Analysts Set Expectations for AAR’s Q3 Earnings (NYSE:AIR)

AAR Corp. (NYSE:AIR) – Equities research analysts at William Blair lifted their Q3 2025 earnings per share estimates for shares of AAR in a research report issued on Wednesday, January 8th. William Blair analyst L. Dipalma now anticipates that the aerospace company will post earnings per share of $0.98 for the quarter, up from their prior forecast of $0.93. The consensus estimate for AAR’s current full-year earnings is $3.63 per share. William Blair also issued estimates for AAR’s Q4 2025 earnings at $1.05 EPS, FY2025 earnings at $3.77 EPS and FY2026 earnings at $4.60 EPS.

AAR (NYSE:AIR) last released its quarterly earnings data on Tuesday, January 7th. The aerospace company reported $0.90 earnings per share for the quarter, beating the consensus estimate of $0.83 by $0.07. The company had revenue of $686.10 million for the quarter, compared to analyst estimates of $654.47 million. AAR had a return on equity of 10.22% and a net margin of 2.67%. The company’s revenue was up 25.8% compared to the same quarter last year. During the same period in the prior year, the company posted $0.81 EPS.

A number of other equities analysts have also commented on AIR. StockNews.com lowered shares of AAR from a “hold” rating to a “sell” rating in a research report on Thursday. Benchmark reiterated a “buy” rating and set a $83.00 price target on shares of AAR in a research report on Friday, October 4th. Finally, Royal Bank of Canada reaffirmed an “outperform” rating and set a $75.00 price target on shares of AAR in a research note on Monday, November 4th. One research analyst has rated the stock with a sell rating and four have given a buy rating to the company. According to MarketBeat, AAR presently has an average rating of “Moderate Buy” and an average price target of $81.00.

AAR Stock Up 8.6 %

Shares of NYSE AIR opened at $67.04 on Friday. AAR has a 52-week low of $54.71 and a 52-week high of $76.34. The company has a debt-to-equity ratio of 0.81, a quick ratio of 1.45 and a current ratio of 3.06. The business has a fifty day moving average of $64.69 and a two-hundred day moving average of $65.30. The stock has a market cap of $2.41 billion, a PE ratio of 36.84 and a beta of 1.61.

Institutional Investors Weigh In On AAR

Hedge funds and other institutional investors have recently bought and sold shares of the company. Principal Financial Group Inc. grew its stake in AAR by 18.5% in the third quarter. Principal Financial Group Inc. now owns 500,200 shares of the aerospace company’s stock valued at $32,693,000 after purchasing an additional 77,974 shares in the last quarter. Barclays PLC lifted its position in AAR by 269.4% during the third quarter. Barclays PLC now owns 66,223 shares of the aerospace company’s stock worth $4,328,000 after acquiring an additional 48,298 shares during the last quarter. Earnest Partners LLC grew its position in shares of AAR by 3.2% in the second quarter. Earnest Partners LLC now owns 1,588,893 shares of the aerospace company’s stock valued at $115,513,000 after purchasing an additional 48,630 shares during the last quarter. Stifel Financial Corp increased its stake in shares of AAR by 4.1% during the third quarter. Stifel Financial Corp now owns 22,859 shares of the aerospace company’s stock worth $1,494,000 after purchasing an additional 893 shares during the period. Finally, Daiwa Securities Group Inc. acquired a new stake in AAR during the 2nd quarter worth approximately $2,330,000. Institutional investors and hedge funds own 90.74% of the company’s stock.

AAR Company Profile

AAR Corp. provides products and services to commercial aviation, government, and defense markets worldwide. The Parts Supply segment leases and sells aircraft components and replacement parts. The Repair & Engineering segment provides airframe maintenance services, such as airframe inspection, painting, line maintenance, airframe modification, structural repair, avionics service and installation, exterior and interior refurbishment, and engineering and support services; component repair services comprising maintenance, repair, and overhaul (MRO) services, engine and airframe accessories, and interior refurbishment; and landing gear overhaul services, including repair services on wheels and brakes.