AIR
AAR Corp.Industrials · $4.0B market cap
Verdict
Share price
$102.51
close of Oct 3, 2026
Fair value
$145.76
Sticker Price
Payback Price
$58.30
buy price
AIR is Undervalued: at $102.51 it trades 30% below its fair value of $145.76. Its buy price (Payback Price) is $58.30, 43% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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3 of the investors we track hold AIR. In Q2 2026, 2 added. Who we track
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$12.0M
83,933 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$11.6M
81,059 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$3.4M
23,561 shares
Moves in Q2 2026
Added: Polen Capital Management, First Eagle Investment Management
Insider activity
Since Jul 14, 2026: no open-market purchases and 25 other filings (stock awards, tax withholding and similar). Why purchases matter
Other filings
LEDUC ROBERT F
director · 2026-08-31
Award
$16K
WALFISH MARC JAY
director · 2026-08-31
Award
$39K
Holmes John McClain III
Chairman, President & CEO · 2026-07-31
Tax withholding
$871K
Holmes John McClain III
Chairman, President & CEO · 2026-07-31
Tax withholding
$4.8M
Garascia Jessica A.
Senior VP, GC, CAO & Secretary · 2026-07-31
Tax withholding
$144K
Show all 25 other filingsShow fewer
Garascia Jessica A.
Senior VP, GC, CAO & Secretary · 2026-07-31
Tax withholding
$789K
Jessup Christopher A.
Senior Vice President-CCO · 2026-07-31
Tax withholding
$181K
Jessup Christopher A.
Senior Vice President-CCO · 2026-07-31
Tax withholding
$994K
Pachapa Eric
VP-CAO & Controller · 2026-07-31
Tax withholding
$86K
Pachapa Eric
VP-CAO & Controller · 2026-07-31
Tax withholding
$471K
Holmes John McClain III
Chairman, President & CEO · 2026-07-23
Award
20,082 shares
Holmes John McClain III
Chairman, President & CEO · 2026-07-23
Award
30,123 shares
Holmes John McClain III
Chairman, President & CEO · 2026-07-23
Award
161,500 shares
Jessup Christopher A.
Senior Vice President-CCO · 2026-07-23
Award
5,360 shares
Jessup Christopher A.
Senior Vice President-CCO · 2026-07-23
Award
8,041 shares
Garascia Jessica A.
Senior VP, GC, CAO & Secretary · 2026-07-23
Award
3,460 shares
Garascia Jessica A.
Senior VP, GC, CAO & Secretary · 2026-07-23
Award
5,191 shares
Wolin Dylan Zachary
Senior VP & CFO · 2026-07-23
Award
3,862 shares
Wolin Dylan Zachary
Senior VP & CFO · 2026-07-23
Award
5,793 shares
Pachapa Eric
VP-CAO & Controller · 2026-07-23
Award
1,390 shares
Pachapa Eric
VP-CAO & Controller · 2026-07-23
Award
2,086 shares
Holmes John McClain III
Chairman, President & CEO · 2026-07-14
Award
34,956 shares
Jessup Christopher A.
Senior Vice President-CCO · 2026-07-14
Award
7,267 shares
Pachapa Eric
VP-CAO & Controller · 2026-07-14
Award
3,445 shares
Garascia Jessica A.
Senior VP, GC, CAO & Secretary · 2026-07-14
Award
4,807 shares
About AAR Corp.
AAR Corp. delivers a wide array of products and services to the global commercial aviation, government, and defense sectors. Its Aviation Services division focuses on comprehensive aftermarket support, encompassing inventory management, distribution, and extensive maintenance, repair, and overhaul (MRO) capabilities, alongside specialized engineering services. This segment is also involved in the sale and leasing of…
Aerospace & Defense
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works