AAR Corp (AIR) fair value: what the stock is really worth
As of Nov 5, 2026: fair value (intrinsic value) of AAR Corp stock $47.41, price $104, that is 54.6% below the price, quality 40 out of 100. Rating: strongly overvalued. Calculated from audited financials with 24 of our 26 valuation models and 37 quality factors, updated daily.
- Keep an eye on it?Free in your watchlist: 5 stocks without an account, 10 with one Yes, for free
AAR Corp
AIR · USOur calculation puts a fair price 55% below what the stock costs today.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 2, 2026.
How to read this chart
60‑month range $31.64 – $153.71 · fair‑value band $21.74 – $87.14 · the $104.48 price screens above the $47.41 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 1 fiscal year is left out: there the valuation rested on only a fraction of the usual models. As of Nov 2, 2026.
Every Wednesday you see whether AAR is on track or worth a review, plus price against fair value. Free, up to 3 stocks.
We send you a confirmation link. Unsubscribe with one click.
Company profile
AAR Corp. provides products and services to commercial aviation, government, and defense markets in North America, Europe, Africa, Asia, and internationally. It operates through four segments: Parts Supply, Repair & Engineering, Integrated Solutions, and Expeditionary Services.
Show moreShow less
The company leases and sells aircraft components and replacement parts; and designs, manufactures, and repairs transportation pallets.
The company also provides airframe maintenance services, such as airframe inspection, painting services, line maintenance, airframe modifications, structural repairs, avionics service and installation, exterior, and interior refurbishment services; component repair services, including maintenance, repair, and overhaul services, engine and airframe accessories, and interior refurbishment; and engineering services, such as integration, certification and procurement.
In addition, it develops aircraft components and parts; designs proprietary designated engineering representative repairs; and provides integrated software solutions comprising Trax, a cloud-based electronic enterprise resource platform, as well as a suite of paperless mobility apps for automating workflows.
Further, the company engages in the fleet management and operation of customer-owned aircraft; provision of supply chain logistics services, such as material planning, sourcing, logistics, information and program management, and parts and component repair and overhaul services, as well as engineering, design, and system integration services for specialized command and control systems; and flight hour component inventory and repair services.
Additionally, it offers containers and shelters for military and humanitarian tactical deployment activities; and shelters, such as stationary and vehicle-mounted applications. AAR Corp. was founded in 1951 and is headquartered in Wood Dale, Illinois.
Stock analysis
AAR Corp (AIR) currently trades at $104.48, while our model-based Fair Value estimate is $47.41, 55% below the price, so the stock looks overvalued today.
Show more
Valuation
Bull case: the Growth Earnings group reads highest at a median of $89.81 per share, and 1 of the 24 models we run sit above the $104.48 price.
Bear case: the Growth DCF group reads lowest at $13.75, and 23 of the 24 models stay below the price. Data coverage for this calculation is medium.
Scenario range: $21.74 (bear) to $87.14 (bull), the price of $104.48 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 40/100 (below-average quality), in the Industrials sector.
Expensive Growth: The company is growing, but growth may require heavy reinvestment or weak cash conversion.
AAR Corp reported revenue of $3.3B in FY2026 versus $1.8B in FY2022, a compound +16.1%/yr. Reported net income was $188M in FY2026, compounding +24.3%/yr from FY2022.
Key figures
Market cap $4.1B Mid · P/E ratio 21.4 · P/S ratio 1.19 · EPS (TTM) $4.88 · Net margin 5.6% · Return on equity 12.9% · Return on assets (EBIT) 6.7% · Operating margin 8.1%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 41 out of 100 (medium confidence).
What moves the price
The share trades about 32% below its 52-week high and 35% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Industrials peers we cover trades at −23% fair-value upside, at −55%, AIR screens richer than that median.
Fair Value models
All 24 models by family
The fair value above starts from this blend and is adjusted for dilution from new shares.
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Insider trades
In the last 6 months, 2 officers or directors sold shares worth $4.3M and none bought.
- SaleEllen M. LordDirector2× since Oct 20, 2026: 8,582 shares, avg. $102.47$879,367Oct 29, 2026
- SaleJohn McClain Holmes IIIChairman, President & CEO, Director6× since Jan 2, 2026: 211,001 shares, avg. $102.24$21.6MOct 26, 2026
- SaleJessica A. GarasciaSenior VP, GC, CAO & Secretary2× since Jan 8, 2026: 11,071 shares, avg. $104.87$1.2MMar 26, 2026
- SaleBilly NolenDirector1,562 shares at $111.00$173,382Mar 26, 2026
- SaleSarah Louise FlanaganInterim CFO VP Fin Ops10,750 shares at $108.56$1.2MFeb 4, 2026
- SaleEric PachapaVP-CAO & Controller4,983 shares at $105.94$527,899Jan 22, 2026
- SaleChristopher A. JessupSenior Vice President-CCO23,621 shares at $97.05$2.3MJan 9, 2026
Plus 21 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Source: SEC Form 4, as of Nov 5, 2026. All filings at the SEC ↗
Revenue & earnings trend
Growth Forecast
AIR screens overvalued: fair value 55% below the price. Compare with General Electric Company →
Recent news
- Will Maintained 2026 Targets Change Airbus Stock Narrative
- AAR (AIR) Down 6.3% Since Last Earnings Report: Can It Rebound?
- Airbus (ENXTPA:AIR) Stock Looks Below Fair Value As Its 92% Run Continues
Compare AAR Corp with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Aerospace & Defense · 238 stocks
Valuation Multiplesvs Aerospace & Defense median · lower = cheaper
Strength profile in five axes (Snowflake)
VALUE 0: the price sits above our fair-value range.
Context: sector, industry, market
- Is the Industrials sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- EV/EBITDA by industry
- Dividend yield by industry
- Stock screener with 62 metrics
- Undervalued stocks: Industrials
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Aerospace & Defense stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Honeywell Aerospace Inc HONA | $149.59 | $172.03 | +15% | vs AIR |
| L3Harris Technologies, Inc LHX | $258.11 | $285.71 | +11% | vs AIR |
| TransDigm Group TDG | $1,189 | $1,308 | +10% | vs AIR |
| Thales S.A HO | €221.70 | €170.99 | −23% | vs AIR |
| General Dynamics Corporation GD | $356.35 | $274.19 | −23% | vs AIR |
| Lockheed Martin Corporation LMT | $576.16 | $439.21 | −24% | vs AIR |
| Northrop Grumman Corporation NOC | $525.25 | $382.98 | −27% | vs AIR |
| RTX Corporation RTX | $191.88 | $88.19 | −54% | vs AIR |
| General Electric Company GE | $314.73 | $92.26 | −71% | vs AIR |
| Howmet Aerospace Inc HWM | $200.90 | $52.65 | −74% | vs AIR |
Explore undervalued stocks
More undervalued Industrials stocks →
Try a ready-made strategy
Pick a strategy and jump into the live analysis with that exact screen applied.
Discover tools
Frequently asked questions
Is AAR Corp (AIR) overvalued or undervalued?
What is the fair value of AIR?
What is the quality score of AIR?
What is the price target for AAR Corp (AIR)?
What is the AAR Corp stock forecast for 2026?
What is the revenue of AAR Corp (AIR)?
What growth is priced into AAR Corp (AIR)?
What discount rate (WACC) does the fair value of AIR use?
What is a reverse DCF?
How much growth has AAR Corp (AIR) delivered so far?
How fast is the sector of AAR Corp (AIR) growing?
What is the free cash flow yield of AAR Corp (AIR)?
What is the intrinsic value of AAR Corp (AIR)?
Is AAR Corp stock overvalued or undervalued in 2026?
Is fair value the same as the market price of AIR?
How much is AAR Corp worth?
What do the bullish and bearish scenarios say about AIR?
What is the P/E ratio of AIR?
What is the PEG ratio of AIR?
How solid is the balance sheet of AAR Corp (AIR)?
How far is AIR from its 52-week high?
Which stocks are comparable to AAR Corp?
Is AAR Corp stock attractive at the current price?
How is the fair value of AIR calculated?
Is it still worth investing in stocks now?
What is the share price of AAR Corp (AIR)?
What should I pay attention to with AAR Corp right now?
Where does the earnings growth of AAR Corp (AIR) come from?
Key figures of AAR Corp
How large is the market capitalisation of AAR Corp (AIR)?
What is the P/S ratio of AAR Corp (AIR)?
What are the earnings per share of AAR Corp (AIR)?
What is the net margin of AAR Corp (AIR)?
What is the return on equity of AAR Corp (AIR)?
What is the EBIT return on assets of AAR Corp (AIR)?
What is the operating margin of AAR Corp (AIR)?
How fast is revenue growing at AAR Corp (AIR)?
How fast are earnings growing at AAR Corp (AIR)?
How much net debt does AAR Corp (AIR) carry?
Watch AAR Corp in the live analysis
One click puts AAR Corp on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 27,000+ stock screener.
Watch for free →Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.