William Blair Issues Optimistic Estimate for AAR Earnings

AAR Corp. (NYSE:AIR) – Investment analysts at William Blair raised their Q3 2025 earnings per share estimates for AAR in a report issued on Wednesday, January 8th. William Blair analyst L. Dipalma now anticipates that the aerospace company will post earnings of $0.98 per share for the quarter, up from their prior estimate of $0.93. The consensus estimate for AAR’s current full-year earnings is $3.63 per share. William Blair also issued estimates for AAR’s Q4 2025 earnings at $1.05 EPS, FY2025 earnings at $3.77 EPS and FY2026 earnings at $4.60 EPS.

AAR (NYSE:AIR) last announced its quarterly earnings data on Tuesday, January 7th. The aerospace company reported $0.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.83 by $0.07. The company had revenue of $686.10 million for the quarter, compared to analysts’ expectations of $654.47 million. AAR had a return on equity of 10.22% and a net margin of 2.67%. The business’s revenue was up 25.8% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.81 EPS.

Several other analysts have also issued reports on the company. Benchmark reaffirmed a “buy” rating and issued a $83.00 price objective on shares of AAR in a research report on Friday, October 4th. Royal Bank of Canada reaffirmed an “outperform” rating and issued a $75.00 price objective on shares of AAR in a report on Monday, November 4th. Finally, StockNews.com cut shares of AAR from a “hold” rating to a “sell” rating in a research note on Thursday. One analyst has rated the stock with a sell rating and four have given a buy rating to the stock. According to data from MarketBeat, AAR presently has an average rating of “Moderate Buy” and a consensus target price of $81.00.

AAR Stock Performance

Shares of AIR stock opened at $67.59 on Friday. The stock has a market cap of $2.43 billion, a P/E ratio of 37.14 and a beta of 1.61. The company has a fifty day moving average price of $64.86 and a two-hundred day moving average price of $65.31. AAR has a one year low of $54.71 and a one year high of $76.34. The company has a debt-to-equity ratio of 0.81, a current ratio of 3.06 and a quick ratio of 1.45.

Insider Activity at AAR

In other news, CAO Jessica A. Garascia sold 1,500 shares of the company’s stock in a transaction dated Friday, January 10th. The shares were sold at an average price of $66.90, for a total transaction of $100,350.00. Following the transaction, the chief accounting officer now owns 37,565 shares in the company, valued at approximately $2,513,098.50. This represents a 3.84 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Sean M. Gillen sold 17,385 shares of the stock in a transaction that occurred on Friday, January 10th. The stock was sold at an average price of $66.33, for a total value of $1,153,147.05. Following the completion of the transaction, the chief financial officer now owns 72,326 shares in the company, valued at approximately $4,797,383.58. The trade was a 19.38 % decrease in their position. The disclosure for this sale can be found here. 4.10% of the stock is currently owned by company insiders.

Institutional Trading of AAR

Hedge funds have recently bought and sold shares of the business. Westwood Holdings Group Inc. purchased a new position in AAR during the 2nd quarter worth $77,754,000. American Century Companies Inc. raised its position in shares of 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 purchasing an additional 865,705 shares during the period. Allspring Global Investments Holdings LLC raised its holdings in AAR by 32.9% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 732,957 shares of the aerospace company’s stock valued at $47,906,000 after acquiring an additional 181,518 shares during the period. Thrivent Financial for Lutherans lifted its holdings in AAR by 83.6% during the 2nd quarter. Thrivent Financial for Lutherans now owns 297,482 shares of the aerospace company’s stock worth $21,627,000 after purchasing an additional 135,445 shares in the last quarter. Finally, Loomis Sayles & Co. L P lifted its holdings in shares of AAR by 20.5% in the third quarter. Loomis Sayles & Co. L P now owns 790,267 shares of the aerospace company’s stock worth $51,652,000 after buying an additional 134,215 shares in the last quarter. Institutional investors and hedge funds own 90.74% of the company’s stock.

AAR Company Profile

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.