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Industrials - Aerospace & Defense - NYSE - US
$ 48.98
-2.2 %
$ 1.77 B
Market Cap
-136.06
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one AIR stock under the worst case scenario is HIDDEN Compared to the current market price of 49 USD, AAR Corp. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one AIR stock under the base case scenario is HIDDEN Compared to the current market price of 49 USD, AAR Corp. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one AIR stock under the best case scenario is HIDDEN Compared to the current market price of 49 USD, AAR Corp. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart AIR

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$75.0$75.0$70.0$70.0$65.0$65.0$60.0$60.0$55.0$55.0$50.0$50.0$45.0$45.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
2.32 B REVENUE
16.50%
129 M OPERATING INCOME
-3.51%
46.3 M NET INCOME
-48.44%
43.6 M OPERATING CASH FLOW
87.12%
-758 M INVESTING CASH FLOW
-449.64%
729 M FINANCING CASH FLOW
429.56%
678 M REVENUE
-1.15%
71.1 M OPERATING INCOME
3191.30%
-8.9 M NET INCOME
70.92%
-18.7 M OPERATING CASH FLOW
-85.00%
-3.7 M INVESTING CASH FLOW
-69.81%
40.8 M FINANCING CASH FLOW
669.81%
Balance Sheet AAR Corp.
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Current Assets 1.39 B
Cash & Short-Term Investments 85.8 M
Receivables 410 M
Other Current Assets 893 M
Non-Current Assets 1.38 B
Long-Term Investments 50.2 M
PP&E 268 M
Other Non-Current Assets 1.06 B
3.10 %14.82 %32.25 %9.69 %38.34 %Total Assets$2.8b
Current Liabilities 467 M
Accounts Payable 238 M
Short-Term Debt 0
Other Current Liabilities 229 M
Non-Current Liabilities 1.11 B
Long-Term Debt 1.07 B
Other Non-Current Liabilities 47.6 M
15.06 %14.49 %67.44 %3.01 %Total Liabilities$1.6b
EFFICIENCY
Earnings Waterfall AAR Corp.
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Revenue 2.32 B
Cost Of Revenue 1.88 B
Gross Profit 442 M
Operating Expenses 313 M
Operating Income 129 M
Other Expenses 82.9 M
Net Income 46.3 M
3b3b2b2b2b2b1b1b500m500m002b(2b)442m(313m)129m(83m)46mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
19.07% GROSS MARGIN
19.07%
5.57% OPERATING MARGIN
5.57%
2.00% NET MARGIN
2.00%
3.89% ROE
3.89%
1.67% ROA
1.67%
4.46% ROIC
4.46%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis AAR Corp.
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100m100m80m80m60m60m40m40m20m20m00(20m)(20m)(40m)(40m)(60m)(60m)(80m)(80m)(100m)(100m)201620162017201720182018201920192020202020212021202220222023202320242024
Net Income 46.3 M
Depreciation & Amortization 41.2 M
Capital Expenditures -29.7 M
Stock-Based Compensation 15.3 M
Change in Working Capital -66.1 M
Others 14.7 M
Free Cash Flow 13.9 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets AAR Corp.
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Wall Street analysts predict an average 1-year price target for AIR of $81.5 , with forecasts ranging from a low of $80 to a high of $83 .
AIR Lowest Price Target Wall Street Target
80 USD 63.33%
AIR Average Price Target Wall Street Target
81.5 USD 66.39%
AIR Highest Price Target Wall Street Target
83 USD 69.46%
Price
Max Price Target
Min Price Target
Average Price Target
858580807575707065656060555550504545May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.075 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
0.3500.3500.3000.3000.2500.2500.2000.2000.1500.1500.1000.1000.0500.0500.0000.0000.0750.0750.0750.0750.0750.0750.0750.0750.0750.0750.0750.0750.0750.0750.0750.0750.0750.0750.300.0750.300.0750.300.0750.300.0750.300.080.08201520152016201620172017201820182019201920202020
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5. COMPETITION
slide 2 of 10
6. Ownership
Insider Ownership AAR Corp.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
12.1 M USD 5
6-9 MONTHS
0 USD 0
9-12 MONTHS
3.23 M USD 2
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
AAR completes sale of Landing Gear Overhaul business WOOD DALE, Ill. , April 3, 2025 /PRNewswire/ -- AAR CORP. prnewswire.com - 2 weeks ago
AAR named Top Shop for Best Total Solutions Provider Repair by The145.com WOOD DALE, Ill. , April 2, 2025 /PRNewswire/ -- AAR CORP. prnewswire.com - 2 weeks ago
AAR Q3 Earnings Surpass Estimates, Sales Increase Year Over Year AIR's total sales in the third quarter of fiscal 2025 misses the Zacks Consensus Estimate by 3%. However, the top line increases 19.5% from the year-ago level. zacks.com - 2 weeks ago
AAR earns Great Place To Work Certification™ WOOD DALE, Ill. , March 31, 2025 /PRNewswire/ -- AAR CORP. prnewswire.com - 2 weeks ago
After Plunging -12.12% in 4 Weeks, Here's Why the Trend Might Reverse for AAR (AIR) AAR (AIR) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term. zacks.com - 2 weeks ago
AAR Corp. (AIR) Q3 2025 Earnings Call Transcript AAR Corp. (NYSE:AIR ) Q3 2025 Earnings Conference Call March 27, 2025 5:00 PM ET Company Participants Denise Pacioni - Director of Investor Relations John Holmes - Chairman, President and Chief Executive Officer Sean Gillen - Senior Vice President and Chief Financial Officer Conference Call Participants Kenneth Herbert - RBC Capital Markets Louie DiPalma - William Blair Michael Leshock - KeyBanc Capital Markets Scott Mikus - Melius Research Joshua Sullivan - The Benchmark Company Michael Ciarmoli - Truist Securities Operator Hello and welcome to AAR Corp. Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. seekingalpha.com - 3 weeks ago
AAR (AIR) Q3 Earnings Surpass Estimates AAR (AIR) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $0.85 per share a year ago. zacks.com - 3 weeks ago
AAR reports third quarter fiscal year 2025 results WOOD DALE, Ill. , March 27, 2025 /PRNewswire/ -- AAR CORP. prnewswire.com - 3 weeks ago
Nebius: A 10x AI Growth Story Still Flying Under Wall Street's Radar I believe Nebius' 20% stock decline since my last article is tied to the broader S&P 500 selloff, not company fundamentals, as FY 2025 AAR guidance was highly positive. Nebius' AAR could surge from $90M in Q4 2024 to $750M–$1B by year-end 2025, signaling 10x growth potential. I'm seeing early signs of institutional buying, with 13-F filers increasing their stake by 110% qoq in Q4 2024. Nonetheless, Wall Street analyst coverage is still insignificant. seekingalpha.com - 4 weeks ago
AAR elects Hema Widhani to its Board of Directors WOOD DALE, Ill. , March 19, 2025 /PRNewswire/ -- AAR CORP. prnewswire.com - 1 month ago
Here's Why You Must Add AIR Stock to Your Portfolio Right Now AIR makes a strong case for investment in the aerospace-defense equipment industry, given its growth prospects, low debt and expanding presence in the MRO industry. zacks.com - 1 month ago
8. Profile Summary

AAR Corp. AIR

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COUNTRY US
INDUSTRY Aerospace & Defense
MARKET CAP $ 1.77 B
Dividend Yield 0.00%
Description AAR Corp. provides products and services to commercial aviation, government, and defense markets worldwide. The Aviation Services segment offers aftermarket support and services; inventory management and distribution services; and maintenance, repair, and overhaul, as well as engineering services. This segment also sells and leases new, overhauled, and repaired engine and airframe parts, and components; and provides inventory and repair programs, warranty claim management, and outsourcing programs for engine and airframe parts and components, as well as performance-based supply chain logistics programs in support of the U.S. department of defense and foreign governments. In addition, it offers airframe inspection, maintenance, repair and overhaul, painting, line maintenance, airframe modification, structural repair, avionic and installation, exterior and interior refurbishment, and engineering and support services; and repairs and overhauls components, landing gears, wheels, and brakes. The Expeditionary Services segment provides products and services supporting the movement of equipment and personnel by the U.S. and foreign governments, and non-governmental organizations. This segment also designs, manufactures, and repairs transportation pallets, and various containers and shelters; and provides engineering, design, and system integration services for command and control systems. The company serves domestic and foreign passenger airlines; domestic and foreign cargo airlines; regional and commuter airlines; business and general aviation operators; original equipment manufacturers; aircraft leasing companies; aftermarket aviation support companies; and domestic and foreign military customers. It primarily markets and sells products and services through its employees and foreign sales representatives. AAR Corp. was founded in 1951 and is headquartered in Wood Dale, Illinois.
Contact One AAR Place, Wood Dale, IL, 60191 https://www.aarcorp.com
IPO Date March 17, 1980
Employees 5700
Officers Mr. John McClain Holmes III Chief Executive Officer, President & Chairman of the Board Ms. Jessica A. Garascia J.D. Senior Vice President, General Counsel, Chief Administrative Officer & Secretary Mr. Eric S. Pachapa Vice President, Controller & Chief Accounting Officer Ms. Lori A. Knudson Vice President and Chief Ethics & Compliance Officer Mr. Sean M. Gillen Senior Vice President & Chief Financial Officer Mr. Andrew J. Schmidt Senior Vice President of AAR Digital Services & Trax Mr. Terry D. Stinson Executive Vice President Denise Pacioni Director of Investor Relations Mr. Christopher A. Jessup Senior Vice President & Chief Commercial Officer Mr. Rahul S. Ghai Senior Vice President and Chief Digital & Technology Officer