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AAR Corp (AIR)
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Upturn Advisory Summary
02/20/2025: AIR (1-star) is a SELL. SELL since 1 days. Profits (-9.21%). Updated daily EoD!
Analysis of Past Performance
Type Stock | Historic Profit -51.54% | Avg. Invested days 28 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.30B USD | Price to earnings Ratio 228.96 | 1Y Target Price 81.4 |
Price to earnings Ratio 228.96 | 1Y Target Price 81.4 | ||
Volume (30-day avg) 237047 | Beta 1.62 | 52 Weeks Range 54.71 - 76.34 | Updated Date 02/20/2025 |
52 Weeks Range 54.71 - 76.34 | Updated Date 02/20/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.28 |
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.41% | Operating Margin (TTM) -0.53% |
Management Effectiveness
Return on Assets (TTM) 3.2% | Return on Equity (TTM) 0.9% |
Valuation
Trailing PE 228.96 | Forward PE 13.59 | Enterprise Value 3311952784 | Price to Sales(TTM) 0.9 |
Enterprise Value 3311952784 | Price to Sales(TTM) 0.9 | ||
Enterprise Value to Revenue 1.29 | Enterprise Value to EBITDA 20.87 | Shares Outstanding 35914600 | Shares Floating 34361757 |
Shares Outstanding 35914600 | Shares Floating 34361757 | ||
Percent Insiders 2.86 | Percent Institutions 98.38 |
AI Summary
AAR Corp: A Detailed Overview
Company Profile:
History and Background:
- AAR Corp. was established in 1955 as Air Associates, Inc.
- The company initially focused on providing ground support equipment for the aviation industry.
- Through acquisitions and organic growth, AAR expanded into various sectors, including:
- Aviation Services: Supplying parts, maintenance, and repair services to commercial airlines, cargo carriers, and military aircraft operators.
- Railroad Services: Repairing, overhauling, and modernizing locomotives, freight cars, and other railroad equipment.
- Airline Products and Services: Manufacturing and distributing aircraft parts and equipment.
- In 2005, the company changed its name to AAR Corp.
- Today, it is a leading global provider of aviation services, supply chain solutions, and technology for the aerospace and transportation industries.
Core Business Areas:
- Aviation Services: (69% of 2022 revenue)
- Maintenance, repair, and overhaul (MRO) services for commercial and military aircraft
- Supply chain management and logistics for the aerospace industry
- Aircraft parts manufacturing and distribution
- Railroad Services: (17% of 2022 revenue)
- Repair, overhaul, and refurbishment of locomotives, freight cars, and other railroad equipment
- Airline Products & Services: (14% of 2022 revenue)
- Manufacturing and distribution of aircraft parts and equipment
- Supply chain management for airlines
Leadership and Corporate Structure:
- John S. Wiatr: President and Chief Executive Officer
- James P. Kelly: Executive Vice President and Chief Financial Officer
- Board of directors includes experienced professionals from the aerospace, transportation, and finance industries.
Top Products and Market Share:
Top Products:
- MRO services for commercial aircraft: AAR is a leading provider of MRO services, with a global network of facilities and experience servicing a wide range of aircraft types.
- Supply chain management for the aerospace industry: AAR provides integrated supply chain solutions, including parts sourcing, inventory management, and logistics.
- Aircraft parts manufacturing and distribution: AAR manufactures and distributes a wide range of aircraft parts and components, including landing gear, brakes, wheels, and lighting systems.
Market Share:
- Global MRO services: AAR holds a 4.2% market share, ranking among the top 15 providers.
- US repair and overhaul of engines for commercial airlines: AAR has the largest market share at 24.2%.
- US repair and overhaul of aircraft structures: AAR holds a 16.6% market share.
Comparison to Competitors:
- AAR faces competition from large MRO providers like Boeing and GE Aviation, as well as smaller, regional players.
- AAR differentiates itself by offering a comprehensive suite of services, a global footprint, and a strong focus on customer service.
Total Addressable Market:
The total addressable market for AAR's services is large and growing.
- The global commercial aviation MRO market is estimated to be worth over $100 billion.
- The global railroad equipment market is estimated at over $50 billion.
- The combined market opportunity for AAR is significant and offers ample room for expansion.
Financial Performance:
Recent Performance:
- AAR's revenue in 2022 was $2.2 billion, up 17% year-over-year.
- Net income was $168.5 million, compared to $58.6 million in 2021.
- The company has a strong financial track record with consistent profitability and positive cash flow.
Financial Health:
- AAR has a healthy balance sheet with moderate debt levels and strong cash reserves.
- Profit margins have been improving in recent years, indicating the company's efficient operations.
Dividends and Shareholder Returns:
- AAR does not currently pay a dividend.
- The company has a history of share buybacks, which can enhance shareholder value.
Growth Trajectory:
Historical Growth:
- AAR has experienced consistent revenue growth over the past five years, driven by increased demand in the aviation and rail sectors.
Future Growth:
- The company expects continued growth in its core markets, driven by factors such as:
- Increased air travel demand
- Growing global trade
- Continued investment in infrastructure
- AAR is pursuing growth through organic initiatives and acquisitions.
Market Dynamics:
Industry Trends:
- The aviation industry is experiencing a recovery following the COVID-19 pandemic.
- The rail industry is also benefitting from increased demand and infrastructure spending.
- Technological advancements
About AAR Corp
Exchange NYSE | Headquaters Wood Dale, IL, United States | ||
IPO Launch date 1988-01-01 | CEO, President & Chairman of the Board Mr. John McClain Holmes III | ||
Sector Industrials | Industry Aerospace & Defense | Full time employees 5700 | Website https://www.aarcorp.com |
Full time employees 5700 | Website https://www.aarcorp.com |
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. This segment also develops specific aircraft components and parts; and designs proprietary designated engineering representative repairs. The Integrated Solutions segment engages in the fleet management and operation of customer-owned aircraft; provision of supply chain logistics services, such as material planning, sourcing, logistics, information and program management, and parts and component repair and overhaul services; and flight hour component inventory and repair services. In addition, the segment provides integrated software solutions comprising Trax, a cloud-based electronic enterprise resource platform, as well as a suite of paperless mobility apps for automating MRO workflows. The Expeditionary Services segment designs, manufactures, and repairs transportation pallets; and containers and shelters for military and humanitarian tactical deployment activities, including armories, supply and parts storage, refrigeration systems, tactical operation centers, briefing rooms, laundry and kitchen facilities, water treatment, and sleeping quarters, as well as engages in provision of engineering, design, and system integration services for specialized command and control systems. AAR Corp. was founded in 1951 and is headquartered in Wood Dale, Illinois.
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