Core Viewpoint - AAR CORP. has completed the expansion of its Airframe MRO facility in Oklahoma City to meet increased demand for its services, which includes the addition of maintenance bays for various aircraft models [1][2]. Company Expansion - The facility expansion covers over 80,000 square feet and includes three maintenance bays specifically designed for all 737 variants [2]. - The expansion is part of a long-term commitment to service additional aircraft from Alaska Airlines [2]. Job Creation and Community Impact - The expansion has resulted in the creation of 200 additional full-time jobs at AAR [3]. - AAR has a long-standing operational history in Oklahoma City, with its maintenance operations dating back over 50 years [4]. Strategic Partnerships - AAR's relationship with Alaska Airlines is highlighted as a key aspect of the expansion, emphasizing trust and support between the two companies [4]. - The upcoming digitization of maintenance processes in collaboration with Alaska Airlines is also noted as a significant development [3]. Company Overview - AAR is a global aerospace and defense aftermarket solutions provider, operating in over 20 countries and supporting both commercial and government customers through various segments [6].

Core Viewpoint - Investors are increasingly seeking growth stocks that demonstrate above-average growth potential, particularly in the financial sector, to achieve exceptional returns, although identifying such stocks can be challenging due to inherent volatility and risks [1] Group 1: Growth Stock Identification - The Zacks Growth Style Score system simplifies the identification of promising growth stocks by analyzing real growth prospects beyond traditional metrics [2] - AAR (AIR) is highlighted as a recommended stock with a favorable Growth Score and a top Zacks Rank, indicating strong growth potential [2] Group 2: Earnings Growth - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive as it signals strong future prospects [3] - AAR has a historical EPS growth rate of 26.7%, with projected EPS growth of 24% this year, surpassing the industry average of 20.8% [4] Group 3: Cash Flow Growth - Higher-than-average cash flow growth is essential for growth-oriented companies, allowing them to expand without relying on external funding [5] - AAR's year-over-year cash flow growth stands at 23.7%, exceeding the industry average of 18.6% [5] - The company's annualized cash flow growth rate over the past 3-5 years is 10.7%, compared to the industry average of 8.3% [6] Group 4: Earnings Estimate Revisions - Positive trends in earnings estimate revisions correlate strongly with near-term stock price movements, making them a valuable metric for assessing stock potential [7] - AAR's current-year earnings estimates have been revised upward, with the Zacks Consensus Estimate increasing by 4.7% over the past month [8] Group 5: Conclusion - AAR's combination of upward earnings estimate revisions and a Growth Score of A positions it as a potential outperformer and a solid choice for growth investors, reflected in its Zacks Rank of 2 [10]

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]

Core Viewpoint - AAR Corporation is a significant player in the aviation services industry, providing various products and services to commercial aviation, government, and defense markets, with a focus on maintenance, repair, and overhaul services, as well as supply chain management solutions [1] Group 1: Stock Performance and Ratings - KeyBanc upgraded AAR Corporation to "Overweight" with a price target of $109, indicating a positive outlook on the stock priced at $97.71 [2][6] - The stock experienced a slight decrease of 0.52%, with a trading range of $97.27 to $99.65 on the day [4][6] - Over the past year, AAR's stock reached a high of $99.65 and a low of $46.51, indicating significant price movement [4] Group 2: Market Capitalization and Trading Volume - AAR's market capitalization is approximately $3.56 billion, with a trading volume of 565,946 shares [5] Group 3: Momentum Investing - AAR is considered a strong momentum stock, appealing to momentum investors, and has achieved a Momentum Style Score of A according to Zacks Investment Research [3][6] - Price changes and earnings estimate revisions are highlighted as key factors in evaluating momentum stocks, further supporting AAR's strong momentum profile [5]

Group 1 - Top Wall Street analysts have revised their outlook on several prominent companies, indicating a shift in market sentiment [1] - The article suggests that investors consider buying OKTA stock, highlighting positive analyst opinions [1]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: AAR (AIR) - AAR currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 1 (Strong Buy), which is associated with a historical outperformance in the market [3] Price Performance - AAR shares have increased by 14.9% over the past week, outperforming the Zacks Aerospace - Defense Equipment industry, which rose by 9.54% [5] - Over the past month, AAR's stock price has changed by 18.76%, compared to the industry's 15.22% [5] - In the last quarter, AAR shares rose by 16.91%, and over the past year, they have increased by 41.44%, while the S&P 500 saw gains of 6.77% and 21.08%, respectively [6] Trading Volume - AAR's average 20-day trading volume is 576,276 shares, which serves as a baseline for price-to-volume analysis [7] Earnings Outlook - In the past two months, two earnings estimates for AAR have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $4.56 to $4.92 [9] - For the next fiscal year, two estimates have also moved upwards without any downward revisions [9] Conclusion - Given the strong momentum indicators and positive earnings outlook, AAR is positioned as a 1 (Strong Buy) stock with a Momentum Score of A, making it a potential candidate for near-term investment [10]