
AAR CORP. (AIR) Stock Forecast & Price Target
AAR CORP. (AIR) Analyst Ratings
Bulls say
AAR is well positioned to capitalize on the strong A&D aftermarket backdrop, especially in the commercial AM segment, with its diversified revenue streams and ongoing investments in growth opportunities such as distribution strength, M&A, and hangar expansions. The company's recently completed OKC hangar expansion is expected to contribute ~$60M in annual revenue. Additionally, management's focus on margin improvement and efficient capital allocation should drive further upside to our estimates.
Bears say
AAR is experiencing intense competition in the aerospace aftermarket parts trading and service businesses from larger companies such as OEMs (Airbus, Boeing, GE, Pratt & Whitney) and airlines (Lufthansa, Air France). While the company is well positioned to take share in the heavy MRO and parts businesses, there is a risk of pricing limitations and a need for significant discipline to maintain profitability. The strong F3Q26 results provide a near-term boost, but the 70/30 split in revenue between commercial and defense may not return to pre-COVID levels in the long term.
This aggregate rating is based on analysts' research of AAR CORP. and is not a guaranteed prediction by Public.com or investment advice.
AAR CORP. (AIR) Analyst Forecast & Price Prediction
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