AAR Corp Extends Global Distribution Agreement with Collins Aerospace
Written by Emily J. Thompson, Senior Investment Analyst
Source: PRnewswire
Updated: 1 day ago
0mins
Source: PRnewswire
- Agreement Renewal: AAR CORP. has signed a multi-year extension of its exclusive global distribution agreement with Collins Aerospace, covering the Goodrich de-icing and specialty systems product line, aimed at enhancing aftermarket distribution efficiency through AAR's global logistics network to better serve the civil and defense markets.
- Market Share Growth: AAR executives noted that their strong execution and market share gains have resulted in significant growth for this product line, further solidifying the company's leadership position in the aviation services sector.
- Enhanced Customer Support: Through this collaboration, AAR will continue to deliver availability, responsiveness, and technical support to a wide range of customers relying on Collins Aerospace Goodrich de-icing solutions, ensuring customer satisfaction and loyalty.
- Strategic Implications: The continuation of this agreement not only underscores AAR's strong influence in the aviation services market but also positions the company for further growth in the global aerospace aftermarket, enhancing its long-term competitive advantage.
AIR.N$0.0000%Past 6 months

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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.
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.
Current: 79.470

Current: 79.470

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 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.
Outperform
maintain
$85 -> $90
Reason
RBC Capital raised the firm's price target on AAR Corp. to $90 from $85 and keeps an Outperform rating on the shares. The firm is updating AAR Corp estimates to include the company's two recent acquisitions - ADI and HAECO - and its follow-on equity raise, the analyst tells investors in a research note. Although initially dilutive, the long-term opportunity to expand company margins remains intact as AAR delivers on adding scale and limiting its USM exposure, the firm added.
KeyBanc raised the firm's price target on AAR Corp.to $93 from $86 and keeps an Overweight rating on the shares. Post the firm's proprietary Q3 Plane Chain survey of aerospace suppliers, KeyBanc sees a meaningful step-up in A&D OEM order activity post a period of destocking and subdued OEM build rates. The firm remains confident on enduring tightness within the A&D aftermarket and strength within Space & Defense.
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.