AAR CORP. $AIR reported a strong fourth quarter for fiscal 2026, with total revenue rising 23% year over year to $928 million. Gross profit increased 17.6% to $176.7 million, while operating profit climbed 9.7% to $80.1 million.
Bottom-line results were even stronger. Net income attributable to common shareholders jumped 49.1% from a year earlier to $50.7 million, and diluted earnings per share advanced 33.7% to $1.27. Cash from operating activities also improved, coming in at $55.3 million.
- Revenue: $928 million, up 23%
- Net income: $50.7 million, up 49.1%
- Diluted EPS: $1.27, up 33.7%
- Operating cash flow: $55.3 million
Cost of sales totaled $751.3 million, while capital spending on property and equipment was $12 million. AAR ended the period with $84 million in cash and cash equivalents and total liabilities of $1.65 billion. The stock fell 7.66% after the market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
AAR CORP. Insider Trading Activity
AAR CORP. insiders have traded $AIR stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $AIR stock by insiders over the last 6 months:
- JOHN MCCLAIN III HOLMES (Chairman, President & CEO) has made 0 purchases and 4 sales selling 96,175 shares for an estimated $10,645,705.
- SARAH LOUISE FLANAGAN (Interim CFO VP Fin Ops) sold 10,750 shares for an estimated $1,166,992
- JESSICA A. GARASCIA (Senior VP, GC, CAO & Secretary) has made 0 purchases and 3 sales selling 6,284 shares for an estimated $705,068.
- ERIC PACHAPA (VP-CAO & Controller) has made 0 purchases and 2 sales selling 4,983 shares for an estimated $527,881.
- BILLY NOLEN sold 1,562 shares for an estimated $173,384
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
AAR CORP. Hedge Fund Activity
We have seen 205 institutional investors add shares of AAR CORP. stock to their portfolio, and 123 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,223,260 shares (+inf%) to their portfolio in Q1 2026, for an estimated $133,898,039
- WELLINGTON MANAGEMENT GROUP LLP removed 1,216,408 shares (-69.7%) from their portfolio in Q1 2026, for an estimated $133,148,019
- WESTWOOD HOLDINGS GROUP INC added 937,220 shares (+8183.9%) to their portfolio in Q1 2026, for an estimated $102,588,101
- FRED ALGER MANAGEMENT, LLC removed 286,280 shares (-47.0%) from their portfolio in Q1 2026, for an estimated $31,336,208
- STATE STREET CORP added 266,694 shares (+11.5%) to their portfolio in Q1 2026, for an estimated $29,192,325
- UBS GROUP AG added 242,872 shares (+115.1%) to their portfolio in Q1 2026, for an estimated $26,584,769
- NUVEEN, LLC added 208,589 shares (+174.2%) to their portfolio in Q1 2026, for an estimated $22,832,151
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
AAR CORP. Price Targets
Multiple analysts have issued price targets for $AIR recently. We have seen 5 analysts offer price targets for $AIR in the last 6 months, with a median target of $128.0.
Here are some recent targets:
- Michael Leshock from Keybanc set a target price of $132.0 on 04/09/2026
- Sheila Kahyaoglu from Jefferies set a target price of $150.0 on 03/26/2026
- Ken Herbert from RBC Capital set a target price of $125.0 on 03/25/2026
- Michael Ciarmoli from Truist Securities set a target price of $128.0 on 03/06/2026
- Noah Poponak from Goldman Sachs set a target price of $121.0 on 01/26/2026
