AAR Corp
About: AAR Corp is engaged in providing products and services to aviation, government and defense market. It operates in segments namely: 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 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, flight hour component inventory; and The Expeditionary Services segment consists of products and services supporting the movement of equipment and personnel by the U.S. and foreign governments and NGOs.
Employees: 5,600
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
43% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 30
35% more call options, than puts
Call options by funds: $1.2M | Put options by funds: $887K
20% more capital invested
Capital invested by funds: $1.93B [Q1] → $2.33B (+$394M) [Q2]
3% more funds holding
Funds holding: 249 [Q1] → 257 (+8) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
2.56% less ownership
Funds ownership: 96.07% [Q1] → 93.51% (-2.56%) [Q2]
27% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 106
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
RBC Capital Ken Herbert | 11%upside $85 | Outperform Maintained | 17 Jul 2025 |
Keybanc Michael Leshock | 12%upside $86 | Overweight Maintained | 17 Jul 2025 |
Truist Securities Michael Ciarmoli | 5%upside $81 | Buy Maintained | 11 Jul 2025 |
Financial journalist opinion
Based on 8 articles about AIR published over the past 30 days
