William Blair Comments on AAR's Q1 Earnings (NYSE:AIR)

AAR Corp. (NYSE:AIR - Free Report) - Equities researchers at William Blair issued their Q1 2026 earnings per share estimates for shares of AAR in a research note issued on Thursday, July 17th. William Blair analyst L. Dipalma forecasts that the aerospace company will post earnings of $0.95 per share for the quarter. The consensus estimate for AAR's current full-year earnings is $3.77 per share. William Blair also issued estimates for AAR's Q2 2026 earnings at $1.07 EPS, Q3 2026 earnings at $1.12 EPS, Q4 2026 earnings at $1.29 EPS, FY2026 earnings at $4.44 EPS and FY2027 earnings at $4.94 EPS.

AAR (NYSE:AIR - Get Free Report) last announced its quarterly earnings results on Wednesday, July 16th. The aerospace company reported $1.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.16. The business had revenue of $754.50 million during the quarter, compared to analyst estimates of $695.81 million. AAR had a return on equity of 11.66% and a net margin of 0.45%. The firm's revenue was up 15.0% on a year-over-year basis. During the same period in the previous year, the company earned $0.88 EPS.

Several other equities research analysts have also issued reports on AIR. KeyCorp lifted their price target on AAR from $80.00 to $86.00 and gave the company an "overweight" rating in a report on Thursday. Wall Street Zen upgraded AAR from a "sell" rating to a "hold" rating in a report on Saturday, April 19th. Truist Financial lifted their price target on AAR from $78.00 to $81.00 and gave the company a "buy" rating in a report on Friday, July 11th. Finally, Royal Bank Of Canada boosted their target price on AAR from $75.00 to $85.00 and gave the stock an "outperform" rating in a report on Thursday. One analyst has rated the stock with a hold rating and five have issued a buy rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $84.00.

AAR Stock Down 1.7%

Shares of AAR stock traded down $1.42 during trading on Friday, hitting $83.68. 914,795 shares of the stock traded hands, compared to its average volume of 288,869. The stock has a market cap of $3.02 billion, a P/E ratio of 253.58 and a beta of 1.44. The company has a debt-to-equity ratio of 0.80, a quick ratio of 1.39 and a current ratio of 2.72. AAR has a twelve month low of $46.51 and a twelve month high of $86.43. The company has a fifty day moving average price of $67.49 and a two-hundred day moving average price of $64.10.

Institutional Investors Weigh In On AAR

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its holdings in shares of AAR by 1.6% during the fourth quarter. Vanguard Group Inc. now owns 3,840,885 shares of the aerospace company's stock worth $235,369,000 after buying an additional 58,694 shares during the last quarter. Westwood Holdings Group Inc. lifted its holdings in shares of AAR by 10.3% during the first quarter. Westwood Holdings Group Inc. now owns 1,589,320 shares of the aerospace company's stock worth $88,986,000 after buying an additional 148,166 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of AAR by 8.4% during the first quarter. Invesco Ltd. now owns 1,160,420 shares of the aerospace company's stock worth $64,972,000 after buying an additional 89,802 shares during the last quarter. American Century Companies Inc. lifted its holdings in shares of AAR by 2.4% during the fourth quarter. American Century Companies Inc. now owns 893,822 shares of the aerospace company's stock worth $54,773,000 after buying an additional 20,794 shares during the last quarter. Finally, Geode Capital Management LLC lifted its holdings in shares of AAR by 0.4% during the fourth quarter. Geode Capital Management LLC now owns 799,766 shares of the aerospace company's stock worth $49,020,000 after buying an additional 2,804 shares during the last quarter. 90.74% of the stock is currently owned by institutional investors and hedge funds.

About AAR

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.