AAR Corp. to Post Q2 2025 Earnings of $0.81 Per Share, William Blair Forecasts (NYSE:AIR)

AAR Corp. (NYSE:AIR) – Analysts at William Blair dropped their Q2 2025 earnings estimates for shares of AAR in a report issued on Tuesday, September 24th. William Blair analyst L. Dipalma now expects that the aerospace company will post earnings per share of $0.81 for the quarter, down from their previous forecast of $0.89. The consensus estimate for AAR’s current full-year earnings is $3.72 per share. William Blair also issued estimates for AAR’s Q3 2025 earnings at $0.93 EPS, Q4 2025 earnings at $0.97 EPS, FY2025 earnings at $3.55 EPS and FY2026 earnings at $4.38 EPS.

AAR (NYSE:AIR) last posted its earnings results on Monday, September 23rd. The aerospace company reported $0.85 earnings per share for the quarter, beating analysts’ consensus estimates of $0.82 by $0.03. The business had revenue of $661.70 million for the quarter, compared to analysts’ expectations of $645.60 million. AAR had a net margin of 2.67% and a return on equity of 10.31%. The firm’s revenue for the quarter was up 20.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.78 earnings per share.

Several other research firms have also recently weighed in on AIR. Royal Bank of Canada restated an “outperform” rating and issued a $85.00 price objective on shares of AAR in a research report on Tuesday. Benchmark reissued a “buy” rating and issued a $83.00 price target on shares of AAR in a report on Tuesday. StockNews.com cut shares of AAR from a “hold” rating to a “sell” rating in a research report on Wednesday, September 11th. Finally, Stifel Nicolaus dropped their target price on AAR from $86.00 to $85.00 and set a “buy” rating for the company in a research report on Friday, July 19th. One equities research analyst has rated the stock with a sell rating and five have assigned a buy rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $83.50.

AAR Stock Performance

Shares of NYSE:AIR opened at $65.99 on Wednesday. The business has a fifty day moving average of $64.86 and a 200-day moving average of $66.63. The firm has a market cap of $2.37 billion, a PE ratio of 38.82 and a beta of 1.55. The company has a debt-to-equity ratio of 0.83, a quick ratio of 1.41 and a current ratio of 2.98. AAR has a twelve month low of $54.71 and a twelve month high of $76.34.

Institutional Investors Weigh In On AAR

Several hedge funds have recently bought and sold shares of AIR. Westwood Holdings Group Inc. bought a new stake in shares of AAR in the 2nd quarter valued at $77,754,000. American Century Companies Inc. grew its stake in AAR by 1,956.5% in the second quarter. American Century Companies Inc. now owns 909,953 shares of the aerospace company’s stock valued at $66,154,000 after acquiring an additional 865,705 shares during the period. Boston Partners bought a new stake in shares of AAR in the first quarter worth about $25,794,000. Allspring Global Investments Holdings LLC raised its position in shares of AAR by 889.2% during the first quarter. Allspring Global Investments Holdings LLC now owns 391,076 shares of the aerospace company’s stock worth $23,414,000 after purchasing an additional 351,540 shares during the period. Finally, Norges Bank bought a new position in shares of AAR during the 4th quarter valued at about $21,511,000. 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.