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DEFA14A ·Filed Aug 4, 2026

AIR

AAR CORP
NEUTRAL
Impact 3/10
Horizonweeks Processed2mo ago SEC0001140361-26-031080
Proxy solicitation materials
Actionable Insight • Neutral

This is a routine proxy solicitation filing with no new material information. Monitor for the definitive proxy statement (DEF 14A) and any upcoming shareholder meeting details for potential voting items.

DirectionNeutral
Confidencemedium
Horizonweeks
Latest settled — T+20d ⚠ clustered
AIR ▼ -16.70% at T+20d
NEUTRAL call -16.70% · α vs SPY -15.46% · entry $149.43 → $124.48
Next anchor: T+60d in 9h
Latest observation: T+57 -34.26% FF3 residual α
Entry = T+0 close
Aug 4, 2026
via day close
T+1d
-1.74%
call -1.74% · α -1.54%
$146.83
settled 3mo ago
T+5d
-2.66%
call -2.66% · α -2.56%
$145.45
settled 3mo ago
T+20d
-16.70%
call -16.70% · α -15.46%
$124.48
settled 8w ago
T+60d
Pending
in 9h

Price Chart

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Executive Summary

AAR CORP filed a DEFA14A (additional definitive proxy soliciting materials) on August 4, 2026, following a prior 8-K on July 24 that granted CEO John M. Holmes a special performance-based restricted stock award. The filing is routine management solicitation material with no new financial data or material corporate events disclosed.

Key Facts

  • Filed as additional definitive proxy soliciting materials (DEFA14A) by AAR CORP on August 4, 2026.
  • Follows a July 24, 2026 8-K granting CEO John M. Holmes a special performance-based restricted stock award of 161,500 shares with stock price hurdles of $175, $200, and $250 over five years.
  • No new financial figures, earnings, guidance, or material agreements were disclosed in this filing.

Financial Impact

No financial impact disclosed in this filing.

Risk Factors

  • No new risks identified from this filing.

Market Snapshot

Exchange
NYSE
Sector
Aircraft & Parts
Analyst Consensus
82% bullish (11 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001140361-26-031080
Document: 0001140361-26-031080-index-headers.html0001140361-26-031080
Document: 0001140361-26-031080-index.html0001140361-26-031080
Document: 0001140361-26-031080.txt0001140361-26-031080
18 reports for AIR
Performance horizon
33% Hit rate @ T+1 1 of 3 directional calls Went positive at some point 1 of 3 best @ T+1▲ +4.45%Aug 3, 2026
Filters
Rows
Reports for AIR — sortable, filterable
TypeNow
Oct 27, 2026
today
8-K
BULLISH ★ 6/10
$96.07awaiting T+1—$100.08 (+4.17%)
Oct 26, 2026
1d ago
144
NEUTRAL ★ 3/10
$97.34awaiting T+1—$100.08 (+2.81%)
Oct 26, 2026
1d ago
8-K
NEUTRAL ★ 4/10
$97.34 $100.08▲ +2.81%▲ +2.25%$100.08 (+2.81%)
Oct 20, 2026
7d ago
144
NEUTRAL ★ 2/10
$99.64 $96.67▼ −2.98%▼ −1.80%$100.08 (+0.44%)
Sep 28, 2026
29d ago
8-K
BULLISH ★ 7/10
$106.75 $101.47▼ −4.95%▼ −4.74%$100.08 (−6.25%)
Sep 28, 2026
29d ago
Press Release
BULLISH ★ 7/10
$106.75 $101.47▼ −4.95%▼ −4.74%$100.08 (−6.25%)
Sep 24, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$120.56 $116.11▼ −3.69%▼ −4.23%$100.08 (−16.99%)
Sep 15, 2026
6w ago
Press Release
NEUTRAL ★ 1/10
$117.23awaiting T+1—$100.08 (−14.63%)
Aug 10, 2026
11w ago
DEFA14A
NEUTRAL ★ 4/10
$142.69 $145.45▲ +1.93%▲ +2.25%$100.08 (−29.86%)
Aug 4, 2026
12w ago
DEFA14A
NEUTRAL ★ 3/10
$149.43 $146.83▼ −1.74%▼ −1.54%$100.08 (−33.03%)
Showing 10 of 18

US Market Status

Market Closed — Opens Thu (10h 31m)

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Report published Aug 4, 2026