Key Points
- CAO Jessica Garascia sold 4,787 shares on Jan. 8 at an average price of $95.25 for about $455,962, reducing her stake by 13.94% to 29,557 shares (SEC Form 4 filed).
- AAR beat Q2 expectations, reporting $1.18 EPS vs. $1.02 expected and $795.3M revenue (+15.9% YoY), and raised FY26 revenue guidance while analysts lifted price targets (consensus: Moderate Buy, avg. target ~$99.25).
- Insider selling is notable: CEO sold ~23,077 shares (~$1.94M) in early January as well, which could create short-term investor caution despite continued executive holdings and positive operational momentum.
AAR Corp. (NYSE:AIR - Get Free Report) CAO Jessica Garascia sold 4,787 shares of the business's stock in a transaction on Thursday, January 8th. The stock was sold at an average price of $95.25, for a total transaction of $455,961.75. Following the completion of the sale, the chief accounting officer directly owned 29,557 shares in the company, valued at approximately $2,815,304.25. This represents a 13.94% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.
AAR Price Performance
Shares of NYSE AIR opened at $94.91 on Friday. The company has a market capitalization of $3.71 billion, a PE ratio of 37.22 and a beta of 1.24. The company has a quick ratio of 1.31, a current ratio of 2.84 and a debt-to-equity ratio of 0.61. AAR Corp. has a twelve month low of $46.51 and a twelve month high of $97.67. The firm has a fifty day simple moving average of $83.26 and a 200 day simple moving average of $79.34.
AAR (NYSE:AIR - Get Free Report) last posted its quarterly earnings results on Tuesday, January 6th. The aerospace company reported $1.18 earnings per share for the quarter, topping analysts' consensus estimates of $1.02 by $0.16. AAR had a return on equity of 12.40% and a net margin of 3.17%.The business had revenue of $795.30 million for the quarter, compared to the consensus estimate of $760.95 million. During the same period in the prior year, the business earned $0.90 EPS. The firm's revenue for the quarter was up 15.9% on a year-over-year basis. On average, sell-side analysts forecast that AAR Corp. will post 3.77 EPS for the current year.
AAR News Summary
Here are the key news stories impacting AAR this week:
- Positive Sentiment: Q2 results topped Street expectations — AAR reported $1.18 EPS vs. $1.02 expected and revenue of $795.3M (beat estimates) with ~16% YoY revenue growth, signaling recovery in parts & services and supporting the rally. AAR reports second quarter fiscal year 2026 results
- Positive Sentiment: Company raised revenue guidance/targets for the quarter and FY26 and highlighted margin expansion from acquisitions — increased visibility on top-line momentum is supporting investor bullishness. AAR targets 17% full-year sales growth
- Positive Sentiment: Commercial deal wins: Thai Airways selected AAR’s Trax and Aerostrat for a digital MRO upgrade, and AAR began an exclusive distribution agreement with TRIUMPH — these contracts support recurring SaaS/services and aftermarket parts revenue. Thai Airways selects Trax and Aerostrat AAR commences exclusive distribution agreement with TRIUMPH
- Positive Sentiment: Analyst activity is supportive — Truist raised its price target to $99 with a Buy rating and other firms/institional interest have been constructive, adding upward pressure. Truist raises AIR price target
- Neutral Sentiment: Operational cash and liquidity improved year-over-year and the balance sheet metrics (current ratio ~2.9, debt/equity ~0.82) give flexibility for M&A, but these are medium-term positives rather than immediate catalysts.
- Negative Sentiment: Insider selling: CEO John McClain Holmes III sold 23,077 shares (~$1.94M) in early January and CAO Jessica Garascia sold 4,787 shares on Jan 8 — repeated insider sales can create short-term investor caution even though executives still hold large positions. SEC Form 4 — CEO sale SEC Form 4 — CAO sale
Analyst Ratings Changes
Several analysts have commented on the stock. Zacks Research lowered shares of AAR from a "strong-buy" rating to a "hold" rating in a research report on Wednesday, October 29th. KeyCorp increased their price objective on AAR from $86.00 to $93.00 and gave the company an "overweight" rating in a report on Monday, September 29th. Wall Street Zen upgraded AAR from a "hold" rating to a "buy" rating in a research note on Saturday, January 3rd. Truist Financial increased their price target on AAR from $90.00 to $99.00 and gave the stock a "buy" rating in a research note on Wednesday. Finally, Jefferies Financial Group initiated coverage on AAR in a report on Wednesday, December 17th. They issued a "buy" rating and a $100.00 price objective for the company. Four research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $99.25.
Get Our Latest Analysis on AIR
Institutional Investors Weigh In On AAR
Large investors have recently added to or reduced their stakes in the company. Oliver Luxxe Assets LLC raised its holdings in AAR by 31.6% in the 4th quarter. Oliver Luxxe Assets LLC now owns 40,437 shares of the aerospace company's stock worth $3,348,000 after purchasing an additional 9,715 shares in the last quarter. Central Pacific Bank Trust Division grew its stake in shares of AAR by 75.5% in the fourth quarter. Central Pacific Bank Trust Division now owns 8,006 shares of the aerospace company's stock worth $663,000 after acquiring an additional 3,445 shares during the period. JPMorgan Chase & Co. raised its stake in AAR by 61.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 91,520 shares of the aerospace company's stock valued at $8,207,000 after buying an additional 34,689 shares during the last quarter. CIBC Bancorp USA Inc. bought a new position in AAR in the third quarter valued at about $341,000. Finally, Castleark Management LLC bought a new stake in AAR during the third quarter valued at approximately $7,550,000. Institutional investors own 90.74% of the company's stock.
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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