AIR — AAR CORP

—
NYSE · Industrials · Aerospace & Defense · CIK 1750 ·
Last close
$101.58
Market Cap
$4.08B
52W High
$154.00
52W Low
$76.10
ADV30
571,048
Next earnings
2026-09-28
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, and Software; Government Solutions; and Legacy Commercial Programs. The company sells and leases used serviceable material and aftermarket distribution of new, and original equipment manufacturers supplied replacement parts. It also provides airframe maintenance, repair, and overhaul (MRO) services, such as airframe inspection, painting services, line maintenance, airframe modifications, structural repairs, avionics service and installation, exterior and interior refurbishment and engineering services, and support for various commercial and military aircraft; component MRO services, including repair and overhaul services, engine and airframe accessories, and interior refurbishment; software solutions comprising cloud-based, mobile, and AI-enabled aviation aftermarket software; develops PMA parts for aftermarket applications; and designs proprietary designated engineering representative repairs. In addition, the company designs, manufactures, and repairs transportation pallets; offers fleet management and operations 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 engineering, design, and system integration services for specialized command and control systems. Further, it provides asset-heavy flight hour-based component pool and repair programs for commercial airlines and distribution of consumables and expendables inventory. 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.

Quarterly Fundamentals

Revenues vs Net Income (last 4 Q)

Assets vs Liabilities (last 4 Q)

PeriodRevenuesGross profitOp incomeNet incomeAssetsCashLiabilities
May 2026 928,000,000 176,700,000 77,200,000 50,700,000 3,355,900,000 84,000,000 1,652,100,000
Feb 2026 845,100,000 154,700,000 64,400,000 68,000,000 3,332,500,000 78,500,000 1,689,100,000
Nov 2025 795,300,000 156,900,000 67,100,000 34,600,000 3,242,500,000 75,600,000 1,681,300,000
Aug 2025 739,600,000 133,700,000 61,900,000 34,400,000 2,929,700,000 80,000,000 1,680,400,000

Cashflow TTM (yfinance, fills SEC gap)

Operating CF
$98,700,000
Investing CF
$-308,700,000
Financing CF
$208,600,000
CapEx
$-65,400,000
Dividends Paid
—
Buybacks
$-10,100,000
EPS Diluted TTM
$4.83
As of
2026-10-05

Balance + Analyst (yfinance extras)

Retained Earnings
$1,157,100,000
Inventory
$979,000,000
Receivables
$535,200,000
ST Investments
—
EBIT TTM
$318,000,000
Pretax Income TTM
$245,900,000
Interest Exp TTM
$72,100,000
Analysts
4

Yahoo Snapshot (yfinance, live)

Total Revenue
$3,486,400,000
EBITDA
$360,600,000
Free Cash Flow
$33,200,000
Enterprise Value
$4,942,338,560
Total Cash
$104,500,000
Total Debt
$978,400,000
Shares Out
40,194,211
Trailing EPS
$4.88
Book Value
$43.90
ROE
12.9%
ROA
5.6%
Div Yield
0.00%

Annual Trend (SEC EDGAR, last 4y)

Revenues vs Net Income (last 4y)

FY endRevenuesOp incomeNet incomeAssetsLiabilitiesEquityOp cash flow
May 2026 3,308,000,000 270,600,000 187,700,000 3,355,900,000 1,652,100,000 1,703,800,000 98,700,000
May 2025 2,780,500,000 179,800,000 12,500,000 2,844,600,000 1,633,000,000 1,211,600,000 36,100,000
May 2024 2,318,900,000 129,400,000 46,300,000 2,770,000,000 1,580,200,000 1,189,800,000 43,600,000
May 2023 1,990,500,000 137,100,000 90,200,000 1,833,100,000 734,000,000 1,099,100,000 23,300,000

TTM Snapshot

Revenues TTM
$3,134,500,000
NetIncome TTM
$171,000,000
OpCashFlow TTM
—
Assets (Latest)
$3,332,500,000
Forward EPS
$6.71

Max Pain — expiry 2026-10-16

max pain strike: $105.00 · spot: $101.58 · call oi: 1,177 · put oi: 503
Expected Move to 2026-10-16: ±$5.35 (5.27%) — implied range $96.23 – $106.93 · ATM straddle on $100.00 strike

Peers — same industry

TickerNameMarket CapLastDaily %
KRMN Karman Holdings Inc. $4.20B $31.69 —
ARXS Arxis, Inc. $4.22B $46.77 —
ACHR Archer Aviation Inc. $3.63B $4.72 —
BETA BETA Technologies, Inc. $4.62B $20.50 —
JOBY Joby Aviation, Inc. $5.71B $5.75 —

News headlines (Yahoo Finance, 1h cache)

After Plunging 20.5% in 4 Weeks, Here's Why the Trend Might Reverse for AAR (AIR)
2026-10-02 12:35 · Yahoo
Cleared for Takeoff: AAR Corp. Expands Its Aerospace Aftermarket Reach
2026-10-01 12:35 · Yahoo
AAR (AIR) Q1 2027 Earnings Call Transcript
2026-09-30 11:15 · Yahoo
AIR Q3 Deep Dive: MRO Holdings Acquisition Expands Scale and Margins
2026-09-30 08:29 · Yahoo
5 Must-Read Analyst Questions From AAR’s Q3 Earnings Call
2026-09-30 08:13 · Yahoo
AAR (AIR) Stock Looks Rich After The Planned $1.8B Deal
2026-09-30 05:08 · Yahoo
AAR Corp (AIR) (Q1 2027) Earnings Call Highlights: Record Sales, MRO Holdings Mega-Deal, and a ...
2026-09-30 01:00 · Yahoo
Moody’s affirms AAR Corp.’s Ba2 rating, lowers outlook to negative on MRO deal
2026-09-29 20:49 · Yahoo
Here's Why AAR Corp Stock Slumped Today Despite Excellent Earnings
2026-09-29 19:00 · Yahoo
AAR (NYSE:AIR) Reports Bullish Q3 CY2026 But Stock Drops
2026-09-29 14:32 · Yahoo

Recent Insider Activity

No insider activity indexed for this ticker.