AAR CORP. (AIR)

AAR Corp. announced a public offering of common stock on September 30, 2025, and acquired HAECO Americas on November 3, 2025. In December 2025, AAR acquired Aircraft Reconfig Technologies and announced the closure of its Indianapolis location. AAR reported its Q2 FY2026 earnings on January 6, 2026, and Q3 FY2026 earnings on March 24, 2026, with sales and EPS increases. AAR was awarded two U.S. Air Force pallet contracts on March 24, 2026, and announced an Investor Day on April 6, 2026. KeyCorp raised its price target on AAR in April 2026, and there were reports of insider sales in February 2026. The stock price increased by 124.13% between April 7, 2025, and April 2, 2026.

Demand for AAR Corp.'s products and services is closely tied to the broader aviation industry and strong demand for air travel. The structural shortfall in new aircraft deliveries leads airlines to keep existing aircraft in service longer, increasing the requirements for MRO services and parts. The aging global aircraft fleet and the sustained utilization of existing aircraft create a consistent, long-term demand for AAR's aftermarket solutions.

AAR Corp. specializes in aftermarket aviation support, focusing on maintenance, repair, and overhaul (MRO), parts supply, logistics, and integrated fleet support. The company operates through four segments: Parts Supply, Repair & Engineering, Integrated Solutions, and Expeditionary Services. The Parts Supply segment distributes new and used replacement parts, leases, and sells aircraft components. The Repair & Engineering segment provides airframe maintenance, component repair, and landing gear overhaul services. The Integrated Solutions segment focuses on fleet management, supply chain logistics, and integrated software solutions. The Expeditionary Services segment supports defense and government customers with deployable shelters and command-and-control infrastructure.

AAR Corp. has a significant global presence, operating in over 20 countries and serving more than 100 nations. The company is headquartered in Wood Dale, Illinois, USA, and has major operational facilities across the U.S. Internationally, AAR operates across Europe, Asia-Pacific, the Middle East, and Africa, with maintenance facilities in Canada and component repair facilities in Amsterdam and Thailand.

AAR Corp. maintains a strong brand reputation as a trusted partner and global leader in aviation aftermarket solutions. Its reputation has been positively reinforced by strong financial performance and strategic acquisitions, with no reported events negatively impacting its brand reputation in the past year.

AAR Corp.'s ownership is primarily dominated by institutional investors, who own approximately 59.21% to 88.70% of the company's stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., and State Street Corp. Insider ownership represents a smaller portion, around 2.07% to 2.82% of the total shares. David P. Storch, a former CEO, is a significant individual shareholder.