Aerospace & Aviation▲
AAR Completes $35 Million Aircraft Reconfig Technologies Acquisition
AAR Corp. completed its $35 million acquisition of Aircraft Reconfig Technologies in April 2026, adding FAA Organization Designation Authorization that lets the company issue supplemental type certificates and Parts Manufacturer Approval in-house. The deal strengthens AAR's aircraft interior design, reconfiguration, and engineering capabilities, reducing reliance on third parties and giving it greater control over certification. The company says the expanded capabilities position it to capture a larger share of aircraft modification and aftermarket spending as airlines focus on maintaining and upgrading existing aircraft. AAR shares have risen 94% in the past year, and the stock carries a Zacks Rank of 1, or Strong Buy.
Zacks Investment Research·6dRead more ▾
AIR▲
AAR Shares Rise After Truist Raises Price Target to $145
AAR Corp shares jumped 4.9% after Truist Securities raised its price target on the stock to $145 from $128 while maintaining a Buy rating. The upgrade follows AAR's strong quarterly earnings report on July 21st, where the company posted earnings per share of $1.53, beating the consensus estimate of $1.38, and revenue of $928 million, surpassing analyst expectations of $893.03 million. The shares closed at $136.86, up 6% from the previous close.
Yahoo Finance·30dRead more ▾
Aerospace & Aviation▲
AAR Corp. completes $107.54 million buyback, posts stronger earnings, and files omnibus shelf registration
AAR Corp. reported higher sales and net income for its fourth quarter and full-year 2026, completed a US$107.54 million buyback of 2,429,700 shares, and filed an omnibus shelf registration covering multiple types of securities. The buyback fully utilized the company's 2021 repurchase program, while the shelf registration provides fresh financing flexibility. The stronger quarterly and annual earnings performance supports the near-term investment narrative that AAR's mix of MRO, parts distribution, and software can remain relevant as airlines and governments demand reliable, cost-efficient support. However, the biggest risk remains how quickly OEMs and new technologies could squeeze independent providers like AAR, a factor not materially changed by this news.
Simply Wall St·32dRead more ▾
Aerospace & Aviation▼
UK aerospace faces 10,000-engineer annual shortage as AI lures young talent
The UK aerospace and defence sector is facing a shortage of around 10,000 specialized engineers a year, with artificial intelligence and other newer technologies drawing away potential recruits. More than 50% of licensed aerospace engineers in Britain are older than 50, while fewer than 10% are under 30, according to a March report by the Royal Aeronautical Society. Trade group ADS said the sector has grown 31% over the last decade but the talent pipeline has not kept pace, even as aerospace, defence and security added 46.8 billion pounds to the UK economy last year. Companies are using airshow displays and graduate schemes to attract Generation Z and Alpha, but face competition from higher-paying technology firms like Anthropic and OpenAI. The UK government hopes renewed defence investment tied to the war in Ukraine will boost the sector's appeal.
Reuters·33dRead more ▾
Artificial Intelligence▼
Super Micro Computer surges 25% on strong preliminary results
Super Micro Computer shares surged 25% after the server maker reported preliminary fourth-quarter results with much stronger profitability than expected, offsetting revenue near the low end of guidance. EQT rose over 6.6% on stronger-than-expected second-quarter production and raised its 2026 sales volume guidance to 2,375–2,450 billions of cubic feet equivalent. Amazon slipped 1% after confirming job cuts in its artificial intelligence group. AAR slid almost 11% after fiscal fourth-quarter margins missed estimates, with management citing constrained supplies of used serviceable material. Westinghouse Air Brake Technologies popped 11% to a 52-week high after lifting full-year guidance. Chubb fell more than 3% despite reporting slower property and casualty insurance growth due to underwriting discipline. Dell Technologies and Hewlett Packard Enterprise rose 10% and 5%, respectively, as Super Micro's results boosted server peers. Pegasystems tumbled more than 16% after second-quarter earnings missed expectations. Rocket Lab gained 3.5% on a $266 million U.S. Air Force contract. GE Vernova declined more than 7% despite a revenue beat and raised guidance. AT&T rose 2.9% after adjusted earnings topped estimates. CME Group added 5% on better-than-expected second-quarter results.
CNBC·35dRead more ▾
AAR projects Q1 FY2027 sales growth of 21% to 23% excluding legacy commercial programs
AAR Corp. expects first-quarter fiscal 2027 total sales growth of 21% to 23% excluding its legacy commercial programs segment, while targeting an adjusted EBITDA margin of 12.25% to 12.75% on the same basis. Chairman, President and CEO John Holmes said the company is guiding on metrics excluding legacy commercial programs because that more accurately reflects how management is running the ongoing performance of the business, and the legacy commercial programs business is expected to wind down ratably over the next three to four years. For the full fiscal year 2027, AAR anticipates another year of strong growth with total sales, excluding legacy commercial programs, rising in the low double digits to low teens. The outlook follows a record fourth quarter of fiscal 2026 in which total sales reached $928 million, up 26% year-over-year including 13% organic growth, and adjusted diluted earnings per share rose 32% to $1.53. Adjusted EBITDA increased 27% to $116 million, with the margin edging up to 12.5% from 12.4% a year earlier.
Seeking Alpha·36dRead more ▾
AIR▲
AAR Reports Strong Q2 CY2026 Results and Issues Upbeat Revenue Guidance
AAR CORP reported fiscal second-quarter 2026 revenue of $928 million, exceeding analyst estimates of $893.2 million and representing 26.1% year-on-year growth. Adjusted earnings per share came in at $1.53, beating the consensus estimate of $1.38 by 10.5%, while adjusted EBITDA of $115.8 million topped forecasts of $111.2 million. The company issued third-quarter revenue guidance of $902.3 million at the midpoint, which was 4.4% above analyst expectations of $864.6 million. Despite the beats, shares fell 4.8% to $135.35 in immediate after-market trading.
Yahoo Finance·36dRead more ▾
AIR
AAR to report Q4 earnings with consensus EPS estimate of $1.38
AAR is scheduled to announce its fourth-quarter earnings results on Tuesday, July 21st, after market close. The consensus earnings per share estimate stands at $1.38, representing a 19.0% increase year-over-year, while the consensus revenue estimate is $894.61 million, up 18.6% year-over-year. Over the past two years, the company has beaten EPS estimates 100% of the time and revenue estimates 75% of the time. In the last three months, EPS estimates have seen three upward revisions and one downward revision, while revenue estimates have received four upward revisions and none downward.
Seeking Alpha·37dRead more ▾
AIR▲
Zacks Highlights AAR as Top Growth Stock with Strong Earnings and Efficiency
Zacks Investment Research identifies AAR Corp. as a compelling growth stock, citing three key factors. The airplane maintenance company's earnings per share are projected to grow 18.4% this year, outpacing the industry average of 14.8%. AAR's sales-to-total-assets ratio stands at 1.02, well above the industry average of 0.65, indicating efficient asset utilization, while sales are expected to rise 12.9% versus the industry's 9.3%. The Zacks Consensus Estimate for current-year earnings has climbed 3.5% over the past month, supporting a Zacks Rank #1 (Strong Buy) and a Growth Score of B.
Zacks Investment Research·44dRead more ▾
AIR▲
AAR Outperforms Aerospace Sector with 69.2% Year-to-Date Gain
AAR has surged 69.2% year-to-date, far outpacing the Aerospace sector's average return of 8.5%. The company holds a Zacks Rank of 2, or Buy, and its full-year earnings estimate has risen 1% over the past quarter. Within the Aerospace - Defense Equipment industry, which has gained 18% this year, AAR's performance stands out. Another sector member, RTX, has returned 8.6% year-to-date and also carries a Zacks Rank of 2, with its earnings estimate up 1.5% in three months.
Zacks Investment Research·51dRead more ▾
Aerospace & Aviation▲
AAR Hits 52-Week High After Earnings Beat and Upgraded Forecasts
AAR Corp. hit a new 52-week high after its latest quarterly results beat analyst estimates, continuing a pattern of positive surprises that has led to upgraded earnings forecasts. The company also announced a preferred distribution agreement with Woodward for LEAP, GEnx, and CF34 engine consumables, expanding its parts distribution footprint. Analysts project AAR will reach $4.1 billion in revenue and $228.5 million in earnings by 2029, though some fair value estimates suggest an 8% downside from the current price. The stock's performance reinforces confidence in its execution, but its fortunes remain tied to commercial aviation cycles.
Simply Wall St·60dRead more ▾
Zacks Highlights HEICO, Axon, and AAR as Top Aerospace-Defense Equipment Stocks
Zacks Equity Research identifies HEICO Corp., Axon Enterprise, and AAR Corp. as key aerospace-defense equipment stocks poised to benefit from long-term air travel growth and strategic acquisitions. The Zacks Aerospace-Defense Equipment industry carries a Zacks Industry Rank of 55, placing it in the top 22% of more than 247 industries, and has collectively surged 21% over the past year. HEICO, a Zacks Rank #1 Strong Buy, is expected to see fiscal 2026 sales and earnings grow 15.8% and 18% year over year, respectively, aided by its Exxelia subsidiary's acquisition of 90% of CalRamic Technologies. Axon Enterprise, also a Zacks Rank #1, is projected to achieve 31% sales growth and 18.1% earnings growth in 2026, driven by demand for its Dedrone counter-drone platform. AAR Corp., a Zacks Rank #2 Buy, anticipates fiscal 2026 sales and earnings increases of 17.7% and 27.1%, respectively, as it winds down its Legacy Commercial Programs segment to focus on higher-margin businesses.
Zacks Investment Research·64dRead more ▾
AIR▲
Aerospace Stocks Post Strong Q1 With Revenue Beats Across the Board
The 15 aerospace stocks tracked by StockStory reported a very strong first quarter, with aggregate revenues beating analysts' consensus estimates by 1.9%. AAR led with revenues of $845.1 million, up 25.3% year on year and exceeding expectations by 4.1%, while Rocket Lab delivered the fastest revenue growth among its peers at $200.3 million, a 63.5% increase that beat estimates by 4.9%. Woodward reported $1.09 billion in revenues, up 23.4% and surpassing expectations by 8.5%, and Curtiss-Wright posted $913.7 million, up 13.4% and beating by 5.1%. AerSale was the weakest performer, with revenues of $70.61 million falling short of analysts' expectations by 18.9%. Next quarter's revenue guidance for the group came in 0.7% below estimates, but aerospace stocks have performed well, with share prices up 13.2% on average since the latest earnings results.
StockStory·70dRead more ▾
Aerospace & Aviation▲
AAR Corp. Stock Gains 94% in a Year as MRO Demand Drives Growth
AAR Corp. has seen its stock surge 94.1% over the past year, far outpacing the aerospace industry's 22.8% gain, driven by strong demand in the Maintenance, Repair and Overhaul market. The Zacks Consensus Estimate for fiscal 2026 earnings per share is $4.97, representing year-over-year growth of 27.1%, while sales are projected at $3.27 billion, up 17.7%. The company's Repair & Engineering segment recorded a 22.9% sales improvement in the fiscal third quarter, supported by airframe MRO activities, and it is expanding hangar capacity in Miami and Oklahoma City. AAR's total debt to capital stands at 35.09%, below the industry average of 41.35%, and its current ratio is 2.70, indicating solid liquidity. The company delivered an average earnings surprise of 11.30% over the last four quarters.
Zacks Investment Research·70dRead more ▾