Seeking Alpha
05 Jun 2026, 04:32 UTC · 2h ago
AAR Corp.: An Interesting Aviation Stock But No Longer Cheap
Search tags
Seeking Alpha
05 Jun 2026, 04:32 UTC · 2h ago
Search tags
Story key points
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
Model heads
Continue reading
6 related stories
Strong growth in revenue and EPS, positive long-term targets, and benefits from delayed aircraft deliveries.
No ticker relationship head found.
Early access
News Impact Screener scores every headline against the stocks it moves — before the chart reacts. Join the early-access list and get alerted the moment a story hits your tickers.
Impact vectors
9 dimensions · 9 clusters
Market reaction
10 bid · 0 offered
No stock impact ranking available yet.
The Motley Fool
2h ago
