AIR · AAR Corp.
AAR Corp (AIR)
What's happening
- AIR is down 1.35% today, trading at $122.31. — Live quote
- Volume today (700) is well below its 3-month average of 427,920. (Finnhub fundamentals)
- Reports earnings on 2026-09-21, 18 days away. (Finnhub earnings calendar)
- Last quarter's EPS beat estimates: $1.53 actual vs. $1.40 estimated (+9.4%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-09-01 (12 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Feb '26 | Nov '25 | Aug '25 | Feb '25 | Nov '24 |
|---|---|---|---|---|---|
| Market cap | $4.66B | $3.20B | $2.74B | $2.31B | $2.45B |
| P/E | 36.42 | 108.58 | 212.20 | -308.39 | 97.03 |
| Price/Book | 2.84 | 2.05 | 2.19 | 1.96 | 2.07 |
| ROE | 7.79% | 1.89% | 1.03% | -0.63% | 2.13% |
| ROA | 3.84% | 0.91% | 0.44% | -0.26% | 0.88% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 23.0% on the provider's reported measure. Finnhub fundamentals ↗
- Trailing 52-week price return is +63.7%. Finnhub market metrics ↗
Potential concerns
- Net profit margin is 5.7%. Finnhub fundamentals ↗
- Latest SEC filing is Form 4, filed 2026-09-01; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on AIR
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Feb '26 | Nov '25 | Aug '25 | Feb '25 | Nov '24 | Aug '24 | Feb '24 | Nov '23 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | — | — | — | — | — | — |
| Gross profit | $154.7M | $156.9M | $133.7M | $131.7M | $128.6M | $117.2M | $110.3M | $103.4M |
| Net income | $68.0M | $34.6M | $34.4M | -$8.9M | -$30.6M | $18.0M | $14.0M | $23.8M |
| EPS (diluted) | $1.71 | $0.90 | $0.95 | $-0.25 | $-0.87 | $0.50 | $0.39 | $0.67 |
| EPS (basic) | $1.72 | $0.91 | $0.96 | $-0.25 | $-0.87 | $0.50 | $0.40 | $0.67 |
Balance sheet
| Line item | May '26 | Feb '26 | Nov '25 | Aug '25 | May '25 | Feb '25 | Nov '24 | Aug '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $3.36B | $3.33B | $3.24B | $2.93B | $2.84B | $2.86B | $2.85B | $2.78B |
| Total liabilities | — | — | — | — | — | — | — | — |
| Stockholders' equity | $1.70B | $1.64B | $1.56B | $1.25B | $1.21B | $1.18B | $1.18B | $1.21B |
| Total current assets | $1.74B | $1.76B | $1.69B | $1.57B | $1.51B | $1.53B | $1.50B | $1.43B |
| Total current liabilities | $613.2M | $653.0M | $594.2M | $538.5M | $554.7M | $545.2M | $558.3M | $466.9M |
| Cash & equivalents | $84.0M | $78.5M | $75.6M | $80.0M | $96.5M | $84.4M | $61.7M | $49.3M |
| Accounts receivable | $386.8M | $426.2M | $401.9M | $363.5M | $354.8M | $312.5M | $320.4M | $310.9M |
| Inventory | $979.0M | $958.2M | $910.8M | $861.5M | $809.2M | $775.7M | $790.0M | $748.2M |
| Other current assets | — | — | — | — | — | — | — | — |
| Property, plant & equipment | $166.9M | $163.2M | $216.8M | $161.9M | $158.5M | $153.4M | $167.0M | $161.5M |
| Goodwill | $580.3M | $552.3M | $552.2M | $543.1M | $530.8M | $528.4M | $543.2M | $552.6M |
| Intangible assets | $281.6M | $288.6M | $295.5M | $225.9M | $219.6M | $223.6M | $227.3M | $231.3M |
| Other non-current assets | $193.9M | $183.9M | $171.3M | $167.5M | $159.4M | $156.1M | $149.3M | $146.8M |
| Accounts payable | $295.6M | $324.0M | $341.8M | $313.5M | $303.1M | $278.9M | $291.8M | $257.5M |
| Accrued liabilities | — | $329.0M | $252.4M | $225.0M | $251.6M | $236.7M | $258.8M | $200.8M |
| Deferred revenue (current) | $50.3M | $63.2M | — | — | $40.3M | — | — | — |
| Short-term debt | — | — | — | — | — | — | — | — |
| Long-term debt | $893.9M | $888.3M | $952.7M | $1.02B | $968.0M | $1.02B | $986.7M | $981.0M |
| Other non-current liabilities | $20.8M | $38.4M | — | — | $12.3M | — | — | — |
| Common stock & paid-in capital | $48.8M | $48.8M | $48.8M | $45.3M | $45.3M | $45.3M | $45.3M | $45.3M |
| Retained earnings | $1.16B | $1.11B | $1.04B | $1.00B | $969.4M | $935.4M | $944.3M | $974.9M |
| Accumulated other comprehensive income (loss) | -$3.9M | -$4.7M | -$6.4M | -$5.2M | -$5.6M | -$12.1M | -$10.6M | -$7.3M |
Cash flow
| Line item | May '26 | Feb '26 | Nov '25 | Aug '25 | May '25 | Feb '25 | Nov '24 | Aug '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $55.3M | $74.7M | $13.6M | -$44.9M | $51.4M | -$18.7M | $22.0M | -$18.6M |
| Investing cash flow | -$56.9M | -$14.7M | -$213.3M | -$23.8M | $27.6M | -$3.7M | -$7.9M | -$5.3M |
| Financing cash flow | $9.3M | -$56.1M | $204.3M | $51.1M | -$70.7M | $40.8M | $5.3M | -$9.1M |
| Free cash flow | $43.3M | $66.2M | $6.2M | -$53.6M | $41.4M | -$27.2M | $13.7M | -$26.5M |
| Capital expenditures | $12.0M | $8.5M | $7.4M | $8.7M | $10.0M | $8.5M | $8.3M | $7.9M |
| Depreciation & amortization | $21.0M | $20.2M | $17.1M | $13.8M | $13.7M | $14.0M | $14.0M | $13.5M |
| Share-based compensation | $4.5M | $3.7M | $4.3M | $5.3M | $4.3M | $5.6M | $5.0M | $5.0M |
| Deferred income taxes | -$3.2M | — | — | — | -$4.9M | -$100.0K | -$500.0K | — |
| Change in accounts receivable | -$42.8M | $24.5M | $2.1M | $8.5M | $40.6M | $8.9M | $9.6M | $23.7M |
| Change in inventory | $3.5M | $47.2M | -$33.5M | $51.8M | $32.7M | $19.2M | $42.6M | $14.8M |
| Change in accounts payable | -$32.4M | -$17.9M | -$9.6M | $10.0M | $18.8M | -$2.5M | $34.8M | $19.4M |
| Other investing activities | $4.1M | $6.1M | -$3.8M | $3.2M | $3.6M | -$1.7M | -$400.0K | $300.0K |
| Share repurchases | — | — | — | — | $10.1M | — | — | — |
| Debt issued | $0 | $0 | $0 | $153.0M | — | — | — | — |
| Debt repaid | — | — | — | — | — | — | — | — |
| Other financing activities | — | — | — | — | — | — | — | — |
Income statement
| Line item | May '26 | May '25 | May '24 | May '23 | May '22 |
|---|---|---|---|---|---|
| Gross profit | $622.0M | $527.7M | $442.3M | $370.1M | $313.2M |
| Net income | $187.7M | $12.5M | $46.3M | $90.2M | $78.7M |
| EPS (diluted) | $4.86 | $0.35 | $1.29 | $2.53 | $2.17 |
| EPS (basic) | $4.88 | $0.35 | $1.30 | $2.56 | $2.20 |
Balance sheet
| Line item | May '26 | May '25 | May '24 | May '23 | Mar '23 |
|---|---|---|---|---|---|
| Total assets | $3.36B | $2.84B | $2.77B | $1.83B | — |
| Total liabilities | — | — | — | — | — |
| Stockholders' equity | $1.70B | $1.21B | $1.19B | $1.10B | — |
| Total current assets | $1.74B | $1.51B | $1.39B | $1.10B | — |
| Total current liabilities | $613.2M | $554.7M | $466.9M | $351.5M | — |
| Cash & equivalents | $84.0M | $96.5M | $85.8M | $68.4M | — |
| Accounts receivable | $386.8M | $354.8M | $287.2M | $241.3M | — |
| Inventory | $979.0M | $809.2M | $733.1M | $574.1M | — |
| Other current assets | — | — | — | — | — |
| Property, plant & equipment | $166.9M | $158.5M | $171.7M | $126.1M | — |
| Goodwill | $580.3M | $530.8M | $554.8M | $175.8M | $63.8M |
| Intangible assets | $281.6M | $219.6M | $235.4M | $63.7M | — |
| Other non-current assets | $193.9M | $159.4M | $155.6M | $127.8M | — |
| Accounts payable | $295.6M | $303.1M | $238.0M | $158.5M | — |
| Accrued liabilities | — | $245.8M | $219.3M | $179.6M | — |
| Deferred revenue (current) | $50.3M | $40.3M | — | — | — |
| Short-term debt | — | — | — | — | — |
| Long-term debt | $893.9M | $968.0M | $985.4M | $269.7M | — |
| Other non-current liabilities | $20.8M | $12.3M | — | — | — |
| Common stock & paid-in capital | $48.8M | $45.3M | $45.3M | $45.3M | — |
| Retained earnings | $1.16B | $969.4M | $956.9M | $910.6M | — |
| Accumulated other comprehensive income (loss) | -$3.9M | -$5.6M | -$8.8M | -$23.5M | — |
Cash flow
| Line item | May '26 | May '25 | May '24 | May '23 | May '22 |
|---|---|---|---|---|---|
| Operating cash flow | $98.7M | $36.1M | $43.6M | $23.3M | $75.2M |
| Investing cash flow | -$308.7M | $10.7M | -$758.5M | -$138.0M | -$16.5M |
| Financing cash flow | $208.6M | -$33.7M | $729.2M | $137.7M | -$59.8M |
| Free cash flow | $62.1M | $1.4M | $13.9M | -$6.2M | $57.9M |
| Capital expenditures | $36.6M | $34.7M | $29.7M | $29.5M | $17.3M |
| Depreciation & amortization | $72.1M | $55.2M | $40.2M | $27.2M | $33.1M |
| Share-based compensation | $17.8M | $19.9M | $15.3M | $13.5M | $8.2M |
| Deferred income taxes | -$3.2M | -$5.5M | -$20.5M | -$2.2M | $8.7M |
| Change in accounts receivable | -$7.7M | $82.8M | $5.3M | $18.1M | $49.0M |
| Change in inventory | $69.0M | $109.3M | $90.4M | $23.6M | $10.4M |
| Change in accounts payable | -$49.9M | $70.5M | $59.4M | — | $29.4M |
| Other investing activities | $9.6M | $1.8M | $4.4M | $5.2M | $6.5M |
| Share repurchases | — | $10.1M | $5.1M | $50.1M | $42.4M |
| Debt issued | $153.0M | — | $550.0M | — | — |
| Debt repaid | — | — | — | — | $24.7M |
| Other financing activities | — | — | — | -$1.9M | — |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding AIR as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-06-01 to 2026-07-31
Recent transactions
- Most recent: Pachapa Eric (VP-CAO & Controller) — Tax withholding of 3,365 shares on 2026-07-31.
Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.
Insider purchases & sales, last 6 months
Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.
Insider roster
| Name | Title | Most Recent Transaction | Date | Shares |
|---|---|---|---|---|
| Pachapa Eric | VP-CAO & Controller | Tax withholding | 2026-07-31 | 3,365 |
| Jessup Christopher A. | Senior Vice President-CCO | Tax withholding | 2026-07-31 | 7,098 |
| Garascia Jessica A. | Senior VP, GC, CAO & Secretary | Tax withholding | 2026-07-31 | 5,635 |
| Holmes John McClain III | Chairman, President & CEO | Tax withholding | 2026-07-31 | 34,143 |
| Wolin Dylan Zachary | Senior VP & CFO | Grant / award | 2026-07-23 | 3,862 |
| Lord Ellen M. | Director | Grant / award | 2026-06-01 | 1,364 |
| DIETRICH JOHN W | Director | Grant / award | 2026-06-01 | 1,364 |
| WALFISH MARC JAY | Director | Grant / award | 2026-06-01 | 1,364 |
| VOGEL JENNIFER L | Director | Grant / award | 2026-06-01 | 1,364 |
| PACE PETER | Director | Grant / award | 2026-06-01 | 1,364 |
| LEDUC ROBERT F | Director | Grant / award | 2026-06-01 | 1,364 |
| Edwards Jeffrey N | Director | Grant / award | 2026-06-01 | 1,364 |
Recent transactions
| Date | Insider | Title | Transaction | Shares | Price |
|---|---|---|---|---|---|
| 2026-07-31 | Pachapa Eric | VP-CAO & Controller | Tax withholding | 3,365 | $140.04 |
| 2026-07-31 | Pachapa Eric | VP-CAO & Controller | Tax withholding | 614 | $140.04 |
| 2026-07-31 | Jessup Christopher A. | Senior Vice President-CCO | Tax withholding | 7,098 | $140.04 |
| 2026-07-31 | Jessup Christopher A. | Senior Vice President-CCO | Tax withholding | 1,294 | $140.04 |
| 2026-07-31 | Garascia Jessica A. | Senior VP, GC, CAO & Secretary | Tax withholding | 5,635 | $140.04 |
| 2026-07-31 | Garascia Jessica A. | Senior VP, GC, CAO & Secretary | Tax withholding | 1,028 | $140.04 |
| 2026-07-31 | Holmes John McClain III | Chairman, President & CEO | Tax withholding | 34,143 | $140.04 |
| 2026-07-31 | Holmes John McClain III | Chairman, President & CEO | Tax withholding | 6,220 | $140.04 |
| 2026-07-23 | Pachapa Eric | VP-CAO & Controller | Grant / award | 1,390 | $0.00 |
| 2026-07-23 | Pachapa Eric | VP-CAO & Controller | Grant / award | 2,086 | $0.00 |
| 2026-07-23 | Wolin Dylan Zachary | Senior VP & CFO | Grant / award | 3,862 | $0.00 |
| 2026-07-23 | Wolin Dylan Zachary | Senior VP & CFO | Grant / award | 5,793 | $0.00 |
| 2026-07-23 | Garascia Jessica A. | Senior VP, GC, CAO & Secretary | Grant / award | 3,460 | $0.00 |
| 2026-07-23 | Garascia Jessica A. | Senior VP, GC, CAO & Secretary | Grant / award | 5,191 | $0.00 |
| 2026-07-23 | Jessup Christopher A. | Senior Vice President-CCO | Grant / award | 5,360 | $0.00 |
| 2026-07-23 | Jessup Christopher A. | Senior Vice President-CCO | Grant / award | 8,041 | $0.00 |
| 2026-07-23 | Holmes John McClain III | Chairman, President & CEO | Grant / award | 20,082 | $0.00 |
| 2026-07-23 | Holmes John McClain III | Chairman, President & CEO | Grant / award | 30,123 | $0.00 |
| 2026-07-23 | Holmes John McClain III | Chairman, President & CEO | Grant / award | 161,500 | $0.00 |
| 2026-07-14 | Garascia Jessica A. | Senior VP, GC, CAO & Secretary | Grant / award | 4,807 | $0.00 |
| 2026-07-14 | Pachapa Eric | VP-CAO & Controller | Grant / award | 3,445 | $0.00 |
| 2026-07-14 | Jessup Christopher A. | Senior Vice President-CCO | Grant / award | 7,267 | $0.00 |
| 2026-07-14 | Holmes John McClain III | Chairman, President & CEO | Grant / award | 34,956 | $0.00 |
| 2026-06-01 | Lord Ellen M. | Director | Grant / award | 1,364 | $0.00 |
| 2026-06-01 | DIETRICH JOHN W | Director | Grant / award | 1,364 | $0.00 |
| 2026-06-01 | WALFISH MARC JAY | Director | Grant / award | 1,364 | $0.00 |
| 2026-06-01 | VOGEL JENNIFER L | Director | Grant / award | 1,364 | $0.00 |
| 2026-06-01 | PACE PETER | Director | Grant / award | 1,364 | $0.00 |
| 2026-06-01 | LEDUC ROBERT F | Director | Grant / award | 1,364 | $0.00 |
| 2026-06-01 | Edwards Jeffrey N | Director | Grant / award | 1,364 | $0.00 |
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-03 12:06 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-09-01 | 4 | 2026-08-31 | View on SEC.gov → |
| 2026-09-01 | 4 | 2026-08-31 | View on SEC.gov → |
| 2026-08-03 | 4 | 2026-07-31 | View on SEC.gov → |
| 2026-08-03 | 4 | 2026-07-31 | View on SEC.gov → |
| 2026-08-03 | 4 | 2026-07-31 | View on SEC.gov → |
| 2026-08-03 | 4 | 2026-07-31 | View on SEC.gov → |
| 2026-07-24 | 4 | 2026-07-23 | View on SEC.gov → |
| 2026-07-24 | 4 | 2026-07-23 | View on SEC.gov → |
| 2026-07-24 | 4 | 2026-07-23 | View on SEC.gov → |
| 2026-07-24 | 4 | 2026-07-23 | View on SEC.gov → |
| 2026-07-24 | 4 | 2026-07-23 | View on SEC.gov → |
| 2026-07-24 | 8-K | 2026-07-23 | View on SEC.gov → |
Recent news
Headlines about AIR (AAR Corp.). Links open the publisher — we don’t host full articles.
-
Air Liquide stock gains on solid H1 2026 figures and hydrogen push
AD HOC NEWS · 2026-09-03 -
Airbus (ENXTPA:AIR) Reviews US Satellite Unit, Is The Stock A Bargain?
Yahoo Finance · 2026-09-03 -
Archer Aviation Stock Rises as ACHR Launches “No Roads” U.S. Air Taxi Tour
TipRanks · 2026-09-03 -
Air global CFO Bassem Lotfy buys $375 in company shares By Investing.com
Investing.com Canada · 2026-09-03 -
Delta Air Lines stock gains as safety incident highlights resilient demand
AD HOC NEWS · 2026-09-03 -
ON-AIR SEGMENT: Lewis County Sheriff Mike Carpinelli shares insight on latest lawsuit filed against state by 15 Sheriffs challenging restrictions with ICE
Flack Broadcasting · 2026-09-03 -
ACHR Stock Gains Overnight: CEO Signals Breakthrough Year As Archer Aviation Moves Closer To Commercial Air Taxi Launch
Stocktwits · 2026-09-02 -
AAR (AIR) Stock Looks Fairly Valued Following Its 270% Five Year Run
simplywall.st · 2026-09-02
No headlines in this category right now — try “All”.