AAR (AIR) Expected to Announce Earnings on Tuesday

Key Points

• AAR Corp (NYSE:AIR) is expected to announce its Q1 2026 earnings on September 23, 2025, with analysts predicting earnings of $0.98 per share and revenue of $692.468 million.
• In its last earnings report, AAR exceeded expectations with $1.16 earnings per share and a revenue of $754.50 million, marking a 15.0% increase compared to the previous year.
• Institutional investors own 90.74% of AAR's stock, with several hedge funds increasing their stakes during the second quarter of the year.

AAR (NYSE:AIR - Get Free Report) is anticipated to release its Q1 2026 results after the market closes on Tuesday, September 23rd. Analysts expect AAR to post earnings of $0.98 per share and revenue of $692.4680 million for the quarter. Interested persons may review the information on the company's upcoming Q1 2026 earningreport for the latest details on the call scheduled for Tuesday, September 23, 2025 at 5:00 PM ET.

AAR (NYSE:AIR - Get Free Report) last released its quarterly earnings data on Wednesday, July 16th. The aerospace company reported $1.16 earnings per share for the quarter, topping analysts' consensus estimates of $1.00 by $0.16. AAR had a net margin of 0.45% and a return on equity of 11.66%. The company had revenue of $754.50 million during the quarter, compared to analyst estimates of $695.81 million. During the same period in the prior year, the firm earned $0.88 earnings per share. The firm's revenue for the quarter was up 15.0% compared to the same quarter last year. On average, analysts expect AAR to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

AAR Stock Up 0.3%

NYSE:AIR opened at $74.40 on Tuesday. AAR has a 1-year low of $46.51 and a 1-year high of $86.43. The company has a 50-day moving average of $75.59 and a 200 day moving average of $66.55. The firm has a market cap of $2.68 billion, a PE ratio of 225.45 and a beta of 1.50. The company has a debt-to-equity ratio of 0.80, a current ratio of 2.72 and a quick ratio of 1.26.

Insider Activity

In other news, Director Jennifer L. Vogel sold 7,000 shares of the firm's stock in a transaction that occurred on Wednesday, July 23rd. The shares were sold at an average price of $78.07, for a total transaction of $546,490.00. Following the sale, the director owned 22,970 shares of the company's stock, valued at $1,793,267.90. This trade represents a 23.36% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO John Mcclain Holmes III sold 10,000 shares of the firm's stock in a transaction that occurred on Thursday, August 7th. The stock was sold at an average price of $71.70, for a total transaction of $717,000.00. Following the sale, the chief executive officer directly owned 298,603 shares in the company, valued at $21,409,835.10. The trade was a 3.24% decrease in their position. The disclosure for this sale can be found here. Insiders sold 95,182 shares of company stock worth $7,331,452 over the last 90 days. Company insiders own 3.60% of the company's stock.

Institutional Investors Weigh In On AAR

Hedge funds and other institutional investors have recently made changes to their positions in the company. Osterweis Capital Management Inc. acquired a new stake in shares of AAR during the 2nd quarter worth approximately $26,000. Geneos Wealth Management Inc. grew its stake in AAR by 200.0% in the 2nd quarter. Geneos Wealth Management Inc. now owns 3,105 shares of the aerospace company's stock valued at $214,000 after acquiring an additional 2,070 shares during the period. Captrust Financial Advisors acquired a new stake in AAR in the 2nd quarter valued at $216,000. Tower Research Capital LLC TRC grew its stake in AAR by 277.4% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,174 shares of the aerospace company's stock valued at $218,000 after acquiring an additional 2,333 shares during the period. Finally, Rafferty Asset Management LLC grew its stake in AAR by 12.8% in the 2nd quarter. Rafferty Asset Management LLC now owns 9,191 shares of the aerospace company's stock valued at $632,000 after acquiring an additional 1,040 shares during the period. Institutional investors and hedge funds own 90.74% of the company's stock.

Analyst Ratings Changes

A number of research firms recently weighed in on AIR. Royal Bank Of Canada upped their price objective on shares of AAR from $75.00 to $85.00 and gave the stock an "outperform" rating in a research note on Thursday, July 17th. Truist Financial raised their price target on shares of AAR from $78.00 to $81.00 and gave the company a "buy" rating in a report on Friday, July 11th. KeyCorp raised their price target on shares of AAR from $80.00 to $86.00 and gave the company an "overweight" rating in a report on Thursday, July 17th. Finally, Wall Street Zen upgraded shares of AAR from a "hold" rating to a "buy" rating in a report on Tuesday, August 19th. Four analysts have rated the stock with a Buy rating, According to MarketBeat.com, the company currently has a consensus rating of "Buy" and an average price target of $83.75.

AAR Company Profile

AAR Corp. provides products and services to commercial aviation, government, and defense markets worldwide. The Parts Supply segment leases and sells aircraft components and replacement parts. The Repair & Engineering segment provides airframe maintenance services, such as airframe inspection, painting, line maintenance, airframe modification, structural repair, avionics service and installation, exterior and interior refurbishment, and engineering and support services; component repair services comprising maintenance, repair, and overhaul (MRO) services, engine and airframe accessories, and interior refurbishment; and landing gear overhaul services, including repair services on wheels and brakes.

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