AAR Corp (AIR)

• Market cap: $2.7B
• 1 day: 0.39%
• 5 days: 4.74%
• 1 month: 9.72%
• 3 months: 40.18%
• 6 months: 7.76%
• Year to date: 21.51%
• 1 year: 1.85%
• 5 years: 295.14%
• 10 years: 136.16%
• Sector: Industrials
• Industry: Aerospace & Defense

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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

1% more funds holding

Funds holding: 244 [Q4 2024] → 247 (+3) [Q1 2025]

4% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

0.81% less ownership

Funds ownership: 96.59% [Q4 2024] → 95.78% (-0.81%) [Q1 2025]

9% less capital invested

Capital invested by funds: $2.12B [Q4 2024] → $1.93B (-$198M) [Q1 2025]

54% less call options, than puts

Call options by funds: $2.42M | Put options by funds: $5.29M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $81 8% upside
• Avg. target: $81 8% upside
• High target: $81 8% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Truist Securities Michael Ciarmoli

8% upside $81

Buy Maintained

11 Jul 2025