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AIAIR

AAR Corp.

$AIR·$5.0B·Aerospace & Defense·Industrials
$124.60-4.7%YTD+49.8%1Y+68.6%
Price updated 14h ago·X counts updated 14h ago
AIAIR
$AIRAAR Corp.
$124.60-4.69%38 posts0.6×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AIR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

38X posts · last 7 days
Aug 27Sep 9
Chatter Meter
0.6×
QuietNormal · 1×Loud

How loud $AIR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's quieter than usual.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-03

AAR Corp features in a Space Economy Stocks Part II thermal/packaging list alongside ATS/FLEX/ETN and management touts a strong finish to Q1 FY27. A separate Solana 'Air Coin' memecoin post claims a 13x from call. Both AIR tapes lean bullish; no counter.

Read what X is saying about $AIR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AIR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-09

The move is getting stronger, with heavier trading behind it.

AAR Corp is up 57% YTD on aerospace-services demand — Q1 fiscal 2027 earnings drop Sept 22 with the 71%-of-range setup extending.

AAR Corp is an aerospace-services provider — parts supply, aftermarket, and MRO services for commercial aviation, government, and defense. The stock has run 57% year-to-date on strong operational execution and near-term earnings visibility.

  • The financials show consistent acceleration: Q4 fiscal 2026 (May 31 quarter) revenue of $928M was up 23% YoY at an 8.1% operating margin, and the trailing four-quarter revenue trajectory has held 11-25% growth every quarter — real-business aftermarket demand landing at scale.
  • The Sept 22 Q1 fiscal 2027 earnings is the specific near-term catalyst — combined with Sanjay Sood's appointment as Senior VP and Chief Digital & Technology Officer, the setup is real operational-plus-governance progress into a scheduled earnings window.
  • The 71%-of-52-week-range positioning at a 26x P/E means the equity is priced against continued 20%+ revenue growth — the Barclays and Jefferies conferences in September add near-term visibility events.

If Q1 fiscal 2027 earnings on Sept 22 confirms continued 20%+ revenue growth with the aftermarket-parts-supply business landing in the print, the 71%-of-range setup extends. A large commercial aviation demand slowdown, a defense-budget cut, or a competitive-share loss is what would stall the setup — the multi-year defense-and-aerospace tailwind remains strong.

Agrees with X sentimentAgree with the bullish X read — the Space Economy Stocks Part II thermal/packaging list featuring AIR alongside ATS/FLEX/ETN, plus management touting a strong finish to Q1 FY27, is directionally correct. The Solana 'Air Coin' memecoin post claiming 13x from call is cashtag-adjacent and doesn't change the equity setup.

What to watch: Q1 fiscal 2027 earnings on Sept 22 — aftermarket-parts revenue growth, operating-margin trajectory, and any commentary on defense contracts. Continued 20%+ growth extends the setup; commercial slowdown or defense cut stalls it.

On the calendar: 2026-09-22 — Q1 fiscal 2027 earnings

aerospace services cyclecto appointmentearnings within 14d

Read the AI verdict on $AIR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Aviation aftermarket services provider offering MRO, parts supply, and maintenance to commercial airlines and government defense clients.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $AIR.

Aerospace & Defense · Industrials

NATO spending commitments and Pentagon procurement acceleration are the structural tailwinds supporting prime contractor backlogs; missile defense, tactical drones, and nuclear shipbuilding are the priority line items. Commercial space is a separate and concurrent driver: Electron launch cadence and lunar delivery contracts are pulling RKLB and LUNR on independent momentum.

What this means for $AIR

Partial — AVIC's aviation aftermarket MRO and parts supply primarily benefits from commercial aviation recovery; military MRO services provide incremental defense exposure.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+3.7%YTD
+11.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
26.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
8.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
18.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 21, 2026$1.53$1.38+10.9%
Q4 2025Mar 24, 2026$1.25$1.15+8.7%
Q4 2025Jan 6, 2026$1.18$1.02+15.7%
Q2 2025Sep 23, 2025$1.08$0.98+9.8%
Next earningsTue, Sep 22·consensus EPS $1.33

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$928.0M+23.0%19.0%8.1%$1.29$57.8M
Q3 FY26$845.1M+24.6%18.3%7.6%$1.72$41.7M
Q2 FY26$795.3M+15.9%19.7%8.6%$0.91$6.2M
Q1 FY26$739.6M+11.8%18.1%8.8%$0.96$-53.6M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.3B$3.2B – $3.3B$4.91$4.82 – $5.005
FY27$3.6B$3.6B – $3.7B$5.74$5.72 – $5.765
FY28$3.9B$3.8B – $4.0B$6.56$6.25 – $6.874
FY29$4.1B$4.0B – $4.3B$7.41$6.71 – $8.104
FY30$4.4B$4.3B – $4.4B$8.80$8.65 – $8.972

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.64%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-9.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 38.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.115-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMar 27Holmes John Mcclain IiiCEO23.9K sh$2.6MSellMar 26Holmes John Mcclain IiiCEO60.0K sh$6.7MSellMar 26Jessica A. GarasciaSenior VP, GC, CAO & Secretary2.1K sh$240KSellMar 26Billy NolenDirector1.6K sh$173K
+ 32 other (25 awards · 4 inkinds · 3 exempts) in window

See when $AIR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 248-K — Item 5.02: Officer or director change
AI summary

AIR filed an 8-K under Item 5.02 disclosing a personnel change: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. The filing also covers Item(s) 9.01. Personnel changes at the executive or board level are typically administrative but can signal strategic shifts depending on context.

S-3ASRAuto-shelf registrationJul 22S-3ASR
AI summary

AAR CORP. (Wood Dale, Illinois) filed an S-3ASR automatic shelf registration statement on July 22, 2026, which becomes immediately effective upon filing as the company qualifies as a well-known seasoned issuer (WKSI). The registration covers securities to be offered on a delayed or continuous basis under Rule 415. The filing was prepared by Jones Day counsel (Hannah Fregolle and Edward Winslow) with General Counsel Jessica Garascia as agent for service. The specific dollar amount and types of securities (common stock, debt, warrants, or others) are detailed in the full registration statement and any accompanying prospectus supplements. The S-3ASR shelf gives AAR — a provider of aviation services to commercial airlines and government customers — maximum flexibility to access capital markets quickly when market conditions are favorable.

8-KPress release / Reg FDMay 128-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMay 68-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDApr 248-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
+ 14 other (5 13Gs · 3 proxys · 2 earnings 8-Ks · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

AIR Announces Participation in Barclays Global Consumer Conferenceglobenewswire.com·2d agoAAR announces participation in 2026 Jefferies Global Industrials Conferenceprnewswire.com·9d agoIs AAR (AIR) Outperforming Other Aerospace Stocks This Year?zacks.com·9d agoCanada Pension Plan Investment Board Invests $1.31 Million in AAR Corp. $AIRdefenseworld.net·9d agoAAR names Sanjay Sood Senior Vice President and Chief Digital & Technology Officerprnewswire.com·10d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

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Voices on X · last 7 days

No standout posts about $AIR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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