AAR Corp. (AIR) Stock: Price, Forecast & Analyst Target
AAR Corp. (AIR) — MoonshotScore 68/100 (Strong band), calculated Oct 5, 2026. Price $102.51 (+2.61%), as of the Oct 2, 2026 trading session; market cap $4.09B. Expected results Jan 5, 2027.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 39.14× (market value Oct 2, 2026; cash Aug 31, 2026) · expected results Jan 5, 2027
AAR Corp. · AIR · NYSE · Industrials · Aerospace & Defense
Research dated 2026-09-13: AAR supplies aftermarket parts, maintenance and repair services, and logistical support to airlines, defense agencies, and aerospace original equipment manufacturers globally. The central question is whether the company can sustain margin expansion as defense spending holds and commercial aviation fleet utilization normalizes post-cycle.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · AAR (AIR)
StrongWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
A strong balance sheet and elite growth, though quality is only decent. Business Quality: Average; Financial Safety: Sound; Valuation: Fair; Growth Durability: Compounding; Momentum: Quiet.
- quarterly revenue $928M (Q4 FY2026, quarter ended May 2026)
- EPS beat 8 of 8
- Altman Z 3.69 · Piotroski F 7
Helping: balance-sheet strength, durable growth
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 60 | Fair | |
| 59 | Fair | |
| 67 | Strong | |
| 67 | Strong | |
| 68 | Strong | |
| 68 | Strong |
The score was 68 in the stored Oct 4, 2026 snapshot and remains 68 in the current publication computed Oct 5, 2026 (0). This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value |
|---|---|
| Latest provided price | $102.51 |
| Change on the day | +2.61% |
| 52-week range | $76.10–$154.00 |
| Market capitalisation | $4.09B |
| Price / earnings (trailing) | 20.79 |
| Shares traded on the day | 1.15M |
| Beta (volatility vs the S&P 500) | 1.11 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
For the second quarter, we expect total sales growth, excluding Legacy Commercial Programs, of 14% to 16% and adjusted EBITDA margin, also excluding LCP, of 13.0% to 13.4%.
Dylan Wolin · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for AAR (AIR): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
4 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the AIR film — every key number, told as a short cinematic story
~2 min · open the film
What is AAR (AIR), and what does it report?
Short answer · as of
AAR operates across aviation maintenance and supply services targeting government and commercial customers.
Research dated 2026-09-13.
AAR operates across aviation maintenance and supply services targeting government and commercial customers. The Aviation Services division delivers parts distribution, inventory management, and repair capabilities—money follows aircraft utilization rates and fleet health. Expeditionary Services handles logistics for military and government operations, generating more predictable contract revenue. Revenue quality depends on customer diversification across commercial airlines and government defense budgets.
What do the latest results show for AAR (AIR)?
Short answer · as of
The most recent reported quarter, Q4 FY2026, carried revenue of $928M.
Research dated 2026-09-13.
Recent results show revenue tracking near guidance with earnings tracking expectations. The company maintains disciplined cost management as volumes shift. Management commentary emphasizes strong demand from both defense contractors and commercial carriers seeking outsourced support, though some commentary suggests caution about the pace of commercial recovery.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $918.00M Aug 31, 2026
- Latest quarter · SG&A
- $107.00M Aug 31, 2026
- Latest quarter · FMP standardized operating result
- $72.10M Aug 31, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Aug 31, 2026 | $918.00M | Not available | $107.00M | $72.10M |
| May 31, 2026 | $928.00M | Not available | $99.60M | $75.40M |
| Feb 28, 2026 | $845.10M | Not available | $89.80M | $64.40M |
| Nov 30, 2025 | $795.30M | Not available | $88.90M | $68.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $918.00M Sep 28, 2026
- Latest report · revenue estimate
- $878.81M Sep 28, 2026
- Latest report · revenue vs estimate
- Above estimate Sep 28, 2026
- Latest report · EPS vs estimate
- Above estimate Sep 28, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Sep 28, 2026 | $918.00M | $878.81M | $1.4900 | $1.3000 |
| Jul 21, 2026 | $928.00M | $893.03M | $1.5300 | $1.3800 |
| Mar 24, 2026 | $845.10M | $812.57M | $1.2500 | $1.1500 |
| Jan 6, 2026 | $795.30M | $763.65M | $1.1800 | $1.0200 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q4 FY2026 | $928M | $51M | $1.29 (diluted) |
| Q3 FY2026 | $845M | $68M | $1.71 (diluted) |
| Q2 FY2026 | $795M | $35M | $0.90 (diluted) |
| Aug 2025 | $740M | $34M | $0.96 (diluted) |
What are the financial strengths and risks for AAR (AIR)?
Short answer
Cash and short-term investments were $104.50M at the Aug 31, 2026 balance-sheet date. Operating cash flow was $55.80M for the quarter ended Aug 31, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
The balance sheet carries moderate leverage that the cash generation supports comfortably. Operating margins show resilience, and management has demonstrated ability to convert revenue growth into operating leverage. Principal risk stems from commercial airline spending slowdown coinciding with potential defense budget constraints, pressuring utilization rates across the service backlog.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $55.80M Aug 31, 2026
- Previous quarter · operating cash flow
- $57.80M May 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Aug 31, 2026 | $55.80M | −$11.80M |
| May 31, 2026 | $57.80M | $0.00 |
| Feb 28, 2026 | $74.70M | −$33.00M |
| Nov 30, 2025 | $13.60M | −$7.40M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at AAR (AIR)?
Short answer · as of
The next earnings report is expected on Jan 5, 2027.
Research dated 2026-09-13.
Monitor airline fleet utilization announcements and defense spending signals in upcoming legislative cycles. Watch quarterly bookings and backlog commentary for visibility on sustained demand. Track operating margin trajectory as the company absorbs incremental contract volume.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
For the second quarter, we expect total sales growth, excluding Legacy Commercial Programs, of 14% to 16% and adjusted EBITDA margin, also excluding LCP, of 13.0% to 13.4%.
Dylan Wolin ·
How does AAR compare with its peers?
Short answer
AAR's score ranks tied for 3rd of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Aerospace aftermarket services face capital intensity and supply chain complexity that create switching costs favoring incumbents. AAR's dual exposure to defense and commercial aviation reduces reliance on any single customer segment but exposes it to cyclical spending swings across both channels. The logistical capability for government operations provides harder-to-replicate competitive insulation than commodity parts distribution.
| Company | Price | Market value | Score |
|---|---|---|---|
| $231.11 Oct 2, 2026 | $6.99B | 80 5-pillar Oct 5, 2026 | |
| $68.19 Oct 2, 2026 | $2.62B | 76 5-pillar Oct 5, 2026 | |
| AAR (AIR) — this page | $102.51 | $4.09B | 68 |
| $61.72 Oct 2, 2026 | $5.78B | 68 5-pillar Oct 5, 2026 | |
| $86.41 Oct 2, 2026 | $6.53B | 63 5-pillar Oct 5, 2026 | |
| $18.14 Oct 2, 2026 | $4.43B | 62 5-pillar Oct 5, 2026 | |
| $70.79 Oct 2, 2026 | $2.22B | 62 5-pillar Oct 5, 2026 | |
| $21.05 Oct 2, 2026 | $7.00B | 60 5-pillar Oct 5, 2026 | |
| $139.39 Oct 2, 2026 | $4.19B | 57 5-pillar Oct 5, 2026 | |
| $84.87 Oct 2, 2026 | $5.10B | 50 5-pillar Oct 5, 2026 | |
| $140.82 Oct 2, 2026 | $7.13B | 45 5-pillar Oct 5, 2026 | |
| $167.28 Oct 2, 2026 | $4.69B | 43 5-pillar Oct 5, 2026 | |
| $34.14 Oct 2, 2026 | $4.52B | 42 5-pillar Oct 5, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $132.00 – $160.00
- Consensus target
- $145.50
- Median target
- $145.00
Consensus record · Captured .
Measured against a quoted price of $102.51 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Aug 31, 2026
- Transactions
- 38
- Identified insiders
- 16
- Purchases
- 0
- Sales
- 0
- Other transactions
- 38
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 419 Period end Jun 30, 2026
- Previous quarter · holders
- 391 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 6,472,176 |
| State Street Corp | 2,834,085 |
| Vanguard Portfolio Management LLC | 2,182,385 |
| Dimensional Fund Advisors LP | 1,933,597 |
| Vanguard Capital Management LLC | 1,717,998 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
Common Questions About AIR (Industrials)
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What is the exposure to commercial airline turnarounds versus defense spending?
Aviation Services derives revenue from commercial airline maintenance cycles, which track fleet utilization and aircraft age. Expeditionary Services depends on defense budgets and government operations. Management suggests both cycles are currently favorable, though timing and durability of recovery differ.
How dependent is AAR on large original equipment manufacturers?
OEM customers represent a defined portion of Aviation Services revenue through supply and repair contracts. The business model diversifies across airlines, leasing firms, and defense buyers, reducing reliance on single OEM relationships.
What is the margin structure and how leveraged is it to volume?
Gross margins remain healthy as the company operates throughout the value chain from distribution to complex repair work. Operating margins show leverage to volume growth as fixed costs are absorbed, visible in sequential quarter improvements. Recent quarters demonstrate this dynamic.
Is the dividend sustainable if commercial aviation stalls?
Operating cash flow provides coverage for current dividends even in normalized environments. Defense revenue provides stability if commercial cycles slow. Management has shown discipline in capital allocation during transitions.
What is the AIR stock price today?
The last price recorded on this page for AAR Corp. (AIR) is $102.51, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the AIR price target?
The analyst consensus price target for AAR Corp. (AIR) is $145.50 (range $132.00 to $160.00, median $145.00), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Claude (claude-haiku-4-5) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (77 figures)
The 77 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Dylan Wolin (Sep 29, 2026): For the second quarter, we expect total sales growth, excluding Legacy Commercial Programs, of 14% to 16% and adjusted EBITDA margin, also excluding LCP, of 13.0% to 13.4%. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | Wood Dale, IL | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "One AAR Place, Wood Dale, IL, 60191, US". |
FMP — 68 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Jan 5, 2027 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $102.51 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T12:34:45.219Z. | |
px.change | Change on the day | +2.61% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $4.09B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:03.000Z. Captured from FMP at 2026-10-05T12:34:42.308Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$2.61 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q4 FY2026 | $928M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $76.10–$154.00 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 20.79 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 1.15M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.11 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | John McClain Holmes | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 7,100 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2022 through FY2026: FY2022 revenue $1.82B, net result $78.70M; FY2023 revenue $1.99B, net result $90.20M; FY2024 revenue $2.32B, net result $46.30M; FY2025 revenue $2.78B, net result $12.50M; FY2026 revenue $3.31B, net result $187.70M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Product $2.14B · Service $1.17B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 19.1% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-08-31.revenue_k | Revenue — period end 2026-08-31 | $918.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-08-31.sga_k | SG&A — period end 2026-08-31 | $107.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-08-31.operating_result_k | FMP standardized operating result — period end 2026-08-31 | $72.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-05-31.revenue_k | Revenue — period end 2026-05-31 | $928.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-05-31.sga_k | SG&A — period end 2026-05-31 | $99.60M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-05-31.operating_result_k | FMP standardized operating result — period end 2026-05-31 | $75.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-02-28.revenue_k | Revenue — period end 2026-02-28 | $845.10M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-02-28.sga_k | SG&A — period end 2026-02-28 | $89.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-02-28.operating_result_k | FMP standardized operating result — period end 2026-02-28 | $64.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-11-30.revenue_k | Revenue — period end 2025-11-30 | $795.30M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-11-30.sga_k | SG&A — period end 2025-11-30 | $88.90M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-11-30.operating_result_k | FMP standardized operating result — period end 2025-11-30 | $68.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-09-28.revenue_actual | Revenue · reported — report date 2026-09-28 | $918.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-09-28.revenue_estimated | Revenue · estimate — report date 2026-09-28 | $878.81M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-09-28.eps_actual | EPS · reported — report date 2026-09-28 | $1.4900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-09-28.eps_estimated | EPS · estimate — report date 2026-09-28 | $1.3000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-21.revenue_actual | Revenue · reported — report date 2026-07-21 | $928.00M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-21.revenue_estimated | Revenue · estimate — report date 2026-07-21 | $893.03M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-21.eps_actual | EPS · reported — report date 2026-07-21 | $1.5300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-21.eps_estimated | EPS · estimate — report date 2026-07-21 | $1.3800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-24.revenue_actual | Revenue · reported — report date 2026-03-24 | $845.10M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-24.revenue_estimated | Revenue · estimate — report date 2026-03-24 | $812.57M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-24.eps_actual | EPS · reported — report date 2026-03-24 | $1.2500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-03-24.eps_estimated | EPS · estimate — report date 2026-03-24 | $1.1500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-06.revenue_actual | Revenue · reported — report date 2026-01-06 | $795.30M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-06.revenue_estimated | Revenue · estimate — report date 2026-01-06 | $763.65M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-06.eps_actual | EPS · reported — report date 2026-01-06 | $1.1800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-06.eps_estimated | EPS · estimate — report date 2026-01-06 | $1.0200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q4 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $104.50M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $55.80M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-08-31. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $97.20M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $978.40M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 2.33× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-08-31.operating_cash_flow_m | Operating cash flow — period end 2026-08-31 | $55.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-05-31.operating_cash_flow_m | Operating cash flow — period end 2026-05-31 | $57.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-08-31.capex_m | Capital expenditure (reported) — period end 2026-08-31 | −$11.80M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-05-31.capex_m | Capital expenditure (reported) — period end 2026-05-31 | $0.00 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-02-28.operating_cash_flow_m | Operating cash flow — period end 2026-02-28 | $74.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-02-28.capex_m | Capital expenditure (reported) — period end 2026-02-28 | −$33.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-11-30.operating_cash_flow_m | Operating cash flow — period end 2025-11-30 | $13.60M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-11-30.capex_m | Capital expenditure (reported) — period end 2025-11-30 | −$7.40M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $132.00 – $160.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $145.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $145.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 38 transactions · 0 purchases, 0 sales, 38 other transactions · 16 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Aug 31, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 419 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 391 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 6,472,176 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | State Street Corp — shares in provider snapshot | 2,834,085 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 2,182,385 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Dimensional Fund Advisors LP — shares in provider snapshot | 1,933,597 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Vanguard Capital Management LLC — shares in provider snapshot | 1,717,998 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 8 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-29 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 3.69 · Piotroski F 7 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-03 · Expired observation |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 39.14× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $104.50M at Aug 31, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-08-31. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-09-28.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($918.00M) with the recorded estimate ($878.81M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-09-28.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($1.4900) with the recorded estimate ($1.3000) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 68 of 100 · Strong · pillars 57 / 69 / 61 / 89 / 41 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 68 (stored snapshot Oct 4, 2026) → 68 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-08-31. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-08-31.revenue_k,fin.q_table.depth.2026-08-31.sga_k,fin.q_table.depth.2026-08-31.operating_result_k,fin.q_table.depth.2026-05-31.revenue_k,fin.q_table.depth.2026-05-31.sga_k,fin.q_table.depth.2026-05-31.operating_result_k,fin.q_table.depth.2026-02-28.revenue_k,fin.q_table.depth.2026-02-28.sga_k,fin.q_table.depth.2026-02-28.operating_result_k,fin.q_table.depth.2025-11-30.revenue_k,fin.q_table.depth.2025-11-30.sga_k,fin.q_table.depth.2025-11-30.operating_result_k. - Earnings-history note. Source series as of 2026-09-28. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-09-28.revenue_actual,earn.history.depth.2026-09-28.revenue_estimated,earn.history.depth.2026-09-28.revenue_actual.comparison,earn.history.depth.2026-09-28.eps_actual.comparison,earn.history.depth.2026-09-28.eps_actual,earn.history.depth.2026-09-28.eps_estimated,earn.history.depth.2026-07-21.revenue_actual,earn.history.depth.2026-07-21.revenue_estimated,earn.history.depth.2026-07-21.eps_actual,earn.history.depth.2026-07-21.eps_estimated,earn.history.depth.2026-03-24.revenue_actual,earn.history.depth.2026-03-24.revenue_estimated,earn.history.depth.2026-03-24.eps_actual,earn.history.depth.2026-03-24.eps_estimated,earn.history.depth.2026-01-06.revenue_actual,earn.history.depth.2026-01-06.revenue_estimated,earn.history.depth.2026-01-06.eps_actual,earn.history.depth.2026-01-06.eps_estimated. - Cash-flow note. Source series as of 2026-08-31. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-08-31.operating_cash_flow_m,fin.opcf.depth.2026-05-31.operating_cash_flow_m,fin.opcf.depth.2026-08-31.capex_m,fin.opcf.depth.2026-05-31.capex_m,fin.opcf.depth.2026-02-28.operating_cash_flow_m,fin.opcf.depth.2026-02-28.capex_m,fin.opcf.depth.2025-11-30.operating_cash_flow_m,fin.opcf.depth.2025-11-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | AAR Corp. delivers a wide array of products and services to the global commercial aviation, government, and defense sectors. Its Aviation Services division focuses on comprehensive aftermarket support, encompassing inventory management, distribution, and extensive maintenance, repair, and overhaul (MRO) capabilities, alongside specialized engineering services. This segment is also involved in the sale and leasing of new, reconditioned, and repaired aircraft engine and airframe components. It manages tailored inventory and repair programs, processes warranty claims, and provides outsourcing solutions for these critical parts. Furthermore, it implements performance-based supply chain logistics programs specifically designed for the U.S. Department of Defense and international governmental bodies. A full suite of airframe services is offered, including inspection, maintenance, repair, overhaul, painting, line maintenance, modifications, structural repairs, avionics installation, and both exterior and interior refurbishment, complemented by engineering and support. The company also performs repair and overhaul on vital components such as landing gears, wheels, and brakes. The Expeditionary Services division is dedicated to facilitating the movement of equipment and personnel for the U.S. and international governments, as well as non-governmental organizations (NGOs). Its capabilities extend to the design, manufacturing, and repair of various transportation pallets, containers, and shelters. This segment also provides engineering, design, and system integration expertise for sophisticated command and control systems. AAR's diverse clientele includes both domestic and international passenger and cargo airlines, regional and commuter carriers, business and general aviation operators, original equipment manufacturers (OEMs), aircraft leasing firms, other aftermarket aviation support enterprises, and military customers globally. Its marketing and sales efforts are primarily conducted through its dedicated employees and a network of international sales representatives. Established in 1951, AAR Corp. maintains its corporate headquarters in Wood Dale, Illinois. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Industrials / Aerospace & Defense The company's SEC filings classify it under SIC 3720 — Aircraft & Parts. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2026-05-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Revenue by segment | Product: $2.14B; Service: $1.17B | 2026-05-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-05-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-21 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 2 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-21 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Cash, investments and debt | Total debt: $995.00M; Liquidity basis: cash and short-term investments; Total liabilities: $1.65B; Cash and short-term investments: $84.00M; Cash and investments: $189.50M; Long-term investments: $105.50M; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-05-31 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-05-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Trailing twelve-month ratio set | Quick ratio: 1.24; Current ratio: 2.84; Debt to equity: 0.58; Net margin: 5.7%; Gross margin: 18.8%; Operating margin: 8.2%; Return on assets: 5.6%; Return on equity: 12.2% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Next earnings report | Date: 2026-09-22; EPS estimate: $1.33 per share; Revenue estimate: $880.68M The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst actions, most recent per firm | Captured record · 10 entries
One row per firm — the firm's most recent action in our feed. Other data vendors may carry firms ours does not. | 2026-07-27 | FMP | Financial Modeling Prep (FMP) analyst grades |
| Institutional ownership (13F) | Holders: 419; Quarter: 2026-06-30; Holders previous quarter: 391 13F filings are quarterly and lag the quarter end by up to 45 days. | 2026-06-30 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings |
| Recent dividends paid | Captured record · 4 entries
Declared amounts per share on their ex-dates. A single payment does not establish an annual rate, and a special dividend is not separated here. | 2020-03-27 | FMP | Financial Modeling Prep (FMP) dividend history |
Data provided for informational purposes only.
ETFs that hold AIR
Funds in our ETF coverage that list AIR among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| ARWG ETF | 2.91% |