10-QIndustrials

AAR Corp

AIR · Period ending 2026-08-31 · Filed 2026-09-29 · Updated

In short

AAR Corp (AIR) has revenue up 19.0% to $3.3B year on year. Its net margin is 5.7% and gross margin 18.8%, and it trades at 20.8× trailing earnings. Fisclear found no medium- or high-severity risk flags in this filing. How we calculate this

Compare: AIR vs BA · AIR vs HEI · AIR vs TDG · AIR vs SPR

Valuation

Industrials
Live · Yahoo Finance

Price

$96.57

P/E (TTM)

19.8x

Price ÷ earnings per share

P/B

2.2x

Price ÷ book value

P/S (TTM)

1.1x

Price ÷ revenue per share

Beta

1.13

Moderate market correlation

PEG Ratio

2.4x

P/E ÷ earnings growth rate

52-Week Range

$76.10$96.57 now$154.00

Decision Context

Market appears to be pricing in less growth than this company's historical average, suggesting potential upside if the trajectory continues. Quality and efficiency scores support the business case.

Based on filing period ending Aug 2026

FisclearScore is a quantitative model using public financial data and sector median benchmarks (refreshed monthly). Not financial advice. Always conduct independent due diligence.

AIR vs

Macro Context

Fed Funds Rate

3.75%

Accommodative

10-Year Treasury

4.99%

2026-09-01

Unemployment

4.2%

Near full employment

CPI Index

334.1

2026-08-01

M2 Money Supply

$23.3T

2026-08-01

The Federal Funds rate stands at 3.75% — a moderately elevated rate environment that raises borrowing costs across the economy; 10-year Treasury yields are at 4.99%, setting the benchmark for long-term corporate borrowing; Unemployment stands at 4.2%; Industrial production index is at 103.1; M2 money supply is $23.3T; CPI index stands at 334.1.

SWOT Analysis — AIR

Inflationary Boom
✦

Strengths

  • Net Income: $187.7M (+1401.6% YoY) — Profit grew 1402% — the company kept more of each dollar earned.

  • EPS (Diluted): $4.86 (+1288.6% YoY) — Earnings per share rose 1289% — each share earned more.

  • Operating Cash Flow: $98.7M (+173.4% YoY) — Operating cash flow grew 173% — the business generated more cash from day-to-day operations.

  • Revenue: $3.3B (+19.0% YoY) — Revenue grew 19% — the company sold more goods or services than the prior year.

  • Total Assets: $3.4B (+18.0% YoY) — Total assets grew 18% — the company's resource base expanded.

◈

Weaknesses

No material weaknesses flagged.

◎

Opportunities

No clear opportunities identified at this time.

⚠

Threats

No significant threats flagged.

Year-over-Year Changes

Net Income

$187.7M

was $12.5M

+1401.6%

Profit grew 1402% — the company kept more of each dollar earned.

EPS (Diluted)

$4.86

was $0.35

+1288.6%

Earnings per share rose 1289% — each share earned more.

Operating Cash Flow

$98.7M

was $36.1M

+173.4%

Operating cash flow grew 173% — the business generated more cash from day-to-day operations.

Revenue

$3.3B

was $2.8B

+19.0%

Revenue grew 19% — the company sold more goods or services than the prior year.

Total Assets

$3.4B

was $2.8B

+18.0%

Total assets grew 18% — the company's resource base expanded.

Technical Signals

Daily closes · 1-year data

AAR Corp: common questions

Is AAR Corp profitable?

Yes. AAR Corp made a net profit of $188M in its latest fiscal year (fiscal 2026), a net margin of 5.7%.

Is AAR Corp's revenue growing?

Yes. Revenue grew 19.0% year on year, to $3.3B.

What is AAR Corp's P/E ratio?

AAR Corp trades at 19.8× its trailing twelve-month earnings. In other words, the share price is about 20 times the profit per share the company earned over the past year.

Does AAR Corp pay a dividend?

No dividend is currently expected from AAR Corp, according to the latest market data.

Answers are generated from the figures in this report (updated 9 Oct 2026). Information, not investment advice.

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Data sourced from SEC EDGAR, FRED (Federal Reserve Economic Data), and Yahoo Finance. For informational purposes only. Not financial advice.