AAR adds single-source A320 slat services in APAC
AAR has expanded its component MRO capabilities by introducing A320 slat repair services at its authorized single-source service center in Chonburi, Thailand. This move strengthens its Airbus proprietary component repair services for flight control surfaces, covering both A320neo and A320ceo aircraft. The partnership with Airbus over the past decade has focused on providing OEM-aligned repair solutions, ensuring consistent technical standards and improved turnaround times for airlines in the Asia-Pacific region.
Is AAR (AIR) Using Disciplined M&A To Quietly Redefine Its Aftermarket Investment Story?
AAR Corp. held an Investor Day in May 2026, reiterating its focus on parts, repair, and software within the aviation aftermarket, while emphasizing a disciplined approach to mergers and acquisitions. The company seeks M&A opportunities that accelerate its core strategy, offer synergies, exceed its cost of capital, and preferably involve strong cash flow businesses. This strategy aims to reinforce its existing growth initiatives and improve the quality of its recurring earnings, with its new AI-driven procurement platform, Airvoyant, serving as an example of digital tools supporting aftermarket differentiation.
AAR Corp stock (US0091581068): Investor Day 2026 and growth focus put aftermarket specialist in the spotlight
AAR Corp recently presented its updated strategy at Investor Day 2026, focusing on growth, margin expansion, and cash generation through a reorganization into four main segments: part supply, repair, engineering and software, and government solutions. The company, an aviation services specialist, supports both commercial and defense sectors with maintenance, repair, and overhaul (MRO) services, parts supply, and government solutions. This dual exposure to commercial aviation and defense budgets provides a blend of growth potential and defensive characteristics for investors.
AAR Refocuses On Core Aftermarket As Commercial Repair Winds Down
AAR Corp. (NYSE:AIR) is strategically winding down its commercial airline component repair business to concentrate on its core aviation aftermarket operations, aiming to reallocate resources to higher-return areas. This shift will impact the company's revenue mix and service offerings, requiring investors to monitor the transition's costs and resource reallocation closely. Key considerations include the stock's overvalued status according to Simply Wall St and its debt coverage by operating cash flow.
AAR Refocuses On Core Aftermarket As Commercial Repair Winds Down
AAR Corp. (NYSE:AIR) is pivoting its business strategy by discontinuing its commercial airline component repair operations within the Legacy Commercial Programs segment. This strategic realignment aims to redirect resources and capital towards its core aviation aftermarket services, which the company believes offer higher returns. Investors should monitor how this transition impacts AAR's revenue mix, segment margins, and overall capital allocation strategies, especially given a flagged risk regarding debt coverage by operating cash flow.
AAR Corp stock (US0091581068): defense and aviation specialist in focus after strong fiscal Q3
AAR Corp, an aviation services company, reported strong fiscal third-quarter 2026 results driven by robust demand from defense and commercial aviation customers. The company specializes in maintenance, repair, overhaul, parts supply, and logistics, positioning itself as an independent provider for both civil and military clients. Its performance is closely tied to fleet utilization and long-term contracts, offering investors exposure to aviation services rather than aircraft manufacturing.
AIR: Defense Contracts And MRO Expansion Will Support A Balanced Outlook
Analysts have increased their price target for AAR from $129 to $131 per share due to updated fair value estimates and a slightly reduced discount rate. This revision follows significant contract wins for AAR, including a $305 million contract with the U.S. Navy and Marine Corps and two U.S. Air Force pallet contracts totaling $450 million. The company also reported strong earnings guidance for fiscal 2026 and completed an 80,000 square-foot expansion of its Oklahoma City MRO facility, reinforcing a positive outlook.
First Eagle Investment Management LLC Buys 11,300 Shares of AAR Corp. $AIR
First Eagle Investment Management LLC increased its stake in AAR Corp. by 22.5% in the fourth quarter, purchasing an additional 11,300 shares, bringing its total holdings to 61,619 shares valued at $5.1 million. This increase follows strong quarterly results for AAR, with EPS and revenue exceeding expectations. Despite a recent sale of shares by the CEO, analyst sentiment remains positive with a "Moderate Buy" rating and a consensus target price of $131.20.
RBC Capital Maintains AAR Corp(AIR.US) With Buy Rating, Cuts Target Price to $125
RBC Capital has reiterated its Buy rating on AAR Corp (AIR.US) but has reduced the price target to $125. This decision reflects the firm's updated valuation of the company.
BWX Technologies Rises 19.7% YTD: Time to Buy, Sell or Hold the Stock?
BWX Technologies (BWXT) has seen its shares rise 19.7% year-to-date, outperforming its industry and the S&P 500, driven by increased global demand for nuclear power and military spending. The company reported strong financial performance in Q1 2026 with a 26.1% revenue increase and secured over $1.4 billion in U.S. Naval Nuclear Propulsion Program contracts. Despite trading at a discount compared to its industry and having a strong ROE and liquidity, Zacks currently rates BWXT as a #3 (Hold) and suggests new investors might wait for a more attractive entry point.
AAR hosts 2026 investor day, reaffirms fiscal guidance By Investing.com
AAR Corp. (NYSE:AIR) held its 2026 Investor Day, where it presented a strategic outlook and an updated three-year financial framework, while reaffirming its previously issued guidance for the fourth fiscal quarter and full fiscal year. The company, an aviation services provider with a $4.61 billion market capitalization, highlighted its strong financial performance, including $3.13 billion in revenue over the last twelve months and a 92% stock surge over the past year. Recent developments include a $305 million contract with the U.S. Navy and Marine Corps, the acquisition of Aircraft Reconfig Technologies, and the launch of AI-powered procurement platform Airvoyant.
Aar Drops 6.4% Amid Sector-Wide Selling
AAR Corp. (AIR) saw its stock tumble 6.4% on Tuesday, closing at $110.00, as it was caught in a broad, sector-wide selloff affecting aerospace and defense companies. Five industry peers also experienced significant declines, suggesting that the drop was due to broader market pressures like profit-taking or macroeconomic concerns rather than company-specific news. Investors are advised to monitor whether this sector weakness will persist or if AAR's stock can recover independently.
AAR Corp. (AIR) Analyst/Investor Day - Slideshow (NYSE:AIR) 2026-05-12
AAR Corp. published a slide deck in conjunction with its Analyst/Investor Day on May 12, 2026. This article provides access to the slideshow for investors and analysts interested in the company's presentation.
AAR hosts Investor Day, outlines segment realignment and FY26 outlook with ~19% adj. sales growth target
AAR (AIR) hosted an Investor Day, detailing a strategic realignment of its segments and an updated financial outlook for FY26. The company targets approximately 19% adjusted sales growth and 10.2%-10.5% adjusted operating margin for FY26. AAR also outlined strategic targets including a 3-year adjusted sales CAGR of 6-10% and an adjusted EBITDA margin of 13%+ (excluding Legacy Commercial Programs).
AAR CORP. (NYSE: AIR) details FY26 outlook and 3-year margin, EPS growth goals
AAR CORP. (NYSE: AIR) held an Investor Day presentation outlining its strategic objectives, segment realignment, and financial framework. The company reported strong LTM Q3 FY26 results with adjusted sales of $3.116 billion, adjusted EBITDA of $376 million (12.1% margin), and adjusted EPS of $4.67. AAR also provided a Q4 FY26 outlook targeting significant sales growth and operating margin, alongside a robust three-year financial framework that includes adjusted sales CAGR of 6–10%, adjusted EBITDA margin of at least 13%, and adjusted EPS CAGR of approximately 15%.
AAR hosts 2026 Investor Day and provides updates on long-term strategy and three-year financial framework
AAR CORP. is hosting its 2026 Investor Day to present updates on its long-term strategy and a new three-year financial framework. The company's senior leadership team will discuss its aviation aftermarket platform, focusing on continued growth, improved margins, and increased shareholder value. CEO John M. Holmes emphasized AAR's unique platform for delivering integrated solutions in parts, repair, and software.
AAR to wind down $252M airline component repair business
AAR plans to wind down its commercial airline component repair business, which generated $252.4 million in sales but produced only $5 million in adjusted operating income, because it requires too much capital for too little return. The wind-down will occur over the next three to four years, with AAR selling off assets and relocating employees. The company will continue its main aviation aftermarket businesses and is reorganizing its reporting into four new segments.
AIR Price Today: AAR Corp. Stock Price, Quote & Chart | MEXC
This article provides details on AAR Corp. (AIR) stock, including its current trading price of $107.57, a -3.62% change from the previous close. It highlights the company's strong performance with a +75.25% price change over the last 12 months, classifying it as a Mid-cap stock in the AIRCRAFT & PARTS sector. The article also includes key market data, a guide on how to buy AIR stock on MEXC, and answers frequently asked questions about its financial performance and valuation.
AAR Reshapes Portfolio With Segment Realignment And Exit From Legacy Unit
AAR (NYSE:AIR) is undertaking a significant strategic realignment by winding down its Legacy Commercial Programs unit and exiting an asset-heavy business. This move aims to sharpen the company's focus on higher-return areas and improve earnings quality, despite potential short-term lumpiness from asset divestitures. Investors will need to closely monitor the multi-year transition, including market responses, changes in earnings mix, and overall capital efficiency improvements.
AAR Corp Restructures Operating Segments, Winds Down Commercial Programs
AAR Corp (AIR) announced a reorganization of its operating segments and the winding down of its Commercial Programs business, effective in the fourth quarter of fiscal 2026. The company will now report four segments: Parts Supply, Repair, Engineering, and Software, Government Solutions, and Legacy Commercial Programs, with recast historical financials provided for comparability. Analysts currently have a "Buy" rating on AIR stock with a $225.00 price target, though Spark AI Analyst rates it "Neutral" due to uneven cash-flow conversion and volatility, despite improved earnings and reasonable valuation.
AAR Corp. $AIR Shares Purchased by Vanguard Group Inc.
Vanguard Group Inc. increased its stake in AAR Corp. by 7.5% in the fourth quarter, now owning 10.26% of the company valued at $336.2 million. This comes as AAR beat quarterly earnings estimates and analysts issued more positive price targets. However, CEO John Mcclain Holmes III reduced his holding by 10.02% through a recent stock sale.
Canal Insurance CO Has $6.62 Million Holdings in AAR Corp. $AIR
Canal Insurance Co. reduced its stake in AAR Corp. ($AIR) by 15.8% in Q4, selling 15,000 shares but still holding 80,000 shares worth $6.62 million, making it their 22nd largest holding. Despite this reduction, institutional ownership in AAR Corp. remains high at 90.74%, with major firms like Vanguard and State Street increasing their positions. The company has a "Moderate Buy" consensus rating from analysts with an average target price of $131.20, and CEO John McClain Holmes III sold 60,000 shares.
Why AAR's Shares Are Plunging Today — and Whether the Selloff Creates an Opportunity or Confirms a Thesis
AAR Corp's shares plunged by 7.3% due to rising oil prices affecting airlines and, consequently, aftermarket spending. Analysts suggest that while oil prices were a catalyst, the market might have been looking for an excuse to sell off the stock, which had previously gained over 100% in the past year and was considered overvalued by some metrics. The selloff presents a dilemma for investors, testing whether faith in the company's strategic acquisitions and growth potential outweighs concerns about its stretched valuation and the unpredictable nature of the aerospace industry.
Jefferies Maintains AAR Corp(AIR.US) With Buy Rating, Maintains Target Price $150
Jefferies has reiterated its Buy rating on AAR Corp (AIR.US) stock and maintained its price target at $150. This indicates a continued positive outlook from the firm regarding AAR Corp's financial performance and potential growth. Investors can use this information as a reference point for their own analysis of the company.
Aircraft Maintenance Solutions Market Size Accelerating
The Aircraft Maintenance Solutions Market is experiencing significant growth, projected to reach $145.8 billion by 2033 with a CAGR of 6.7%, driven by factors like geopolitical tensions, increasing air traffic, and technological advancements such as AI. Key trends include digitalization, outsourcing MRO operations, and the integration of predictive analytics. The market segmentation highlights engine MRO as the most profitable segment, with North America and Asia-Pacific leading regional growth due to fleet expansion and infrastructure investments.
AAR (NYSE: AIR) to wind down Legacy Commercial Programs unit over 3–4 years
AAR (NYSE: AIR) announced a significant business realignment, establishing four new operating segments while concurrently planning to wind down its Legacy Commercial Programs unit over the next three to four years. This strategic move aims to enhance growth, margin expansion, and cash flow, as the Legacy Commercial Programs segment no longer meets the company's capital return thresholds. Despite these changes, AAR confirmed that its fiscal year 2026 guidance remains unchanged, projecting periodic gains from asset divestitures and redeployment of personnel into other growth initiatives.
AAR plans 3-4 year wind-down of unit with $252.4M sales
AAR (NYSE: AIR) has announced a segment realignment and its intention to wind down its Legacy Commercial Programs business over the next three to four years. This unit generated $252.4 million in sales and had $160 million in net assets for the 12 months ending February 28, 2026. Despite the wind-down, the company reaffirms its fourth-quarter and full-year fiscal 2026 guidance, stating it remains unaffected.
AAR announces segment realignment and wind-down of Commercial Programs business
AAR CORP. has announced a segment realignment, introducing four new operating segments: Parts Supply, Repair, Engineering, and Software, Government Solutions, and Legacy Commercial Programs. Concurrently, the company plans to wind down its Legacy Commercial Programs business over three to four years, a move expected to lead to a more simplified business model with higher margins and improved capital returns. This strategic shift is aimed at focusing on growth, margin expansion, and cash flow generation, while the company's financial guidance for the current fiscal year remains unchanged.
AAR announces segment realignment and wind-down of Commercial Programs business
AAR CORP. (NYSE: AIR) has announced a segment realignment and the wind-down of its Legacy Commercial Programs business, prioritizing growth, margin expansion, and cash flow generation. The company will now report under four segments: Parts Supply, Repair, Engineering, and Software, Government Solutions, and Legacy Commercial Programs, with the latter expected to be wound down over three to four years due to not meeting capital return thresholds. The realignment aims for a simplified business model with higher margins and improved returns on capital, with guidance for Q4 and fiscal year 2026 remaining unchanged.
Press Release: AAR to realign units, wind down Commercial Programs
AAR CORP. announced a realignment of its operating segments and its intention to wind down its Legacy Commercial Programs business. The move is aimed at focusing on growth, margin expansion, and cash flow generation, as the Legacy Commercial Programs no longer meet capital return thresholds. The wind-down process is expected to take three to four years, during which AAR anticipates periodic gains from asset divestment and redeployment of staff to other growth initiatives.
IMC Chicago LLC Reduces Stake in AAR Corp. $AIR
IMC Chicago LLC has significantly reduced its stake in AAR Corp. by 51.5% in the fourth quarter, selling 11,287 shares and now holding 10,612 shares valued at $879,000. Despite this, AAR Corp. reported strong quarterly earnings, beating analyst expectations for both EPS and revenue, and analysts maintain a "Moderate Buy" rating with an average target price of $131.20. Insider selling also occurred, with the CEO and CFO offloading shares totaling approximately $3.98 million.
How Investors May Respond To AAR (AIR) Pairing Woodward Engine Parts Deal With Airvoyant AI Platform
AAR CORP. recently announced a multi-year distribution deal for Woodward engine parts and launched Airvoyant, an AI-powered aviation procurement platform. These moves highlight AAR's strategy to integrate physical parts distribution with AI-driven software, aiming to shift its earnings mix towards recurring software and data-driven services. While the initiatives present potential for growth and higher quality earnings, they also carry execution risks, with investor opinions on fair value estimates varying significantly.
How Investors May Respond To AAR (AIR) Pairing Woodward Engine Parts Deal With Airvoyant AI Platform
AAR (AIR) recently announced a multi-year deal with Woodward for engine parts distribution and launched Airvoyant, an AI-powered aviation procurement platform. This move combines physical parts distribution with AI software, indicating a strategic shift. Investors should consider how this impacts AAR's reliance on commercial aviation demand and the execution risk associated with digital investments, as Airvoyant could move earnings towards recurring software and data-driven services.
Artemis Investment Management LLP Takes Position in AAR Corp. $AIR
Artemis Investment Management LLP has acquired a new position in AAR Corp. (NYSE:AIR) in the fourth quarter, purchasing 14,859 shares valued at approximately $1.23 million. This comes as institutional investors now own about 90.74% of the company's stock, despite recent insider selling by key executives. AAR Corp. also reported strong financial results, beating Q1 revenue and EPS estimates, with analysts maintaining a "Moderate Buy" consensus rating and an average price target of $131.20.
AAR Links Woodward Expansion With Airvoyant To Connect Parts And Data
AAR Corp. has expanded its commercial distribution partnership with Woodward, enhancing its ability to supply critical engine components to airlines. Concurrently, AAR launched Airvoyant, an AI-powered platform aimed at streamlining aviation procurement for airline customers. These moves signify AAR's strategy to integrate physical parts distribution with digital workflow solutions to improve efficiency in the aviation supply chain.
AAR (NYSE:AIR) Upgraded to "Strong-Buy" at Truist Financial
Truist Financial upgraded AAR (NYSE:AIR) to a "strong-buy" rating, placing it above the current "Moderate Buy" consensus target of $131.20. The company recently surpassed Q1 earnings expectations with $1.25 EPS versus $1.21 estimated and revenue of $845.1M, a 24.6% year-over-year increase. Despite recent insider selling by executives, who collectively sold shares worth approximately $11.8M, insiders still retain 3.6% ownership of the stock.
AAR Links Woodward Expansion With Airvoyant To Connect Parts And Data
AAR Corp. has expanded its partnership with Woodward to distribute critical engine components and launched Airvoyant, an AI-powered platform for aviation procurement. This dual strategy aims to improve parts availability and procurement efficiency for airline customers by integrating physical supply with digital tools. The company is actively working to connect hardware, data, and workflows for its airline buyers.
AAR Corp | SCHEDULE 13G: Others
This article consists solely of the word "Document" and appears to be a placeholder or an incomplete entry related to an SEC SCHEDULE 13G filing for AAR Corp. Without additional content, specific details about the filing cannot be determined.
Vanguard reports 1.99M-share stake in AAR Corp (NYSE: AIR) on Schedule 13G
Vanguard Capital Management has reported a passive 5% stake in AAR Corp (NYSE: AIR), holding 1,989,865 shares as of March 31, 2026. This disclosure was made in a Schedule 13G filing, indicating that Vanguard has sole voting power over 293,096 shares and sole dispositive power over the entire reported stake. The filing clarifies that this is an ownership disclosure rather than an active move to influence company governance.
Vanguard Portfolio Management boosts reported stake in AAR Corp (AIR) to 2.15M shares
Vanguard Portfolio Management has reported a beneficial ownership of 2,149,712 shares of AAR Corp (AIR) common stock, which represents 5.4% of the class as of March 31, 2026. The Schedule 13G filing indicates Vanguard has sole dispositive power over all these shares and sole voting power over 19,790 shares. This filing was signed on April 28, 2026, and highlights Vanguard's significant stake in the aerospace and defense company.
ZIM Aircraft Seating completes sale of its conversion division to AAR CORP
ZIM Aircraft Seating has sold its Aircraft Reconfiguration Technologies (ART) division to AAR CORP, a US-based aviation services provider, to streamline its corporate structure and focus solely on developing and producing passenger seats. This strategic move allows ZIM, which holds a leading position in Premium Economy seats, to increase efficiency, shorten delivery cycles, and accelerate new seat platform development. The company plans to invest heavily in its German and US locations to expand engineering and manufacturing capacities, aiming to strengthen its position as a high-quality cabin interior supplier.
ZIM completes Aircraft Reconfiguration Technologies sale to AAR Corp.
AAR Corp. has finalized its $35 million cash acquisition of Aircraft Reconfiguration Technologies (ART) from Zim Aircraft Seating. This deal allows ZIM to concentrate on its core seating business, while AAR gains critical FAA Organization Designation Authorization (ODA) capabilities, enhancing its repair and engineering services. The acquisition enables AAR to independently issue supplemental type certificates and Parts Manufacturer Approval.
AAR expands cabin reconfiguration capabilities by acquiring Aircraft Reconfig Technologies
AAR CORP has acquired Aircraft Reconfig Technologies (ART), expanding its cabin reconfiguration capabilities and gaining FAA Organization Designation Authorization (ODA). This acquisition, announced in late 2025 for $35 million, will allow AAR to issue supplemental type certificates (STCs) and Parts Manufacturer Approval (PMA) without relying on third parties, enhancing its interior design, manufacturing, and certification offerings. ART specializes in passenger aircraft reconfiguration for global airlines.
AAR (NYSE:AIR) - Stock Analysis
This Simply Wall Street analysis provides an overview of AAR Corp. (NYSE:AIR), highlighting its current stock performance, valuation, and future growth prospects. The report notes that AAR's Price-To-Earnings ratio is below the industry average and its earnings are forecasted to grow, with analysts targeting a fair value suggesting the stock is undervalued. Recent news includes the launch of an AI-driven procurement platform and increased EPS estimates.
AIR SEC Filings - Aar Corp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for investors and traders to access official regulatory documents for Aar Corp (AIR), including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms. StockTitan supplements these filings with AI-powered summaries, impact scoring, and sentiment analysis to help users quickly identify key information. The most recent filing highlighted is a Form 4 for insider trading by director Jennifer L. Vogel on July 23, 2025.
HAECO Americas with facility in Greensboro acquired by AAR Corp.
AAR Corp. has announced its acquisition of HAECO Americas' MRO (Maintenance, Repair, and Overhaul) services business, which includes a significant facility in Greensboro, North Carolina. This strategic move is expected to expand AAR Corp.'s service offerings and geographic presence in the aviation MRO sector. The acquisition aims to enhance the company's capabilities and market reach within the aerospace industry.
Assessing AAR Corp (AIR) Valuation After A Strong Year Of Shareholder Returns
AAR Corp (AIR) has experienced a strong year of shareholder returns, with its shares closing at $110.54, reflecting a 109.16% total return over the past year despite recent cool-downs. The company is valued at $4.40 billion, and a prevalent narrative suggests it is 15.6% undervalued with a fair value of $131 per share, driven by MRO capacity expansion and anticipated growth in global air travel. However, caution is also advised as its P/E ratio is slightly above its fair ratio, prompting investors to consider both the optimistic growth prospects and potential market risks.
AAR (NYSE:AIR) Raised to Strong-Buy at Wall Street Zen
Wall Street Zen upgraded AAR (NYSE:AIR) to a "strong-buy" rating, reflecting analysts' anticipation of strong performance, with a consensus "Moderate Buy" rating and an average price target of $131.20. The company recently surpassed quarterly earnings and revenue estimates, reporting $1.25 EPS ($0.04 above consensus) and $845.1 million in revenue (up 24.6% year-over-year). Despite recent insider selling, institutional investors and hedge funds hold a significant 90.7% of the stock.
AAR CORP. (NYSE: AIR) completes $35M Aircraft Reconfig Technologies acquisition
AAR CORP. (NYSE: AIR) has completed its $35 million all-cash acquisition of Aircraft Reconfig Technologies (ART) from ZIM Aircraft Cabin Solutions. This acquisition enhances AAR's engineering services by adding ART's specialized passenger aircraft reconfiguration expertise and, crucially, brings FAA Organization Designation Authorization (ODA) capabilities, allowing AAR to issue its own supplemental type certificates and Parts Manufacturer Approvals. The integration of ART will streamline certification processes and expand AAR's offerings in cabin interior design, manufacturing, and certification for global airline and OEM customers.
AAR Completes Acquisition to Expand Aircraft Engineering Capabilities
AAR CORP. (AIR) has completed its $35 million all-cash acquisition of Aircraft Reconfig Technologies LLC, an engineering firm specializing in passenger aircraft reconfiguration, from ZIM Aircraft Cabin Solutions. This acquisition significantly enhances AAR's engineering and certification capabilities by adding FAA Organization Designation Authorization to its Engineering Services unit, allowing for in-house certification. The deal strengthens AAR's position in the aircraft interiors and cabin modification market for global airline customers.
