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AIR logo AIR
Upturn stock ratingUpturn stock rating
AIR logo

AAR Corp (AIR)

Upturn stock ratingUpturn stock rating
$77.15
Last Close (24-hour delay)
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PASS
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Time period over
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Upturn Advisory Summary

08/14/2025: AIR (1-star) is currently NOT-A-BUY. Pass it for now.

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 $84.6

1 Year Target Price $84.6

Analysts Price Target For last 52 week
$84.6 Target price
52w Low $46.51
Current$77.15
52w High $86.43

Analysis of Past Performance

Type Stock
Historic Profit -39.59%
Avg. Invested days 28
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 2.77B USD
Price to earnings Ratio 220.43
1Y Target Price 84.6
Price to earnings Ratio 220.43
1Y Target Price 84.6
Volume (30-day avg) 6
Beta 1.53
52 Weeks Range 46.51 - 86.43
Updated Date 08/15/2025
52 Weeks Range 46.51 - 86.43
Updated Date 08/15/2025
Dividends yield (FY) -
Basic EPS (TTM) 0.35

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Earnings Date

Report Date 2025-07-16
When -
Estimate 1
Actual 1.16

Profitability

Profit Margin 0.45%
Operating Margin (TTM) 11.13%

Management Effectiveness

Return on Assets (TTM) 4.01%
Return on Equity (TTM) 1.04%

Valuation

Trailing PE 220.43
Forward PE 17.42
Enterprise Value 3725734403
Price to Sales(TTM) 1
Enterprise Value 3725734403
Price to Sales(TTM) 1
Enterprise Value to Revenue 1.34
Enterprise Value to EBITDA 21.98
Shares Outstanding 35964200
Shares Floating 34422443
Shares Outstanding 35964200
Shares Floating 34422443
Percent Insiders 2.41
Percent Institutions 96.72

ai summary icon Upturn AI SWOT

AAR Corp

stock logo

Company Overview

overview logo History and Background

AAR Corp. was founded in 1951 as Allen Aircraft Radio, focusing on radio sales. It has evolved into a leading independent provider of aviation services to commercial and government customers worldwide.

business area logo Core Business Areas

  • Aviation Services: Offers maintenance, repair, and overhaul (MRO) services, inventory management, and parts distribution for commercial and military aircraft. It is also involved in engineering services and airframe maintenance and modifications.
  • Expeditionary Services: Provides mobility systems, command and control centers, and shelters to governments and defense forces for military and humanitarian missions.

leadership logo Leadership and Structure

John M. Holmes is the President and CEO. The company has a hierarchical structure with various divisions responsible for different business areas.

Top Products and Market Share

overview logo Key Offerings

  • MRO Services: Provides maintenance, repair, and overhaul services for aircraft. It competes with companies like Delta TechOps and Lufthansa Technik. Revenue is significant but market share is not publicly known. Competitors are: Delta TechOps, Lufthansa Technik, ST Engineering Aerospace.
  • Parts Supply: Offers a wide range of new and used aircraft parts. Its competitors include Boeing Distribution and Lockheed Martin. Market share is not explicitly available. Competitors are: Boeing Distribution, Lockheed Martin, and other specialized aircraft parts suppliers.
  • Mobility Systems: These are the shelter systems. Market share is not explicitly available. Competitors are: HDT Global, General Dynamics Mission Systems.

Market Dynamics

industry overview logo Industry Overview

The aviation services industry is driven by factors such as passenger growth, aircraft fleet size, and defense spending. The expeditionary services market is impacted by global security concerns and humanitarian crises.

Positioning

AAR Corp. is well-positioned as an independent provider offering a broad range of services. Its competitive advantages include its scale, global network, and long-standing relationships with customers.

Total Addressable Market (TAM)

The total addressable market for aviation MRO and expeditionary services is estimated to be in the billions of dollars annually. AAR Corp is positioned to capture a significant portion through its comprehensive service offerings and global presence.

Upturn SWOT Analysis

Strengths

  • Global network and infrastructure
  • Comprehensive service offerings
  • Strong customer relationships
  • Experienced management team

Weaknesses

  • Dependence on airline industry cycles
  • Exposure to geopolitical risks
  • Competition from larger players
  • Potential for supply chain disruptions

Opportunities

  • Expansion into emerging markets
  • Increased outsourcing of MRO services
  • Growth in defense spending
  • Adoption of new technologies

Threats

  • Economic downturns
  • Fluctuations in fuel prices
  • Geopolitical instability
  • Intense competition

Competitors and Market Share

competitor logo Key Competitors

  • HEI
  • GD
  • LMT

Competitive Landscape

AAR Corp faces competition from both larger aerospace and defense companies and specialized service providers. Its ability to offer a broad range of services and its global network are key competitive advantages.

Major Acquisitions

Airinmar

  • Year: 2018
  • Acquisition Price (USD millions): 235
  • Strategic Rationale: Expanded parts supply chain management capabilities and customer base.

Growth Trajectory and Initiatives

Historical Growth: AAR Corp's historical growth has been driven by acquisitions and organic expansion.

Future Projections: Analyst estimates vary. See available financial data.

Recent Initiatives: Recent initiatives include expanding its MRO capabilities and investing in new technologies.

Summary

AAR Corp. is a significant player in the aviation services industry, boasting a global network and comprehensive service offerings. Its dependence on the airline industry and geopolitical risks pose challenges. However, expanding into emerging markets and capitalizing on increased defense spending present opportunities for growth. AAR Corp must navigate competitive pressures and economic uncertainties to maintain its market position.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company reports, industry reports, financial news sources, analyst estimates.

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Market share data is based on estimates and may vary.

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

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

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

Upturn AI SummarizationUpturn 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.