AAR CORP. (AIR)

In April 2025, AAR Corp. partnered with Honeywell to improve the availability of USM components for regional jets. On July 16, 2025, AAR reported record sales and profitability for its fourth quarter and fiscal year 2025, with double-digit sales and earnings growth, leading to a stock price increase. In September 2025, KeyBanc Capital Markets acted as Co-Manager for a Follow-On Offering for AAR Corp. AAR reported its first-quarter fiscal year 2025 results on September 23, 2025. On September 25, 2025, AAR acquired ADI American Distributors. A public offering of common stock was priced on September 30, 2025. Airinmar, an AAR subsidiary, was selected by Malaysia Airlines on October 2, 2025, for a new aircraft warranty management agreement. On October 15, 2025, AAR was named an aerospace authorized service center for Europe, the Middle East, and Africa by Eaton. Callan Family Office LLC acquired a new stake in AAR Corp. during the second quarter of 2025. On October 27, 2025, Trax and Aeroxchange announced an expanded agreement to enhance their system integrations.

While specific details on the demand seasonality for AAR Corp.'s products and services were not explicitly found, the company operates within the broader aviation industry, which can experience seasonal fluctuations in air travel. Lower flight prices could lead to increased air travel and a subsequent rise in the need for MRO services. Some airline routes are also subject to seasonal adjustments, indicating a general seasonality within the aviation sector.

AAR Corp. is a global aerospace and defense company operating primarily in the Aerospace sector, within the Aerospace & Defense and Aircraft & Parts industries. The company's business is structured around two main segments: Aviation Services and Expeditionary Services. The Aviation Services segment offers aftermarket support and services, including selling and leasing parts, inventory management, MRO, and engineering services. The Expeditionary Services segment focuses on airlift and mobility activities, providing products and services for the movement of equipment and personnel. AAR also offers integrated solutions, flight-hour support, and digital products like Trax™ aviation maintenance software.

AAR Corp. has a significant global presence, operating in over 20 countries with more than 60 sites worldwide and serving over 2,300 global customers. Its operations span North America, Europe, Africa, Asia, and other international markets. The company has strategically located supply chain networks and repair facilities globally, including a warehouse in Singapore. Domestically, AAR has MRO locations, such as a facility in Rockford, Illinois.

AAR Corp. has maintained a positive brand reputation, marked by recognitions and strategic partnerships. Newsweek recognized AAR as one of America's Most Responsible Companies 2025. Vault Rankings listed AAR Corp. as a 2025 Best Internship for Employment Prospects. AAR's Q1 2025 earnings call reflected a positive sentiment, driven by strong performance and strategic acquisitions. AAR is recognized as the largest independent MRO provider in North America and is an authorized service center for Eaton in EMEA.

Institutional shareholders hold a significant portion of AAR Corp.'s stock, accounting for 90.74% of shares. Public companies and individual investors collectively own 40.20% of the shares, while insiders hold 3.60%. No hedge funds are currently holding shares in AIR. Callan Family Office LLC acquired a new stake in AAR Corp. during the second quarter of 2025.