AAR (AIR)

AAR is a global aerospace and defense aftermarket solutions company with operations in over 20 countries. Headquartered in the Chicago area, AAR supports commercial and government customers through two operating segments: Aviation Services and Expeditionary Services. AAR's Aviation Services include Parts Supply; OEM Solutions; Integrated Solutions; and Maintenance, Repair and Overhaul (MRO) Services. AAR's Expeditionary Services include Mobility Systems operations.

Company profile

Ticker

AIR

Exchange

NYSE

Website

www.aarcorp.com

CEO

John Holmes

Incorporated

Delaware

Location

Illinois

Fiscal year end

May 31

Sector

Manufacturing > Aircraft Engine and Engine Parts Manufacturing

Industry (SIC)

Aircraft & Parts

Textron • Triumph • KLX ...

SEC CIK

0000001750

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

AAR do Brasil Ltda. • Rags of Honor, LLC • AAR Aircraft & Engine Sales & Leasing, Inc. • AAR Asset Management, LLC • AAR International • AAR Aircraft Services, Inc. • Aviation Maintenance Staffing, Inc. • AAR Airlift Group, Inc. • AAR Airlift Pakistan (Private) Limited • AAR Airlift S.A.S. ...

IRS number

362334820

AIR stock data

1M 1Y 5Y

News

From Benzinga Pro

AAR Mobility Systems Awarded $173.5M Firm-fixed-price Contract From U.S. Air Force To Produce Next Generation All Aluminum Cargo Pallets

3 Aug 22

AAR CORP. (NYSE:AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, has been awarded a firm-fixed-price (FFP) requirements contract from the U.S. Air Force (USAF) to

AAR Awarded Two-year Contract To Support Royal Norwegian Air Force P-8A Logistics

26 Jul 22

AAR CORP. (NYSE:AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, was awarded a two-year contract with two option years by the Norwegian Defence Logistics Organisation

AAR's Return On Capital Employed Insights

22 Jul 22

According to Benzinga Pro, during Q4, AAR (NYSE:AIR) earned $23.90 million, a 6.22% increase from the preceding quarter. AAR also posted a total of $476.10 million in sales, a 5.29% increase since Q3.

AAR: Q4 Earnings Insights

21 Jul 22

AAR Q4 EPS $0.72 Beats $0.67 Estimate, Sales $476.00M Beat $455.50M Estimate

21 Jul 22

Press releases

From Benzinga Pro

Gabelli Funds to Host 28th Annual Aerospace & Defense Symposium Thursday, September 8, 2022

15 Aug 22

Gabelli Funds, LLC, will host the 28th Annual Aerospace & Defense Symposium at the Harvard Club in New York City on Thursday, September 8, 2022. The Symposium begins at 8:00 AM and will be available virtually via

Air Industries Group Announces Financial Results for the Three and Six Months Ended June 30, 2022

8 Aug 22

Air Industries Group (NYSE:AIRI), an integrated Tier 1 manufacturer of precision assemblies and components for mission-critical aerospace and defense applications, and a prime contractor to the U.S. Department of

AAR Mobility Systems awarded $173.5 million firm-fixed-price contract from U.S. Air Force to produce Next Generation All Aluminum Cargo Pallets

3 Aug 22

Wood Dale, Illinois, Aug. 03, 2022 (GLOBE NEWSWIRE) -- AAR CORP. (NYSE:AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, has been awarded a firm-fixed-price (FFP)

AAR launches additional Fellowship Programs to expand aviation maintenance technician pipeline

2 Aug 22

AAR Sumisho Aviation Services (ASAS) announces new distribution agreement with Northrop Grumman for E-2D Advanced Hawkeye parts

1 Aug 22

Analyst ratings and price targets

Last 3 months

Calendar

21 Jul 22

19 Aug 22

31 May 23

Financial summary

Financial statements Chart AIR financial data

Quarter (USD)	May 22	Feb 22	Nov 21	Aug 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	May 22	May 21	May 20	May 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from AAR earnings reports.

Recent insider trades

AIR insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
10 Aug 22	Storch David P	Common Stock	Sell	Dispose S	No	No	46.8065	25,000	1.17M	315,090
9 Aug 22	Holmes John McClain III	Common Stock	Gift	Dispose G	No	No	0	3,000	0	278,611
1 Aug 22	Gillen Sean M.	Common Stock	Sale back to company	Dispose D	No	No	0	4,322	0	46,332.203
29 Jul 22	Holmes John McClain III	Common Stock	Payment of exercise	Dispose F	No	No	44.53	5,354	238.41K	281,611
29 Jul 22	Holmes John McClain III	Common Stock	Sale back to company	Dispose D	No	No	0	22,441	0	286,965
29 Jul 22	Gillen Sean M.	Common Stock	Payment of exercise	Dispose F	No	No	44.53	1,032	45.95K	45,300.203
29 Jul 22	Jessup Christopher A.	Common Stock	Payment of exercise	Dispose F	No	No	44.53	977	43.51K	44,690.525
29 Jul 22	Jessup Christopher A.	Common Stock	Sale back to company	Dispose D	No	No	0	4,322	0	45,667.525

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Institutional ownership, Q2 2022

AIR institutional ownership history Ownership history

97.0% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	192	194	-1.0%
Opened positions	27	33	-18.2%
Closed positions	29	24	+20.8%
Increased positions	61	64	-4.7%
Reduced positions	71	67	+6.0%

13F shares	Current	Prev Q	Change
Total value	1.44B	1.66B	-13.1%
Total shares	34.36M	34.19M	+0.5%
Total puts	8.7K	9.2K	-5.4%
Total calls	55.5K	66.4K	-16.4%
Total put/call ratio	0.2	0.1	+13.1%

Largest owners	Shares	Value	Change
BLK Blackrock	6.37M	$266.49M	+2.1%
Vanguard	3.6M	$150.81M	+0.2%
Dimensional Fund Advisors	2.71M	$113.3M	+4.8%
Earnest Partners	2.4M	$100.29M	-3.4%
STT State Street	2.15M	$89.93M	-2.7%
Rubric Capital Management	1.11M	$46.37M	-29.4%
Victory Capital Management	954.05K	$39.92M	+47.2%
BEN Franklin Resources	904.4K	$37.84M	-0.4%
GS Goldman Sachs	847.82K	$35.47M	-16.8%
Driehaus Capital Management	820.71K	$34.34M	+45.1%

Largest transactions	Shares	Bought/sold	Change
Rubric Capital Management	1.11M	-461.88K	-29.4%
Millennium Management	332.2K	+327.48K	+6947.0%
Victory Capital Management	954.05K	+305.79K	+47.2%
Driehaus Capital Management	820.71K	+255.28K	+45.1%
Aperture Investors	184.82K	-254.31K	-57.9%
Thrivent Financial For Lutherans	266.09K	+238.95K	+880.4%
MS Morgan Stanley	386.21K	+224.54K	+138.9%
GS Goldman Sachs	847.82K	-170.91K	-16.8%
Parametric Portfolio Associates	0	-154.44K	EXIT
Arrowstreet Capital, Limited Partnership	230.31K	+148.31K	+180.9%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

Kratos Defense & Security Solutions • Leidos • Delta Tucker • AerSale

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. freshman Avg

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Removed: Avborne, back, Codification, collectability, Colombia, comparability, doubtful, Duluth, Esterline, factor, froze, initially, Marketing, monthly, owed, Peru, producing, projecting, prospective, purpose, renegotiate, rental, replace, sharing, Specifically, speculation, superseded, supportable, supported, Topic, underfunded, underperforming, Wesco

From filing 10-K 2022 FY

Financial reports

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