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AIR

AAR Corp.

AIR

NYSE·Industrials·Aerospace & Defense·Mkt cap $5.0B

$126.54

+0.70%

P/E

26.04

Mkt Cap

$5.0B

52-Wk Range

$73.05–$154.00

52-Week Range

$73.05 - $154.00

P/E

26.04

Fwd P/E

22.05

Beta

1.11

Div Yield

0.00%

Avg Vol

422.7K

Shares Out

39.8M

Mkt Cap

$5.0B

Price action

Price chart

Up 69.2% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Comprehensive aviation maintenance capabilities
  • Extensive global service network
  • Long-standing government and military relationships
  • Vertically integrated supply chain solutions

Bear Case

1 risk

  • Average volatility.

Growth

Strong growth ahead

Rising commercial aviation fleet maintenance needs

Value

Attractively priced below Defense Prime Contractors peer average

Momentum

Strong

+10.3% over 3m

Quality

Thin

Excellent business quality

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Sep 22, 2026

Q3 26 RECAP

JUL 21, 2026

Reported EPS of $1.53 vs $1.38 consensus (+10.9% surprise). Revenue of $928.0M vs $893.0M expected (+3.9%). Beat on both top and bottom lines.

EPS beat +10.9%
Rev beat +3.9%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+10.9%

Revenue trend · last 8Q

+20%

+15%

+12%

+16%

+25%

-100%

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 25

Q3 26

Q4 26

$661.7M

$686.1M

$678.2M

$754.5M

$739.6M

$795.3M

$845.1M

$0

Margins · last 8Q

Gross

Operating

Profit

Wall Street consensus

3 analysts · 67% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

67%

Hold

1

33%

Sell

0%

Median Price Target

Latest: KeyBanc · Jul 22, 2026

vs Industry

How AIR stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.