For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style S ...

Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth po ...

AAR TodayAIRAAR$69.50 +0.05 (+0.07%) 52-Week Range$54.71▼$76.34P/E Ratio38.19Price Target$81.00Add to WatchlistAAR Corp NYSE: AIR is a leading aviation services provider for commercial and government customers worldwide. They offer aftermarket aircraft support for airlines, OEMs, fleets, military agencies, and operators. The aerospace sector leader also has one of the largest inventories of used and new airplane parts and a network of maintenance, repair, and overhaul (MRO) facilities offering a comprehens ...

Institutional Shareholder Services "ISS" Finds Incumbent Board Has Failed to "Properly Oversee" a "Credible Succession Plan" and States that Reconstitution of the Board with a "New Chairman" Would "Allow Fresh Board Assessment of Board Leadership and the Careful Deliberation on Optimal Timing for a CEO Transition"ISS Recommends Shareholders Vote "WITHHOLD" Against Seifi Ghasemi, Charles Cogut and Edward L. Monser – Company Nominees Opposed by Mantle Ridge – Further Reinforcing the Need for ChangeISS Finds C ...

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Za ...

For those looking to find strong Aerospace stocks, it is prudent to search for companies in the group that are outperforming their peers. Has AAR (AIR) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Aerospace sector should help us answer this question.AAR is one of 51 individual stocks in the Aerospace sector. Collectively, these companies sit at #5 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector gro ...

Glass Lewis Finds a "Compelling" Case for Change at Air Products Following "Years of Poor Performance Fueled by a Spate of High-Cost, Low-Visibility Strategic Expeditions Pointedly Departing from APD's Core Risk Profile"Report Notes Board Has Overseen a "Faulty Succession Effort" and that Certain of the Company's "Quantitative Rebuttals Heavily Tax Analytical Veracity"Glass Lewis Recognizes "Mantle Ridge's Copious Dissection of APD's Track Record" is "Much More Decisive" than Air Products' Perspective on Co ...

AAR (AIR) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing earnings picture ...

AAR Corp. (AIR) reported second-quarter fiscal 2025 adjusted earnings of 90 cents per share, which surpassed the Zacks Consensus Estimate of 83 cents by 8.4%. The bottom line improved 11.1% from the year-ago quarter’s level.The company reported a GAAP loss of 87 cents per share compared to earnings per share of 67 cents in the prior-year quarter.The year-over-year improvement in the bottom line can be attributed to strong demand and driving efficiencies throughout the business.See the Zacks Earnings Calenda ...

财务数据和关键指标变化 - 公司第二季度销售额为6.86亿美元，同比增长26%，创下季度销售记录 [7] - 调整后每股收益为0.90美元，同比增长11%，创下第二季度调整后每股收益记录 [7] - 调整后EBITDA为7830万美元，同比增长42%，EBITDA利润率从去年同期的10.1%提升至11.4% [13] - 调整后营业利润率从去年同期的8.1%提升至9.2% [13] - 净利息支出为1880万美元，预计第三季度净利息支出将保持稳定 [34] - 平均稀释后股份数为3550万股，调整后稀释每股收益从0.81美元增长至0.90美元 [35] 各条业务线数据和关键指标变化 零部件供应 - 零部件供应销售额为2.74亿美元，同比增长20%，环比增长10% [15] - 零部件供应EBITDA为3390万美元，同比增长13%，调整后营业利润为3160万美元，同比增长11% [15] - 零部件供应EBITDA利润率从13.2%下降至12.4%，调整后营业利润率从12.5%下降至11.5%，主要由于整体资产销售利润率较低 [36] 维修与工程 - 维修与工程销售额为2.29亿美元，同比增长57%，有机增长率为6% [19][37] - 维修与工程EBITDA为3090万美元，同比增长132%，调整后营业利润为2740万美元，同比增长143% [19] - 维修与工程EBITDA利润率从9.1%提升至13.5%，调整后营业利润率从7.8%提升至12% [38] 综合解决方案 - 综合解决方案销售额为1.63亿美元，同比增长4% [23] - 综合解决方案EBITDA为1230万美元，略低于去年同期，调整后营业利润为830万美元，同比下降8% [23] - 综合解决方案EBITDA利润率和调整后营业利润率分别为7.5%和5.1% [39] 各个市场数据和关键指标变化 - 商业客户销售额同比增长30%，政府客户销售额同比增长16% [13] - 商业销售额占总销售额的73%，政府销售额占27% [33] - 零部件供应业务中，60%的销售额来自发动机相关部件 [14][17] 公司战略和发展方向 - 公司将继续专注于扩大售后市场服务，并通过组合优化、规模效率和收购相关协同效应来提高利润率 [9] - 公司预计航空售后市场的强劲需求将持续到2025年，主要由于消费者航空旅行水平提升和机队老化 [10] - 公司计划通过产品支持收购的协同效应、机库扩展和数字计划来推动利润率提升 [51][52][53] - 公司预计在2026财年第一季度实现1000万美元的协同效应 [20][51] 管理层对经营环境和未来前景的评论 - 管理层对第二季度业绩表示满意，并预计2025财年剩余时间将继续保持强劲需求 [47] - 商业航空的宏观环境仍然非常强劲，公司预计未来几个季度将继续推动显著增长 [48] - 公司预计第三季度销售额同比增长22%至25%，调整后营业利润率在9.2%至9.4%之间 [48] 其他重要信息 - 公司与美国司法部和证券交易委员会就2016年和2017年在尼泊尔和南非的潜在违反《反海外腐败法》的交易达成和解，和解金额为5560万美元 [26][27] - 公司宣布以5100万美元的价格将其起落架大修业务出售给GA Telesis，预计交易将在2025年第一季度完成，交易完成后将立即对利润率和收益产生积极影响 [28][29] 问答环节所有提问和回答 问题1: 关于与Chromalloy的PMA零件分销协议 - 公司表示正在与Eftai和Chromalloy进行讨论，以寻找共同增长业务的机会 [59] 问题2: 关于低成本航空公司的收入暴露 - 公司的主要客户是大型航空公司，如美联航、达美航空和美国航空，低成本航空公司的业务占比非常小 [61] 问题3: 关于USM业务的增长和资产定价 - USM业务在本季度加速增长，预计未来几个季度将继续增长 [70][71] - 资产定价仍然非常强劲，尽管增速有所放缓 [73] 问题4: 关于零部件供应业务的利润率 - 公司预计零部件供应业务的利润率将在下半年继续扩张，主要由于新分销协议的逐步成熟 [75][76] 问题5: 关于维修与工程业务的利润率 - 公司预计维修与工程业务的利润率将在2026财年实现显著提升，主要由于产品支持收购的协同效应和机库扩展 [91][92] 问题6: 关于政府效率努力和PMA的应用 - 公司表示PMA可以成为政府效率努力的一部分，并强调了通过使用二手零件为政府节省成本的潜力 [122][123][124] 问题7: 关于自由现金流展望 - 公司预计自由现金流的轨迹将与去年相似，第三季度将产生正现金流，第四季度将更加强劲 [132]