Nama Insights

AAR (AIR)

Industrials · Aerospace Defense · NYSE

AAR (AIR) is a Industrials company in the Aerospace Defense industry. It has a market capitalization of $4.39B, a trailing price-to-earnings ratio of 20.0 and a free-cash-flow yield of 0.8%. Over the most recent reported fiscal year, revenue grew 19.0%. Nama's AI scorecard rates it Buy, 6.6 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 6.6/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +21.1% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-29.1%
How far the last close sits under the highest price of the past five years.
Market cap$4.39B
Trailing P/E20.0
Price / book2.5
Price / sales1.3
FCF yield0.8%
Dividend yield—
Gross margin19.1%
Operating margin8.0%
Net margin5.5%
Revenue growth (YoY)+19.0%
Revenue growth (3-yr annual)+18.4%
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta1.1
ExchangeNYSE
SectorIndustrials
IndustryAerospace Defense

AIR earnings

Next report: Jan 5, 2027 (Q2 2027, EPS estimate $1.38). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q1 2027 Sep 28, 2026 $1.49 $1.29 +15.5% $918.00M
Q4 2026 Jul 21, 2026 $1.53 $1.38 +10.9% $928.00M
Q3 2026 Mar 24, 2026 $1.25 $1.16 +7.8% $845.10M
Q2 2026 Jan 6, 2026 $1.18 $1.03 +14.6% $795.30M

AIR analyst price target

Median target $152.50 from 4 analysts, ranging $145.00 – $168.00.

Aerospace Defense peers

TickerCompanyMarket capP/E
SPCX Space Exploration Technologies $1.82T —
GE GE Aerospace $335.38B 42.0
RTX RTX $255.76B 25.3
BA Boeing $137.41B 20.1
LMT Lockheed Martin $131.00B 20.1
GD General Dynamics $95.68B 20.8
HWM Howmet Aerospace $81.84B 40.7
NOC Northrop Grumman $74.59B 18.1
Explore live AIR data on Nama Insights →

AIR FAQ

Is AIR a buy?
Nama's AI scorecard currently rates AAR Buy (6.6 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is AIR's P/E ratio?
AAR trades at a trailing price-to-earnings ratio of 20.0.
When does AIR report earnings?
AAR's next scheduled report is on Jan 5, 2027. Analysts expect EPS of $1.38.
What is the AIR price target?
The median analyst price target from 4 analysts is $152.50, with a range of $145.00 – $168.00.
Is AIR Shariah compliant?
Nama's AAOIFI-style screen reads AAR as Not Shariah Compliant. At least one of the three ratios or the industry test failed.