William Blair Issues Optimistic Estimate for AAR Earnings

AAR Corp. (NYSE:AIR) – Stock analysts at William Blair raised their Q3 2025 earnings per share estimates for AAR in a report released on Wednesday, January 8th. William Blair analyst L. Dipalma now forecasts that the aerospace company will post earnings per share of $0.98 for the quarter, up from their previous 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 (EPS) for the quarter, topping analysts’ consensus estimates of $0.83 by $0.07. AAR had a net margin of 2.67% and a return on equity of 10.22%. The business had revenue of $686.10 million during the quarter, compared to analysts’ expectations of $654.47 million. During the same period in the prior year, the company earned $0.81 EPS. The firm’s quarterly revenue was up 25.8% compared to the same quarter last year.

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

AAR Stock Up 8.6 %

Shares of AIR opened at $67.04 on Friday. The stock has a market capitalization of $2.41 billion, a price-to-earnings ratio of 36.84 and a beta of 1.61. 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 stock has a fifty day moving average of $64.69 and a 200-day moving average of $65.30.

Hedge Funds Weigh In On AAR

A number of institutional investors have recently modified their holdings of the company. National Bank of Canada FI acquired a new position in AAR during the third quarter worth $25,000. Quest Partners LLC bought a new position in AAR in the 2nd quarter valued at about $33,000. EverSource Wealth Advisors LLC boosted its stake in AAR by 43.0% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 778 shares of the aerospace company’s stock valued at $57,000 after purchasing an additional 234 shares during the last quarter. KBC Group NV grew its position in AAR by 32.9% in the 3rd quarter. KBC Group NV now owns 1,324 shares of the aerospace company’s stock worth $87,000 after purchasing an additional 328 shares in the last quarter. Finally, L & S Advisors Inc bought a new position in shares of AAR during the 2nd quarter worth approximately $218,000. 90.74% of the stock is owned by institutional investors and hedge funds.

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.