AAR Corp
About: AAR Corp is engaged in providing products and services to aviation, government, and defense market. It operates in three segments namely Parts Supply, Repair & Engineering, and Integrated Solutions. The parts supply segment majorly consists of sales and leasing of USM and aftermarket distribution of new, OEM-supplied replacement parts. Repair & Engineering segment provides airframe maintenance, component repair, and landing gear overhaul services. Integrated Solutions segment majorly consists of its fleet management and operations of customer-owned aircraft, customized performance-based supply chain logistics programs in support of the U.S. Department of Defense and foreign governments, flight hour component inventory and repair programs for commercial airlines.
Employees: 5,700
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
35% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 72
22% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 27
1.76% more ownership
Funds ownership: 96.14% [Q3] → 97.9% (+1.76%) [Q4]
2% more funds holding
Funds holding: 240 [Q3] → 244 (+4) [Q4]
4% less capital invested
Capital invested by funds: $2.21B [Q3] → $2.12B (-$89.2M) [Q4]
39% less call options, than puts
Call options by funds: $3.33M | Put options by funds: $5.48M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Keybanc Michael Leshock 60% 1-year accuracy 3 / 5 met price target | 57%upside $80 | Overweight Maintained | 2 Apr 2025 |
Truist Securities Michael Ciarmoli 55% 1-year accuracy 42 / 76 met price target | 53%upside $78 | Buy Maintained | 28 Mar 2025 |
Financial journalist opinion
Based on 16 articles about AIR published over the past 30 days
