Q2 2025 Earnings Estimate for AAR Corp. Issued By William Blair (NYSE:AIR)

AAR Corp. (NYSE:AIR) – Research analysts at William Blair reduced their Q2 2025 earnings per share (EPS) estimates for AAR in a report issued on Tuesday, September 24th. William Blair analyst L. Dipalma now anticipates that the aerospace company will post earnings per share of $0.81 for the quarter, down from their previous estimate of $0.89. The consensus estimate for AAR’s current full-year earnings is $3.72 per share. William Blair also issued estimates for AAR’s Q3 2025 earnings at $0.93 EPS, Q4 2025 earnings at $0.97 EPS, FY2025 earnings at $3.55 EPS and FY2026 earnings at $4.38 EPS.

Other equities research analysts have also recently issued reports about the company. Stifel Nicolaus cut their target price on AAR from $86.00 to $85.00 and set a “buy” rating on the stock in a research note on Friday, July 19th. Royal Bank of Canada restated an “outperform” rating and set a $85.00 price objective on shares of AAR in a research note on Tuesday. Benchmark reiterated a “buy” rating and issued a $83.00 target price on shares of AAR in a research note on Tuesday. Finally, StockNews.com lowered shares of AAR from a “hold” rating to a “sell” rating in a report on Wednesday, September 11th. One equities research analyst has rated the stock with a sell rating and five have assigned a buy rating to the company’s stock. According to MarketBeat, AAR has a consensus rating of “Moderate Buy” and a consensus price target of $83.50.

AAR Stock Performance

AAR stock opened at $63.80 on Wednesday. AAR has a twelve month low of $54.71 and a twelve month high of $76.34. The company has a quick ratio of 1.41, a current ratio of 2.98 and a debt-to-equity ratio of 0.83. The company has a market capitalization of $2.26 billion, a P/E ratio of 37.53 and a beta of 1.55. The stock’s 50 day moving average is $64.46 and its 200 day moving average is $66.59.

AAR (NYSE:AIR) last posted its quarterly earnings data on Monday, September 23rd. The aerospace company reported $0.85 EPS for the quarter, topping the consensus estimate of $0.82 by $0.03. AAR had a net margin of 2.67% and a return on equity of 10.31%. The business had revenue of $661.70 million for the quarter, compared to analyst estimates of $645.60 million. During the same quarter in the previous year, the firm posted $0.78 earnings per share. AAR’s quarterly revenue was up 20.4% on a year-over-year basis.

Institutional Investors Weigh In On AAR

Hedge funds have recently added to or reduced their stakes in the stock. EverSource Wealth Advisors LLC boosted its holdings in shares of AAR by 283.1% in the first quarter. EverSource Wealth Advisors LLC now owns 544 shares of the aerospace company’s stock worth $33,000 after buying an additional 402 shares during the last quarter. Quest Partners LLC purchased a new position in shares of AAR during the 2nd quarter worth $33,000. Innealta Capital LLC bought a new stake in shares of AAR during the 2nd quarter valued at $49,000. Geneos Wealth Management Inc. purchased a new stake in shares of AAR in the 1st quarter worth $63,000. Finally, Harel Insurance Investments & Financial Services Ltd. raised its holdings in AAR by 348.1% in the 2nd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 1,416 shares of the aerospace company’s stock worth $103,000 after purchasing an additional 1,100 shares during the period. 90.74% of the stock is currently owned by hedge funds and other institutional investors.

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.