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AAR(AIR) - 2025 Q4 - Annual Results
2025-07-16 20:38
Exhibit 99.1 AAR reports fourth quarter and fiscal year 2025 results Wood Dale, Illinois, July 16, 2025 — AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, reported today financial results for the fourth quarter and fiscal year 2025 ended May 31, 2025. FOURTH QUARTER FISCAL YEAR 2025 HIGHLIGHTS (As compared to Q4 FY2024) FISCAL YEAR 2025 HIGHLIGHTS (As compared to FY2024) "In Fiscal Year 2025, we delivered record sales and profitability an ...
AAR reports fourth quarter and fiscal year 2025 results
Prnewswire· 2025-07-16 20:05
WOOD DALE, Ill., July 16, 2025 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, reported today financial results for the fourth quarter and fiscal year 2025 ended May 31, 2025.FOURTH QUARTER FISCAL YEAR 2025 HIGHLIGHTS(As compared to Q4 FY2024) Sales of $755 million; increased 15% GAAP EPS of $0.95 Adjusted diluted EPS of $1.16; increased 32% GAAP Net income of $34 million Adjusted EBITDA of $91 million; increased 19% Ad ...
Fast-paced Momentum Stock AAR (AIR) Is Still Trading at a Bargain
ZACKS· 2025-07-16 13:51
Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potenti ...
3 Defense Equipment Stocks to Buy Amid Valuable M&As
ZACKS· 2025-07-15 14:06
Core Insights - Aerospace-Defense Equipment stocks are expected to benefit from strategic mergers and acquisitions, enhancing operational scale and market presence, despite ongoing supply-chain challenges affecting aircraft deliveries and profitability [1][3][5]. Industry Overview - The Zacks Aerospace-Defense Equipment industry includes firms manufacturing essential components for aerospace and defense, such as aerostructures, propulsion systems, and defense electronics, while also providing aftermarket support services [2]. Trends Shaping the Industry - Recent mergers and acquisitions, such as TransDigm's $110 million acquisition of Servotronics and Teledyne's acquisition of Maretron assets, are expected to improve economies of scale and revenue growth [3]. - Global air passenger traffic is projected to grow by 5.8% year-over-year in 2025, indicating strong growth potential for aerospace-defense equipment stocks, particularly in commercial aviation [4]. Supply Chain Challenges - Supply-chain disruptions are impacting aircraft deliveries, with current deliveries 30% below peak levels, contributing to a backlog of 17,000 aircraft, which represents an 18% shortfall of the active global fleet [5]. Industry Performance - The Zacks Aerospace-Defense Equipment industry has outperformed both the S&P 500 composite and its sector, with a collective stock surge of 46.2% over the past year compared to 27.1% for the Aerospace sector and 10.9% for the S&P 500 [8]. Valuation Metrics - The industry is currently trading at an EV/Sales ratio of 11.14X, significantly higher than the S&P 500's 5.41X and the sector's 3.27X, indicating a premium valuation for capital-intensive aerospace-defense stocks [11]. Notable Companies - **Heico Corp.**: Expected to see a 13.3% sales improvement in fiscal 2025, with a long-term earnings growth rate of 17.6% [15][16]. - **AAR Corp.**: Anticipated 17.2% sales growth in fiscal 2025, with a Zacks Rank of 2 (Buy) [17][18]. - **Curtiss-Wright**: Projected 8.8% sales growth in fiscal 2025, recently awarded an $80 million contract by the USAF [20][22].
AAR to announce fourth quarter fiscal year 2025 results on July 16, 2025
Prnewswire· 2025-07-01 20:05
Core Viewpoint - AAR CORP. is set to release its financial results for the fourth quarter of fiscal year 2025 on July 16, 2025, after the market closes, indicating a focus on transparency and communication with investors [1]. Financial Results Announcement - The financial results will cover the period ending May 31, 2025, highlighting the company's performance in the aviation services sector [1]. - AAR will hold a conference call on July 16, 2025, at 4 p.m. Central time to discuss the results, providing an opportunity for stakeholders to engage directly with the company's management [2]. Conference Call Details - The conference call will be accessible via a listen-only webcast and participants can join by registering online to receive a dial-in number and unique PIN [2]. - A replay of the conference call will be available shortly after its completion and will remain accessible for approximately one year, ensuring that interested parties can review the information at their convenience [3]. Company Overview - AAR is a global aerospace and defense aftermarket solutions company, operating in over 20 countries and headquartered in the Chicago area [4]. - The company supports both commercial and government customers through four operating segments: Parts Supply, Repair & Engineering, Integrated Solutions, and Expeditionary Services [4].
AAR subsidiary Trax selected to modernize Delta TechOps' maintenance and engineering systems
Prnewswire· 2025-06-05 12:00
Core Insights - AAR CORP.'s subsidiary Trax has been selected to modernize Delta TechOps' maintenance and engineering systems, indicating a significant partnership in aviation maintenance technology [1][2] - The modernization will involve replacing legacy systems with Trax's eMRO and eMobility solutions, enhancing efficiency and operational performance for over 6,000 technicians [2][4] - AAR's strategic investments in Trax have positioned the company to support large airlines and diverse fleets, showcasing its growth and capability in the aviation sector [3][4] Company Overview - AAR CORP. is a global aerospace and defense aftermarket solutions provider, operating in over 20 countries and supporting both commercial and government customers through various segments [4] - Trax, as a wholly-owned subsidiary of AAR, specializes in aviation maintenance mobile and cloud products, offering comprehensive software solutions for aircraft maintenance [5] - Delta TechOps, the maintenance division of Delta Air Lines, provides extensive maintenance, repair, and overhaul services, emphasizing safety, quality, and innovation in aviation maintenance [6]
AAR Corp.: Margin Expansion And Aerospace & Defense MRO Growth Offer Attractive Upside
Seeking Alpha· 2025-05-30 14:39
Group 1 - The Aerospace Forum aims to identify investment opportunities in the aerospace, defense, and airline sectors, leveraging data analytics for informed decision-making [2] - The industry is characterized by significant growth prospects, with developments that can impact investment theses [2] - The investing group provides direct access to data analytics monitors, enhancing the analytical capabilities for investors [2] Group 2 - The article emphasizes the importance of data-informed analysis in understanding the complexities of the aerospace industry [2] - There is a focus on the potential for growth within the aerospace and defense sectors, suggesting a favorable investment environment [2]
ASLE vs. AIR: Which Aerospace Services Stock Is the Better Buy in 2025?
ZACKS· 2025-04-28 18:30
Core Insights - The global aerospace services sector is experiencing significant growth, driven by rising air traffic, increased aircraft utilization, and a booming Maintenance, Repair, and Overhaul (MRO) market, benefiting companies like AerSale Corporation (ASLE) and AAR Corp. (AIR) [1][2] Summary of AerSale (ASLE) - Recent achievements include strategic investments, such as the opening of a new MRO facility in Millington, TN, and the expansion of operations in Miami, which are expected to significantly contribute to future revenues [3] - In January 2025, AerSale acquired a parts portfolio from the Sanad Group, enhancing its inventory with high-demand components for popular aircraft models, thereby expanding its customer base [4] - Financial stability is highlighted by cash and cash equivalents of $12 million and low debt levels, indicating a strong solvency position that allows for investment in new products and shareholder returns [5][6] - Challenges include reliance on feedstock availability for Used Serviceable Material (USM) sales, which could constrain revenue and margins, and potential slow commercial adoption of innovations like AerAware [7] Summary of AAR Corp. (AIR) - Recent achievements include record MRO spending benefiting AIR, with notable contracts such as Amerijet International Airlines selecting AIR's subsidiary Trax for maintenance operations [8][9] - Financial stability is characterized by cash and cash equivalents of $101 million, but long-term debt of $1,022 million raises concerns about cash flow and investment capacity [10] - Challenges include ongoing supply-chain issues that may lead to production delays and sluggish cash flow, impacting the company's ability to meet growing demand [12] Comparative Analysis - Zacks Consensus Estimates indicate that AerSale's 2025 sales and earnings per share (EPS) are expected to improve by 6.8% and 288.9%, respectively, while AIR's sales are projected to grow by 17.2% and EPS by 12.6% [13][14] - Stock price performance shows ASLE has outperformed AIR over the past three months and year, with ASLE down 4.8% compared to AIR's 23.6% decline [15] - Valuation metrics reveal AerSale's forward earnings multiple at 8.98X is more attractive than AIR's 11.94X, suggesting a better investment opportunity [16] Conclusion - AerSale is positioned as the more compelling investment choice for 2025 due to its attractive valuation, consistent outperformance, and diversified business model, while AIR faces challenges from supply-chain issues and declining earnings estimates [19][20]
Trax's cloud-based eMRO and eMobility suite selected by Amerijet International
Prnewswire· 2025-04-16 20:30
Core Insights - Trax has been selected by Amerijet International Airlines to implement its eMRO and eMobility suite, aimed at enhancing maintenance operations and supporting digital transformation [1][4] - The implementation includes various mobile applications and cloud hosting services to streamline workflows and provide real-time access to information, even in offline mode [2][3] - Amerijet anticipates significant improvements in productivity, data accuracy, and overall operational performance through the adoption of Trax's technology [3] Company Overview - Trax is a leading provider of aviation maintenance mobile and cloud products, focusing on digital signatures, paperless working, and offline capabilities [6] - Amerijet International is a prominent cargo airline with nearly 50 years of experience in air freight services, known for its reliable and efficient operations [7]
BROAD ARROW ANNOUNCES 918 SPYDER WEISSACH AND CARRERA GT AS FINAL ENTRIES FOR PORSCHE AIR|WATER AUCTION
GlobeNewswire News Room· 2025-04-14 17:52
Core Viewpoint - Broad Arrow Auctions, a subsidiary of Hagerty, is set to host its second annual Porsche Auction on April 26, 2025, featuring 55 Porsche collector cars and various memorabilia, highlighting the continued strength of Porsche values in the collectible car market [1][6]. Auction Details - The auction will take place in partnership with the Air|Water event at the Orange County Fairgrounds, showcasing a total of 55 Porsche cars and 20 lots of memorabilia, including a half-scale Dakar Junior child's car [1]. - Featured items include a 2015 Porsche 918 Spyder Weissach Martini Racing, estimated between $2,700,000 and $3,000,000, and a 2005 Porsche Carrera GT, estimated between $1,800,000 and $2,100,000 [1][4]. Vehicle Highlights - The 2015 Porsche 918 Spyder is noted for its impressive performance, combining a 4.6-liter V8 engine with two electric motors for a total output of 887 horsepower and a 0-60 mph time of just 2.5 seconds [2][3]. - The 2005 Porsche Carrera GT, with less than 800 original miles, is presented as a pristine example of an analog supercar, featuring a naturally aspirated V10 engine and manual transmission [4]. Market Insights - Post-COVID, Porsche values have shown resilience and growth, with certain models like the 918 Spyder continuing to appreciate in value, as evidenced by successful sales in the past year [6]. - The auction aims to attract passionate Porsche enthusiasts, offering a selection of high-quality and sought-after models from various decades [6]. Company Background - Broad Arrow Auctions, established in 2021, is recognized as a leading global collector car auction house, expanding its presence in Europe with upcoming auctions [8]. - Hagerty, the parent company, is dedicated to automotive culture and provides specialty vehicle insurance, valuation data, and auction services to car enthusiasts [9].