Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$5.7B
40M shares
52-week range
$68.16 – $143.46
98% from low
Sector
AIRCRAFT & PARTS
Exchange
NYSE
CS
Borrow rate
0.25%
Easy to borrow
Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.75B | $2.05B | $2.07B | $1.65B | $1.82B | $1.99B | $2.32B | $2.78B |
| Cost of revenue | $1.45B | $1.72B | $1.80B | $1.38B | $1.51B | $1.62B | $1.88B | $2.25B |
| Gross profit | $294.6M | $329.5M | $269.2M | $275.9M | $313.2M | $370.1M | $442.3M | $527.7M |
| Gross margin | 16.9% | 16.1% | 13.0% | 16.7% | 17.2% | 18.6% | 19.1% | 19.0% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $86.0M | $98.3M | $41.3M | $85.2M | $106.9M | $133.9M | $129.2M | $185.2M |
| EBITDA | $126.0M | $142.4M | $87.4M | $73.1M | $144.2M | $161.3M | $142.7M | $169.5M |
| Net income | $15.6M | $7.5M | $24.8M | $35.8M | $78.7M | $90.2M | $46.3M | $12.5M |
| Net margin | 0.9% | 0.4% | 1.2% | 2.2% | 4.3% | 4.5% | 2.0% | 0.4% |
| EPS (diluted) | 0.45 | 0.21 | 0.71 | 1.00 | 2.16 | 2.53 | 1.29 | 0.35 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2027 | $3.6B | $5.65 | $5.25–$5.90 | 4 |
| 2028 | $3.9B | $6.57 | $6.51–$6.65 | 1 |
| 2029 | $4.1B | $7.32 | $7.25–$7.40 | 1 |
| 2030 | $4.4B | $8.55 | $8.47–$8.65 | 1 |
Forward consensus · source: Financial Modeling Prep
AAR Corp is engaged in providing products and services to aviation, government and defense market. It operates in segments namely: The parts supply segment majorly consists of sales and leasing of USM and aftermarket distribution of new, OEM-supplied replacement parts; Repair & Engineering segment provides airframe maintenance, component repair, and landing gear overhaul services; Integrated Solutions segment consists of its fleet management and operations of customer-owned aircraft, customized performance-based supply chain logistics programs in support of the U.S. Department of Defense, flight hour component inventory; and The Expeditionary Services segment consists of products and services supporting the movement of equipment and personnel by the U.S. and foreign governments and NGOs.
www.aarcorp.comNo one on the platform currently holds AIR.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 38,260 | $2.1M |
No one on the platform has traded AIR yet.
| — |
| PLUGPlug Power Inc. | $2.48 | -2.27% | $2.8B | — |
| POWWOutdoor Holding Company | $2.34 | +6.36% | $272M | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at NaN× earnings vs its 35.1× historical median P/E.
Fair value ≈ $-0.35 · price $141.85 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Airbus secured an order from China Eastern Airlines for 25 A330neo aircraft valued at approximately $9.35 billion, with deliveries scheduled between 2029 and 2033. The airline said the aircraft will support the expansion of its domestic and international network, replace older widebody jets, improve fuel efficiency, and reduce long-term operating and maintenance costs as passenger demand continues to recover. The order further strengthens Airbus' leadership in China, where the European planemaker has already secured more than 200 aircraft orders this year. It also highlights continued demand for next-generation widebody aircraft despite supply chain constraints affecting the aerospace industry. For Airbus, the agreement reinforces its long-term growth strategy in one of the world's largest aviation markets and deepens its relationship with one of China's biggest state-owned carriers. $AIR
View on StockTwits ↗$VVX won the $4B+ T-6 aircraft maintenance and supply contract against $AIR's bid. Maintaining and modernizing aircraft and equipment is a core business and they are in many respects better and more scaled than AIR AIR will earn ~$5 in eps this year vs VVX's $6 and has a $140 stock. It is higher margin however VVX's model is shifting towards it. Raymond James, obviously, does not cover this stock
View on StockTwits ↗Airbus said it is supporting inspections of a select group of A380 aircraft after the European Union Aviation Safety Agency (EASA) issued an emergency airworthiness directive requiring urgent checks of wing structures. The regulator cited cracks discovered in wing spars on certain aircraft, warning that the issue could reduce the structural integrity of the wings if left unaddressed. The directive applies to 16 A380s, with five aircraft required to undergo inspections before their next flight and the remaining aircraft within 25 flight cycles. According to Flightradar24 data based on the affected serial numbers, 15 of the planes are operated by Emirates, while one belongs to Qantas Airways. Airbus said it has identified a smaller subset of aircraft with similar operating histories and is actively supporting inspections. Depending on the findings, the company will work with EASA to determine whether repairs are necessary or if the aircraft can safely return to commercial service. $AIR
View on StockTwits ↗$AIR - AAR Corp. - Don't sleep on industrials...
View on StockTwits ↗Wall St is expecting 1.38 EPS for $AIR Q4 [Reporting 07/21 AMC] http://www.estimize.com/intro/air?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗Goooood Morning StockTwitters !! Morning limit orders $SBUX 93.89 93.83 89.78 86.78 84.75 $BA 211.85 210.90 $WNC 7.36 7.32 7.31 7.28 7.22 $AIR 112.15 Keep on Building your Army Battle On!!
View on StockTwits ↗Airbus SE said it is uncertain whether it will be able to reach its planned A320 production target next year, citing potential engine supply constraints from Pratt & Whitney, according to CEO Guillaume Faury. The company has maintained its goal of producing 75 A320-family aircraft per month, but the timeline has repeatedly slipped due to ongoing supply chain bottlenecks and limited availability of key components, particularly engines. Speaking at the Berlin Aviation Summit, Faury said he is “frustrated” with the situation, noting that Airbus had a clear plan to reach the 75-per-month rate by the end of next year, but that outcome is now in doubt depending on how many engines Pratt & Whitney can ultimately deliver. The issue stems from maintenance requirements affecting engines already in service, which has constrained Pratt & Whitney’s ability to meet original delivery commitments for narrow-body A320 engines. $AIR $RTX
View on StockTwits ↗Airbus CEO Guillaume Faury said the company has not seen any requests from airlines to cancel or defer aircraft orders despite recent pressures on the aviation industry. He noted that airlines have endured significant challenges in recent years but continue to maintain their order books, signaling resilient long-term demand for new aircraft. Faury acknowledged that higher fuel costs and disruptions linked to geopolitical tensions have increased operating pressures for airlines, yet these factors have not materially affected aircraft demand. He added that Airbus' supply chain situation has improved, although issues remain, particularly regarding engine deliveries from Pratt & Whitney, which could influence the company's production targets. Airbus is aiming to produce 75 aircraft per month by 2027 and expects a record second half of the year. 6. $AIR
View on StockTwits ↗Air Canada said deliveries of its Airbus A321XLR jets are running nearly two years behind the original schedule, according to COO Mark Nasr. The airline has faced multiple delays since placing the order but will begin operating the long-range narrowbody aircraft this month. Nasr said the delays stem from broader industry challenges rather than a single issue. Air Canada has adjusted its operations to remain flexible as Boeing and Airbus continue to face supply-chain constraints and labor shortages that have slowed aircraft production. Air Canada plans to deploy the A321XLR on routes to Toulouse and Copenhagen. Demand for transatlantic travel remains strong despite higher jet-fuel costs linked to the Middle East conflict, while the airline is also seeing Canadian leisure travel to the U.S. recover after weakness cause by trade tensions. $AC.TSX $AIR
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.