Shares of AAR (AIR) have been strong performers lately, with the stock up 28.8% over the past month. The stock hit a new 52-week high of $108.36 in the previous session. AAR has gained 28.8% since the start of the year compared to the 39.6% gain for the Zacks Aerospace sector and the 46.6% return for the Zacks Aerospace - Defense Equipment industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last fo ...

AAR Corp. (NYSE:AIR) is one of the stocks Jim Cramer was recently asked about. When a caller asked if they should buy AIR shares, Cramer remarked: I’ve been recommending AIR forever, and we know it’s up 27% for the year. I saw that Gold, I think it was Goldman that started it with a Neutral. This thing is can’t miss. We had John Holmes on recently, and it is just part of the great aerospace boom that it has no sign of slowing down. Stock market data showing an upward trajectory. Photo by Burak The Week ...

Key Takeaways ATRO is benefiting from rising defense spending and airline investments in connectivity and cabin upgrades.ATRO reported preliminary 2025 revenues near $860M, with strong bookings supporting growth into 2026.AAR is benefiting from solid MRO demand, facility expansion and Trax technology upgrades.Rising global aircraft deliveries, expanding airline fleet and growing demand for maintenance, repair and overhaul services are driving growth across the aviation services industry. These trends, suppo ...

About AAR WOOD DALE, Ill., Jan. 28, 2026 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, has substantially completed the expansion of its Airframe MRO facility in Oklahoma City. Driven by an increased demand for AAR's MRO services, the 80,000+ square foot facility expansion includes three maintenance bays capable of accommodating all 737 variants. The Company will soon induct additional Alaska Airlines aircraft for servic ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the trad ...

Paris, January 23, 2026  Half-year report on the liquidity contract signed between AIR France-KLM and Rothschild Martin Maurel Under the liquidity contract entrusted by Air France-KLM to Rothschild Martin Maurel, as of December 31, 2025, the following assets were held in the liquidity account: 0 Securities€9,942,376 During the period from August 1, 2025 to December 31, 2025, a total of:  Number of transactions performedNumber of shares tradedTransactions amounts in € Purchase19,7706,715,37980,103,544.01Sale ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid capacity and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, indicating that this company is strategically aligned with these developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the potential for growth in AI investments [12] Future Outlook - The company is positioned at the heart of America's next-generation power strategy, particularly in nuclear energy, which is seen as a clean and reliable power source for the future [7][14] - The potential for significant returns is emphasized, with projections suggesting a possible 100% return within 12 to 24 months for investors who act quickly [15][19]

Core Insights - The article emphasizes the uncertainty in predicting market movements due to geopolitical events and suggests positioning portfolios for volatility rather than attempting to forecast specific outcomes [1][2][3]. Defense and Aerospace Sector - The defense and aerospace sector is experiencing persistent strength as governments reassess security priorities and increase spending, attracting capital to this area [4]. - Teledyne Technologies is highlighted as a leading player in the defense and aerospace space, with a strong competitive position and recurring demand due to its involvement in mission-critical applications [6][7]. - AAR is noted for its aviation services and logistics solutions, benefiting from increased global defense activity, with the stock reaching all-time highs and showing strong earnings momentum [10][11]. - Innovative Solutions and Support (ISSC) operates in a niche market focused on avionics systems, with a significant increase in earnings expectations, indicating strong underlying business conditions [15][16]. Company Performance and Valuation - Teledyne Technologies has a Zacks Rank 2 (Buy) and trades at approximately 24.4x forward earnings, with an earnings growth outlook of nearly 10% annually over the next 3-5 years [8]. - AAR also holds a Zacks Rank 2 (Buy), with shares trading at about 21.7x forward earnings, and expected sales growth of 15.2% this year alongside a 24% increase in earnings [12]. - ISSC has a Zacks Rank 1 (Strong Buy) with current quarter earnings estimates having surged 233% over the last 60 days, indicating a strong potential for growth [16][17]. Investment Considerations - The article suggests that defense and aerospace stocks provide a way to align portfolios with enduring spending trends, making them attractive during periods of geopolitical uncertainty [18][19].

Company Overview - AAR Corp. is a global aerospace and defense company providing a wide range of products and services to commercial aviation and government markets, operating in segments such as aviation services, expeditionary services, and manufacturing [1] Insider Trading Activity - Holmes John McClain III, Chairman, President, and CEO of AAR, sold 6,000 shares at approximately $99.41 each on January 14, 2026, as part of a series of sales totaling around $2.9 million [2] - Prior to this, Holmes sold 30,000 shares on January 12 at an average price of $97.50, and has previously sold 23,077 shares on January 2 at an average price of $84.12, totaling about $1.94 million, and 38,462 shares on November 5 at an average price of $83.50, totaling approximately $3.21 million [3] Financial Metrics - AAR has a price-to-earnings (P/E) ratio of approximately 41.31, a price-to-sales ratio of about 1.30, and an enterprise value to sales ratio of around 1.62, indicating its market valuation [4][6] - The company's earnings yield is approximately 2.42%, and it has a debt-to-equity ratio of about 0.67, reflecting the proportion of debt used to finance assets relative to equity [5][6] - AAR's current ratio is approximately 2.84, indicating the company's ability to cover short-term liabilities with short-term assets [5][6]

Core Insights - Trax has signed a multi-year contract expansion with Air Atlanta Icelandic, enhancing their long-term partnership that has lasted over 25 years [1] - The expansion includes the addition of Trax's eMobility and cloud hosting solutions, aimed at improving maintenance efficiency and compliance for Air Atlanta Icelandic [1][2] Company Overview - Trax is a leading provider of aviation maintenance enterprise resource planning systems and has been instrumental in the digital transformation of airlines and maintenance, repair, and operations (MRO) worldwide for over 25 years [4] - Air Atlanta Icelandic, established in 1986, operates two sister airlines and has evolved from charter operations to a more diversified airline model [5] Technological Advancements - The deployment of Trax's solutions will allow mechanics to manage defects digitally and enable more effective coordination of aircraft turnaround by line controllers [2] - The transition to electronic task card execution for maintenance workflows and the introduction of a fully electronic logbook for pilots will enhance operational efficiency [2] - Mobile access to manuals and documentation will reduce paper dependency and ensure real-time accuracy for technical teams [2] Strategic Impact - The partnership is expected to boost productivity, enhance safety, and create a more agile operational model for Air Atlanta Icelandic [3] - Trax's cloud hosting will provide greater scalability, security, and reliability, while also reducing infrastructure overhead for the airline [2][3]