AAR Corp. is experiencing accelerating revenue growth, reaching 23.0% in Q4 2026, primarily driven by acquisition integration, which has expanded the balance sheet 21% to $3.4B.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 23.0% in Q4 2026, but net margin remained constrained at 5.5% in the same period, suggesting that overhead costs are eroding operating leverage gains.
Unpriced Trax/Airvoyant software scale could unlock significant valuation upside as AAR re-rates toward a higher-multiple business.
Revenue rose to $739.6 million and net income nearly doubled to $34.4 million in Q1 FY2026, indicating robust growth.
AAR is a leading provider of aviation services to commercial and government operators, MROs, and OEMs, reinforcing its market position.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 28, 2026 | $1.49+14.6% vs $1.30 | $918M+4.5% vs $879M |
Q3 2026 Jul 21, 2026 | $1.53+10.9% vs $1.38 | $928M+3.9% vs $893M |
Q2 2026 Mar 24, 2026 | $1.25+8.7% vs $1.15 | $845M+4.0% vs $813M |
Q1 2026 Jan 6, 2026 | $1.18+15.7% vs $1.02 | $795M+4.1% vs $764M |
Shares of AAR Corp. (NYSE: AIR - Get Free Report) have been assigned a consensus recommendation of "Hold" from the eight brokerages that are currently covering the stock, MarketBeat.com reports. Five investment analysts have rated the stock with a hold recommendation and three have issued a buy recommendation on the company. The average 12-month price target
DUBAI, United Arab Emirates, Nov. 05, 2026 (GLOBE NEWSWIRE) -- AIR Global PLC (“AIR” or the “Company”) (NASDAQ: AIIR), a global leader in advanced flavored inhalation technologies and pioneer of next-generation nicotine delivery systems, today announced that it has submitted a Premarket Tobacco Product Application (“PMTA”) to the U.S. Food and Drug Administration (“FDA”) for Crown Switch, its next-generation rechargeable pod vape platform.
WOOD DALE, Ill., Nov. 2, 2026 /PRNewswire/ -- AAR CORP.
WOOD DALE, Ill., Nov. 2, 2026 /PRNewswire/ -- AAR CORP.
Benchmark AIR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for AAR Corp. (AIR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $109.21 | $4.36B | 22.53 | 18.97% | 5.55% | 11.63% | — | |
| $332.65 | $46.34B | 55.43 | 16.26% | 16.38% | 16.57% | 0.07% | |
| $292.74 | $3.46B | 29.58 | -0.11% | 9.81% | 11.44% | 0.46% | |
| $16.24 | $3.52B | 20.71 | 6.71% | 14.35% | 10.62% | — | |
| $34.04 | $9.08B | 25.02 | 12.8% | 9.4% | 13.04% | 1.05% | |
| $1197.01 | $66.95B | 32.27 | 11.23% | 21.28% | — | 13.82% |
AAR Corp. (AIR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
AAR Corp. (AIR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 29, 2026·SEC
Sep 28, 2026·SEC
Sep 24, 2026·SEC
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AAR Corp. (AIR) stock FAQ — growth, dividends, profitability & financials explained
AAR Corp. (AIR) reported $3.49B in revenue over the trailing twelve months. Revenue was $3.31B in fiscal year 2026. That is 461% more than the $589.3M of fiscal year 1997.
AAR Corp. (AIR) grew revenue by 22.0% over the trailing twelve months, compared with the twelve months before.
Yes. AAR Corp. (AIR) earned $193.4M in net income over the trailing twelve months (a 5.5% net margin).
AAR Corp. (AIR) had a return on equity (ROE) of 11.6% over the trailing twelve months. That is in line with the market's typical 10-15%.
AAR Corp. (AIR) generated $149.7M in free cash flow over the trailing twelve months.
