Jefferies has initiated coverage on AAR Corp (AIR) with a Buy rating as of December 16, 2025. This marks the firm’s first assessment of the company, reflecting its analysis of AAR's business, industry dynamics, and growth prospects.
Headquartered in Wood Dale, Illinois, AAR Corp operates in the Aerospace & Defense sector, providing a range of products and services to both commercial aviation and government sectors. The company employs approximately 5,600 full-time staff and has a market capitalisation of $3.2 billion. AAR's financial metrics include a P/E ratio of 111.60 and an EPS of 0.76.
The Parts Supply segment of AAR focuses on the sale of used serviceable engine and airframe components, alongside new parts distribution. Its Repair & Engineering segment offers maintenance, repair, and overhaul (MRO) services. Furthermore, AAR's Integrated Solutions segment manages fleet operations and logistics for the U.S. Department of Defense and other entities. The Expeditionary Services segment supports the movement of equipment and personnel for various governments and NGOs.
Upcoming earnings reports are scheduled for July 14, 2026, with an estimated EPS of $1.25 and revenue of $834.3 million, and March 25, 2026, with an estimated EPS of $1.11 and revenue of $788.8 million.
Analyst ratings, such as this one from Jefferies, reflect professional opinions based on extensive research and financial models. While they can provide valuable insights, they are inherently based on assumptions that may not always hold true. Investment decisions should consider a variety of factors, including company fundamentals and market conditions, rather than relying solely on analyst ratings, which may evolve as new information becomes available.
As of December 1, 2025, the analyst consensus for AAR Corp stands at 2 Strong Buy, 7 Buy, 1 Hold, with no Sell or Strong Sell ratings, indicating a general positive outlook among analysts.