AIRIndustrials · Aerospace & DefenseThe 7 Wall Street analysts covering AAR Corp. hold a median 12-month price target of $145 — +15.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 74 of 100 as at 10 Sept 2026 — in the upper half. 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
Momentum (89): The shares have been drifting up relative to others.
Accruals (18): 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 quant trader with fourteen 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 +15.6% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 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 | — |
| 17 Dec 2025 | Jefferies | Initiates | Buy | — |
| 26 Nov 2025 | RBC Capital | Maintains | Outperform | — |
| 29 Sept 2025 | Keybanc | Maintains | Overweight | — |
| 24 Sept 2025 | RBC Capital | Reiterates | Outperform | — |
| 24 Sept 2025 | 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.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AIR appears 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 11 Sept 2026, AAR Corp. returned +66.6% against +17.5% 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 30% of US stocks
Cheaper than 60% of US stocks
Cheaper than 34% of US stocks
Cheaper than 19% of US stocks
Higher than 72% of US stocks
Higher than 74% of US stocks
Higher than 20% of US stocks
Higher than 61% of US stocks
Higher than 62% of US stocks
Higher than 70% of US stocks
Higher than 79% of US stocks
Higher than 4% 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 $5.0B and an enterprise value of $5.8B.
Revenue in the twelve months to 31 May 2026: $3.3B. The latest quarter grew 23.0% 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: 25.6×; forward P/E: 19.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.24%, 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 →
AAR Corp., based in Wood Dale, Illinois, announced its participation in the 2026 Jefferies Global Industrials Conference, as reported via PRNewswire on Sept. 1, 2026.
Why it matters — An AAR watcher would care because the company's participation in a major industrials conference offers a platform to present its business to the investment community.
Zacks Investment Research published an article comparing the year-to-date performance of AAR (AIR) and Astronics Corporation (ATRO) against their aerospace sector. The piece examines how both companies have fared relative to their industry peers so far this year.
Why it matters — AIR watchers would care because the article provides a direct comparison of AAR's stock performance against both a peer company and its broader aerospace sector for the year.
AAR Corp. announced the appointment of Sanjay Sood as Senior Vice President and Chief Digital & Technology Officer, based on a PRNewswire release dated Aug. 31, 2026 from Wood Dale, Ill.
Why it matters — This executive appointment signals a leadership focus on digital and technology initiatives at AAR, which may be of interest to investors tracking the company's operational direction.
AAR CORP. was awarded the 2026 Great Place To Work Certification, announced August 31, 2026. The certification recognizes the company's workplace culture and employee experience.
Why it matters — A workplace-culture recognition can signal strong employee engagement and talent retention, factors that may support operational stability for AIR.
Zacks Investment Research highlighted AAR Corp. (AIR), alongside Astronics (ATRO) and Ducommun (DCO), as standout mid-sized defense stocks, citing rising defense spending and strong earnings growth as supporting factors.
Why it matters — The piece signals favorable industry conditions—rising spending and strong earnings—that may be relevant to investors tracking AAR Corp. within the defense sector.
The 7 Wall Street analysts covering AAR Corp. have a median 12-month price target of $145, with estimates ranging from $128 to $155. 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. 74 out of 100 across roughly 4,600 US stocks as at 10 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Sept 2026, AAR Corp. ranks 74 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 Momentum (89 of 100).
No one can know that. What the data says: the median 12-month target from 7 analysts implies +15.6% from the last close, and Ticker Nerd's factor model ranks AAR Corp. 74 out of 100 as at 10 Sept 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: $128 to $155 over the next 12 months.
AAR Corp. returned +66.6% over the 12 months to 11 Sept 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 (PRNewsWire, 1 Sept 2026): "AAR announces participation in 2026 Jefferies Global Industrials Conference". AAR Corp., based in Wood Dale, Illinois, announced its participation in the 2026 Jefferies Global Industrials Conference, as reported via PRNewswire on Sept. 1, 2026.
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
