AAR Corp. (NYSE:AIR) Given Average Rating of “Moderate Buy” by Brokerages

AAR Corp. (NYSE:AIR) has earned a consensus recommendation of “Moderate Buy” from the six brokerages that are currently covering the firm, MarketBeat reports. Two analysts have rated the stock with a hold rating and four have given a buy rating to the company. The average twelve-month target price among analysts that have covered the stock in the last year is $101.25.

A number of brokerages have issued reports on AIR. Zacks Research downgraded shares of AAR from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 29th. Royal Bank Of Canada increased their target price on shares of AAR from $90.00 to $105.00 and gave the company an “outperform” rating in a research note on Wednesday. Wall Street Zen upgraded shares of AAR from a “hold” rating to a “buy” rating in a report on Saturday, January 3rd. Truist Financial set a $107.00 price target on AAR in a report on Friday. Finally, Jefferies Financial Group initiated coverage on AAR in a research note on Wednesday, December 17th. They set a “buy” rating and a $100.00 price objective for the company.

Key Headlines Impacting AAR

Here are the key news stories impacting AAR this week:

• Positive Sentiment: Q2 beat and M&A push — AAR reported $1.18 EPS vs. $1.02 expected and revenue of $795.3M (~16% YoY). Management highlighted M&A-driven margin expansion and raised near‑term targets, which underpins the rally. Read More.
• Positive Sentiment: Bull thesis reinforced by independent coverage — A Seeking Alpha note argues AAR remains a quality aerospace exposure trading below its fundamentals, supporting investor conviction. Read More.
• Positive Sentiment: Analyst support — Truist raised its price target to $99 and other sell‑side activity has been constructive, adding buy‑side momentum. Read More.
• Positive Sentiment: Shares reacted to the strong results — coverage notes a gap‑up after earnings, reflecting immediate market bullishness and renewed institutional interest. Read More.
• Neutral Sentiment: Earnings call details available — the Q2 call transcript provides more color on parts & services recovery, Trax/Aerostrat integration and integration of recent acquisitions; useful for assessing sustainability but not an immediate catalyst by itself. Read More.
• Neutral Sentiment: Peer/financial comparison published — a review against AerSale highlights relative strengths and differences in business mix; may influence longer‑term positioning but less likely to move the stock intraday. Read More.
• Negative Sentiment: Insider selling — CEO John McClain Holmes III sold ~23,077 shares (~$1.94M) and CAO Jessica Garascia sold 4,787 shares (~$456k). While insiders still hold large positions, repeated sales can introduce short‑term caution for some investors. Read More. Read More.

AAR Stock Performance

Shares of AIR stock opened at $97.01 on Friday. The company has a market cap of $3.84 billion, a P/E ratio of 38.04 and a beta of 1.24. AAR has a 52 week low of $46.51 and a 52 week high of $97.67. The company has a quick ratio of 1.31, a current ratio of 2.84 and a debt-to-equity ratio of 0.61. The business has a 50 day moving average of $83.52 and a two-hundred day moving average of $79.54.

AAR (NYSE:AIR) last issued its quarterly earnings data on Tuesday, January 6th. The aerospace company reported $1.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.16. The business had revenue of $795.30 million during the quarter, compared to the consensus estimate of $760.95 million. AAR had a return on equity of 12.40% and a net margin of 3.17%.The business’s revenue was up 15.9% on a year-over-year basis. During the same period in the previous year, the firm posted $0.90 earnings per share. As a group, analysts anticipate that AAR will post 3.77 EPS for the current year.

Insider Buying and Selling

In related news, CEO John Mcclain Holmes III sold 23,077 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $84.12, for a total transaction of $1,941,237.24. Following the completion of the sale, the chief executive officer directly owned 237,064 shares in the company, valued at approximately $19,941,823.68. This trade represents a 8.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Jessica A. Garascia sold 4,787 shares of the business’s stock in a transaction that occurred on Thursday, January 8th. The shares were sold at an average price of $95.25, for a total transaction of $455,961.75. Following the transaction, the chief accounting officer directly owned 29,557 shares in the company, valued at $2,815,304.25. The trade was a 13.94% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 66,326 shares of company stock worth $5,608,776 in the last 90 days. 3.60% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of AIR. Smartleaf Asset Management LLC increased its holdings in shares of AAR by 14.9% during the third quarter. Smartleaf Asset Management LLC now owns 1,036 shares of the aerospace company’s stock worth $91,000 after buying an additional 134 shares in the last quarter. Sheets Smith Wealth Management raised its position in AAR by 1.9% in the 2nd quarter. Sheets Smith Wealth Management now owns 7,416 shares of the aerospace company’s stock valued at $510,000 after purchasing an additional 135 shares during the last quarter. Arizona State Retirement System increased its stake in shares of AAR by 1.4% in the third quarter. Arizona State Retirement System now owns 10,683 shares of the aerospace company’s stock valued at $958,000 after buying an additional 147 shares in the last quarter. Amalgamated Bank increased its stake in shares of AAR by 1.7% in the third quarter. Amalgamated Bank now owns 10,243 shares of the aerospace company’s stock valued at $918,000 after buying an additional 175 shares in the last quarter. Finally, Teacher Retirement System of Texas grew its holdings in AAR by 4.4% during the 2nd quarter. Teacher Retirement System of Texas now owns 5,482 shares of the aerospace company’s stock worth $377,000 after acquiring an additional 231 shares during the last quarter. Hedge funds and other institutional investors own 90.74% of the company’s stock.

AAR Company Profile

AAR Corp. (NYSE: AIR) is a global provider of aviation products and services to commercial, government and defense customers. The company offers a comprehensive portfolio of maintenance, repair and overhaul (MRO) solutions, component repair and overhaul, and engineering services designed to support a wide variety of fixed-wing and rotary aircraft. Leveraging FAA and EASA certifications, AAR delivers turnkey maintenance programs and ad hoc repair services that enhance aircraft availability and reliability.

In its Aviation Supply Chain Services segment, AAR sources, stores and distributes parts for both commercial airlines and military operators.