AAR CorpAIR
Market Cap: $2.26B
About: AAR Corp is engaged in providing products and services to aviation, government, and defense market. It operates in two segments namely Aviation Services and Expeditionary Services. The Aviation Services segment consists of aftermarket support and services businesses that provide spares and maintenance support for aircraft operated by it's commercial and government/defense customers. The Expeditionary Services segment consists of businesses that provide products and services supporting the movement of equipment and personnel by the U.S. Department of Defense, foreign governments, and non-governmental organizations. It generates a majority of its revenue from the Aviation Services Segment.
Employees: 5,000
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
143% more call options, than puts
Call options by funds: $9.49M | Put options by funds: $3.9M
25% more capital invested
Capital invested by funds: $1.98B [Q1] → $2.47B (+$491M) [Q2]
0.74% more ownership
Funds ownership: 95.76% [Q1] → 96.5% (+0.74%) [Q2]
1% less funds holding
Funds holding: 248 [Q1] → 246 (-2) [Q2]
6% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 36
12% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 90
100% less funds holding in top 10
Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
RBC Capital Ken Herbert 81% 1-year accuracy 50 / 62 met price target | 33%upside $85 | Outperform Maintained | 19 Jul 2024 |
Stifel Bert Subin 54% 1-year accuracy 21 / 39 met price target | 33%upside $85 | Buy Maintained | 19 Jul 2024 |