Atlas Air Worldwide Holdings, Inc. (AAWW)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Atlas Air Worldwide Holdings, Inc. (AAWW) trades at $102.48 with AI Score 48/100 (Grade C). Atlas Air Worldwide Holdings, Inc. provides outsourced aircraft and aviation operating services, including cargo and passenger aircraft solutions. Market cap: $2.93B, Sector: Industrials.
Price live · AI analysis from May 10, 2026Analyst Coverage for AAWW: AAWW does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates AAWW against Industrials peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
AAWW: the 1 perspectives are evenly split.
How is this calculated? →Atlas Air Worldwide Holdings, Inc. (AAWW) Industrial Operations Profile
Atlas Air Worldwide Holdings, Inc. is a global provider of outsourced aircraft and aviation operating services, focusing on cargo and passenger solutions. With a presence in multiple continents, the company serves diverse clients, including express delivery providers, e-commerce retailers, and the U.S. Military Air Mobility Command.
What Is the Investment Thesis for AAWW?
Atlas Air Worldwide Holdings, Inc. presents a compelling investment case based on its strategic positioning in the outsourced aircraft services market. With a P/E ratio of 9.8 and a profit margin of 7.8%, the company demonstrates reasonable profitability. Key value drivers include the increasing demand for air cargo services, fueled by e-commerce growth and global trade. The company's established relationships with major express delivery providers and its contracts with the U.S. Military Air Mobility Command provide a stable revenue base. Upcoming catalysts include potential expansion of services to new geographic regions and further penetration into the e-commerce logistics market. However, potential risks include fluctuations in fuel prices and economic downturns affecting air cargo demand.
Based on FMP financials and quantitative analysis
AAWW Key Highlights
- Market capitalization of $2.93B indicates substantial investor confidence.
- P/E ratio of 9.8 suggests the company is reasonably valued compared to its earnings.
- Profit margin of 7.8% demonstrates the company's ability to generate profit from its revenue.
- Gross margin of 21.9% reflects the efficiency of the company's operations.
- Beta of 1.15 indicates the stock is slightly more volatile than the market.
Who Are AAWW's Competitors?
AAWW is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FDX FedEx Corporation | $309.49 | -1.12% | $73.85B | 67 |
| UPS United Parcel Service, Inc. | $109.58 | -0.97% | $81.81B | 59 |
| JOBY Joby Aviation, Inc. | $9.07 | +6.89% | $8.93B | 65 |
| JTTRY Japan Airport Terminal Co., Ltd. | $15.20 | +8.88% | $2.82B | 62 |
| GOL Gol Linhas Aéreas Inteligentes S.A. | $2.71 | +3.23% | $4.35B | 62 |
| ALK Alaska Air Group, Inc. | $50.55 | -1.06% | $5.63B | 59 |
| BABWF International Consolidated Airlines Group S.A. | $6.17 | +0.62% | $27.34B | 48 |
| AIPUY Airports of Thailand Public Company Limited | $18.90 | +3.99% | $27.00B | 48 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AAWW's Key Strengths?
- Strong relationships with key customers like express delivery providers.
- Diversified service offerings including ACMI and dry leasing.
- Global operational presence.
- Long-term contracts with the U.S. Military Air Mobility Command.
What Are AAWW's Weaknesses?
- Vulnerability to fluctuations in fuel prices.
- Dependence on economic cycles affecting air cargo demand.
- Exposure to regulatory changes in the aviation industry.
- High capital intensity due to aircraft fleet maintenance and upgrades.
What Could Drive AAWW Stock Higher?
- Expansion of partnerships with e-commerce companies to capitalize on growing online retail demand.
- Continued strong performance in the ACMI (Aircraft, Crew, Maintenance, and Insurance) segment.
- Potential new contracts with the U.S. Military Air Mobility Command.
- Expansion into new geographic markets, particularly in emerging economies.
- Fleet modernization efforts to improve fuel efficiency and reduce operating costs.
What Are the Key Risks for AAWW?
- Fluctuations in fuel prices impacting profitability.
- Economic downturns reducing air cargo demand.
- Geopolitical instability affecting international trade routes.
- Intense competition from other air cargo service providers.
- Regulatory changes in the aviation industry impacting operations.
What Are the Growth Opportunities for AAWW?
- Expansion in E-commerce Logistics: The continued growth of e-commerce presents a significant opportunity for Atlas Air. The global e-commerce market is projected to reach trillions of dollars by 2026, driving increased demand for air cargo services. Atlas Air can capitalize on this trend by expanding its partnerships with e-commerce retailers and logistics providers, offering dedicated air cargo solutions. This includes providing aircraft, crew, maintenance, and insurance (ACMI) services tailored to the specific needs of e-commerce businesses.
- Increased Outsourcing by Airlines: Many airlines are increasingly outsourcing their cargo operations to reduce costs and improve efficiency. This trend creates an opportunity for Atlas Air to expand its customer base by offering its ACMI services to airlines seeking to outsource their cargo operations. By providing reliable and cost-effective solutions, Atlas Air can attract new airline customers and grow its market share in the outsourced air cargo market.
- Growth in Emerging Markets: Emerging markets in Asia, Africa, and Latin America are experiencing rapid economic growth and increasing demand for air cargo services. Atlas Air can capitalize on this trend by expanding its operations in these regions, offering its ACMI and charter services to businesses and governments. This includes establishing partnerships with local airlines and logistics providers to facilitate air cargo transportation in these markets.
- U.S. Military Air Mobility Command Contracts: Atlas Air has a long-standing relationship with the U.S. Military Air Mobility Command, providing cargo and passenger aircraft charter services. Ongoing contracts with the U.S. military provide a stable revenue stream for Atlas Air. The company can continue to strengthen this relationship by providing reliable and efficient air transportation services to the U.S. military, securing future contracts and expanding its presence in the defense sector.
- Dry Leasing Expansion: Atlas Air's Dry Leasing segment offers cargo and passenger aircraft and engines leasing services. The company can expand this segment by acquiring additional aircraft and leasing them to airlines and other operators. This includes focusing on fuel-efficient aircraft to meet the growing demand for environmentally friendly air transportation solutions. By expanding its Dry Leasing fleet, Atlas Air can generate additional revenue and diversify its business.
What Opportunities Does AAWW Have?
- Expansion in e-commerce logistics.
- Increased outsourcing by airlines.
- Growth in emerging markets.
- Development of new service offerings such as drone delivery.
What Threats Does AAWW Face?
- Intense competition from other air cargo service providers.
- Economic downturns affecting air cargo demand.
- Geopolitical instability impacting international trade.
- Cybersecurity threats targeting aviation systems.
What Are AAWW's Competitive Advantages?
- Established relationships with major express delivery providers and e-commerce retailers.
- Long-standing contracts with the U.S. Military Air Mobility Command.
- Specialized expertise in operating and maintaining a diverse fleet of aircraft.
- Global operational reach with presence in multiple continents.
What Does AAWW Do?
Founded in 1992 and headquartered in Purchase, New York, Atlas Air Worldwide Holdings, Inc. has evolved into a leading provider of outsourced aircraft and aviation operating services. The company operates through two primary segments: Airline Operations and Dry Leasing. The Airline Operations segment offers comprehensive outsourced cargo and passenger aircraft operating solutions, including contractual service arrangements that provide aircraft, crew, maintenance, and insurance (ACMI) services. These services cater to a diverse clientele, including express delivery providers, e-commerce retailers, and airlines. The Dry Leasing segment involves leasing cargo and passenger aircraft and engines. Atlas Air also provides cargo and passenger aircraft charter services to the U.S. Military Air Mobility Command, charter brokers, freight forwarders, direct shippers, airlines, manufacturers, sports teams, and private charter customers. Geographically, Atlas Air has a significant presence across Africa, Asia, Australia, Europe, the Middle East, North America, and South America, reflecting its global operational reach. The company also offers administrative and management support services, as well as flight simulator training services, enhancing its comprehensive service portfolio.
What Products and Services Does AAWW Offer?
- Provides outsourced cargo aircraft operating solutions.
- Offers outsourced passenger aircraft operating solutions.
- Provides contractual service arrangements, including aircraft provision.
- Offers value-added services like crew, maintenance, and insurance.
- Provides cargo and passenger aircraft charter services.
- Offers cargo and passenger aircraft and engines dry leasing services.
- Provides administrative and management support services.
- Offers flight simulator training services.
How Does AAWW Make Money?
- Generates revenue through contractual service arrangements (ACMI) for cargo and passenger aircraft.
- Earns revenue from cargo and passenger aircraft charter services.
- Receives income from leasing cargo and passenger aircraft and engines.
- Provides administrative and management support services for a fee.
What Industry Does AAWW Operate In?
Atlas Air Worldwide Holdings, Inc. operates within the Airlines, Airports & Air Services industry, which is experiencing growth driven by increasing global trade and e-commerce. The competitive landscape includes major players like FedEx and UPS, which have their own extensive air cargo operations, as well as other specialized air cargo service providers. Atlas Air differentiates itself through its ACMI (Aircraft, Crew, Maintenance, and Insurance) model, providing comprehensive outsourced solutions. The industry is subject to factors such as fuel prices, economic cycles, and regulatory changes.
Who Are AAWW's Key Customers?
- Express delivery providers (e.g., DHL, FedEx).
- E-commerce retailers (e.g., Amazon, Alibaba).
- Airlines seeking outsourced cargo solutions.
- U.S. Military Air Mobility Command.
- Charter brokers and freight forwarders.
Company Profile
Atlas Air Worldwide Holdings, Inc. operates in the Airlines, Airports & Air Services industry within the Industrials sector. It is headquartered in Purchase, US. The company is led by CEO John W. Dietrich. AAWW has traded publicly since 1995.
Atlas Air Worldwide Holdings, Inc. (AAWW) Valuation Context
Valued at $2.93B, AAWW is classified as a mid-cap stock. Relative to its peer group, AAWW's quantitative score of 48/100 is below the peer average of 63/100.
ROE 12%Key Financial Metrics
Return on equity for Atlas Air Worldwide Holdings, Inc. stands at 12.1%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 5.3%, showing how much profit it generates from its asset base. AAWW trades at a trailing price-to-earnings ratio of 9.85, below the Industrials sector average of ~30x. Its free cash flow yield is -0.3%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.96 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 10.2%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 6/9Financial Health
Atlas Air Worldwide Holdings, Inc.'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.94 places it in the grey zone, a middle ground that warrants monitoring.
AAWW Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Atlas Air's strategic positioning in the air cargo market is looking strong, especially with the ongoing demand for e-commerce and global supply chain solutions.
- Recent insider buying activity could signal confidence in the company's future performance and strategic direction.
- The community seems to recognize Atlas Air's essential role in facilitating global trade, which could translate to continued market favor.
- There's a growing perception that Atlas Air is adapting well to changing market dynamics, potentially leading to sustained growth.
Bear Case
- Concerns persist within the community about potential overcapacity in the air cargo sector, which could put pressure on Atlas Air's pricing power.
- Recent market developments suggest increased competition from other players in the cargo industry, potentially eroding Atlas Air's market share.
- Some bearish voices in the community are worried about the impact of fluctuating fuel costs and macroeconomic uncertainties on Atlas Air's profitability.
- There's a lingering perception that Atlas Air's reliance on a few major customers could pose a risk if those relationships weaken.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · February 2026
AAWW Latest News
No recent news available for AAWW.
AAWW Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for AAWW.
Price Targets
Wall Street price target analysis for AAWW.
AAWW MoonshotScore
What does this score mean?
The MoonshotScore rates AAWW's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: John W. Dietrich
Chief Executive Officer
John W. Dietrich serves as the Chief Executive Officer of Atlas Air Worldwide. His career spans several decades in the aviation and transportation industries. Before becoming CEO, he held various leadership positions within Atlas Air, contributing to the company's strategic growth and operational efficiency. His experience includes roles in sales, marketing, and operations, providing him with a comprehensive understanding of the air cargo business. He is known for his focus on customer relationships and operational excellence.
Track Record: Under John W. Dietrich's leadership, Atlas Air has focused on expanding its partnerships with e-commerce companies and strengthening its position in the global air cargo market. He has overseen the modernization of the company's fleet and the implementation of new technologies to improve efficiency and reduce costs. A key achievement has been maintaining strong relationships with key customers and navigating the challenges of the global pandemic.
Common Questions About AAWW (Industrials)
What does Atlas Air Worldwide Holdings, Inc. do?
Atlas Air Worldwide Holdings, Inc. is a global provider of outsourced aircraft and aviation operating services. The company primarily operates through two segments: Airline Operations and Dry Leasing. The Airline Operations segment provides comprehensive outsourced cargo and passenger aircraft operating solutions, including aircraft, crew, maintenance, and insurance (ACMI) services. The Dry Leasing segment involves leasing cargo and passenger aircraft and engines. Atlas Air serves a diverse range of customers, including express delivery providers, e-commerce retailers, airlines, and the U.S. Military Air Mobility Command.
What do analysts say about AAWW stock?
Analyst consensus on Atlas Air Worldwide Holdings, Inc. reflects a mixed outlook, with some analysts citing the company's strong position in the air cargo market and its established relationships with key customers as positive factors. Key valuation metrics, such as the P/E ratio and profit margin, are closely monitored. Growth considerations include the company's ability to capitalize on the increasing demand for air cargo services driven by e-commerce growth and global trade. However, analysts also note potential risks, such as fluctuations in fuel prices and economic downturns.
What are the main risks for AAWW?
Atlas Air Worldwide Holdings, Inc. faces several key risks. Fluctuations in fuel prices can significantly impact profitability, as fuel is a major operating expense. Economic downturns can reduce air cargo demand, affecting revenue. Geopolitical instability can disrupt international trade routes. The company also faces intense competition from other air cargo service providers. Regulatory changes in the aviation industry can impact operations and increase compliance costs. Additionally, cybersecurity threats pose a risk to the company's aviation systems and data.
What are the key factors to evaluate for AAWW?
Atlas Air Worldwide Holdings, Inc. (AAWW) holds an AI score of 48/100 (low). P/E: 9.8x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does AAWW data refresh on this page?
AAWW prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven AAWW's recent stock price performance?
Atlas Air Worldwide Holdings, Inc. (AAWW) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong relationships with key customers like express delivery providers. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider AAWW overvalued or undervalued right now?
Atlas Air Worldwide Holdings, Inc. (AAWW) trades at 9.8x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying AAWW?
Before investing in Atlas Air Worldwide Holdings, Inc. (AAWW), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be based on thorough research and consultation with a financial advisor.