AAR Corp

At the Jefferies Global Industrials Conference, AAR presented its focus on three core businesses—spare parts distribution, overhaul and software (Trax)—and reported strong organic revenue growth of 14% in fiscal 2026. The company is expanding hangar capacity, improving margins and expects about 12% organic growth for 2027 as well as a target EBITDA margin of 13–14% (mid-term). Management highlighted an improved balance sheet, high utilization in heavy maintenance, significant upside potential in the software business and a disciplined M&A program; the stock fell just under 4% after the presentation. » Altro su de.investing.com

AAR beat consensus expectations in the fourth quarter with adjusted EPS of $1.53 and revenue of $928 million, but missed the targeted operating margin. The GAAP operating margin fell to 8.6% from 9.7% a year earlier, weighed down by higher SG&A costs and increased spending on acquisitions, write-downs and integration. After-hours the stock fell nearly 6% amid mixed analyst sentiment and an already strong run-up near the 52-week high, prompting profit-taking. » Altro su de.investing.com

AAR Corp’s stock rose to an all-time high of $127.21, giving it a market capitalization of about $4.95 billion after gaining 83.86% year over year. Despite InvestingPro flagging possible overvaluation, the company was profitable over the past twelve months and reported revenue growth of 16.85%. AAR completed the $35 million acquisition of Aircraft Reconfig Technologies, announced a restructuring into four operating segments, and launched Airvoyant, an AI-powered procurement platform. It also secured a $305 million contract to provide logistics support for the C-40A fleet of the US Navy and Marine Corps. » Altro su de.investing.com

Night Watch Investment Management highlighted AAR Corp. as a top performer, citing demand for aftermarket maintenance driven by an aging fleet due to supply shortfalls at Boeing and Airbus. AAR is shifting from heavy airframe maintenance to higher‑margin component repair and distribution, while government defense contracts now represent about 30% of revenue and are growing at roughly 50%. The firm views these industry tailwinds and the company’s transformation as multi‑year positives for earnings. » Altro su finance.yahoo.com

Alger Weatherbie highlighted AAR Corp after the company beat expectations in its fiscal third quarter, driven by organic growth in its parts supply business. Third-quarter sales rose 25% year‑over‑year to $845 million, with revenue, earnings and profitability all exceeding forecasts and management issuing a positive fiscal-year outlook. Shares have gained 81.41% over the past 52 weeks and hedge fund holdings in AAR increased in the latest quarter. » Altro su finance.yahoo.com