AIRIndustrials · Aerospace & DefenseThe 7 Wall Street analysts covering AAR Corp. hold a median 12-month price target of $153 — +51.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 83 of 100 as at 27 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores AAR Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (97): Analysts have, on balance, been raising their forecasts.
Accruals (25): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AIR, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +51.3% from it.
Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 Sept 2026 | Jefferies | Maintains | Buy | $155 → $160 |
| 28 Sept 2026 | RBC Capital | Reiterates | Outperform | $145 |
| 15 Sept 2026 | Guggenheim | Initiates | Neutral | — |
| 15 Sept 2026 | Guggenheim | Initiates | Neutral | — |
| 27 July 2026 | Truist Securities | Maintains | Buy | — |
| 27 July 2026 | Truist Securities | Maintains | Buy | $128 → $145 |
| 14 July 2026 | Jefferies | Maintains | Buy | $150 → $155 |
| 14 July 2026 | Jefferies | Maintains | Buy | — |
| 30 June 2026 | Keybanc | Downgrade | Sector Weight | — |
| 30 June 2026 | Keybanc | Downgrade | Sector Weight | — |
| 9 Apr 2026 | Keybanc | Maintains | Overweight | — |
| 26 Mar 2026 | Jefferies | Maintains | Buy | — |
| 25 Mar 2026 | Keybanc | Maintains | Overweight | — |
| 25 Mar 2026 | RBC Capital | Maintains | Outperform | — |
| 6 Mar 2026 | Truist Securities | Reiterates | Buy | — |
| 23 Feb 2026 | Jefferies | Maintains | Buy | — |
| 26 Jan 2026 | Goldman Sachs | Initiates | Neutral | — |
| 14 Jan 2026 | Keybanc | Maintains | Overweight | — |
| 7 Jan 2026 | RBC Capital | Maintains | Outperform | — |
| 7 Jan 2026 | Truist Securities | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AIR appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 28 Oct 2026, AAR Corp. returned +19.2% against +13.6% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 39% of US stocks
Cheaper than 66% of US stocks
Cheaper than 40% of US stocks
Cheaper than 28% of US stocks
Higher than 73% of US stocks
Higher than 55% of US stocks
Higher than 20% of US stocks
Higher than 61% of US stocks
Higher than 61% of US stocks
Higher than 70% of US stocks
Higher than 79% of US stocks
Higher than 64% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
AAR Corp. has a market value of $4.0B and an enterprise value of $4.8B.
Revenue in the twelve months to 31 May 2026: $3.3B. The latest quarter grew 24.1% year on year.
Net income over the same four quarters: $187.7M, a 5.7% net margin.
Diluted earnings per share, trailing twelve months: $4.83.
Free cash flow in the twelve months to 31 May 2026: $33.3M, after $36.6M of capital spending.
Trailing P/E: 20.5×; forward P/E: 14.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.30%, paying out 0% of earnings.
AAR Corp. employs 7,100 people — $466K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own AAR Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks reports that AAR (AIR) is down 6.3% since its earnings report 30 days ago and asks whether it can rebound.
Why it matters — AIR watchers may note the stock's performance since its recent earnings report.
The headline says AAR increased the size of its revolving credit facility and extended its maturity. The excerpt provides no additional terms or details.
Why it matters — AIR watchers may note the change to the company’s revolving credit facility, though the excerpt does not describe its size, maturity date, or other terms.
Zacks Investment Research highlights AAR Corp. (AIR) as a strong growth stock using its Style Scores system, which helps investors identify top-rated stocks based on investing style. The article explains why investors should take advantage of this screening tool.
Why it matters — AIR watchers would care because the article positions AAR favorably as a top-rated growth stock according to Zacks' ranking methodology.
AAR (AIR) has become technically oversold after plunging 20.5% in four weeks, which suggests heavy selling pressure may be exhausted. Wall Street analysts are also revising earnings estimates higher, indicating a potential near-term trend reversal for the stock.
Why it matters — An AIR watcher would care because the combination of oversold technical conditions and upward earnings estimate revisions points to a possible reversal of the recent decline.
AAR Corp. is expanding its aerospace aftermarket operations as the commercial aviation industry contends with an ongoing supply chain bottleneck. The article highlights AAR's move to broaden its reach in the aftermarket segment.
Why it matters — Expanding into the aerospace aftermarket positions AAR to capture demand arising from persistent commercial aviation supply chain constraints.
The 7 Wall Street analysts covering AAR Corp. have a median 12-month price target of $153, with estimates ranging from $145 to $168. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 7 analysts covering AAR Corp., 5 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AAR Corp. 83 out of 100 across roughly 4,600 US stocks as at 27 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 27 Oct 2026, AAR Corp. ranks 83 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (97 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +51.3% from the last close, and Ticker Nerd's factor model ranks AAR Corp. 83 out of 100 as at 27 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering AAR Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AIR are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $145 to $168 over the next 12 months.
AAR Corp. returned +19.2% over the 12 months to 28 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
AAR Corp. is a global aerospace and defense aftermarket solutions company that supports commercial aviation, government, and military customers.
The most recent item we track (Zacks Investment Research, 28 Oct 2026): "AAR (AIR) Down 6.3% Since Last Earnings Report: Can It Rebound?". Zacks reports that AAR (AIR) is down 6.3% since its earnings report 30 days ago and asks whether it can rebound.
AAR Corp. is a global aerospace and defense aftermarket solutions company that supports commercial aviation, government, and military customers. The company provides aircraft maintenance, repair, and overhaul services, along with parts supply, repair engineering, software-enabled support, and integrated logistics solutions. Its offerings also include used serviceable material, replacement components, fleet support programs, and expeditionary services such as mobility systems and specialized cargo and shelter equipment. AAR Corp. serves airlines, defense operators, original equipment manufacturers, and other aviation customers that rely on efficient aircraft readiness and supply chain support. Headquartered in Wood Dale, Illinois, AAR Corp. focuses on keeping aircraft and related systems operating reliably across the global aviation aftermarket.
CEO Mr. John McClain Holmes III · 7,100 employees · United States · https://www.aarcorp.com
