This fund manager picked four industrial winners a year ago. Here are his latest picks.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 15 2025
0mins
Should l Buy AIR?
Source: MarketWatch
Industrial Sector Growth: Analysts predict the industrial sector of the S&P 500 will experience the highest revenue and profit growth from 2024 to 2027, as highlighted in a previous article last July.
Stock Performance Update: The article revisits four stock picks from last year, featuring insights from Spenser Lerner and Bill Hench, who provided updates on their selections during recent interviews with MarketWatch.
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Analyst Views on AIR
Wall Street analysts forecast AIR stock price to fall
6 Analyst Rating
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 108.300
Low
99.00
Averages
106.80
High
121.00
Current: 108.300
Low
99.00
Averages
106.80
High
121.00
About AIR
AAR CORP. is a global aerospace and defense aftermarket solutions company with operations in over 20 countries. The Company supports commercial and government customers through four operating segments: Parts Supply, Repair & Engineering, Integrated Solutions, and Expeditionary Services. Parts Supply segment primarily consists of its sales of used serviceable material, including aircraft, engine and airframe parts and components and distribution of new parts. Repair & Engineering segment primarily consists of its maintenance, repair, and overhaul (MRO) services across airframes and components. Integrated Solutions segment primarily consists of its fleet management and operations of customer-owned aircraft, customized performance-based supply chain logistics programs and others. Expeditionary Services segment primarily consists of products and services supporting the movement of equipment and personnel by the United States and foreign governments and non-governmental organizations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Conference Call Details: On the same day, AAR will hold a conference call at 4 p.m. Central Time to discuss the financial results, requiring participants to register in advance to receive a dial-in number and unique PIN, ensuring effective communication and smooth access for participants.
- Webcast Access: The meeting will feature a listen-only webcast, accessible via a designated link, allowing global investors to obtain real-time updates on the company, enhancing transparency and investor confidence.
- Replay Availability: Following the call, a replay will be available through the webcast link, expected to be accessible for about a year, ensuring that investors who could not participate live can still access important information, thereby improving communication efficiency between the company and its investors.
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- Conference Call Details: On the same day, AAR will hold a conference call at 4 p.m. Central Time to discuss the financial results, requiring participants to register in advance to receive a dial-in number and unique PIN, ensuring effective communication and smooth access for participants.
- Webcast Access: The meeting will feature a listen-only webcast, accessible via a designated link, allowing global investors to obtain real-time updates on the company, enhancing transparency and investor confidence.
- Replay Availability: Following the call, a replay will be available through the webcast link, expected to be accessible for about a year, ensuring that investors who could not participate live can still access important information, thereby improving communication efficiency between the company and its investors.
See More
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Boeing's Delivery Performance: Boeing's delivery numbers are showing relative strength, indicating a positive trend in their operations.
737 MAX Wiring Issue: A wiring issue with the 737 MAX is expected to pose challenges for Boeing's stock performance.
Investor Sentiment: Investors are particularly sensitive to any problems related to Boeing's single-aisle jet, reflecting the importance of this model to the company's reputation and financial health.
Market Impact: The combination of strong delivery numbers and the wiring issue may create mixed signals for investors regarding Boeing's future performance.
See More
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- Delivery Increase: Boeing's deliveries in February rose, surpassing the previous month's figures, indicating the company's positive progress in restoring production and delivery capabilities.
- Market Demand Recovery: The increase in deliveries reflects a rebound in demand for new aircraft as airlines recover, which could enhance Boeing's revenue outlook moving forward.
- Efficiency Improvements: By optimizing production processes and supply chain management, Boeing has successfully increased delivery efficiency, which not only shortens delivery timelines but also boosts customer satisfaction.
- Strategic Implications: This delivery growth signifies Boeing's gradual recovery of market competitiveness following the challenges posed by the pandemic, with potential for further market share expansion in the future.
See More
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- Significant Shareholder Returns: The company declared a final dividend of $0.75 per share, exceeding expectations and reflecting strong free cash flow, with a total shareholder return of 63% in 2025, significantly outperforming the NZX 50, thereby boosting investor confidence.
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