Acquisition Strategy: AAR's acquisition of Aircraft Reconfig Technologies for $35 million in cash will immediately enhance its engineering and certification capabilities in the Repair & Engineering segment, thereby solidifying its leadership position in the North American independent MRO market.
Technology Integration: This acquisition will integrate Aircraft Reconfig Technologies' patents and certification capabilities into AAR, enhancing its design capabilities for complex aircraft modifications while reducing reliance on third-party design certifications, which will improve customer service capabilities.
Market Expansion: Through this acquisition, AAR expects to expand its total accessible market and increase engineering capabilities, driving growth in the aviation services sector and further enhancing its competitive edge.
Financial Impact: The transaction is expected to close in the fourth quarter of AAR's Fiscal Year 2026 and is anticipated to positively impact AAR's margins and earnings, demonstrating the financial viability and strategic significance of the acquisition.
AIR
$81.21+Infinity%1D
Analyst Views on AIR
Wall Street analysts forecast AIR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIR is 89.00 USD with a low forecast of 85.00 USD and a high forecast of 93.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast AIR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIR is 89.00 USD with a low forecast of 85.00 USD and a high forecast of 93.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 81.490
Low
85.00
Averages
89.00
High
93.00
Current: 81.490
Low
85.00
Averages
89.00
High
93.00
Jefferies
NULL -> Buy
initiated
$100
2025-12-17
New
Reason
Jefferies
Price Target
$100
2025-12-17
New
initiated
NULL -> Buy
Reason
Jefferies initiated coverage of AAR Corp. with a Buy rating and $100 price target. Since 2023, AAR's five deals have transformed it into having a full-service aviation aftermarket portfolio, enabled by an intellectual property stack and recurring software solutions, the analyst tells investors. The diversification into predictable, higher-margin channels "gives credibility" to the firm's estimate 11% growth compound annual growth rate to 2028, the analyst added.
JPMorgan
NULL -> Overweight
maintain
2025-12-10
Reason
JPMorgan
Price Target
2025-12-10
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on Airbus to EUR 255 from EUR 240 and keeps an Overweight rating on the shares.
Deutsche Bank
Buy
downgrade
2025-12-04
Reason
Deutsche Bank
Price Target
2025-12-04
downgrade
Buy
Reason
Deutsche Bank lowered the firm's price target on Airbus to EUR 222 from EUR 228 and keeps a Buy rating on the shares.
Jefferies
Chloe Lemarie
Buy
downgrade
2025-12-03
Reason
Jefferies
Chloe Lemarie
Price Target
2025-12-03
downgrade
Buy
Reason
Jefferies analyst Chloe Lemarie lowered the firm's price target on Airbus to EUR 230 from EUR 235 and keeps a Buy rating on the shares after Airbus lowered its 2025 delivery guidance following the discovery of a quality issue with one supplier providing external skin panels. Airbus trimming its guidance to 790 deliveries, but maintaining its adjusted EBIT guide of about EUR 7B and free cash flow guidance of about EUR 4.5B is positive on operating leverage, but leads the firm to trim its price target, the analyst noted.
About AIR
AAR Corp. is a global aerospace and defense aftermarket solutions company with operations in over 20 countries. The Company’s Parts Supply segment consists of its sales of used serviceable engine and airframe parts and components and distribution of new parts. The Repair & Engineering segment consists of its maintenance, repair, and overhaul (MRO) services across airframes and components. The Integrated Solutions segment consists of its fleet management and operations of customer-owned aircraft, customized performance-based supply chain logistics programs in support of the United States (U.S.) Department of Defense, U.S. Department of State, and foreign governments, flight hour component inventory and repair programs for commercial airlines, and integrated software solutions, including Trax. The Expeditionary Services segment consists of products and services supporting the movement of equipment and personnel by the U.S. 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.
