Zacks Investment Research·6d ago
Is AAR (AIR) Stock Outpacing Its Aerospace Peers This Year?Here is how AAR (AIR) and Curtiss-Wright (CW) have performed compared to their sector so far this year.
AAR Corp. is executing a strategic pivot toward higher-margin commercial aftermarket services, evidenced by four consecutive quarters of accelerating revenue growth culminating in 23.0% year-over-year expansion in 2026Q4. The Triumph acquisition has scaled the...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 23.0% year-over-year to $928.0M in 2026Q4 with gross margin stable at 19.0%, though net margin volatility from -4.5% in 2025Q2 to 8.0% in 2026Q3 suggests earnings quality is influenced by non-operating items.
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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Sep 23, 2025 | $1.08+9.8% vs $0.98 | $740M+7.3% vs $689M |
Here is how AAR (AIR) and Curtiss-Wright (CW) have performed compared to their sector so far this year.
HEICO, ATI and AAR have been highlighted in this Screen of The Week article.
ATI, HEICO and AAR benefit from resilient air travel and strategic M&A, while supply-chain constraints pose risks to aerospace equipment demand.
WOOD DALE, Ill., Sept. 15, 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 |
|---|---|---|---|---|---|---|---|
| $119.46 | $4.77B | 24.43 | 18.97% | 5.67% | 12.88% | — | |
| $310.57 | $43.27B | 63.38 | 16.26% | 16.38% | 16.57% | — | |
| $278.35 | $3.29B | 32.18 | -0.11% | 9.52% | 10.99% | — | |
| $12.75 | $2.77B | 18.75 | 6.71% | 13.83% | 10.2% | — | |
| $37.41 | $9.98B | 36.32 | 12.8% | 8.52% | 11.76% | — | |
| $1105.28 | $61.82B | 34.45 | 11.22% | 21.28% | — | — |
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)
Jul 24, 2026·SEC
Jul 21, 2026·SEC
May 12, 2026·SEC
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AAR Corp. (AIR) stock FAQ — growth, dividends, profitability & financials explained
AAR Corp. (AIR) reported $3.31B in revenue for fiscal year 2026. This represents a 461% increase from $589.3M in 1997.
AAR Corp. (AIR) grew revenue by 19.0% over the past year. This is strong growth.
Yes, AAR Corp. (AIR) is profitable, generating $187.7M in net income for fiscal year 2026 (5.7% net margin).
AAR Corp. (AIR) has a return on equity (ROE) of 12.9%. This is reasonable for most industries.
AAR Corp. (AIR) generated $52.1M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
