KeyCorp Weighs in on AAR’s Q3 Earnings (NYSE:AIR)

AAR Corp. (NYSE:AIR) – Analysts at KeyCorp issued their Q3 2025 earnings per share (EPS) estimates for shares of AAR in a research report issued on Wednesday, January 15th. KeyCorp analyst M. Leshock forecasts that the aerospace company will earn $0.97 per share for the quarter. KeyCorp has a “Strong-Buy” rating on the stock. The consensus estimate for AAR’s current full-year earnings is $3.77 per share. KeyCorp also issued estimates for AAR’s Q4 2025 earnings at $1.09 EPS.

Several other research analysts have also commented on the company. StockNews.com raised AAR from a “sell” rating to a “hold” rating in a research report on Friday, January 17th. Benchmark reissued a “buy” rating and issued a $83.00 price objective on shares of AAR in a research report on Friday, October 4th. Finally, Royal Bank of Canada reissued an “outperform” rating and issued a $75.00 price objective on shares of AAR in a research report on Monday, November 4th. One analyst has rated the stock with a hold rating, four have given a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $81.50.

AAR Price Performance

Shares of AAR stock opened at $72.25 on Monday. AAR has a twelve month low of $54.71 and a twelve month high of $76.34. The stock has a market capitalization of $2.59 billion, a P/E ratio of 258.03 and a beta of 1.61. The company has a current ratio of 2.68, a quick ratio of 1.27 and a debt-to-equity ratio of 0.84. The business’s fifty day moving average price is $65.92 and its 200 day moving average price is $65.12.

AAR (NYSE:AIR) last posted its quarterly earnings data on Tuesday, January 7th. The aerospace company reported $0.90 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.83 by $0.07. AAR had a return on equity of 10.46% and a net margin of 0.41%. The business had revenue of $686.10 million for the quarter, compared to analysts’ expectations of $654.47 million. During the same quarter last year, the firm earned $0.81 earnings per share. The business’s revenue was up 25.8% on a year-over-year basis.

Insider Buying and Selling

In related news, CEO John Mcclain Holmes III sold 5,000 shares of AAR stock in a transaction dated Friday, January 17th. The stock was sold at an average price of $70.81, for a total value of $354,050.00. Following the completion of the transaction, the chief executive officer now directly owns 341,680 shares in the company, valued at approximately $24,194,360.80. This trade represents a 1.44 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Christopher A. Jessup sold 33,481 shares of AAR stock in a transaction dated Thursday, January 16th. The stock was sold at an average price of $70.40, for a total value of $2,357,062.40. Following the completion of the transaction, the senior vice president now owns 63,209 shares of the company’s stock, valued at $4,449,913.60. This trade represents a 34.63 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 185,793 shares of company stock worth $12,538,396. Corporate insiders own 4.10% of the company’s stock.

Hedge Funds Weigh In On AAR

Hedge funds and other institutional investors have recently bought and sold shares of the stock. National Bank of Canada FI acquired a new position in AAR in the third quarter valued at approximately $25,000. EverSource Wealth Advisors LLC boosted its stake in AAR by 43.0% in the second quarter. EverSource Wealth Advisors LLC now owns 778 shares of the aerospace company’s stock valued at $57,000 after acquiring an additional 234 shares during the period. Toth Financial Advisory Corp boosted its stake in AAR by 133.3% in the fourth quarter. Toth Financial Advisory Corp now owns 1,400 shares of the aerospace company’s stock valued at $86,000 after acquiring an additional 800 shares during the period. KBC Group NV boosted its stake in AAR by 32.9% in the third quarter. KBC Group NV now owns 1,324 shares of the aerospace company’s stock valued at $87,000 after acquiring an additional 328 shares during the period. Finally, Harel Insurance Investments & Financial Services Ltd. boosted its stake in AAR by 52.1% in the fourth quarter. Harel Insurance Investments & Financial Services Ltd. now owns 2,711 shares of the aerospace company’s stock valued at $166,000 after acquiring an additional 929 shares during the period. 90.74% of the stock is currently owned by institutional investors and hedge funds.

About AAR

AAR Corp. provides products and services to commercial aviation, government, and defense markets worldwide. The Parts Supply segment leases and sells aircraft components and replacement parts. The Repair & Engineering segment provides airframe maintenance services, such as airframe inspection, painting, line maintenance, airframe modification, structural repair, avionics service and installation, exterior and interior refurbishment, and engineering and support services; component repair services comprising maintenance, repair, and overhaul (MRO) services, engine and airframe accessories, and interior refurbishment; and landing gear overhaul services, including repair services on wheels and brakes.