp. $AIR
Hennessy Advisors Inc. has acquired 83,300 shares of AAR Corp. (NYSE:AIR) for approximately $11.9 million, establishing a 0.21% stake in the company. This move comes as institutional ownership in AAR remains high at 90.74%, with other major firms like BlackRock and Wellington Management also increasing their positions. AAR Corp. has demonstrated strong financial performance, exceeding quarterly earnings expectations with $1.53 EPS and $928 million in revenue, leading analysts to maintain a "Moderate Buy" rating with an average price target of $135.60.
AAR showcases safety culture and expanded engineering capabilities during FAA visit
AAR CORP. hosted Jackie Black, FAA Division Manager for Aircraft Maintenance, at its Engineering Services and Airframe MRO facilities in Greensboro, North Carolina. The visit highlighted AAR's expanded engineering capabilities due to the ART acquisition and emphasized their strong safety culture through a site-wide safety stand down. Discussions focused on regulatory oversight and the collaborative commitment to aviation safety between industry and regulators.
PDT Partners LLC Makes New Investment in AAR Corp. $AIR
PDT Partners LLC has made a new investment in AAR Corp. (NYSE:AIR), purchasing 59,060 shares valued at approximately $8.44 million during the second quarter. This move is part of broader institutional interest, with several other firms like BlackRock Inc. and Wellington Management Group LLP also adjusting their stakes in the aerospace company. Analysts currently rate AAR Corp. as a "Moderate Buy," with a consensus price target of $135.60, following recent positive earnings results.
Palisade Capital Management LP Takes $11.50 Million Position in AAR Corp. $AIR
Palisade Capital Management LP has acquired a new position in AAR Corp. (NYSE:AIR) during the second quarter, purchasing 80,481 shares valued at approximately $11.50 million. This move is part of a broader trend of institutional investors modifying their holdings in AAR, with the company also reporting strong quarterly earnings that surpassed analyst expectations. AAR Corp. maintains a "Moderate Buy" consensus rating from analysts, with an average target price of $135.60.
EFG International AG Acquires Shares of 28,734 AAR Corp. $AIR
EFG International AG recently acquired 28,734 shares of AAR Corp. (NYSE:AIR) valued at approximately $4.11 million. This acquisition makes EFG International AG own about 0.07% of AAR. Other institutional investors like BlackRock Inc. and Wellington Management Group LLP have also significantly modified their holdings in the aerospace company.
Castleark Management LLC Invests $10.53 Million in AAR Corp. $AIR
Castleark Management LLC recently purchased a new position in AAR Corp. (NYSE:AIR) valued at approximately $10.53 million, acquiring 73,664 shares. This investment highlights growing institutional interest, with several other hedge funds also adjusting their stakes in the aerospace company. Analysts have issued a consensus "Moderate Buy" rating for AAR, with an average price target of $135.60, as the company reported strong Q2 earnings, exceeding analyst expectations.
Quantbot Technologies LP Acquires Shares of 11,413 AAR Corp. $AIR
Quantbot Technologies LP has acquired 11,413 shares of AAR Corp. (NYSE:AIR) valued at approximately $1.63 million during the second quarter. This move is part of broader institutional interest, with other major investors like BlackRock Inc., Vanguard Group Inc., and State Street Corp also adjusting their stakes in the aerospace company. AAR Corp. has a "Moderate Buy" consensus rating from analysts, with a target price of $135.60, and recently reported strong earnings, beating analysts' EPS estimates.
Globeflex Capital L P Invests $2.51 Million in AAR Corp. $AIR
Globeflex Capital L P has invested $2.51 million in AAR Corp. by acquiring 17,531 shares in the second quarter, highlighting significant institutional interest in the aerospace company. AAR Corp. reported strong quarterly results, exceeding EPS and revenue estimates, with its stock currently holding a "Moderate Buy" consensus rating from analysts. The company's stock shows strong financial metrics and performance, with institutional investors owning over 90% of the shares.
Deutsche Bank AG Buys New Position in AAR Corp. $AIR
Deutsche Bank AG has acquired a new stake in AAR Corp. (NYSE:AIR) during the second quarter, purchasing 60,447 shares valued at approximately $8.64 million. This move makes Deutsche Bank AG one of several institutional investors adjusting their positions in the aerospace company. AAR Corp. has shown strong financial performance, with recent earnings beating analyst estimates and a "Moderate Buy" consensus rating from analysts, who project a target price of $135.60.
Barrow Hanley Mewhinney & Strauss LLC Makes New Investment in AAR Corp. $AIR
Barrow Hanley Mewhinney & Strauss LLC has acquired a significant new stake in AAR Corp. (NYSE:AIR) during the second quarter, purchasing shares valued at approximately $84.25 million. This investment highlights continued institutional interest in the aerospace company, with other major firms like BlackRock Inc. and Wellington Management Group LLP also modifying their holdings. AAR Corp. recently reported strong quarterly earnings, beating analyst estimates, and has received positive ratings and price target increases from several research analysts.
AAR (AIR) Is Down 7.2% After Earnings Beat And FAA Safety Milestone Approval Has The Bull Case Changed?
AAR (AIR) recently reported strong fiscal fourth-quarter 2026 results with revenue up 26.1% year-on-year, surpassing analyst expectations due to growth in parts distribution and strategic acquisitions. The company also achieved a significant FAA safety milestone approval, reinforcing its position in aircraft maintenance. Despite these positive developments, the stock is down 7.2%, prompting a re-evaluation of its investment narrative amidst ongoing competitive pressures and aviation cyclicality.
AAR Opens Miami Airframe MRO Expansion, Celebrates with Ribbon-Cutting Ceremony
AAR CORP. has opened an expansion of its Airframe MRO facility at Miami International Airport, adding 100,000 square feet and capacity for three heavy maintenance lines. This project, a collaboration with MIA and other partners, is expected to create around 200 new skilled jobs and strengthen South Florida's position in the aviation industry. AAR anticipates inducting its first aircraft in the new facility in the fall of 2026.
Global aerospace company expands Miami facility, plans 200 new hires
AAR Corp., a global aerospace company, has expanded its Miami MRO (Maintenance, Repair, and Overhaul) facility, adjacent to Miami International Airport. The expansion brings their total occupied space to approximately 327,000 square feet. The company plans to hire 200 new employees, with recruitment ongoing through the autumn.
Virtus Advisers LLC Acquires Shares of 9,694 AAR Corp. $AIR
Virtus Advisers LLC recently acquired 9,694 shares of AAR Corp. (NYSE:AIR) for approximately $1.386 million in the second quarter. Other institutional investors like BlackRock Inc., Vanguard Group Inc., and State Street Corp have also significantly increased their holdings in AAR, with institutional investors now owning 90.74% of the stock. AAR reported strong quarterly earnings, surpassing analyst estimates with EPS of $1.53 and a 23% revenue increase to $928 million, despite the stock opening down 4.6% at $132.80.
A Look at AAR Corp (AIR) After 4.9% Decline -- GF Value $89.73 v
AAR Corp (AIR) recently experienced a 4.9% stock decline, bringing its price to $132.39. Despite a strong GF Score of 83/100, indicating good profitability and growth, the stock is considered significantly overvalued, trading 47.5% above its GF Value estimate of $89.73. Insider selling totaling $26.7 million over the past year, with no insider buying, further raises concerns about its current valuation.
Can Acquisitions Strengthen AAR's Position in the Aircraft MRO Market?
AAR Corp. (AIR) is strategically using acquisitions to enhance its presence in the aircraft Maintenance, Repair, and Overhaul (MRO) market, notably with the April 2026 acquisition of Aircraft Reconfig Technologies. This move expands AAR's capabilities into engineering, aircraft modification, and certification, allowing it to offer more comprehensive solutions and reduce reliance on third parties. The company's shares have shown significant growth over the past year and currently hold a Zacks Rank #1 (Strong Buy), indicating a strong position for future growth in the MRO sector.
AAR Corp. rated Buy for growth in aircraft parts and margin gains from strategic shifts.
AAR Corp. has received a "Buy" rating from analysts due to its strong growth potential in aircraft parts distribution and strategic expansion into higher-margin businesses. The company is boosting capacity with new facilities and the HAECO acquisition, aiming to increase revenue and margins through integration. AAR's exit from low-margin programs and focus on component maintenance and software are expected to improve profitability and capital returns, with the company considered reasonably valued despite recent increases.
Csenge Advisory Group Takes Position in AAR Corp. $AIR
Csenge Advisory Group has acquired 8,862 shares of AAR Corp. (NYSE:AIR) valued at approximately $1.27 million in the second quarter. AAR Corp. reported strong quarterly results, exceeding analyst expectations with earnings of $1.53 per share and $928 million in revenue, a 23% year-over-year increase. Analyst sentiment remains positive, with a "Moderate Buy" consensus rating and a price target of $135.60, while the stock recently traded at $139.29.
First National Bank of Omaha Invests $2.11 Million in AAR Corp. $AIR
First National Bank of Omaha recently invested $2.11 million in AAR Corp. (NYSE:AIR) by acquiring 14,791 shares in the second quarter. Institutional investors now collectively own 90.74% of the aerospace company. AAR reported strong quarterly results with revenue up 23% year-over-year and earnings beating analyst estimates, contributing to a "Moderate Buy" consensus rating among analysts.
