William Blair Weighs in on AAR's Q3 Earnings (NYSE:AIR)

AAR Corp. (NYSE:AIR - Free Report) - Equities research analysts at William Blair lifted their Q3 2025 earnings per share estimates for AAR in a research note issued to investors on Wednesday, January 8th. William Blair analyst L. Dipalma now anticipates that the aerospace company will earn $0.98 per share 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.

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

AAR Stock Up 0.7 %

AIR stock traded up $0.50 during midday trading on Friday, reaching $67.59. The company had a trading volume of 675,419 shares, compared to its average volume of 467,920. The company has a 50 day moving average of $64.86 and a two-hundred day moving average of $65.31. The company has a market capitalization of $2.43 billion, a P/E ratio of 37.14 and a beta of 1.61. AAR has a 1 year low of $54.71 and a 1 year high of $76.34. The company has a current ratio of 3.06, a quick ratio of 1.45 and a debt-to-equity ratio of 0.81.

AAR (NYSE:AIR - Get Free Report) last posted its quarterly earnings results 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 analyst estimates of $654.47 million. During the same period in the prior year, the firm earned $0.81 earnings per share. The firm's revenue was up 25.8% compared to the same quarter last year.

Hedge Funds Weigh In On AAR

Large investors have recently made changes to their positions in the business. Westwood Holdings Group Inc. acquired a new position in shares of AAR during the second quarter worth approximately $77,754,000. American Century Companies Inc. boosted its holdings in AAR by 1,956.5% in the 2nd quarter. American Century Companies Inc. now owns 909,953 shares of the aerospace company's stock valued at $66,154,000 after purchasing an additional 865,705 shares during the period. Allspring Global Investments Holdings LLC grew its position in AAR by 32.9% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 732,957 shares of the aerospace company's stock worth $47,906,000 after purchasing an additional 181,518 shares during the last quarter. Thrivent Financial for Lutherans increased its holdings in shares of AAR by 83.6% during the 2nd quarter. Thrivent Financial for Lutherans now owns 297,482 shares of the aerospace company's stock worth $21,627,000 after purchasing an additional 135,445 shares during the period. Finally, Loomis Sayles & Co. L P raised its position in shares of AAR by 20.5% during the third quarter. Loomis Sayles & Co. L P now owns 790,267 shares of the aerospace company's stock valued at $51,652,000 after buying an additional 134,215 shares during the last quarter. Institutional investors and hedge funds own 90.74% of the company's stock.

Insider Activity at AAR

In related news, CFO Sean M. Gillen sold 17,385 shares of the firm's stock in a transaction on Friday, January 10th. The shares were sold at an average price of $66.33, for a total value of $1,153,147.05. Following the transaction, the chief financial officer now directly owns 72,326 shares in the company, valued at approximately $4,797,383.58. This trade represents a 19.38 % decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CAO Jessica A. Garascia sold 1,500 shares of the business's stock in a transaction on Friday, January 10th. The stock was sold at an average price of $66.90, for a total transaction of $100,350.00. Following the transaction, the chief accounting officer now directly owns 37,565 shares of the company's stock, valued at approximately $2,513,098.50. This represents a 3.84 % decrease in their position. The disclosure for this sale can be found here. 4.10% of the stock is owned by company insiders.

About AAR

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.