AAR Corp.: Margin Expansion And Aerospace & Defense MRO Growth Offer Attractive Upside
AAR's Q3 2025 earnings missed estimates, but sales grew 20% and EBITDA margins expanded, showing underlying operational strength despite short-term disappointment. USM sales faced structural and transient headwinds, yet MRO and parts demand remains robust, supporting long-term growth opportunities as new capacity comes online. Leverage is improving, with net debt expected to decline significantly by FY27; refinancing needs in FY2028-29 are manageable with ongoing deleveraging efforts.
AAR Q3 Earnings Surpass Estimates, Sales Increase Year Over Year
AIR's total sales in the third quarter of fiscal 2025 misses the Zacks Consensus Estimate by 3%. However, the top line increases 19.5% from the year-ago level.
After Plunging -12.12% in 4 Weeks, Here's Why the Trend Might Reverse for AAR (AIR)
AAR (AIR) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
AAR Corp. (AIR) Q3 2025 Earnings Call Transcript
AAR Corp. (NYSE:AIR ) Q3 2025 Earnings Conference Call March 27, 2025 5:00 PM ET Company Participants Denise Pacioni - Director of Investor Relations John Holmes - Chairman, President and Chief Executive Officer Sean Gillen - Senior Vice President and Chief Financial Officer Conference Call Participants Kenneth Herbert - RBC Capital Markets Louie DiPalma - William Blair Michael Leshock - KeyBanc Capital Markets Scott Mikus - Melius Research Joshua Sullivan - The Benchmark Company Michael Ciarmoli - Truist Securities Operator Hello and welcome to AAR Corp. Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
AAR (AIR) Q3 Earnings Surpass Estimates
AAR (AIR) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $0.85 per share a year ago.
Nebius: A 10x AI Growth Story Still Flying Under Wall Street's Radar
I believe Nebius' 20% stock decline since my last article is tied to the broader S&P 500 selloff, not company fundamentals, as FY 2025 AAR guidance was highly positive. Nebius' AAR could surge from $90M in Q4 2024 to $750M–$1B by year-end 2025, signaling 10x growth potential. I'm seeing early signs of institutional buying, with 13-F filers increasing their stake by 110% qoq in Q4 2024. Nonetheless, Wall Street analyst coverage is still insignificant.
Here's Why You Must Add AIR Stock to Your Portfolio Right Now
AIR makes a strong case for investment in the aerospace-defense equipment industry, given its growth prospects, low debt and expanding presence in the MRO industry.
AAR & Cebu Pacific Ink a Component Repair Contract for A320 Fleet
AIR inks a deal to offer Cebu Pacific Air nacelle MRO services. The work is likely to be executed in Chonburi, Thailand.
Has AAR (AIR) Outpaced Other Aerospace Stocks This Year?
Here is how AAR (AIR) and MTU Aero Engines AG (MTUAY) have performed compared to their sector so far this year.
3 Industry Leading Stocks Just Raised Dividends by 10% or More
When a company is at the top of its industry, it is often afforded benefits that smaller players are not. Industry leaders often have key traits like economies of scale, top talent attraction, and prolific brand awareness.
AAR (AIR) is a Top-Ranked Growth Stock: Should You Buy?
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Are Aerospace Stocks Lagging AAR (AIR) This Year?
Here is how AAR (AIR) and Redwire Corporation (RDW) have performed compared to their sector so far this year.
