AAR CORP. (AIR)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-04
$104.48-3.91%
Close 2026-11-05 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-11-04
QuarterlyIQ Insights · AIR
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-11-04.
The screen ranks AIR against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Not enough signal yet.
Over the trailing year it converted -0.29x of net income into operating cash flow. Historically, Industrials names rated fragile grew net income 50% of the time over the next year (vs 59% for the rest of the cohort, n=5006).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
This highly strategic acquisition is truly transformational for AAR and marks a significant step in our long-term growth plan,” concluded Holmes.
Stated in 1 of 3 supplied quarters. Management reported: “The Company expects to achieve the full run-rate benefit of the synergies within three to four years following closing and is targeting an adjusted EBITDA margin of approximately 19% to 20% in that timeframe.” “AAR expects net leverage to be approximately 3.0x within two years following close of the transaction and to return to its target range of 2.0x to 2.5x over the medium term, even as we exercise the purchase options.”
“This highly strategic acquisition is truly transformational for AAR and marks a significant step in our long-term growth plan,” concluded Holmes.”
Going forward, we expect further margin expansion as we shift our sales mix to higher margin offerings, complete the HAECO Americas integration, and continue to realize acquisition-related synergies.
Stated in 2 of 3 supplied quarters. Management reported: “Going forward, we expect further margin expansion as we shift our sales mix to higher margin offerings, complete the HAECO Americas integration, and continue to realize acquisition-related synergies.” “We expect continued margin expansion as we shift our sales mix to higher margin offerings as well as realize synergies from our recent acquisitions.” Revenue was $918.000 million in 2027-Q1.
We are well within our target range of 2.0x to 2.5x, giving us flexibility to continue funding our strategic growth.
Stated in 2 of 3 supplied quarters. Management reported: “We are well within our target range of 2.0x to 2.5x, giving us flexibility to continue funding our strategic growth.” “We are now comfortably within our target range of 2.0x to 2.5x, giving us flexibility to continue funding our strategic growth.”
“We are well within our target range of 2.0x to 2.5x, giving us flexibility to continue funding our strategic growth.”
Along with the segment realignment we announced our intention to wind down the Legacy Commercial Programs business, reflecting our continued focus on growth, margin expansion, and additional cash flo…
Stated in 1 of 3 supplied quarters. Management reported: “Along with the segment realignment we announced our intention to wind down the Legacy Commercial Programs business, reflecting our continued focus on growth, margin expansion, and additional cash flow generation.”
Expand Parts Supply, Repair, Engineering, and Software through organic growth and acquisitions, including MRO Holdings.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
23 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-04.
“Going forward, we expect further margin expansion as we shift our sales mix to higher margin offerings, complete the HAECO Americas integration, and continue to realize acquisition-related synergies.”
“We expect continued margin expansion as we shift our sales mix to higher margin offerings as well as realize synergies from our recent acquisitions.”
“We are now comfortably within our target range of 2.0x to 2.5x, giving us flexibility to continue funding our strategic growth.”
“Along with the segment realignment we announced our intention to wind down the Legacy Commercial Programs business, reflecting our continued focus on growth, margin expansion, and additional cash flo…”