William Blair Has Bullish Estimate for AAR Q3 Earnings

AAR Corp. (NYSE:AIR) – Investment analysts at William Blair upped their Q3 2025 earnings per share estimates for shares of AAR in a report released on Wednesday, January 8th. William Blair analyst L. Dipalma now forecasts that the aerospace company will post earnings of $0.98 per share for the quarter, up from their previous estimate 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.

A number of other equities research analysts also recently weighed in on the company. Royal Bank of Canada reissued an “outperform” rating and set a $75.00 target price on shares of AAR in a research report on Monday, November 4th. StockNews.com cut AAR from a “hold” rating to a “sell” rating in a research report on Thursday. Finally, Benchmark reaffirmed a “buy” rating and issued a $83.00 target price on shares of AAR in a research report on Friday, October 4th. One investment analyst has rated the stock with a sell rating and four have given a buy rating to the company’s stock. According to data from MarketBeat, AAR presently has an average rating of “Moderate Buy” and an average target price of $81.00.

AAR Stock Performance

NYSE AIR opened at $67.59 on Friday. The company’s fifty day moving average is $64.86 and its two-hundred day moving average is $65.31. AAR has a 52-week low of $54.71 and a 52-week high of $76.34. The company has a debt-to-equity ratio of 0.81, a current ratio of 3.06 and a quick ratio of 1.45. The firm has a market capitalization of $2.43 billion, a price-to-earnings ratio of 37.14 and a beta of 1.61.

AAR (NYSE:AIR) last posted its quarterly earnings data on Tuesday, January 7th. The aerospace company reported $0.90 earnings per share for the quarter, beating the consensus estimate of $0.83 by $0.07. AAR had a return on equity of 10.22% and a net margin of 2.67%. The company had revenue of $686.10 million during the quarter, compared to analysts’ expectations of $654.47 million. During the same period in the prior year, the business earned $0.81 earnings per share. AAR’s revenue for the quarter was up 25.8% compared to the same quarter last year.

Insider Activity

In other news, CFO Sean M. Gillen sold 17,385 shares of the stock in a transaction on Friday, January 10th. The stock was sold at an average price of $66.33, for a total transaction of $1,153,147.05. Following the sale, the chief financial officer now owns 72,326 shares in the company, valued at approximately $4,797,383.58. This represents a 19.38 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Jessica A. Garascia sold 1,500 shares of the company’s stock in a transaction dated 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 owns 37,565 shares in the company, valued at approximately $2,513,098.50. This trade represents a 3.84 % decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 4.10% of the company’s stock.

Institutional Investors Weigh In On AAR

Hedge funds and other institutional investors have recently made changes to their positions in the company. Amalgamated Bank boosted its stake in AAR by 1.7% in the third quarter. Amalgamated Bank now owns 10,319 shares of the aerospace company’s stock valued at $674,000 after acquiring an additional 177 shares during the last quarter. Captrust Financial Advisors increased its stake in AAR by 5.3% in the third quarter. Captrust Financial Advisors now owns 3,537 shares of the aerospace company’s stock valued at $231,000 after purchasing an additional 177 shares in the last quarter. HighTower Advisors LLC raised its stake in AAR by 6.1% during the 3rd quarter. HighTower Advisors LLC now owns 3,818 shares of the aerospace company’s stock worth $249,000 after buying an additional 220 shares during the period. EverSource Wealth Advisors LLC raised its position in shares of AAR by 43.0% during the second quarter. EverSource Wealth Advisors LLC now owns 778 shares of the aerospace company’s stock worth $57,000 after purchasing an additional 234 shares during the period. Finally, Truist Financial Corp lifted its stake in AAR by 3.4% in the second quarter. Truist Financial Corp now owns 9,040 shares of the aerospace company’s stock valued at $657,000 after buying an additional 296 shares in the last quarter. 90.74% of the stock is 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.