WOOD DALE, Ill., May 23, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, will participate in Stifel's 2024 Cross Sector Insight Conference.AAR's Chief Financial Officer Sean Gillen will present on Wednesday, June 5, 2024, at 1:50 p.m. Eastern Time. A live audio webcast will be available at https://wsw.com/webcast/stifel89/air/1916320. Following the conference, the webcast recording will be available for on-demand lis ...

Steadily improving air traffic across the globe has been boosting the growth prospects of the  Zacks Aerospace-Defense Equipment industry stocks. However, persistent supply-chain issues may negatively impact the operating results of the industry players. Nevertheless, valuable mergers and acquisitions are projected to improve economies of scale for the concerned stocks. Solid growth projections for the airline industry should bolster aerospace-defense equipment stocks’ growth. Some key players from this ind ...

WOOD DALE, Ill., April 11, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, has signed an extension and expansion of its V2500 engine component distribution agreement with Sumitomo Precision Products Co., Ltd. (SPP). Under the agreement, AAR has extended its exclusive agreement to distribute the V2500 pneumatic starter and starter control valve on behalf of SPP for the life of the program. The contract also expands AA ...

WOOD DALE, Ill., April 9, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, was awarded the 2023 Component Repair Supplier of the Year – Large Volume Category by Atlas Air Worldwide (Atlas Air).  "We are honored to be named Supplier of the Year – Large Volume Category," said Jim Berberet. Post this Atlas Air Worldwide congratulates members of AAR’s Component Services team. AAR's Component Services sites in Grand Pr ...

AAR Corp. MRO业务发展 - AAR Corp.最近宣布在俄克拉荷马城开始建设其维修、修理和大修（MRO）设施[1] - 新的机身MRO设施预计将于2026年1月开始运营，提供超过80,000平方英尺的机库和仓库空间，足以容纳波音737系列飞机的各种变体[2] - 随着过去几年对航空旅行需求的稳步恢复，以及新兴市场经济增长的崛起，飞机维护需求大幅增加，Mordor Intelligence公司预计全球商用飞机MRO市场在2024年至2029年间将以4.9%的复合年增长率扩张[4] AAR Corp. MRO服务业务表现 - AAR Corp.在第三季度财政2024年，销售额同比增长18%，主要受到其MRO服务需求强劲的推动，公司在北美市场占据着最大份额，拥有扩张机会[5] - 为了获得更多全球商用飞机MRO市场份额，AAR于2024年3月收购了Triumph Group的产品支持业务，目前在全球拥有七家MRO设施，并在迈阿密开始建设新的MRO设施，将增加33%的维护能力[6] 全球商用飞机MRO市场竞争对手 - 除了AAR之外，其他在全球商用飞机MRO行业中具有强大存在的航空航天公司包括HEICO、Airbus Group和MTU Aero Engines[8][10][11] AAR Corp.股票表现 - AAR Corp.目前的Zacks排名为3（持有），公司股票在过去三个月中涨幅为8.3%，略低于行业的11.8%增长[15]

The new facility is expected to be operational in early 2026.WOOD DALE, Ill., April 5, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, broke ground on the expansion of its maintenance, repair, and overhaul facility in Oklahoma City earlier today.More than 150 representatives from AAR, Alaska Airlines, state and local government, and partner organizations supporting the efforts gathered to celebrate groundbreaking on ...

WOOD DALE, Ill. , April 4, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, has announced an exclusive multi-year commercial distribution agreement with TRIUMPH's Actuation Products & Services business unit. Under the agreement, which commences in January of 2026, AAR will exclusively distribute TRIUMPH's commercial actuation product line, which includes more than 100 top-level assemblies and their subcomponents used ...

财务表现 - AAR Corp. (AIR)报告的第三季度财务2024年调整后每股收益为85美分，超过了Zacks Consensus Estimate的84美分，增长了13.3%[1] - AAR公司的净销售额为5.673亿美元，略低于Zacks Consensus Estimate的5.68亿美元，但比去年同期的5.211亿美元增长了8.9%[3] - AAR公司的零部件供应部门销售额为2.423亿美元，维修和工程部门销售额为1.408亿美元，综合解决方案部门销售额为1.655亿美元，远征服务部门销售额为1.87亿美元[5] - AAR公司的毛利率从上一年同期的18.1%提高了130个基点至19.4%[6] - AAR公司的调整后营业利润率从第三季度的7.6%增至8.3%，主要受商业销售增长的推动[7] 资产状况 - AAR公司截至2024年2月29日的现金及现金等价物为6920万美元，长期债务为2.747亿美元[8][9] 市场评级 - AAR目前的Zacks排名为4（卖出）[10]

业绩总结 - 第三季度销售额达到5.67亿美元，同比增长9%[10] - 调整后每股稀释收益从0.75美元增长至0.85美元，创下第三季度纪录[20] - 现金流量运营活动为2,000万美元[20] - 预计在2025财年某个时候，运营利润率可能接近两位数[69] - 预计在2025财年，公司的运营利润率可能接近10%[70] 客户销售 - 商业客户销售增长18%，政府客户销售下降7%[10] - 商业销售毛利率为19.8%，政府销售毛利率为18.6%[28] 财务数据 - SG&A费用为7700万美元，不包括特定费用时为6280万美元[29] - 本季度净利息支出为1130万美元，其中包括与Product Support收购的桥式融资承诺相关的610万美元成本，这一成本将不会在未来重复发生[30] - 经营活动和持续经营活动提供的现金流为2040万美元，净杂货供应库存投资，特别是在商业分销方面，这一季度销售增长显著[31] 未来展望 - 预计在2025财年，政府市场将恢复增长，与商业市场的强劲表现相匹配[79] - 预计政府市场将在未来出现补货，但目前尚未见到明显趋势[81] - 预计在2025财年，零部件供应将继续是公司增长最快的部分，对整体公司的运营利润率有积极影响[86]

AAR (AIR) reported $567.3 million in revenue for the quarter ended February 2024, representing a year-over-year increase of 8.9%. EPS of $0.85 for the same period compares to $0.75 a year ago.The reported revenue represents a surprise of -0.06% over the Zacks Consensus Estimate of $567.63 million. With the consensus EPS estimate being $0.84, the EPS surprise was +1.19%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expe ...