SecBot SecBot

AIR

AAR CORP
NYSE· Aircraft & Parts· Inc. DE· CIK 0000001750 Industrials & Manufacturing
$96.99 +1.74 (+1.83%)
Oct 26 4:00 PM ET · prev $95.25
Market cap
$3.9B
Mid cap
Consensus
Buy
75% Buy or better · 12 analysts
Median target
$152.50
+57% · range $145.00–168.00
1 year
+14.7%
from $84.59 · Oct 27
30 days
−15.7%
from $115.09
52-week range
$77.35–153.71
−37% from high · low Nov 20
Avg volume 20D
703.7K
Sep 29 spike 2.57M
Short interest
1.97M
≈4.9% of shares · +23.5%
Days to cover
2.5
at average volume
Insider net
−$10.2M
0 buyers · 3 sellers · since Mar 26
New fund stakes
2
Q2 2026 13F · 0 exits
Reddit crowd
64°
Warm · 3 mentions this week
SecBot read BULLISH 9 reports · 90 days
Balance 0 bearish · 3 bullish · 6 neutral oldest → newest, height = score
Avg score ·High conf. 6/9
Strongest BULLISH AAR CORP. entered into a definitive Share Purchase Agreement to acquire 65% of MRO Holdings, Inc. (a…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    3 insiders sold $10.2M.

  • InstitutionsBULLISH

    Q2 2026: 34 added (2 new), 21 trimmed or exited. Largest new: Panagora Asset Management $16.6M, Jump Financial $10.0M.

  • AnalystsBULLISH

    9 of 12 rate it Buy or better. Every target is above the price.

  • Short sellersBUILDING

    Short interest +23.5% to 1.97M shares. 2.5 days to cover, ≈4.9% of shares.

  • TrendDOWNTREND

    16% below its 50-day average.

  • SocialQUIET

    Crowd 64° (warm) this week from 3 mentions: 2 bullish, 0 bearish. No setup call.

Who's buying

13F· Q2 2026
2
new positions
0
exits
$26.6M
in new stakes
FundMoveSharesValue
FMR LLCADD391,950$56.0M
WELLINGTON MANAGEMENT GROUP LLPTRIM377,784$54.0M
UBS Group AGTRIM335,105$47.9M
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM194,446$27.8M
ENVESTNET ASSET MANAGEMENT INCADD185,395$26.5M
FRED ALGER MANAGEMENT, LLCTRIM178,648$25.5M
JPMORGAN CHASE & COADD126,508$18.2M
RAYMOND JAMES FINANCIAL INCTRIM116,551$16.7M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

12 analysts
Buy 75% rate it Buy or better
Strong Buy3Buy6Hold3Sell0Strong Sell0
12-month targets · 4 analysts

Price is below the lowest target. Median implies +57%.Targets as of Oct 26, 2026.

Recent actions
DateFirmActionRating
Sep 29, 2026Jefferies
MAINTAIN
MAINTAINBuy
Sep 28, 2026RBC Capital
REITERATE
REITERATEOutperform
Sep 15, 2026Guggenheim
INITIATE
INITIATENeutral
Jul 27, 2026Truist Securities
MAINTAIN
MAINTAINBuy
Jul 14, 2026Jefferies
MAINTAIN
MAINTAINBuy
Jun 30, 2026Keybanc
DOWNGRADE
DOWNGRADESector Weight

Insider ledger

Form 4
$0
bought · 0 insiders
$10.2M
sold · 3 insiders
DateInsiderTypeValue
Oct 20, 2026
Lord Ellen M.
Director
SELL$425.1K
Aug 31, 2026
LEDUC ROBERT F
Director
AWARD$15.8K
Aug 31, 2026
WALFISH MARC JAY
Director
AWARD$38.8K
Jul 31, 2026
Jessup Christopher A.
Senior Vice President-CCO
TAX W/H$994.0K
Jul 31, 2026
Pachapa Eric
VP-CAO & Controller
TAX W/H$471.2K
Jul 31, 2026
Jessup Christopher A.
Senior Vice President-CCO
TAX W/H$181.2K
Jul 31, 2026
Pachapa Eric
VP-CAO & Controller
TAX W/H$86.0K
Jul 31, 2026
Holmes John McClain III
Chairman, President & CEO
TAX W/H$871.0K

Earnings setup

Estimates

Revision history: 🔒 Fresh data, subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data, subscribers only
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY$6.71$6.24–$7.54+2.6%$3.9B
Reddit mentions per day, 14 days
Crowd this week 64° Warm 2 bullish · 0 bearish
Mentions, 7 days 3 2 in posts · 1 in comments
Recent posts
r/wallstreetbets Bullish 3d ago
AAR Corp. ($AIR)
1 upvotes · 0 comments
r/ValueInvesting Bullish 3d ago
AAR Corp. ($AIR)
7 upvotes · 2 comments
Recent comments
r/wallstreetbets Neutral 3d ago
U.N Agenda 2030-2040 Mission Goals: -ONE WORLD GOVERNMENT -END OF NATIONS -ONE WORLD ARMY -ONE WORLD POLICE FORCE -END OF FAMILY UNIT -ONE WORLD CENTRAL BANK -ONE WORLD CASHLESS CURRENCY -END OF ALL PRIVATE PROPERTY -WORLD DEPOPULATION AND FERTILITY CONTROL -END OF HOME AND CAR OWNERSHIP -MANDATORY MULTIPLE VACCINES YEARLY -SOCIAL MEDIA DIGITAL ID -MICROCHIPPED FOR HEALTH, SHOPPING AND TRAVEL -IMPLEMENTATION OF CHINESE SOCIAL CREDIT SYSTEM -ALL BUSINESSES RUN BY STATE -END
All social signals and their track records

Short side

FINRA· Sep 30, 2026
1,974,283
shares short
+23.5%
vs prior settlement
2.5
days to cover
≈4.9%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 26, 2026 SEC
🔒 Fresh report (last 24h), subscribers only
Oct 20, 2026 SEC
Director Ellen M. Lord filed a Form 144 notice of intent to sell 4,241 shares of AAR CORP common stock, with an…
144 — Impact 2/10
Oct 20, 2026 Insider
Lord Ellen M. sold 4,241 shares
Director @ $100.24 ($425.1K)
Sep 30, 2026 Short interest report
Short Interest: AIR up 23% to 2.0M shares
Settlement 2026-09-30 | Days to cover: 2.49 | ≈4.91% of shares outstanding (est.)
Sep 28, 2026 SEC
AAR CORP. entered into a definitive Share Purchase Agreement to acquire 65% of MRO Holdings, Inc. (a Panama-based MRO…
8-K — Impact 7/10
Aug 31, 2026 Insider
LEDUC ROBERT F was granted 122 shares
Director @ $129.29 ($15.8K)
Aug 31, 2026 Insider
WALFISH MARC JAY was granted 300 shares
Director @ $129.29 ($38.8K)
Jun 30, 2026 Inst.
FMR LLC — ADD
391,950 shares ($56.0M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Sep 30, 2026
Short interest
Short Interest: AIR up 23% to 2.0M shares
Settlement 2026-09-30 | Days to cover: 2.49 | ≈4.91% of shares outstanding (est.)
Sep 28, 2026
Earnings
AAR reports first quarter fiscal year 2027 results
WOOD DALE, Ill., Sept. 28, 2026 /PRNewswire/ -- AAR CORP. (NYSE: AIR) (the "Company" or "AAR"), a leading parts, repair, and software platform in…
Sep 28, 2026
Earnings result
AIR Q3 2026 Earnings: EPS $1.49 (+14.7% vs est)
Sep 21, 2026
Earnings date
AIR Q1 2027 Earnings Scheduled — 2026-09-21
Sep 15, 2026
Earnings
AAR to announce first quarter fiscal year 2027 results on September 29, 2026
WOOD DALE, Ill., Sept. 15, 2026 /PRNewswire/ -- AAR CORP. (NYSE: AIR), the leading parts, repair, and software platform in the aviation aftermarket…

SecBot reports

16 filings · 3 bullish · 0 bearish · 3 mixed · 10 neutral
All AIR filing & press-release reports (16)