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 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
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Keybanc Michael Leshock | 17%upside $80 | Overweight Maintained | 2 Apr 2025 |
Truist Securities Michael Ciarmoli | 14%upside $78 | Buy Maintained | 28 Mar 2025 |
Financial journalist opinion
