Seeking Alpha
05 Jun 2026, 04:32 UTC · 2h ago
AAR Corp.: An Interesting Aviation Stock But No Longer Cheap
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Seeking Alpha
05 Jun 2026, 04:32 UTC · 2h ago
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3 claims · impact-rated
AAR Corp management targets 15% annual EPS growth, 6–10% revenue growth, and EBITDA margins above 13% over the next three years. — Specific, aggressive multi-year financial guidance typically drives valuation re-ratings and investor confidence.
+0.70AAR Corp is benefiting from delayed new aircraft deliveries and an aging global aircraft fleet. — Systemic delays in new plane production increase demand for aftermarket parts and maintenance, providing a structural tailwind.
+0.50The Parts Supply segment is experiencing rapid growth and securing long-term OEM contracts. — High-margin, long-term contracts provide predictable cash flow and improve the overall quality of earnings.
+0.40Ticker attribution
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Strong growth in revenue and EPS, positive long-term targets, and benefits from delayed aircraft deliveries.
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