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AIR logo AIR
Upturn stock ratingUpturn stock rating
AIR logo

AAR Corp (AIR)

Upturn stock ratingUpturn stock rating
$66.88
Last Close (24-hour delay)
Profit since last BUY10.8%
upturn advisory
Consider higher Upturn Star rating
BUY since 12 days
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  • SELL Advisory (Loss)​
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

06/06/2025: 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

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $80.2

1 Year Target Price $80.2

Analysts Price Target For last 52 week
$80.2Target price
Low$46.51
Current$66.88
high$76.34

Analysis of Past Performance

Type Stock
Historic Profit -44.2%
Avg. Invested days 24
Today’s Advisory Consider higher Upturn Star rating
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 06/06/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 2.49B USD
Price to earnings Ratio -
1Y Target Price 80.2
Price to earnings Ratio -
1Y Target Price 80.2
Volume (30-day avg) 6
Beta 1.43
52 Weeks Range 46.51 - 76.34
Updated Date 06/30/2025
52 Weeks Range 46.51 - 76.34
Updated Date 06/30/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.36

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin -0.46%
Operating Margin (TTM) 9.54%

Management Effectiveness

Return on Assets (TTM) 4.13%
Return on Equity (TTM) -1.06%

Valuation

Trailing PE -
Forward PE 15.31
Enterprise Value 3489080539
Price to Sales(TTM) 0.93
Enterprise Value 3489080539
Price to Sales(TTM) 0.93
Enterprise Value to Revenue 1.3
Enterprise Value to EBITDA 25.28
Shares Outstanding 36103800
Shares Floating 34617993
Shares Outstanding 36103800
Shares Floating 34617993
Percent Insiders 2.58
Percent Institutions 98.97

Analyst Ratings

Rating 3
Target Price 80.2
Buy 1
Strong Buy 5
Buy 1
Strong Buy 5
Hold -
Sell -
Strong Sell -
Strong Sell -

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. It initially focused on selling aircraft radios and parts. Over time, AAR has evolved into a diversified aviation services company providing products and aftermarket support to the aviation and government markets.

business area logo Core Business Areas

  • Aviation Services: Offers a broad range of services including maintenance, repair, and overhaul (MRO), component repair, engineering services, and supply chain management.
  • Expeditionary Services: Provides mobility systems, command and control shelters, and cargo solutions to support military and humanitarian operations.

leadership logo Leadership and Structure

AAR Corp is led by its CEO, John M. Holmes. The company is structured with various divisions focusing on specific business areas, with a corporate headquarters overseeing operations and strategy.

Top Products and Market Share

overview logo Key Offerings

  • MRO Services: AAR provides maintenance, repair, and overhaul services for commercial and military aircraft. Market share data is difficult to ascertain exactly, but AAR is a major player in the independent MRO market. Competitors include ST Engineering, Lufthansa Technik, and Delta TechOps.
  • Mobility Systems: AAR designs and manufactures mobility systems for military applications. Market share information for these specific products is not publicly available. Competitors include HDT Global and General Dynamics.
  • Component Repair and Overhaul: AAR specializes in the repair and overhaul of aircraft components. No specific market share, however, AAR is a respected name in the aircraft component MRO industry, and their competitors include companies like Honeywell and Collins Aerospace.

Market Dynamics

industry overview logo Industry Overview

The aviation services industry is experiencing growth due to increased air travel, aging aircraft fleets, and rising demand for MRO services. The expeditionary services industry is driven by government defense spending and humanitarian aid efforts.

Positioning

AAR Corp is positioned as a leading independent provider of aviation services and expeditionary solutions. Its competitive advantages include its broad range of services, global network, and strong customer relationships.

Total Addressable Market (TAM)

The aviation MRO market is estimated to be over $90 billion annually, and the expeditionary services market is several billion dollars. AAR is well positioned to capture a significant portion of these markets through its diversified offerings and global presence.

Upturn SWOT Analysis

Strengths

  • Diversified service offerings
  • Global network
  • Strong customer relationships
  • Established brand reputation
  • Experienced management team

Weaknesses

  • Dependence on aviation industry cycles
  • Exposure to government defense spending fluctuations
  • Competition from larger MRO providers
  • Supply chain vulnerabilities

Opportunities

  • Expanding into emerging markets
  • Developing new service offerings
  • Acquiring smaller competitors
  • Leveraging technology to improve efficiency
  • Increased outsourcing of MRO services

Threats

  • Economic downturns
  • Geopolitical instability
  • Increased competition
  • Fluctuations in fuel prices
  • Regulatory changes

Competitors and Market Share

competitor logo Key Competitors

  • HEI
  • GD
  • HON

Competitive Landscape

AAR Corp operates in a competitive market with a mix of large, diversified companies and smaller, specialized firms. AAR's advantages include its broad range of services, global network, and strong customer relationships. Disadvantages could include being smaller than HEI, GD, or HON.

Major Acquisitions

Airinmar

  • Year: 2018
  • Acquisition Price (USD millions): 235
  • Strategic Rationale: Expanded AAR's parts supply and repair management solutions, broadening its service portfolio.

Growth Trajectory and Initiatives

Historical Growth: AAR Corp has grown through organic expansion and acquisitions. The company's growth has been driven by increasing demand for aviation services and expeditionary solutions.

Future Projections: Analyst estimates suggest continued growth for AAR Corp, driven by the recovery in air travel and increasing demand for MRO services. However, without analyst estimates, exact numerical forecasts are unavailable.

Recent Initiatives: AAR Corp has been focused on expanding its digital capabilities, investing in new technologies, and strengthening its relationships with key customers.

Summary

AAR Corp is a stable, but somewhat cyclical aviation services company with strengths in its diversified offerings and global network. While benefiting from the long-term growth in air travel, it faces challenges from industry competition and cyclical downturns. Growth initiatives and strategic acquisitions should bolster its future prospects. Investors should monitor the company's exposure to economic cycles and defense spending trends.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Website
  • SEC Filings
  • Industry Reports
  • Analyst Reports (limited due to API access)

Disclaimers:

This analysis is based on available information and general industry knowledge. Actual results may vary. This is not financial advice.

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
CEO, President & Chairman of the Board Mr. John McClain Holmes III
Sector Industrials
Industry Aerospace & Defense
Full time employees 5700
Full time employees 5700

AAR Corp. provides products and services to commercial aviation, government, and defense markets worldwide. The Parts Supply segment leases and sells aircraft components and replacement parts. The Repair & Engineering segment provides airframe maintenance services, such as airframe inspection, painting, line maintenance, airframe modification, structural repair, avionics service and installation, exterior and interior refurbishment, and engineering and support services; component repair services comprising maintenance, repair, and overhaul (MRO) services, engine and airframe accessories, and interior refurbishment; and landing gear overhaul services, including repair services on wheels and brakes. This segment also develops specific aircraft components and parts; and designs proprietary designated engineering representative repairs. The Integrated Solutions segment 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; and flight hour component inventory and repair services. In addition, the segment provides integrated software solutions comprising Trax, a cloud-based electronic enterprise resource platform, as well as a suite of paperless mobility apps for automating MRO workflows. The Expeditionary Services segment designs, manufactures, and repairs transportation pallets; and containers and shelters for military and humanitarian tactical deployment activities, including armories, supply and parts storage, refrigeration systems, tactical operation centers, briefing rooms, laundry and kitchen facilities, water treatment, and sleeping quarters, as well as engages in provision of engineering, design, and system integration services for specialized command and control systems. AAR Corp. was founded in 1951 and is headquartered in Wood Dale, Illinois.