William Blair Estimates AAR’s Q1 Earnings (NYSE:AIR)

AAR Corp. (NYSE:AIR) – Analysts at William Blair issued their Q1 2026 earnings per share estimates for shares of AAR in a note issued to investors on Thursday, July 17th. William Blair analyst L. Dipalma forecasts that the aerospace company will post earnings of $0.95 per share for the quarter. The consensus estimate for AAR’s current full-year earnings is $3.77 per share. William Blair also issued estimates for AAR’s Q2 2026 earnings at $1.07 EPS, Q3 2026 earnings at $1.12 EPS, Q4 2026 earnings at $1.29 EPS, FY2026 earnings at $4.44 EPS and FY2027 earnings at $4.94 EPS.

AAR (NYSE:AIR) last posted its quarterly earnings data on Wednesday, July 16th. The aerospace company reported $1.16 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.16. AAR had a net margin of 0.45% and a return on equity of 11.66%. The company had revenue of $754.50 million during the quarter, compared to analysts’ expectations of $695.81 million. During the same period in the prior year, the company posted $0.88 EPS. The firm’s revenue for the quarter was up 15.0% on a year-over-year basis.

Several other brokerages also recently issued reports on AIR. Truist Financial boosted their price objective on AAR from $78.00 to $81.00 and gave the stock a “buy” rating in a research report on Friday, July 11th. KeyCorp boosted their price objective on AAR from $80.00 to $86.00 and gave the stock an “overweight” rating in a research report on Thursday. Wall Street Zen upgraded shares of AAR from a “hold” rating to a “buy” rating in a research note on Friday. Finally, Royal Bank Of Canada upped their target price on AAR from $75.00 to $85.00 and gave the stock an “outperform” rating in a research report on Thursday. Five equities research analysts have rated the stock with a buy rating, According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $83.75.

AAR Price Performance

AIR opened at $83.68 on Friday. The firm has a market cap of $3.02 billion, a price-to-earnings ratio of 253.58 and a beta of 1.44. AAR has a fifty-two week low of $46.51 and a fifty-two week high of $86.43. The company’s 50-day moving average price is $67.49 and its 200 day moving average price is $64.12. The company has a quick ratio of 1.39, a current ratio of 2.72 and a debt-to-equity ratio of 0.80.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of AIR. Sheets Smith Wealth Management raised its holdings in AAR by 1.9% in the 2nd quarter. Sheets Smith Wealth Management now owns 7,416 shares of the aerospace company’s stock worth $510,000 after acquiring an additional 135 shares during the period. Summit Investment Advisors Inc. raised its holdings in AAR by 6.6% in the 4th quarter. Summit Investment Advisors Inc. now owns 3,655 shares of the aerospace company’s stock worth $224,000 after acquiring an additional 226 shares during the period. Tower Research Capital LLC TRC raised its holdings in AAR by 11.8% in the 4th quarter. Tower Research Capital LLC TRC now owns 2,339 shares of the aerospace company’s stock worth $143,000 after acquiring an additional 246 shares during the period. Voya Investment Management LLC raised its holdings in AAR by 2.6% in the 1st quarter. Voya Investment Management LLC now owns 12,528 shares of the aerospace company’s stock worth $701,000 after acquiring an additional 320 shares during the period. Finally, Victory Capital Management Inc. raised its holdings in AAR by 2.7% in the 4th quarter. Victory Capital Management Inc. now owns 14,847 shares of the aerospace company’s stock worth $910,000 after acquiring an additional 390 shares during the period. Institutional investors own 90.74% of the company’s stock.

About AAR

AAR Corp. provides products and services to commercial aviation, government, and defense markets worldwide. The Parts Supply segment leases and sells aircraft components and replacement parts. The Repair & Engineering segment provides airframe maintenance services, such as airframe inspection, painting, line maintenance, airframe modification, structural repair, avionics service and installation, exterior and interior refurbishment, and engineering and support services; component repair services comprising maintenance, repair, and overhaul (MRO) services, engine and airframe accessories, and interior refurbishment; and landing gear overhaul services, including repair services on wheels and brakes.