Key Points
- CEO John Mcclain Holmes III sold 23,077 shares for $1,941,237.24, reducing his stake by about 8.9% to 237,064 shares (worth ≈ $19.94M) as disclosed in an SEC Form 4.
- AAR beat quarterly expectations, reporting $1.18 EPS vs. $1.02 expected and $795.3M in revenue (up ~15.9% year-over-year), with improved operating cash flow and liquidity.
- Analyst sentiment is generally positive, with a consensus rating of "Moderate Buy" and a $93.25 target price, supported by several recent buy/overweight ratings.
AAR Corp. (NYSE:AIR - Get Free Report) CEO John Mcclain Holmes III sold 23,077 shares of the firm's stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $84.12, for a total transaction of $1,941,237.24. Following the sale, the chief executive officer owned 237,064 shares in the company, valued at approximately $19,941,823.68. The trade was a 8.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link.
John Mcclain Holmes III also recently made the following trade(s):
- On Wednesday, November 5th, John Mcclain Holmes III sold 38,462 shares of AAR stock. The stock was sold at an average price of $83.50, for a total transaction of $3,211,577.00.
AAR Price Performance
AIR stock opened at $89.83 on Wednesday. The stock has a 50-day moving average price of $82.91 and a two-hundred day moving average price of $79.15. AAR Corp. has a 1 year low of $46.51 and a 1 year high of $90.09. The stock has a market cap of $3.51 billion, a PE ratio of 115.16 and a beta of 1.24. The company has a current ratio of 2.91, a quick ratio of 1.31 and a debt-to-equity ratio of 0.82.
AAR (NYSE:AIR - Get Free Report) last issued its quarterly earnings results on Tuesday, January 6th. The aerospace company reported $1.18 EPS for the quarter, beating analysts' consensus estimates of $1.02 by $0.16. The company had revenue of $795.30 million for the quarter, compared to analyst estimates of $760.95 million. AAR had a return on equity of 12.29% and a net margin of 1.01%.The company's quarterly revenue was up 15.9% compared to the same quarter last year. During the same period in the previous year, the company posted $0.90 earnings per share. Equities analysts forecast that AAR Corp. will post 3.77 EPS for the current fiscal year.
Hedge Funds Weigh In On AAR
Hedge funds and other institutional investors have recently bought and sold shares of the business. Osterweis Capital Management Inc. bought a new stake in AAR in the second quarter valued at approximately $26,000. Morse Asset Management Inc bought a new position in shares of AAR during the 3rd quarter worth approximately $27,000. Salomon & Ludwin LLC acquired a new position in shares of AAR during the 3rd quarter worth approximately $30,000. Optiver Holding B.V. bought a new stake in AAR in the 3rd quarter valued at $31,000. Finally, Westfuller Advisors LLC bought a new stake in AAR in the 3rd quarter valued at $39,000. Institutional investors own 90.74% of the company's stock.
Analyst Ratings Changes
Several equities analysts have recently weighed in on AIR shares. Zacks Research cut shares of AAR from a "strong-buy" rating to a "hold" rating in a research note on Wednesday, October 29th. Weiss Ratings restated a "hold (c-)" rating on shares of AAR in a report on Monday, December 29th. KeyCorp lifted their price target on shares of AAR from $86.00 to $93.00 and gave the company an "overweight" rating in a research note on Monday, September 29th. Wall Street Zen raised shares of AAR from a "hold" rating to a "buy" rating in a research report on Saturday. Finally, Jefferies Financial Group began coverage on shares of AAR in a research note on Wednesday, December 17th. They set a "buy" rating and a $100.00 price objective for the company. Four analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $93.25.
Check Out Our Latest Research Report on AAR
Key Headlines Impacting AAR
Here are the key news stories impacting AAR this week:
- Positive Sentiment: Q2 results beat top-line and EPS expectations; revenue grew ~16% year-over-year and operating cash flow and liquidity improved. This validates recovery in AAR’s services and parts businesses and likely pushed the stock up. AAR reports second quarter fiscal year 2026 results
- Positive Sentiment: Updated revenue guidance came in above consensus for both the upcoming quarter and FY26 (company raised revenue targets vs. prior expectations), giving investors greater visibility into top-line momentum.
- Positive Sentiment: Commercial contract wins: Thai Airways selected AAR’s Trax and Aerostrat for a digital MRO upgrade, and AAR began an exclusive commercial distribution agreement with TRIUMPH — these deal announcements support recurring SaaS/services revenue and aftermarket parts distribution. Thai Airways selects Trax and Aerostrat AAR commences exclusive distribution agreement with TRIUMPH
- Positive Sentiment: Analyst and institutional activity is supportive: multiple recent buy/overweight ratings and several large institutional additions (reported in recent data) lift sentiment and provide potential upward price momentum. Quiver Quantitative coverage (analyst & institutional activity)
- Neutral Sentiment: Balance sheet and cash: cash and cash equivalents and operating cash flow improved year-over-year, while liabilities modestly declined — supports longer-term financial flexibility but is not an immediate stock mover.
- Negative Sentiment: Insider selling: CEO John McClain Holmes III sold 23,077 shares (~8.9% reduction in his reported position) in early January; the run of insider sales (multiple executives selling) may cause some investor caution. SEC Form 4 — insider sale
About AAR
(
Get Free Report)
AAR Corp. (NYSE: AIR) is a global provider of aviation products and services to commercial, government and defense customers. The company offers a comprehensive portfolio of maintenance, repair and overhaul (MRO) solutions, component repair and overhaul, and engineering services designed to support a wide variety of fixed-wing and rotary aircraft. Leveraging FAA and EASA certifications, AAR delivers turnkey maintenance programs and ad hoc repair services that enhance aircraft availability and reliability.
In its Aviation Supply Chain Services segment, AAR sources, stores and distributes parts for both commercial airlines and military operators.
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