KeyCorp Comments on AAR’s Q3 Earnings (NYSE:AIR)

AAR Corp. (NYSE:AIR) – Equities researchers at KeyCorp issued their Q3 2025 earnings per share (EPS) estimates for shares of AAR in a research note issued on Wednesday, January 15th. KeyCorp analyst M. Leshock forecasts that the aerospace company will post earnings per share of $0.97 for the quarter. KeyCorp has a “Strong-Buy” rating on the stock. The consensus estimate for AAR’s current full-year earnings is $3.75 per share. KeyCorp also issued estimates for AAR’s Q4 2025 earnings at $1.09 EPS.

AAR (NYSE:AIR) last issued its quarterly earnings data on Tuesday, January 7th. The aerospace company reported $0.90 earnings per share for the quarter, beating analysts’ consensus estimates of $0.83 by $0.07. AAR had a return on equity of 10.46% and a net margin of 0.41%. The firm had revenue of $686.10 million during the quarter, compared to analyst estimates of $654.47 million. During the same quarter last year, the business posted $0.81 earnings per share. The business’s quarterly revenue was up 25.8% compared to the same quarter last year.

A number of other equities analysts have also recently commented on the company. Royal Bank of Canada reiterated an “outperform” rating and issued a $75.00 target price on shares of AAR in a report on Monday, November 4th. Benchmark reissued a “buy” rating and set a $83.00 target price on shares of AAR in a research note on Friday, October 4th. Finally, StockNews.com upgraded AAR from a “sell” rating to a “hold” rating in a report on Friday. One analyst has rated the stock with a hold rating, four have assigned a buy rating and one has assigned a strong buy rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $81.50.

AAR Price Performance

AAR stock opened at $70.25 on Monday. The firm’s fifty day moving average is $65.77 and its 200 day moving average is $65.13. The company has a quick ratio of 1.45, a current ratio of 2.68 and a debt-to-equity ratio of 0.84. The company has a market cap of $2.52 billion, a price-to-earnings ratio of 250.91 and a beta of 1.61. AAR has a 52-week low of $54.71 and a 52-week high of $76.34.

Insider Transactions at AAR

In related news, SVP Christopher A. Jessup sold 33,481 shares of the company’s stock in a transaction dated Thursday, January 16th. The stock was sold at an average price of $70.40, for a total transaction of $2,357,062.40. Following the transaction, the senior vice president now directly owns 63,209 shares of the company’s stock, valued at $4,449,913.60. This represents a 34.63 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CAO Jessica A. Garascia sold 1,500 shares of the stock in a transaction that occurred on Friday, January 10th. The shares were sold at an average price of $66.90, for a total transaction of $100,350.00. Following the completion of the transaction, the chief accounting officer now directly owns 37,565 shares of the company’s stock, valued at $2,513,098.50. The trade was a 3.84 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 180,793 shares of company stock valued at $12,184,346. Corporate insiders own 4.10% of the company’s stock.

Institutional Investors Weigh In On AAR

A number of institutional investors and hedge funds have recently modified their holdings of the company. National Bank of Canada FI acquired a new position in AAR in the third quarter valued at approximately $25,000. EverSource Wealth Advisors LLC boosted its holdings in AAR by 43.0% during the second quarter. EverSource Wealth Advisors LLC now owns 778 shares of the aerospace company’s stock worth $57,000 after buying an additional 234 shares in the last quarter. KBC Group NV grew its position in AAR by 32.9% during the third quarter. KBC Group NV now owns 1,324 shares of the aerospace company’s stock valued at $87,000 after buying an additional 328 shares during the period. ZWJ Investment Counsel Inc. purchased a new position in AAR in the fourth quarter valued at $203,000. Finally, Net Worth Advisory Group purchased a new stake in shares of AAR during the 3rd quarter worth about $228,000. Institutional investors and hedge funds own 90.74% of the company’s stock.

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.