AAR CORP. (AIR)

AAR Corp.'s stock price has increased by 44.25% in the past six months. The company has consistently exceeded earnings estimates. AAR completed the acquisition of Aircraft Reconfig Technologies and signed a distribution agreement with Woodward. AAR acquired HAECO Americas, strengthening its MRO position in North America. AAR Government Services secured a $305.67 million contract for logistics support. A Senior VP and General Counsel sold over 6,000 shares in March 2026.

Demand for AAR's products and services is driven by industry trends rather than strict seasonality. The company benefits from strong commercial aviation demand, influenced by airlines keeping aircraft in service longer and outsourcing maintenance. AAR anticipates continued sales growth across all segments, driven by high demand and multi-year backlogs. The company also serves government and defense customers, contributing to a diversified business model, and expects increased demand due to high travel demand and government contracts.

AAR Corp. is a global aerospace and defense aftermarket solutions company based in Wood Dale, Illinois, operating in aviation services, MRO, and parts distribution. Its offerings are categorized into Parts Supply, Repair & Engineering, Integrated Solutions, and Expeditionary Services, serving commercial airlines and government/defense markets.

AAR Corp. has a global presence with over 60 sites in more than 20 countries. In the U.S., major MRO sites are in Miami, Oklahoma City, Indianapolis (closing by February 2027), Duluth, Rockford, and Windsor. It also has European capabilities via Nordic/UK partners and component shops for Latin American and Caribbean markets, plus sales offices across Europe, Asia, the Middle East, and Australia.

AAR Corp. has maintained a positive brand reputation, being named one of America's Most Responsible Companies 2025 by Newsweek. It earned recognition as a Military Friendly® employer and received the Great Place to Work® certification for Fiscal Year 2025. AAR was named to USA TODAY's list of America's Climate Leaders 2026 and focuses on environmental initiatives. AAR was awarded "Top Shop: Best Total Solutions Provider by the 145" in April 2026.

AAR Corp.'s ownership is mainly institutional, ranging from 36.10% to 87.88%, with key holders including BlackRock, Vanguard Group, and State Street Corp. Insider ownership is around 2.08% to 6.08%. Public companies and individual investors hold the remaining shares.