Latest revenue
$845.1M
as of 2026-02-28
Latest net income
$68.0M
as of 2026-02-28
Net margin
8.0%
as of 2026-02-28
ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within Aircraft & Parts (2 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 6, 2026.
Community sentiment
Where do you think AIR is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $4.63B
- Enterprise value
- $5.44B
- P/E (trailing)
- 370.7×
- Forward P/E
- —
- P/B
- 2.82×
- Dividend yield
- 0.0%
- 52-wk high
- $127.21
- 52-wk low
- $66.68
- Beta
- —
- Shares out
- 39.8M
5-year trend
dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).
What this company does
ITEM 1.BUSINESS General AAR CORP. and its subsidiaries are referred to herein collectively as “AAR,” “Company,” “we,” “us,” and “our” unless the context indicates otherwise. AAR was incorporated in 1955 and we are a leading independent provider of solutions to the global aviation aftermarket. We offer a broad line of products and services to commercial and government aerospace customers. We operate globally in over 20 countries through four business segments: Parts Supply, Repair & Engineering, Integrated Solutions and Expeditionary Services. In fiscal 2025, we continued our efforts to optimize our products and services portfolio to position us for continued strong growth as well as to…
AI summary unavailable — showing raw filing excerpt
Generated from AIR's filing dated 2025-07-22
Key risks
ITEM 1A.RISK FACTORS The following is a description of the principal risks inherent in our business. Any of the risks and uncertainties described below could materially and adversely affect our business, financial condition, and results of operations and should be considered in evaluating us. You should not interpret the disclosure of any risk factor to imply that the risk has not already materialized. Although the risks are organized by heading, and each risk is described separately, many of the risks are interrelated. While we believe we have identified and discussed below the material risks affecting our business, there may be additional risks and uncertainties that we do not presently…
AI summary unavailable — showing raw filing excerpt
Generated from AIR's filing dated 2025-07-22
Profitability
Gross margin
19.0%
0.5%Net margin
0.4%
77.5%Return on equity
1.1%
73.0%Return on assets
0.4%
73.7%Leverage
Debt / equity
1.39×
4.7%Long-term debt / equity
0.81×
1.8%Debt / assets
58.2%
2.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-02-28 | $845.1M | +24.6% | $68.0M | +864.0% | 8.0% |
Q4 2025 2025-11-30 | $795.3M | +15.9% | $34.6M | +374.6% | 4.4% |
Q3 2025 2025-08-31 | $739.6M | +11.8% | $34.4M | +91.1% | 4.7% |
Q2 2025 2025-05-31 | $754.5M | +14.9% | $16.0M | +64.9% | 2.1% |
Q1 2025 2025-02-28 | $678.2M | +19.5% | $-8.9M | -163.6% | -1.3% |
Q4 2024 2024-11-30 | $686.1M | +25.8% | $-12.6M | -154.3% | -1.8% |
Q3 2024 2024-08-31 | $661.7M | +20.4% | $18.0M | +3100.0% | 2.7% |
Q2 2024 2024-05-31 | $656.5M | — | $9.7M | — | 1.5% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Aircraft & Parts · SIC 3720
Your notes
Keep private notes on AIR — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$0
Insider selling
$34.5M
Net activity
−$34.5M
Distinct insiders
8
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns AIR
Institutional value
$2.48B
Total shares held
22.9M
Distinct holders
229
-87 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6.2M | $675.8M | +62.6K (+1.0%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.1M | $233.1M | — | New |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $212.8M | -36.0K (-1.8%) | Trimmed |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.7M | $185.7M | — | New |
| 5 | Invesco Ltd. | 1.4M | $152.5M | +270.9K (+24.1%) | Added |
| 6 | Capital Research Global Investors | 1.2M | $133.9M | — | New |
| 7 | PRINCIPAL FINANCIAL GROUP INC | 675.7K | $74.0M | +31.6K (+4.9%) | Added |
| 8 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 622.1K | $68.1M | +27.4K (+4.6%) | Added |
| 9 | FRANKLIN RESOURCES INC | 621.3K | $68.0M | -206.6K (-25.0%) | Trimmed |
| 10 | UBS Group AG | 453.8K | $49.7M | +242.9K (+115.1%) | Added |
| 11 | EMERALD ADVISERS, LLC | 445.7K | $48.8M | +26.2K (+6.3%) | Added |
| 12 | Nuveen, LLC | 328.3K | $35.9M | +208.6K (+174.2%) | Added |
| 13 | EMERALD MUTUAL FUND ADVISERS TRUST | 280.3K | $30.7M | +27.5K (+10.9%) | Added |
| 14 | Bank of New York Mellon Corp | 271.2K | $29.7M | -8.4K (-3.0%) | Trimmed |
| 15 | VANGUARD FIDUCIARY TRUST CO | 255.8K | $28.0M | — | New |
| 16 | Fisher Asset Management, LLC | 230.6K | $25.2M | +23.6K (+11.4%) | Added |
| 17 | SEI INVESTMENTS CO | 221.2K | $24.2M | -15.6K (-6.6%) | Trimmed |
| 18 | JANE STREET GROUP, LLC | 198.4K | $21.7M | — | New |
| 19 | MARSICO CAPITAL MANAGEMENT LLC | 180.5K | $19.8M | +0 (+0.0%) | No change |
| 20 | ROYCE & ASSOCIATES LP | 170.9K | $18.7M | -6.3K (-3.6%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once AIR's latest filing finishes processing.
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