Analysts Offer Predictions for AAR’s Q2 Earnings (NYSE:AIR)

AAR Corp. (NYSE:AIR) – Equities research analysts at William Blair lifted their Q2 2026 earnings per share estimates for AAR in a research note issued on Tuesday, November 11th. William Blair analyst L. Dipalma now forecasts that the aerospace company will post earnings of $1.02 per share for the quarter, up from their prior forecast of $1.01. The consensus estimate for AAR’s current full-year earnings is $3.77 per share. William Blair also issued estimates for AAR’s Q3 2026 earnings at $1.09 EPS, Q4 2026 earnings at $1.26 EPS, FY2026 earnings at $4.44 EPS and FY2027 earnings at $5.29 EPS.

AAR (NYSE:AIR) last announced its earnings results on Wednesday, May 28th. The aerospace company reported $0.83 EPS for the quarter. The business had revenue of $553.30 million for the quarter. AAR had a return on equity of 12.29% and a net margin of 1.01%.

Other equities analysts have also issued reports about the company. Zacks Research lowered AAR from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 29th. Truist Financial raised their price target on shares of AAR from $81.00 to $90.00 and gave the company a “buy” rating in a research note on Wednesday, September 24th. KeyCorp upped their price target on shares of AAR from $86.00 to $93.00 and gave the stock an “overweight” rating in a research note on Monday, September 29th. Royal Bank Of Canada reissued an “outperform” rating and issued a $85.00 price target on shares of AAR in a report on Wednesday, September 24th. Finally, Wall Street Zen raised AAR from a “hold” rating to a “buy” rating in a research note on Sunday, November 2nd. Three analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, AAR presently has a consensus rating of “Moderate Buy” and an average price target of $89.33.

AAR Stock Down 2.8%

AAR stock traded down $2.32 during midday trading on Thursday, hitting $81.33. 137,428 shares of the stock were exchanged, compared to its average volume of 359,631. AAR has a 1 year low of $46.51 and a 1 year high of $89.69. The company has a debt-to-equity ratio of 0.82, a current ratio of 2.91 and a quick ratio of 1.31. The firm has a market cap of $3.18 billion, a P/E ratio of 104.27 and a beta of 1.53. The company has a 50 day moving average price of $81.43 and a two-hundred day moving average price of $73.48.

Institutional Investors Weigh In On AAR

Hedge funds and other institutional investors have recently made changes to their positions in the business. Smartleaf Asset Management LLC lifted its holdings in shares of AAR by 14.9% during the third quarter. Smartleaf Asset Management LLC now owns 1,036 shares of the aerospace company’s stock worth $91,000 after buying an additional 134 shares during the last quarter. Sheets Smith Wealth Management boosted its stake in AAR by 1.9% during the second quarter. Sheets Smith Wealth Management now owns 7,416 shares of the aerospace company’s stock worth $510,000 after buying an additional 135 shares in the last quarter. Arizona State Retirement System increased its holdings in AAR by 1.4% in the 3rd quarter. Arizona State Retirement System now owns 10,683 shares of the aerospace company’s stock valued at $958,000 after buying an additional 147 shares during the period. Amalgamated Bank raised its stake in shares of AAR by 1.7% in the 3rd quarter. Amalgamated Bank now owns 10,243 shares of the aerospace company’s stock valued at $918,000 after buying an additional 175 shares in the last quarter. Finally, Teacher Retirement System of Texas boosted its position in shares of AAR by 4.4% during the 2nd quarter. Teacher Retirement System of Texas now owns 5,482 shares of the aerospace company’s stock valued at $377,000 after acquiring an additional 231 shares in the last quarter. 90.74% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at AAR

In other news, CEO John Mcclain Holmes III sold 38,462 shares of the company’s stock in a transaction dated Wednesday, November 5th. The stock was sold at an average price of $83.50, for a total transaction of $3,211,577.00. Following the completion of the sale, the chief executive officer owned 260,141 shares in the company, valued at approximately $21,721,773.50. This represents a 12.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 3.60% of the stock is owned by corporate insiders.

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.