Brokers Issue Forecasts for AAR Corp.’s Q1 2025 Earnings (NYSE:AIR)

AAR Corp. (NYSE:AIR) – Analysts at William Blair dropped their Q1 2025 earnings per share estimates for AAR in a report released on Tuesday, September 10th. William Blair analyst L. Dipalma now anticipates that the aerospace company will post earnings per share of $0.79 for the quarter, down from their prior estimate of $0.96. The consensus estimate for AAR’s current full-year earnings is $3.74 per share. William Blair also issued estimates for AAR’s Q2 2025 earnings at $0.89 EPS, Q3 2025 earnings at $0.99 EPS, Q4 2025 earnings at $1.06 EPS, FY2025 earnings at $3.73 EPS and FY2026 earnings at $4.42 EPS.

AAR (NYSE:AIR) last posted its quarterly earnings data on Thursday, July 18th. The aerospace company reported $0.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.86 by $0.02. AAR had a net margin of 2.00% and a return on equity of 10.16%. The firm had revenue of $656.50 million during the quarter, compared to the consensus estimate of $660.05 million. During the same quarter in the previous year, the firm posted $0.83 EPS. The business’s revenue for the quarter was up 18.7% compared to the same quarter last year.

A number of other research analysts also recently commented on the company. StockNews.com downgraded AAR from a “hold” rating to a “sell” rating in a research note on Wednesday. Royal Bank of Canada boosted their target price on shares of AAR from $80.00 to $85.00 and gave the company an “outperform” rating in a research report on Friday, July 19th. Finally, Stifel Nicolaus reduced their price target on shares of AAR from $86.00 to $85.00 and set a “buy” rating on the stock in a research report on Friday, July 19th. One investment analyst has rated the stock with a sell rating and five have assigned a buy rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $83.50.

AAR Price Performance

Shares of NYSE AIR opened at $67.69 on Thursday. The business has a fifty day moving average price of $65.64 and a two-hundred day moving average price of $66.48. The stock has a market capitalization of $2.43 billion, a PE ratio of 39.82 and a beta of 1.55. The company has a debt-to-equity ratio of 0.83, a current ratio of 2.98 and a quick ratio of 1.41. AAR has a fifty-two week low of $54.71 and a fifty-two week high of $76.34.

Institutional Trading of AAR

A number of hedge funds have recently added to or reduced their stakes in the stock. Quest Partners LLC bought a new position in AAR in the 2nd quarter valued at approximately $33,000. EverSource Wealth Advisors LLC lifted its holdings in shares of AAR by 283.1% during the first quarter. EverSource Wealth Advisors LLC now owns 544 shares of the aerospace company’s stock worth $33,000 after purchasing an additional 402 shares during the period. Innealta Capital LLC acquired a new position in shares of AAR during the second quarter worth $49,000. Geneos Wealth Management Inc. bought a new stake in shares of AAR in the first quarter worth $63,000. Finally, Harel Insurance Investments & Financial Services Ltd. increased its holdings in AAR by 348.1% in the second quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,416 shares of the aerospace company’s stock valued at $103,000 after purchasing an additional 1,100 shares during the period. Institutional investors and hedge funds own 90.74% of the company’s stock.

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.