AAR CORP. (AIR)

AAR Corp.'s stock has increased significantly over the past six months. Key events impacting the stock price include strong Q2 FY2026 results, raised guidance, strategic acquisitions of HAECO Americas and ADI, strategic partnerships with TRIUMPH and Thai Airways, a public stock offering, and better-than-expected first-quarter results. There was also insider selling by a Senior Vice President in January 2026.

While specific seasonal patterns are not detailed, AAR Corp.'s demand is driven by trends in the aviation sector, including the recovery in air traffic and the aging of existing aircraft fleets. Demand for MRO is expected to exceed supply, indicating strong growth potential. The company's business model includes long-term contracts and performance-based logistics programs, creating stable revenue streams.

AAR Corp. is a global aerospace and defense aftermarket solutions company headquartered in Wood Dale, Illinois, operating within the industrials sector. It provides a range of products and services to commercial aviation and government markets through four segments: Parts Supply, Repair & Engineering, Integrated Solutions, and Expeditionary Services. Parts Supply involves sales and leasing of used serviceable engine and airframe parts, and aftermarket distribution of new, OEM-supplied replacement parts. Repair & Engineering provides maintenance, repair, and overhaul (MRO) services. Integrated Solutions offers fleet management and customized supply chain logistics. Expeditionary Services supports the movement of equipment and personnel for governments and NGOs.

AAR Corp. has a significant global presence, operating in over 20 countries across the Americas, Europe, the Middle East, Africa, and Asia-Pacific. It maintains airframe maintenance and landing gear facilities in several U.S. states and in Canada.

AAR Corp.'s brand reputation has seen both positive recognition and a significant negative event. Newsweek recognized AAR Corp. as one of America's Most Responsible Companies 2025. However, AAR paid a $55 million settlement related to an investigation by the U.S. Justice Department and SEC concerning schemes to bribe Nepalese and South African officials.

AAR Corp.'s ownership is predominantly institutional, with major holders including BlackRock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors Lp. Institutions collectively hold a significant portion of the company's stock. David P. Storch is the largest individual shareholder. In the past three months, insiders have sold more shares than they have bought.