AAR Corp. (NYSE:AIR) Given Consensus Recommendation of “Moderate Buy” by Analysts

AAR Corp. (NYSE:AIR) has been given a consensus rating of “Moderate Buy” by the seven research firms that are presently covering the firm, Marketbeat reports. Three equities research analysts have rated the stock with a hold recommendation and four have assigned a buy recommendation to the company. The average 12 month price objective among brokerages that have covered the stock in the last year is $125.80.

AIR has been the subject of a number of research reports. Jefferies Financial Group restated a “buy” rating on shares of AAR in a report on Tuesday. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of AAR in a report on Monday, December 29th. Wall Street Zen upgraded AAR from a “hold” rating to a “buy” rating in a research report on Saturday, February 21st. KeyCorp raised their price objective on AAR from $109.00 to $120.00 and gave the stock an “overweight” rating in a research note on Wednesday. Finally, Royal Bank Of Canada lifted their target price on AAR from $105.00 to $125.00 and gave the stock an “outperform” rating in a report on Wednesday.

AAR Price Performance

Shares of NYSE AIR opened at $118.71 on Thursday. AAR has a twelve month low of $46.51 and a twelve month high of $122.97. The company has a current ratio of 2.84, a quick ratio of 1.31 and a debt-to-equity ratio of 0.61. The company has a market capitalization of $4.70 billion, a price-to-earnings ratio of 26.32 and a beta of 1.19. The firm has a 50-day moving average of $110.18 and a two-hundred day moving average of $92.52.

AAR (NYSE:AIR) last announced its quarterly earnings data on Tuesday, March 24th. The aerospace company reported $1.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.21 by $0.04. AAR had a net margin of 5.46% and a return on equity of 13.09%. The company had revenue of $845.10 million for the quarter, compared to analysts’ expectations of $812.58 million. During the same quarter in the previous year, the company posted $0.99 EPS. The business’s revenue was up 24.6% compared to the same quarter last year. As a group, analysts expect that AAR will post 3.77 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CAO Jessica A. Garascia sold 4,787 shares of AAR stock in a transaction dated Thursday, January 8th. The stock was sold at an average price of $95.25, for a total value of $455,961.75. Following the transaction, the chief accounting officer owned 29,557 shares of the company’s stock, valued at approximately $2,815,304.25. This trade represents a 13.94% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Christopher A. Jessup sold 23,621 shares of the business’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $97.05, for a total value of $2,292,418.05. Following the sale, the senior vice president owned 65,769 shares in the company, valued at approximately $6,382,881.45. The trade was a 26.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 128,984 shares of company stock worth $12,517,090. Company insiders own 3.60% of the company’s stock.

Institutional Investors Weigh In On AAR

Several hedge funds have recently made changes to their positions in the company. McMillan Office Inc. purchased a new position in AAR during the 4th quarter worth approximately $25,000. Osterweis Capital Management Inc. acquired a new stake in AAR during the 2nd quarter valued at $26,000. Morse Asset Management Inc purchased a new stake in shares of AAR in the third quarter valued at $27,000. NBC Securities Inc. purchased a new stake in shares of AAR in the fourth quarter valued at $28,000. Finally, Danske Bank A S acquired a new stake in shares of AAR in the fourth quarter worth $28,000. Hedge funds and other institutional investors own 90.74% of the company’s stock.

Key AAR News

Here are the key news stories impacting AAR this week:

• Positive Sentiment: Q3 results beat expectations — AAR reported $1.25 EPS vs. $1.21 consensus and revenue of $845.1M vs. $812.6M, with revenue up ~24.6% YoY; management cited strong parts distribution demand driving results. AAR Q3 Earnings Surpass Estimates, Sales Increase Year Over Year
• Positive Sentiment: Analyst upgrades — Royal Bank of Canada raised its price target to $125 and kept an “Outperform” rating; KeyCorp raised its target to $120 with an “Overweight” rating — these lifts support further upside sentiment. Benzinga
• Positive Sentiment: Contract win — AAR was awarded $450M in pallet contracts from the U.S. Air Force, adding a multi-year, defense-related revenue stream that boosts backlog visibility. AAR awarded $450 million in pallet contracts for U.S. Air Force
• Neutral Sentiment: Earnings materials and call — The company posted the full press release, slide deck and hosted an earnings call; transcripts and presentations are available for detail on segment trends and margin commentary. View Press Release / Slide Deck
• Neutral Sentiment: Call/transcript coverage — Multiple transcripts and summaries (Seeking Alpha, Yahoo Finance) provide management commentary and Q&A that investors can use to assess sustainability of parts demand and margin outlook. AAR (AIR) Q3 2026 Earnings Call Transcript

About AAR

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.