​Loar Holdings Inc. (NYSE:LOAR) is one of the Best Aerospace Stocks to Buy According to Analysts. Wall Street is bullish on Loar Holdings Inc. (NYSE:LOAR) despite a 7.63% drop in share price since its fiscal Q3 2025 earnings release on November 12. ​Recently, on December 5, Sheila Kahyaoglu from Jefferies maintained a Buy rating on the stock with a price target of $90. Earlier on November 25, Noah Poponak from Goldman Sachs had also initiated the stock with a Buy rating and an associated price target of $ ...

​HEICO Corporation (NYSE:HEI) is one of the Best Aerospace Stocks to Buy According to Analysts. On December 12, John Godyn from Citi initiated coverage of the stock with a Buy rating and $367 price target. ​The rating comes as the company is set to release its fiscal Q4 2025 results on December 18. Wall Street expects the company to post $1.17 billion in revenue and $1.21 in GAAP EPS during the fiscal Q4 2025. ​That said, HEICO Corporation (NYSE:HEI) topped Wall Street estimates during its fiscal Q3 202 ...

​HEICO Corporation (NYSE:HEI) is one of the Best Aerospace Stocks to Buy According to Analysts. On December 8, Kenneth Herbert from RBC Capital downgraded the stock from Buy to Hold, but raised the price target from $218 to $233. ​The rating comes as the company is set to release its fiscal Q4 2025 results on December 18. Wall Street expects the company to post $1.17 billion in revenue and $1.21 in GAAP EPS during the fiscal Q4 2025. ​That said, HEICO Corporation (NYSE:HEI) topped Wall Street estimates ...

公司业务动态 - AAR Corp子公司Airinmar与菲律宾宿务太平洋航空签署多年支持服务延期协议 [1] - 协议始于2022年并将持续 Airinmar提供部件维修周期管理和飞机保修管理服务 [1] - 该服务旨在帮助宿务太平洋航空最大化保修回收并降低维修成本 [1] 客户评价与业务影响 - 宿务太平洋航空工程副总裁指出Airinmar的定制化解决方案有助于在机队扩张中管理维护成本 [2] - 宿务太平洋航空目前运营100架飞机并有超过100架飞机订单 [2] 公司业务概况 - AAR Corp在全球范围内提供航空航天和国防售后市场解决方案 [2] - 公司业务包括销售飞机部件 提供维护和维修服务以及管理机队运营 [2]

公司业务模式 - 超过90%收入来自专有产品 其中许多是独家供应 [2] - 主要利润中心是航空售后市场 包括备件 维修和服务 [2] - 售后市场提供比新机原始部件更稳定 经常性收入流 [3] 市场地位与战略 - 采用私募股权式收购策略 已收购约90家企业 [6] - 专注收购飞行关键专有部件且为唯一供应商的公司 [6] - 通过监管认证（如FAA）锁定多十年飞机生命周期收入 [7] 财务表现与指引 - 2025财年商业售后市场收入预计增长高个位数至低双位数百分比 [4] - 2025财年第三季度EBITDA利润率达54.4% 显著超越多数工业制造商 [10] - 因强劲售后销售提升全年EBITDA指引 [5] 资本分配与股东回报 - 宣布每股90美元特别现金股息 [10] - 为支付股息新发行50亿美元债务 [10] - 本财年已回购约5亿美元股票 [10] 增长驱动因素 - 全球商用机队庞大且老化 持续产生关键替换部件需求 [3] - 业务健康度直接关联全球飞行小时数 呈现长期增长 [4] - 近期收购Servotronics并计划从RTX收购Simmonds Precision产品线 [8]