Professional
Added to YB: 2026-09-16
Pitch date: 2026-07-14
AIR [bullish]
AAR Corp.
-10.95%
current return
Author Info
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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
$4.9B
Pitch Price
$134.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.28
P/E
25.82
EV/Sales
1.77
Sector
Aerospace and Defense
Category
growth
Tributary Small Cap Equity New Position: AAR Corp.
AIR: AAR is a pure-play aerospace aftermarket provider positioned to convert mid-to-high single-digit revenue growth into double-digit earnings growth through operating leverage, favorable revenue mix and acquisition synergies. Aging fleets, constrained aircraft production and OEM outsourcing support durable demand, while recurring maintenance provides quarterly visibility; the fragmented, high-barrier industry also offers meaningful consolidation opportunities.
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