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Upturn AI SWOT - About
AIR 
AAR Corp (AIR)
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Upturn Advisory Summary
09/12/2025: AIR (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $83.75
1 Year Target Price $83.75
| 5 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -39.59% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.67B USD | Price to earnings Ratio 211.97 | 1Y Target Price 83.75 |
Price to earnings Ratio 211.97 | 1Y Target Price 83.75 | ||
Volume (30-day avg) 6 | Beta 1.5 | 52 Weeks Range 46.51 - 86.43 | Updated Date 09/14/2025 |
52 Weeks Range 46.51 - 86.43 | Updated Date 09/14/2025 | ||
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 2025-09-22 | When Before Market | Estimate 1.04 | Actual - |
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 211.97 | Forward PE 16.75 | Enterprise Value 3619280511 | Price to Sales(TTM) 0.96 |
Enterprise Value 3619280511 | Price to Sales(TTM) 0.96 | ||
Enterprise Value to Revenue 1.3 | Enterprise Value to EBITDA 21.35 | Shares Outstanding 35964200 | Shares Floating 34436921 |
Shares Outstanding 35964200 | Shares Floating 34436921 | ||
Percent Insiders 2.41 | Percent Institutions 98.04 |
Upturn AI SWOT
AAR Corp
Company Overview
History and Background
AAR Corp was founded in 1951 as Allen Aircraft Radio, Inc., initially focusing on aircraft radios. Over the years, it expanded into aviation aftermarket support and services, becoming a leading independent provider to commercial and government customers.
Core Business Areas
- Aviation Services: Provides maintenance, repair, and overhaul (MRO) services, component repair, engineering, and supply chain solutions for commercial and government aircraft operators.
- Expeditionary Services: Offers mobility systems and support, command and control shelters, and composite manufacturing for defense and humanitarian applications.
Leadership and Structure
John M. Holmes is the President and CEO. The company operates with a functional organizational structure, dividing responsibilities across different business segments and support functions.
Top Products and Market Share
Key Offerings
- MRO Services: Offers comprehensive maintenance, repair, and overhaul services for aircraft and components. Market share is estimated at around 5-7% in the global MRO market. Competitors include Lufthansa Technik, ST Engineering, and HAECO.
- Component Repair: Repairs and overhauls aircraft components, including avionics, hydraulics, and pneumatics. Market share data not readily available, but it's a significant portion of the MRO market. Competitors include Honeywell, Collins Aerospace, and Safran.
- Mobility Systems: Manufactures and supports cargo loading and handling systems for military and commercial aircraft. No precise market share data available. Competitors include Teleflex and Cargo Systems International.
Market Dynamics
Industry Overview
The aviation aftermarket industry is experiencing growth driven by increasing air travel, aging aircraft fleets, and rising MRO demand. The expeditionary services market is influenced by global defense spending and humanitarian efforts.
Positioning
AAR Corp is a leading independent provider in the aviation aftermarket, known for its comprehensive service offerings and strong customer relationships. It competes with both large OEMs and smaller independent MRO providers.
Total Addressable Market (TAM)
The global commercial aviation MRO market is expected to reach approximately $110 billion by 2025. AAR Corp is positioned to capture a portion of this TAM through its MRO services and supply chain solutions.
Upturn SWOT Analysis
Strengths
- Comprehensive service offerings
- Strong customer relationships
- Global presence
- Established reputation in the aviation aftermarket
- Experienced management team
Weaknesses
- Exposure to cyclical aviation industry
- Dependence on key customers
- Competitive pricing pressures
- Potential for supply chain disruptions
Opportunities
- Expanding MRO services in emerging markets
- Increasing demand for component repair and overhaul
- Growth in defense and humanitarian applications
- Strategic acquisitions to expand capabilities
- Leveraging technology to improve efficiency
Threats
- Economic downturns
- Geopolitical instability
- Increased competition
- Fluctuations in fuel prices
- Changes in government regulations
Competitors and Market Share
Key Competitors
- LHAG.DE
- STE.SI
- HEIA.PA
Competitive Landscape
AAR Corp competes with large OEMs and smaller independent MRO providers. Its strengths lie in its comprehensive service offerings and global presence, while challenges include competitive pricing pressures and customer concentration.
Major Acquisitions
Airinmar
- Year: 2018
- Acquisition Price (USD millions): 240
- Strategic Rationale: Expanded supply chain management capabilities and access to new customers.
Growth Trajectory and Initiatives
Historical Growth: AAR Corp has experienced moderate growth over the past decade, driven by strategic acquisitions and expansion of its service offerings.
Future Projections: Analysts project continued growth in revenue and earnings, supported by increasing air travel and demand for MRO services. Estimates vary depending on market conditions and execution of strategic initiatives.
Recent Initiatives: Recent initiatives include expanding MRO facilities, investing in technology to improve efficiency, and pursuing strategic acquisitions to broaden capabilities.
Summary
AAR Corp is a significant player in the aviation aftermarket, particularly in MRO and component repair. Its comprehensive service offerings and established reputation are strengths, but it faces competition and cyclical industry pressures. Recent initiatives and strategic acquisitions are aimed at driving future growth, but economic conditions remain a key factor. While not the biggest in the market, it still holds significance. Its position in military mobility systems is also an important segment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, Market research reports, Analyst estimates
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It should not be considered as financial advice. Market share estimates are approximate and may vary depending on the source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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 | Website https://www.aarcorp.com |
Full time employees 5600 | Website https://www.aarcorp.com | ||
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.
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