AIR AAR Dashboard

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

IRS number

362334820

AIR stock data

S&P 500

1M 1Y 2Y 5Y

News

Pro users get this 30m faster

Last Week's Notable Insider Buys: Beacon Roofing Supply, Cricut, Crown Castle And More

1 Aug 21

Insider buying can be an encouraging signal for potential investors, especially when markets are near all-time highs. A couple of infrastructure-related companies attracted some notable insider buying last week. Beneficial owners were in the spotlight again, as earnings season means buy windows are close for many insiders.

3 Stocks Insiders Are Buying

30 Jul 21

When insiders purchase shares, it indicates their confidence in the company's prospects or that they view the stock as a bargain. Either way, this signals an opportunity to go long on the stock. Insider purchases should not be taken as the only indicator for making an investment or trading decision. At best, it can lend conviction to a buying decision.

Alaska Airlines, AAR Collaborate For Flow Through Program For Maintenance Technicians

21 Jul 21

Recap: AAR Q4 Earnings

20 Jul 21

AAR Q4 Adj. EPS $0.46 Beats $0.45 Estimate, Sales $438.00M Beat $421.74M Estimate

20 Jul 21

Press releases

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AAR named to "Top 100 for 2021" by DefenseNews

26 Jul 21

Wood Dale, July 26, 2021 (GLOBE NEWSWIRE) -- AAR (NYSE:AIR), a leading independent provider of aviation services to commercial and government operators, has once again been named as a "Top 100 for 2021" defense company

Alaska Airlines and AAR team up to create Flow Through Program for tomorrow's aviation maintenance technicians

21 Jul 21

Wood Dale, July 21, 2021 (GLOBE NEWSWIRE) -- The nation's airlines rely on professional maintenance technicians to ensure airplanes safely and compliantly travel across the country, but demand for qualified airline

AAR Reports Fourth Quarter & Fiscal Year 2021 Results

20 Jul 21

Fourth quarter sales of $438 million, up 5% over the prior yearFourth quarter GAAP diluted earnings per share from continuing operations of $0.41 compared to a loss per share of $0.43 in Q4 FY2020Fourth quarter adjusted

AAR to announce fourth quarter fiscal year 2021 results on July 20, 2021

6 Jul 21

AAR signs agreement with Druck, a Baker Hughes business, for global AOG support

1 Jul 21

Calendar

20 Jul 21

3 Aug 21

31 May 22

Financial summary

Financial statements Chart AIR financial data

Quarter (USD)	May 21	Feb 21	Nov 20	Aug 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	May 21	May 20	May 19	May 18
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.

Cash burn rate (estimated)	Burn method: Change in cash		Burn method: Operating income/loss		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	51.8M	51.8M	51.8M	51.8M	51.8M	51.8M
Cash burn (monthly)	15.8M	29.41M	(positive/no burn)	(positive/no burn)	(positive/no burn)	(positive/no burn)
Cash used (since last report)	33.72M	62.77M	n/a	n/a	n/a	n/a
Cash remaining	18.08M	-10.97M	n/a	n/a	n/a	n/a
Runway (months of cash)	1.1	-0.4	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Recent insider trades

AIR insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
31 Jul 21	Holmes John McClain III	Common Stock	Payment of exercise	Dispose F	No	No	35.76	5,598	200.18K	112,376
31 Jul 21	Jessup Christopher A.	Common Stock	Payment of exercise	Dispose F	No	No	35.76	823	29.43K	33,841.525
31 Jul 21	Pachapa Eric	Common Stock	Payment of exercise	Dispose F	No	No	35.76	412	14.73K	20,406.32
30 Jul 21	Pachapa Eric	Common Stock	Sell	Dispose S	No	No	35.6809	4,400	157K	20,818.32
30 Jul 21	Pachapa Eric	Common Stock	Option exercise	Aquire M	No	No	24	4,400	105.6K	25,218.32
30 Jul 21	Pachapa Eric	Stock Option Common Stock	Option exercise	Dispose M	No	No	24	4,400	105.6K	0
28 Jul 21	Boyce Michael Ross	Common Stock	Buy	Aquire P	Yes	No	36.1072	10,000	361.07K	20,000
12 Jul 21	Jessica A. Garascia	Common Stock	Grant	Aquire A	No	No	0	6,630	0	15,702
12 Jul 21	Jessica A. Garascia	Common Stock	Grant	Aquire A	No	No	0	3,310	0	10,662
12 Jul 21	Jessica A. Garascia	Stock Option Common Stock	Grant	Aquire A	No	No	37.74	9,350	352.87K	9,350

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

Institutional ownership Q1 2021

AIR institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

88.7% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	171	169	+1.2%
Opened positions	27	39	-30.8%
Closed positions	25	20	+25.0%
Increased positions	48	51	-5.9%
Reduced positions	75	56	+33.9%

13F shares	Current	Prev Q	Change
Total value	3.71B	1.15B	+223.6%
Total shares	31.39M	31.63M	-0.8%
Total puts	9.6K	89.9K	-89.3%
Total calls	2.78M	430.1K	+546.0%
Total put/call ratio	0.0	0.2	-98.3%

Largest owners	Shares	Value	Change
BLK Blackrock	5.68M	$236.42M	+4.4%
Vanguard	3.41M	$142.12M	+2.3%
Alliancebernstein	2.66M	$110.69M	-12.5%
Dimensional Fund Advisors	2.59M	$107.91M	-2.6%
STT State Street	1.69M	$70.59M	+15.0%
GS Goldman Sachs	1.43M	$59.59M	-3.2%
Rubric Capital Management	1.3M	$54.15M	+121.3%
Segall Bryant & Hamill	824.34K	$34.34M	+3.1%
Victory Capital Management	697.69K	$29.06M	-3.7%
Geode Capital Management	664.98K	$27.7M	+11.0%

Largest transactions	Shares	Bought/sold	Change
Rubric Capital Management	1.3M	+712.49K	+121.3%
Norges Bank	0	-531.28K	EXIT
Alliancebernstein	2.66M	-380.1K	-12.5%
Hillcrest Asset Management	0	-296.99K	EXIT
Aperture Investors	472.82K	+273.25K	+136.9%
Royce & Associates	596.17K	+243.67K	+69.1%
BLK Blackrock	5.68M	+241.33K	+4.4%
STT State Street	1.69M	+221.19K	+15.0%
American Century Companies	168.57K	-178K	-51.4%
Chartwell Investment Partners	310.01K	+174.8K	+129.3%

Data from 13F filings. Stock 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: acceptance, advanced, Alabama, amendment, billion, blended, CACI, calendar, certificate, closing, combined, commensurate, composite, construction, deliverable, element, employed, enhanced, EU, filing, flexibility, Huntsville, interim, KLX, longer, Minnesota, necessarily, omitted, opposed, postretirement, reclassified, recognizing, redeem, redeemed, revised, seal, shipped, succeeded, Telair, tempo, title, unaudited, unfunded

From filing 10-K 2021 FY