AAR Rises as Investors Likely Continue to Reward Strong Results and Outlook

AAR Corp. (AIR) is up 5.8% today. Here is some analysis on what might have caused this price movement.

Analysis: A clear same-day catalyst was not easy to confirm, so the move appears most likely tied to continued positive sentiment after AAR’s late-July earnings beat, upbeat fiscal 2027 outlook, and recent analyst target increase. This could also reflect investors continuing to favor aerospace and defense aftermarket names with improving margins and government program momentum.

Details:

AAR reported fiscal fourth-quarter 2026 sales of $928 million, up 23%, while adjusted diluted EPS rose to $1.53 from $1.16 a year earlier.

The company also gave fiscal 2027 commentary pointing to low-double-digit to low-teens full-year sales growth excluding its Legacy Commercial Programs business, reinforcing expectations for continued expansion.

AAR highlighted a $305 million follow-on contractor logistics support award tied to the U.S. Navy C-40A program, supporting confidence in its government-focused business.

A recent analyst note in July lifted the stock’s price target, adding another supportive signal even though no fresh August filing or company press release was readily visible.

Sources:

AAR CORP., SEC, Benzinga

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$AIR Insider Trading Activity

$AIR insiders have traded $AIR stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 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 3 sales selling 86,175 shares for an estimated $9,561,342.
JESSICA A. GARASCIA (Senior VP, GC, CAO & Secretary) has made 0 purchases and 3 sales selling 6,284 shares for an estimated $705,068.
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.

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$AIR Hedge Fund Activity

We have seen 230 institutional investors add shares of $AIR stock to their portfolio, and 186 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 538,063 shares (+inf%) to their portfolio in Q2 2026, for an estimated $76,905,344
BLACKROCK, INC. added 298,133 shares (+4.8%) to their portfolio in Q2 2026, for an estimated $42,612,149
FRANKLIN RESOURCES INC removed 295,258 shares (-47.5%) from their portfolio in Q2 2026, for an estimated $42,201,225
STATE STREET CORP added 246,464 shares (+9.5%) to their portfolio in Q2 2026, for an estimated $35,227,099
INVESCO LTD. added 207,471 shares (+14.9%) to their portfolio in Q2 2026, for an estimated $29,653,830
ALYESKA INVESTMENT GROUP, L.P. removed 200,000 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $21,892,000
JANE STREET GROUP, LLC removed 181,937 shares (-91.7%) from their portfolio in Q2 2026, for an estimated $26,004,255

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.

$AIR Price Targets

Multiple analysts have issued price targets for $AIR recently. We have seen 4 analysts offer price targets for $AIR in the last 6 months, with a median target of $130.0.

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

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.