William Blair Equities Analysts Decrease Earnings Estimates for AAR Corp. (NYSE:AIR)

AAR Corp. (NYSE:AIR) – Investment analysts at William Blair reduced their Q2 2025 EPS estimates for shares of AAR in a note issued to investors on Tuesday, September 24th. William Blair analyst L. Dipalma now expects that the aerospace company will post earnings of $0.81 per share for the quarter, down from their previous estimate of $0.89. The consensus estimate for AAR’s current full-year earnings is $3.72 per share. William Blair also issued estimates for AAR’s Q3 2025 earnings at $0.93 EPS, Q4 2025 earnings at $0.97 EPS, FY2025 earnings at $3.55 EPS and FY2026 earnings at $4.38 EPS.

Several other research firms have also weighed in on AIR. StockNews.com lowered shares of AAR from a “hold” rating to a “sell” rating in a research note on Wednesday, September 11th. Stifel Nicolaus cut their price objective on AAR from $86.00 to $85.00 and set a “buy” rating for the company in a report on Friday, July 19th. Royal Bank of Canada restated an “outperform” rating and issued a $85.00 target price on shares of AAR in a research note on Tuesday. Finally, Benchmark reaffirmed a “buy” rating and set a $83.00 price target on shares of AAR in a research note on Tuesday. One equities research analyst has rated the stock with a sell rating and five have issued a buy rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $83.50.

AAR Price Performance

Shares of AIR opened at $65.99 on Wednesday. The business’s 50-day moving average is $64.86 and its 200-day moving average is $66.63. The company has a debt-to-equity ratio of 0.83, a current ratio of 2.98 and a quick ratio of 1.41. The company has a market capitalization of $2.37 billion, a price-to-earnings ratio of 38.82 and a beta of 1.55. AAR has a fifty-two week low of $54.71 and a fifty-two week high of $76.34.

AAR (NYSE:AIR) last posted its quarterly earnings results on Monday, September 23rd. The aerospace company reported $0.85 earnings per share for the quarter, beating the consensus estimate of $0.82 by $0.03. AAR had a return on equity of 10.31% and a net margin of 2.67%. The firm had revenue of $661.70 million for the quarter, compared to analyst estimates of $645.60 million. During the same period in the previous year, the firm earned $0.78 earnings per share. AAR’s quarterly revenue was up 20.4% on a year-over-year basis.

Institutional Investors Weigh In On AAR

Several institutional investors and hedge funds have recently added to or reduced their stakes in AIR. EverSource Wealth Advisors LLC lifted its stake in shares of AAR by 283.1% in the first quarter. EverSource Wealth Advisors LLC now owns 544 shares of the aerospace company’s stock worth $33,000 after buying an additional 402 shares during the last quarter. Quest Partners LLC bought a new position in AAR in the 2nd quarter worth $33,000. Innealta Capital LLC acquired a new position in AAR during the 2nd quarter worth $49,000. Geneos Wealth Management Inc. acquired a new stake in shares of AAR in the first quarter valued at about $63,000. Finally, Harel Insurance Investments & Financial Services Ltd. increased its stake in shares of AAR by 348.1% in the second quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,416 shares of the aerospace company’s stock worth $103,000 after purchasing an additional 1,100 shares during the period. 90.74% of the stock is currently owned by institutional investors and hedge funds.

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.