AAR CORP (AIR) Forecast, Price Target & Analyst Ratings

NYSE:AIRUS0003611052

Current stock price

110.35 USD
-0.02 (-0.02%)
At close:
110.35 USD
0 (0%)
After Hours:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for AAR CORP (AIR).

Forecast Snapshot

Consensus Price Target

Price Target
$126.36
+ 14.51% Upside

Next Earnings Forecast

Earnings Estimate
Release Date
Jul 14, 2026
Period
Q4 / 2026
EPS Estimate
$1.39
Revenue Estimate
900.37M

ChartMill Buy Consensus

Rating
81.67%
Weighted Analyst Rating Score

Price Target Details & History

Consensus Price Target and Range

Mean target
$126.36
Upside
+ 14.51%
From current price of $110.35 to mean target of $126.36, Based on 12 analyst forecasts
Low
$81.11
Median
$130.56
High
$157.50

Price Target Revisions

1 Month
9.58%
3 Months
24.56%

Price Target Summary

12 Wall Street analysts provided a forecast for the next 12 months for AIR. The average price target is 126.36 USD. This implies a price increase of 14.51% is expected in the next year compared to the current price of 110.35.
The average price target has been revised upward by 24.56% in the past 3 months.

Analyst Ratings & History

Current Analyst Ratings

AIR Current Analyst RatingAIR Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6

Analyst Ratings History

AIR Historical Analyst RatingsAIR Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 2 4 6 8 10

Analyst Ratings Consensus

ChartMill Buy Consensus
81.67%
AIR was analyzed by 12 analysts. The buy percentage consensus is at 82. So analysts seem to be very confident about AIR.
In the previous month the buy percentage consensus was at a similar level.
AIR was analyzed by 12 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-09KeybancMaintains Overweight -> Overweight
2026-03-26JefferiesMaintains Buy -> Buy
2026-03-25KeybancMaintains Overweight -> Overweight
2026-03-25RBC CapitalMaintains Outperform -> Outperform
2026-03-06Truist SecuritiesReiterate Buy -> Buy
2026-02-23JefferiesMaintains Buy -> Buy
2026-01-26Goldman SachsInitiate Neutral
2026-01-14KeybancMaintains Overweight -> Overweight
2026-01-07RBC CapitalMaintains Outperform -> Outperform
2026-01-07Truist SecuritiesMaintains Buy -> Buy
2025-12-17JefferiesInitiate Buy
2025-11-26RBC CapitalMaintains Outperform -> Outperform
2025-09-29KeybancMaintains Overweight -> Overweight
2025-09-24RBC CapitalReiterate Outperform -> Outperform
2025-09-24Truist SecuritiesMaintains Buy -> Buy
2025-07-17KeybancMaintains Overweight -> Overweight
2025-07-17RBC CapitalMaintains Outperform -> Outperform
2025-07-11Truist SecuritiesMaintains Buy -> Buy
2025-04-02KeybancMaintains Overweight -> Overweight
2025-03-28Truist SecuritiesMaintains Buy -> Buy
2025-01-16KeybancInitiate Overweight
2024-11-04RBC CapitalReiterate Outperform -> Outperform
2024-10-04BenchmarkReiterate Buy -> Buy
2024-09-24RBC CapitalReiterate Outperform -> Outperform
2024-09-24BenchmarkReiterate Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
Jul 14, 2026
Period
Q4 / 2026
EPS Estimate
$1.39
Revenue Estimate
900.37M
Revenue Q2Q
19.33%
EPS Q2Q
19.53%
Number of Analysts
8

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
2.81%
EPS (1 Month)
0.00%
EPS (3 Months)
7.11%

Next Earnings Summary

AIR is expected to report earnings on 7/14/2026. The consensus EPS estimate for the next earnings is 1.39 USD and the consensus revenue estimate is 900.37M USD.
The next earnings revenue estimate has been revised upward by 2.81% in the past 3 months.

Full Analyst Estimates 2026 - 2030

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2023 2024 2025 2026 2027 2028 2029 2030
Revenue
YoY % growth
AIR revenue by date.AIR revenue by date.
1.991B
9.37%
2.319B
16.50%
2.781B
19.91%
3.304B
18.83%
3.665B
10.93%
3.896B
6.30%
4.133B
6.08%
4.43B
7.19%
EBITDA
YoY % growth
AIR ebitda by date.AIR ebitda by date.
165M
15.47%
217.5M
31.82%
308M
41.61%
401.52M
30.36%
458.56M
14.21%
511.94M
11.64%
583.58M
13.99%
651.85M
11.70%
EBIT
YoY % growth
AIR ebit by date.AIR ebit by date.
137.1M
24.86%
176.3M
28.59%
252.8M
43.39%
319.1M
26.23%
368.85M
15.59%
410.4M
11.26%
478.64M
16.63%
543.08M
13.46%
Operating Margin
AIR operating margin by date.AIR operating margin by date.
6.89%7.60%9.09%9.66%10.06%10.53%11.58%12.26%
EPS
YoY % growth
AIR eps by date.AIR eps by date.
2.88
20.00%
3.32
15.28%
3.90
17.47%
4.94
26.72%
5.72
15.70%
6.67
16.62%
7.58
13.59%
8.64
14.00%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth
1.39
19.53%
1.30
20.02%
1.36
15.27%
1.39
11.23%
1.52
9.63%
Revenue
Q2Q % growth
900.37M
19.33%
880.8M
19.09%
903.72M
13.63%
914.11M
8.17%
979.18M
8.75%
EBITDA
Q2Q % growth
111.03M
-10.75%
104.6M
38.18%
110.36M
12.61%
113.78M
-1.49%
117.78M
6.08%
EBIT
Q2Q % growth
93.334M
34.88%
87.054M
40.64%
90.834M
35.37%
92.394M
43.47%
98.998M
6.07%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

AIR Yearly Revenue VS EstimatesAIR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 1B 2B 3B 4B
AIR Yearly EPS VS EstimatesAIR Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2 4 6 8

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
19.58%
EPS Next 5 Year
17.23%

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
12.35%
Revenue Next 5 Year
10.03%

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
25.48%
EBIT Next 5 Year
20.27%

AAR CORP / AIR Forecast FAQ

What is the average price target for AAR CORP (AIR) stock?

12 analysts have analysed AIR and the average price target is 126.36 USD. This implies a price increase of 14.51% is expected in the next year compared to the current price of 110.35.

When does AAR CORP (AIR) report earnings?

AAR CORP (AIR) will report earnings on 2026-07-14, after the market close.

What are the consensus estimates for AIR stock next earnings?

The consensus EPS estimate for the next earnings of AAR CORP (AIR) is 1.39 USD and the consensus revenue estimate is 900.37M USD.

How many analysts cover AAR CORP (AIR) stock?

The number of analysts covering AAR CORP (AIR) is 12.