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AAR Corp.

AIR Industrials Aerospace
$96.67
▼ -3.1% Today
as of Oct 22, 16:45 ET
Last 30 days -19.50% Sep 14 → Oct 22
$94.76 $101.69 $108.61 $115.54 $122.47 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$97.93
High
$98.63
Low
$94.05
Volume
$666,485
Avg Vol
$462,988
Mkt Cap
$4.0B
P/E (TTM)
27.38
Beta
—
52w High
$154.00
52w Low
$76.10
Div Yield
—
Shares Out
—

Recent Press Releases & News last 60 days · 25 items

Oct 22 · 18:39 MT Newswires
Aar Insider Sold Shares Worth $425,129, According to a Recent SEC Filing
Oct 3 · 00:38 StockStory
AAR and Werner Shares Skyrocket, What You Need To Know
Oct 2 · 12:35 Zacks
After Plunging 20.5% in 4 Weeks, Here's Why the Trend Might Reverse for AAR (AIR)
▸ Show all 25 press releases & news Free account →

AIR earnings at a glance

The options market is pricing a move of about ±5.3% after the report, a range of roughly $91.53 to $101.81 from today's $96.67. Over its last 5 reports the stock rose the next day 4 times and fell 1, moving ±7.9% on average; after the most recent report on Jul 21, 2026 it moved -9.8%. That means options currently expect less movement than AIR has typically delivered. AIR beat the consensus EPS estimate in 5 of its last 5 reported quarters. Implied volatility is currently 45%. The share price of $96.67 sits in the middle of its 52-week range.

More Industrials stocks · All stocks · Earnings calendar

Overview

52-week range
$76
$154
26% of range
Avg surprise (last 5)
+10.7%
Avg reaction (last 5)
+4.0%
80% positive
Latest IV / EM
45%
EM ±5.3% · $100 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$-0.87$-0.27$0.33$0.93$1.53 Actual $0.62Actual $-0.02Actual $0.67Actual $0.39Actual $0.50Actual $-0.87Actual $-0.25Actual $1.16Est $1.00Actual $1.08Est $0.98Actual $1.18Est $1.02Actual $1.25Est $1.21Actual $1.53Est $1.41 FebAugNovFebAugNovFebMay/2025Aug/20258K8KMay/2026
Revenue vs Net Income Revenue Net income
$-31M$218M$467M$715M$964M Nov 24Feb 25Aug 25Nov 25Feb 26Aug 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Tue Jul 21, 2026May/2026 $1.53 $1.41 +8.5% +21.6% -9.8% earnings
Tue Mar 24, 20268K 2026-03-24 $1.25 $1.21 +3.3% — +9.9% earnings
Tue Jan 6, 20268K 2026-01-06 $1.18 $1.02 +15.7% — +2.1% earnings
Tue Sep 23, 2025Aug/2025 $1.08 $0.98 +10.2% — +4.2% earnings
Wed Jul 16, 2025May/2025 $1.16 $1.00 +16.0% — +13.6% earnings
Fri Feb 28, 2025Feb 2025 $-0.25 — — — — financials
Sat Nov 30, 2024Nov 2024 $-0.87 — — — — financials
Sat Aug 31, 2024Aug 2024 $0.50 — — — — financials
Thu Feb 29, 2024Feb 2024 $0.39 — — — — financials
Thu Nov 30, 2023Nov 2023 $0.67 — — — — financials
Thu Aug 31, 2023Aug 2023 $-0.02 — — — — financials
Tue Feb 28, 2023Feb 2023 $0.62 — — — — financials
Wed Nov 30, 2022Nov 2022 $0.64 — — — — financials
Wed Aug 31, 2022Aug 2022 $0.63 — — — — financials

Financials

Income statement (quarterly)

MetricAug 2026May 2026Feb 2026Nov 2025Aug 2025May 2025Feb 2025Nov 2024
Revenue$918M—$845M$795M$740M—$678M$686M
Cost of revenue$742M—$690M$638M$606M—$546M$558M
Gross profit$176M—$155M$157M$134M—$132M$129M
Operating income————————
Net income$40M—$68M$35M$34M—$-9M$-31M
EPS (diluted)$1.00—$1.71$0.90$0.95—$-0.25$-0.87

Balance sheet (quarterly)

MetricAug 2026May 2026Feb 2026Nov 2025Aug 2025May 2025Feb 2025Nov 2024
Cash & equivalents$104M$84M$78M$76M$80M$96M$84M$62M
Inventory$1.01B$979M$958M$911M$862M$809M$776M$790M
Total current assets$1.84B$1.74B$1.76B$1.69B$1.57B$1.51B$1.53B$1.50B
Total assets$3.43B$3.36B$3.33B$3.24B$2.93B$2.84B$2.86B$2.85B
Long-term debt$880M$894M$888M$953M$1.02B$968M$1.02B$987M
Total liabilities————————
Total equity$1.74B$1.70B$1.64B$1.56B$1.25B$1.21B$1.18B$1.18B

Implied volatility — last 90 days

44%61%78%95%113% Jun 07 — IV 57% · EM ±7.9%Jun 08 — IV 49% · EM ±6.4%Jun 09 — IV 50% · EM ±6.2%Jun 10 — IV 60% · EM ±7.1%Jun 11 — IV 45% · EM ±5.0%Jun 12 — IV 45% · EM ±4.6%Jun 15 — IV 55% · EM ±4.0%Jun 16 — IV 51% · EM ±3.0%Jun 17 — IV 113% · EM ±4.7%Jun 19 — IV 50% · EM ±11.0%Jun 22 — IV 55% · EM ±11.6%Jun 23 — IV 56% · EM ±11.5%Jun 24 — IV 54% · EM ±10.8%Jun 25 — IV 54% · EM ±10.6%Jun 26 — IV 52% · EM ±10.0%Jun 29 — IV 58% · EM ±10.2%Jun 30 — IV 60% · EM ±10.2%Jul 01 — IV 56% · EM ±9.3%Jul 02 — IV 56% · EM ±9.1%Jul 03 — IV 58% · EM ±9.1%Jul 06 — IV 66% · EM ±9.2%Jul 07 — IV 66% · EM ±8.7%Jul 08 — IV 51% · EM ±6.3%Jul 09 — IV 50% · EM ±5.9%Jul 10 — IV 44% · EM ±4.9%Jul 13 — IV 59% · EM ±4.9%Jul 14 — IV 60% · EM ±4.4%Jul 15 — IV 60% · EM ±3.5%Jul 16 — IV 66% · EM ±2.8%Jul 20 — IV 59% · EM ±14.0%Jul 21 — IV 59% · EM ±13.7%Jul 22 — IV 48% · EM ±11.1%Jul 23 — IV 48% · EM ±10.9%Jul 24 — IV 49% · EM ±10.8%Jul 27 — IV 50% · EM ±10.4%Jul 28 — IV 49% · EM ±10.0%Jul 29 — IV 48% · EM ±9.5%Jul 30 — IV 49% · EM ±9.6%Jul 31 — IV 48% · EM ±9.2%Aug 03 — IV 50% · EM ±8.8%Aug 04 — IV 51% · EM ±8.7%Aug 05 — IV 48% · EM ±8.0%Aug 06 — IV 48% · EM ±7.7%Aug 07 — IV 49% · EM ±7.6%Aug 10 — IV 50% · EM ±6.9%Aug 11 — IV 48% · EM ±6.4%Aug 12 — IV 45% · EM ±5.6%Aug 13 — IV 48% · EM ±5.6%Aug 14 — IV 45% · EM ±4.9%Aug 17 — IV 53% · EM ±4.4%Aug 18 — IV 64% · EM ±4.6%Aug 19 — IV 63% · EM ±3.7%Aug 20 — IV 73% · EM ±3.1%Aug 24 — IV 48% · EM ±10.1%Aug 25 — IV 44% · EM ±9.1%Aug 26 — IV 47% · EM ±9.3%Aug 27 — IV 45% · EM ±8.7%Aug 28 — IV 45% · EM ±8.6%Aug 31 — IV 47% · EM ±8.4%Sep 01 — IV 48% · EM ±8.2%Sep 02 — IV 47% · EM ±7.8%Sep 03 — IV 47% · EM ±7.6%Sep 04 — IV 47% · EM ±7.3%Sep 07 — IV 53% · EM ±7.3%Sep 08 — IV 50% · EM ±6.6%Sep 09 — IV 51% · EM ±6.4%Sep 10 — IV 51% · EM ±6.0%Sep 11 — IV 53% · EM ±5.9%Sep 14 — IV 67% · EM ±5.6%Sep 15 — IV 65% · EM ±4.7%Sep 16 — IV 62% · EM ±3.6%Sep 17 — IV 77% · EM ±3.2%Sep 21 — IV 61% · EM ±12.8%Sep 22 — IV 60% · EM ±12.2%Sep 23 — IV 57% · EM ±11.4%Sep 24 — IV 59% · EM ±11.6%Sep 25 — IV 60% · EM ±11.5%Sep 28 — IV 65% · EM ±11.5%Sep 29 — IV 55% · EM ±9.5%Sep 30 — IV 45% · EM ±7.6%Oct 01 — IV 47% · EM ±7.7%Oct 02 — IV 48% · EM ±7.5%Oct 06 — IV 45% · EM ±6.0%Oct 07 — IV 47% · EM ±5.9%Oct 08 — IV 45% · EM ±5.3%

Sector peers

CAAP
Corporacion America Airports SA
$4.0B $24.44-2.9%
ACHR
Archer Aviation Inc.
$3.6B $3.80-4.5%
OMAB
Grupo Aeroportuario del Centro Norte S.A.B. de C.V.
$4.4B $98.38+3.7%
BETA
Beta Technologies, Inc.
$5.5B $18.60+2.5%
AVEX
AEVEX Corp.
$2.5B $10.96-23.6%
JOBY
Joby Aviation, Inc.
$5.7B $4.70+1.1%

AIR earnings FAQ

What is AIR's expected move for earnings?

Options currently price a move of about ±5.3%, or $5.14 per share either way from $96.67.

How does AIR stock usually react to earnings?

Across the last 5 reports the average next-day move was ±7.9%, up 4 times and down 1 times.

What is AIR's implied volatility?

AIR's at-the-money implied volatility is about 45% based on the latest options snapshot.

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