Aviation services provider AAR Corp beat Q1 profit estimates

AAR

23/09/2025 21:14

Overview

AAR Corp fiscal Q1 sales rise 12% to $740 mln, beating analyst expectations, per LSEG data

Adjusted EPS for fiscal Q1 increases 27% to $1.08, exceeding estimates, per LSEG data

Growth driven by Parts Supply segment, up 27%, and strategic investments

Result Drivers

PARTS SUPPLY GROWTH - Parts Supply segment sales rose 27%, driven by new business and market share expansion in new parts Distribution

INVESTMENTS - Co made strategic investments in Parts Supply to support growth and acquired Aerostrat to enhance Trax software capabilities

HIGH DEMAND - High demand for Parts Supply offerings and sold-out capacity in Repair & Engineering indicate strong future sales potential

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Beat
$739.60 mln
$688.70 mln (4 Analysts)
Q1 Adjusted EPS
Beat
$1.08
$0.98 (4 Analysts)
Q1 EPS
$0.95
Q1 Net Income
$34.40 mln
Q1 Operating Income
$64.90 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the aerospace & defense peer group is "buy"

Wall Street's median 12-month price target for AAR Corp is $83.00, about 7.3% above its September 22 closing price of $76.90

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nPn8l4HlRa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)