Added to YB: 2025-09-25
Pitch date: 2025-08-07
AIR [bullish]
AAR Corp.
+14.93%
current return
Author Info
No bio for this author
Company Info
AAR Corp. provides products and services to commercial aviation, government, and defense markets in North America, Europe, Africa, Asia, and internationally.
Market Cap
$3.2B
Pitch Price
$72.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.09
P/E
101.13
EV/Sales
1.49
Sector
Aerospace and Defense
Category
value
AAR Corp. - $AIR
AIR: Aviation MRO/parts distributor benefiting from aging fleet. Triumph acquisition transformed biz, accelerated growth & improved margins. 20% EPS growth visibility next 2-3 years, ~16x FY26 P/E vs peer VSEC at 42x after recent rerate. Structural tailwinds, margin expansion to 10.5-11.5%, deleveraging enabling buybacks/M&A.
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