Howmet Shares Surge as Earnings Highlight Sector Resilience.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4h ago
0mins
Should l Buy AIR?
Source: Barron's
- Strong Performance: Howmet Aerospace reported a successful quarter, indicating robust growth in the aerospace parts sector.
- Future Outlook: The positive results suggest that the aerospace industry has significant potential for expansion through 2026.
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Analyst Views on AIR
Wall Street analysts forecast AIR stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AIR is 101.25 USD with a low forecast of 93.00 USD and a high forecast of 107.00 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.
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 113.570
Low
93.00
Averages
101.25
High
107.00
Current: 113.570
Low
93.00
Averages
101.25
High
107.00
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.
Howmet Shares Surge as Earnings Highlight Sector Resilience.
- Strong Performance: Howmet Aerospace reported a successful quarter, indicating robust growth in the aerospace parts sector.
- Future Outlook: The positive results suggest that the aerospace industry has significant potential for expansion through 2026.
See More
AAR Corp. Appoints New CFO Dylan Wolin Effective February 2026
- Executive Appointment: AAR Corp. has appointed Dylan Wolin as Chief Financial Officer effective February 23, 2026, aiming to enhance the company's financial management capabilities, which is expected to drive future financial performance.
- Former CFO Transition: Sarah Flanagan will step down as interim CFO and return to her role as Vice President of Financial Operations, ensuring financial stability during the transition and maintaining operational efficiency.
- Performance Guidance Reaffirmed: AAR reaffirmed its previously issued third-quarter and full-year fiscal 2026 guidance, reflecting the company's confidence in future performance, with an anticipated 17% full-year sales growth.
- Market Dynamics Strategy: AAR plans to expand its margin profile through acquisitions, leveraging the current demand and supply dynamics to further solidify its market position in the aerospace industry.
See More
AAR Corp. Appoints New CFO Dylan Wolin Effective February 23
- Executive Appointment: AAR Corp. has appointed Dylan Wolin as CFO effective February 23, overseeing finance, accounting, tax, treasury, investor relations, and corporate development, which is expected to enhance the company's financial management efficiency.
- Rich Experience: Wolin previously worked at AAR until 2024, where he led strategy, corporate development, and investor relations, participating in acquisitions like Trax and Triumph Product Support, showcasing his deep industry background and expertise.
- Strategic Continuity: AAR's Chairman and CEO John M. Holmes stated that Wolin played a key role in shaping the company's current strategy, and his return is anticipated to further drive the company's growth plans.
- Financial Guidance Reaffirmed: AAR also reaffirmed its financial guidance for the third fiscal quarter and full fiscal year previously issued on January 6, demonstrating the company's confidence in future performance despite market challenges.
See More
AAR Appoints New Chief Financial Officer
- Executive Appointment: AAR CORP. has appointed Dylan Wolin as Chief Financial Officer, effective February 23, 2026, with responsibilities including finance, accounting, tax, treasury, investor relations, and corporate development, which is expected to drive the company's growth strategy.
- Extensive Experience: Prior to joining AAR, Wolin served as President at Federal Signal Corporation, overseeing municipal specialty vehicle businesses, and from 2017 to 2024, he led AAR's strategic and corporate development, accumulating significant industry experience.
- Strategic Impact: During his tenure at AAR, Wolin was involved in portfolio repositioning and capital market activities, including the acquisitions of Trax and Triumph Product Support, highlighting his crucial role in advancing the company's strategic objectives.
- Interim CFO Transition: Sarah Flanagan will conclude her role as Interim CFO on February 23, 2026, returning to her position as Vice President of Financial Operations, indicating the company's emphasis on stability and continuity within its executive team.
See More
Kroger Appoints Former Walmart Executive as CEO
- Executive Change: Kroger has appointed former Walmart executive Greg Foran as its new CEO, aiming to enhance corporate governance and operational efficiency, which is expected to bring new leadership and strategic direction to the company.
- Stock Reaction: Following this announcement, Kroger's shares rose approximately 6% in premarket trading, indicating market confidence and expectations for the new CEO, which could improve the company's performance in a highly competitive retail landscape.
- Background Analysis: Foran previously served as CEO of Walmart's U.S. operations, where he successfully drove operational transformations; analysts believe his experience will help Kroger tackle current challenges of weak consumer spending and increasing competition.
- Strategic Challenges: Under Foran's leadership, Kroger faces pressure from competitors like Walmart while needing to address the decline in consumer spending on essentials, which will test Foran's leadership capabilities and strategic execution.
See More
V2X Inc. Shares Rise After Court Denies AAR Corp. Protest
- Protest Denied: The U.S. Court of Federal Claims denied AAR Corp.'s protest against the Air Force's T-6 contract, leading to a 0.3% increase in V2X (VVX) shares, reflecting market confidence in the company's ability to continue the program.
- Analyst Optimism: Truist analyst Tobey Sommer noted that the protest decision was delayed due to the government shutdown, but the ruling now allows VVX to advance its T-6 contract valued at over $4.3 billion, enhancing its competitive position in the aerospace and defense sectors.
- Significant Contract Value: The T-6 contract, awarded to V2X last August, is expected to generate over $4.3 billion over nine years, and the success of this flagship contract will provide the company with long-term revenue growth potential.
- AAR Stock Decline: In contrast to V2X, AAR Corp. shares fell by 0.8%, despite reporting a non-GAAP EPS of $1.18 for Q2 2026, beating estimates by $0.15, indicating market caution regarding its future growth prospects.
See More
Howmet Shares Surge as Earnings Highlight Sector Resilience.
- Strong Performance: Howmet Aerospace reported a successful quarter, indicating robust growth in the aerospace parts sector.
- Future Outlook: The positive results suggest that the aerospace industry has significant potential for expansion through 2026.
See More
AAR Corp. Appoints New CFO Dylan Wolin Effective February 2026
- Executive Appointment: AAR Corp. has appointed Dylan Wolin as Chief Financial Officer effective February 23, 2026, aiming to enhance the company's financial management capabilities, which is expected to drive future financial performance.
- Former CFO Transition: Sarah Flanagan will step down as interim CFO and return to her role as Vice President of Financial Operations, ensuring financial stability during the transition and maintaining operational efficiency.
- Performance Guidance Reaffirmed: AAR reaffirmed its previously issued third-quarter and full-year fiscal 2026 guidance, reflecting the company's confidence in future performance, with an anticipated 17% full-year sales growth.
- Market Dynamics Strategy: AAR plans to expand its margin profile through acquisitions, leveraging the current demand and supply dynamics to further solidify its market position in the aerospace industry.
See More
AAR Corp. Appoints New CFO Dylan Wolin Effective February 23
- Executive Appointment: AAR Corp. has appointed Dylan Wolin as CFO effective February 23, overseeing finance, accounting, tax, treasury, investor relations, and corporate development, which is expected to enhance the company's financial management efficiency.
- Rich Experience: Wolin previously worked at AAR until 2024, where he led strategy, corporate development, and investor relations, participating in acquisitions like Trax and Triumph Product Support, showcasing his deep industry background and expertise.
- Strategic Continuity: AAR's Chairman and CEO John M. Holmes stated that Wolin played a key role in shaping the company's current strategy, and his return is anticipated to further drive the company's growth plans.
- Financial Guidance Reaffirmed: AAR also reaffirmed its financial guidance for the third fiscal quarter and full fiscal year previously issued on January 6, demonstrating the company's confidence in future performance despite market challenges.
See More
AAR Appoints New Chief Financial Officer
- Executive Appointment: AAR CORP. has appointed Dylan Wolin as Chief Financial Officer, effective February 23, 2026, with responsibilities including finance, accounting, tax, treasury, investor relations, and corporate development, which is expected to drive the company's growth strategy.
- Extensive Experience: Prior to joining AAR, Wolin served as President at Federal Signal Corporation, overseeing municipal specialty vehicle businesses, and from 2017 to 2024, he led AAR's strategic and corporate development, accumulating significant industry experience.
- Strategic Impact: During his tenure at AAR, Wolin was involved in portfolio repositioning and capital market activities, including the acquisitions of Trax and Triumph Product Support, highlighting his crucial role in advancing the company's strategic objectives.
- Interim CFO Transition: Sarah Flanagan will conclude her role as Interim CFO on February 23, 2026, returning to her position as Vice President of Financial Operations, indicating the company's emphasis on stability and continuity within its executive team.
See More
Kroger Appoints Former Walmart Executive as CEO
- Executive Change: Kroger has appointed former Walmart executive Greg Foran as its new CEO, aiming to enhance corporate governance and operational efficiency, which is expected to bring new leadership and strategic direction to the company.
- Stock Reaction: Following this announcement, Kroger's shares rose approximately 6% in premarket trading, indicating market confidence and expectations for the new CEO, which could improve the company's performance in a highly competitive retail landscape.
- Background Analysis: Foran previously served as CEO of Walmart's U.S. operations, where he successfully drove operational transformations; analysts believe his experience will help Kroger tackle current challenges of weak consumer spending and increasing competition.
- Strategic Challenges: Under Foran's leadership, Kroger faces pressure from competitors like Walmart while needing to address the decline in consumer spending on essentials, which will test Foran's leadership capabilities and strategic execution.
See More
V2X Inc. Shares Rise After Court Denies AAR Corp. Protest
- Protest Denied: The U.S. Court of Federal Claims denied AAR Corp.'s protest against the Air Force's T-6 contract, leading to a 0.3% increase in V2X (VVX) shares, reflecting market confidence in the company's ability to continue the program.
- Analyst Optimism: Truist analyst Tobey Sommer noted that the protest decision was delayed due to the government shutdown, but the ruling now allows VVX to advance its T-6 contract valued at over $4.3 billion, enhancing its competitive position in the aerospace and defense sectors.
- Significant Contract Value: The T-6 contract, awarded to V2X last August, is expected to generate over $4.3 billion over nine years, and the success of this flagship contract will provide the company with long-term revenue growth potential.
- AAR Stock Decline: In contrast to V2X, AAR Corp. shares fell by 0.8%, despite reporting a non-GAAP EPS of $1.18 for Q2 2026, beating estimates by $0.15, indicating market caution regarding its future growth prospects.
See More
