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AIR logo AIR
Upturn stock rating
AIR logo

AAR Corp (AIR)

Upturn stock rating
$82.79
Last Close (24-hour delay)
Profit since last BUY1.43%
upturn advisory
Consider higher Upturn Star rating
BUY since 16 days
  • BUY Advisory
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  • SELL Advisory (Loss)​
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Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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Upturn Advisory Summary

10/15/2025: AIR (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

6 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $91

1 Year Target Price $91

Analysts Price Target For last 52 week
$91 Target price
52w Low $46.51
Current$82.79
52w High $89.69

Analysis of Past Performance

Type Stock
Historic Profit -38.73%
Avg. Invested days 26
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/15/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 3.22B USD
Price to earnings Ratio 101.6
1Y Target Price 91
Price to earnings Ratio 101.6
1Y Target Price 91
Volume (30-day avg) 6
Beta 1.52
52 Weeks Range 46.51 - 89.69
Updated Date 10/13/2025
52 Weeks Range 46.51 - 89.69
Updated Date 10/13/2025
Dividends yield (FY) -
Basic EPS (TTM) 0.8

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2025-09-22
When Before Market
Estimate 1.04
Actual 1.08

Profitability

Profit Margin 1.01%
Operating Margin (TTM) 8.37%

Management Effectiveness

Return on Assets (TTM) 4.37%
Return on Equity (TTM) 2.35%

Valuation

Trailing PE 101.6
Forward PE 18.69
Enterprise Value 4303493619
Price to Sales(TTM) 1.12
Enterprise Value 4303493619
Price to Sales(TTM) 1.12
Enterprise Value to Revenue 1.42
Enterprise Value to EBITDA 21.11
Shares Outstanding 39562491
Shares Floating 34787404
Shares Outstanding 39562491
Shares Floating 34787404
Percent Insiders 2.19
Percent Institutions 89.05

ai summary icon Upturn AI SWOT

AAR Corp

stock logo

Company Overview

overview logo History and Background

AAR Corp. was founded in 1951. It initially focused on aircraft parts distribution and has evolved into a global provider of aviation services to commercial and government customers. Key milestones include expanding into maintenance, repair, and overhaul (MRO) services, as well as supply chain solutions.

business area logo Core Business Areas

  • Aviation Services: This segment provides MRO, engineering, and supply chain solutions to airlines, OEMs, and government customers. It includes airframe maintenance, component repair, and inventory management.
  • Expeditionary Services: This segment provides mobility systems and support for defense and humanitarian operations. It includes manufacturing of cargo pallets, shelter systems, and related services.

leadership logo Leadership and Structure

AAR Corp. is led by a Board of Directors and a senior management team. The organizational structure is divided into the Aviation Services and Expeditionary Services segments, each with dedicated leadership.

Top Products and Market Share

overview logo Key Offerings

  • Airframe Maintenance: AAR provides comprehensive airframe maintenance services, including heavy checks, modifications, and repairs. Market share is estimated at 5-7% of the global airframe MRO market. Competitors include ST Engineering, Lufthansa Technik, and AFI KLM E&M.
  • Component Repair: AAR offers repair and overhaul services for aircraft components, including avionics, hydraulics, and pneumatics. Competitors include Honeywell, Collins Aerospace and Safran.
  • Inventory Management: AAR provides inventory management solutions for aircraft parts, including warehousing, distribution, and supply chain optimization. This segment has seen growth due to supply chain constraits in the aerospace market. Key Competitors include Boeing, Airbus, and aftermarket suppliers.
  • Mobility Systems: AAR's Expeditionary Services segment manufactures cargo pallets, shelter systems, and related mobility products for military and humanitarian applications. Competitors include companies like HDT Global and General Dynamics.

Market Dynamics

industry overview logo Industry Overview

The aviation services industry is characterized by increasing demand for MRO services, driven by the growing global aircraft fleet. The expeditionary services market is influenced by government defense spending and humanitarian aid efforts.

Positioning

AAR Corp. is positioned as a leading independent provider of aviation services, with a strong reputation for quality and reliability. Its competitive advantages include its global network, technical expertise, and long-standing customer relationships.

Total Addressable Market (TAM)

The global MRO market is estimated to be worth over $100 billion. The mobility systems and support market is heavily dependent on government contracts, estimated to be approximately $10 billion annually. AAR Corp. is positioned to capture a portion of these markets through its diverse service offerings.

Upturn SWOT Analysis

Strengths

  • Strong market position in aviation services
  • Diversified service offerings
  • Global network
  • Long-standing customer relationships
  • Technical expertise

Weaknesses

  • Dependence on airline industry cycles
  • Exposure to government defense spending fluctuations
  • Competition from larger players
  • Supply chain vulnerabilities

Opportunities

  • Expanding MRO services in emerging markets
  • Increasing demand for digital solutions in aviation
  • Growing demand for sustainable aviation solutions
  • Acquiring complementary businesses

Threats

  • Economic downturns
  • Geopolitical instability
  • Technological disruptions
  • Increased competition

Competitors and Market Share

competitor logo Key Competitors

  • HEI (HEI.A)
  • LHA (DLAKY)
  • AIR (EADSY)

Competitive Landscape

AAR Corp. faces competition from larger, more diversified players in the aviation services industry. AAR's advantage lies in its specialization, agility, and customer focus.

Major Acquisitions

Airinmar

  • Year: 2018
  • Acquisition Price (USD millions): 235
  • Strategic Rationale: Expanded AAR's supply chain solutions and predictive maintenance capabilities.

Growth Trajectory and Initiatives

Historical Growth: Historical growth requires financial data to be added.

Future Projections: Future projections are available from analyst research reports.

Recent Initiatives: Recent initiatives include expanding into new markets, investing in technology, and pursuing strategic acquisitions.

Summary

AAR Corp. is a moderately strong player in the aviation services industry. It benefits from a diversified service portfolio and established customer relationships. However, it is exposed to cyclical industry conditions and faces competition from larger players. Strategic initiatives focused on technology and market expansion should improve its growth prospects.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings
  • Analyst Reports
  • Industry Publications

Disclaimers:

This analysis is based on publicly available information and is for informational purposes only. It is not financial advice.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About AAR Corp

Exchange NYSE
Headquaters Wood Dale, IL, United States
IPO Launch date 1988-01-01
Chairman, President & CEO Mr. John McClain Holmes III
Sector Industrials
Industry Aerospace & Defense
Full time employees 5600
Full time employees 5600

AAR Corp. provides products and services to commercial aviation, government, and defense markets in North America, Europe, Africa, Asia, and internationally. It operates through four segments: Parts Supply, Repair & Engineering, Integrated Solutions, and Expeditionary Services. The company leases and sells aircraft components and replacement parts; and designs, manufactures, and repairs transportation pallets. The company also provides airframe maintenance services, such as airframe inspection, painting services, line maintenance, airframe modifications, structural repairs, avionics service and installation, exterior, and interior refurbishment services; component repair services, including maintenance, repair, and overhaul services, engine and airframe accessories, and interior refurbishment; and engineering services, such as integration, certification and procurement. In addition, it develops aircraft components and parts; designs proprietary designated engineering representative repairs; and provides integrated software solutions comprising Trax, a cloud-based electronic enterprise resource platform, as well as a suite of paperless mobility apps for automating workflows. Further, the company engages in the fleet management and operation of customer-owned aircraft; provision of supply chain logistics services, such as material planning, sourcing, logistics, information and program management, and parts and component repair and overhaul services, as well as engineering, design, and system integration services for specialized command and control systems; and flight hour component inventory and repair services. Additionally, it offers containers and shelters for military and humanitarian tactical deployment activities; and shelters, such as stationary and vehicle-mounted applications. AAR Corp. was founded in 1951 and is headquartered in Wood Dale, Illinois.