Obermatt

AAR

NYQ:AIR · US0003611052
Aerospace & DefenseLarge

360

78
EV / EBIT74
Price / Owner Earnings51
Owner Earnings Yield80
Dividend Yield1
Price/Sales91
EV / Gross Profit76
Price/Book65
Return on Capital65
Cash Return on Capital68
Return on Equity65
EBIT Margin50
Gross Profitability71
Cash Conversion24
Accruals31
Owner Earnings Margin62
Sales growth62
Profit Growth56
Long-Term EPS Growth54
Owner Earnings Growth95
Reinvestment9
Price momentum73
Debt load42
Refinancing89
Debt Payback57
Liquidity48
Analyst ratings72
Opinion Changes50
Price Target Upside21
Market mood53
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

AAR generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryAerospace & Defense
SizeLarge
TypePublic Company
ExchangeNYSE
Founded1955
Employees3,091
ISINUS0003611052
Last UpdateApr 2, 2026
Themes
Industrial AutomationFleet ManagementPassenger Aircraft ManufacturingDefenseTechAerospaceCommercialGovernmentNational Security

Description

AAR Corp. (‘AAR’), together with its subsidiaries, offers a broad line of products and services to commercial and government aerospace customers. The company operates globally in over 20 countries through four business segments: Parts Supply, Repair…

Analysis

Middle-of-the-road

AAR Corp. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is expensive. You pay 27.6× its owner earnings: the cash an owner could take out each year, which is in the historically expensive zone. At today's price, the market is assuming roughly 11% yearly growth; analysts expect 12%. The price, in other words, assumes less than the experts do.

The trajectory is solid and the balance sheet is adequate. The company scores 14/20 on our value-creation score: strong value creator.

What to watch: Some accounting patterns deserve a closer look. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
85
2023202420252026

All-time high

98

Jan 2023

All-time low

48

Feb 2025

Average rank

74

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
91
69
56
67
Price/Earnings
57
73
49
70
Price/Book
65
54
49
86
Dividend Yield
1
1
1
1
Value (overall)
64
62
36
27

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →