Group 1 - AAR CORP. announced significant developments in its operations and financial performance [1] - The company reported a revenue increase of 15% year-over-year, reaching $1.2 billion [1] - AAR CORP. highlighted its strategic initiatives aimed at expanding its market presence and enhancing service offerings [1] Group 2 - The company is focusing on technological advancements to improve operational efficiency [1] - AAR CORP. plans to invest in new facilities to support growth in key sectors [1] - The management expressed optimism about future growth prospects in the aerospace and defense industries [1]

Core Viewpoint - AAR Corp. is experiencing significant stock performance, with a record high reached in July and a strong earnings growth trend over the past year, indicating potential investment opportunities in the aerospace and defense sector. Group 1: Stock Performance - AAR Corp. stock rose to a record high of 86.43 in late July, with a recent trading price just below 78 [1] - The stock's Relative Strength (RS) Rating improved from 67 to 71, outperforming 70% of all stocks but still below the desired 80 or higher rating [3] - AAR Corp. ranks No. 6 among 74 stocks in the Aerospace/Defense industry group, which itself ranks No. 28 out of 197 industries tracked [3][4] Group 2: Earnings Growth - AAR Corp. has shown consistent earnings growth over the past year, with quarterly earnings increasing from 9% to 11%, 16%, and then a 32% jump to $1.16 per share last quarter [2] - Sales growth has also been strong, ranging from a high of 26% to 15% last quarter, totaling $754.5 million [2] Group 3: Technical Ratings - AAR Corp. has achieved a Relative Strength Rating upgrade, indicating improving technical performance, with a recent jump to an 81 RS Rating [8] - The company is approaching key technical benchmarks, with a composite rating of 95-plus, indicating strong market leadership [8]

Earnings Reports - AutoZone Inc. is expected to report quarterly earnings of $50.83 per share with revenue of $6.24 million [2] - Firefly Aerospace Inc. reported a second-quarter loss of $5.78 per share, an increase from a loss of $4.60 per share a year ago, with sales declining to $15.549 million from $21.071 million [2] - AAR Corp. is anticipated to post earnings of 98 cents per share on revenue of $688.72 million for the latest quarter [2] - Micron Technology Inc. is expected to report quarterly earnings of $2.86 per share with revenue of $11.22 billion [2] Stock Performance - AutoZone shares decreased by 0.5% to close at $4,121.00 [2] - Firefly Aerospace shares fell by 12.4% to $43.38 in after-hours trading [2] - AAR shares increased by 0.5% to $77.28 in after-hours trading [2] - MBX Biosciences Inc. shares declined by 2.1% to $19.58 in after-hours trading [2] - Micron shares rose by 1% to $166.30 in after-hours trading [2]

Group 1 - AAR Corp. is recognized as an undervalued aerospace stock, with a recent multiyear support services extension signed with Cebu Pacific [1][2] - The deal involves Airinmar, a subsidiary of AAR Corp., providing component repair cycle management and aircraft warranty management to Cebu Pacific, which will help reduce maintenance and repair costs [1][2] - Cebu Pacific currently operates 100 aircraft and has over 100 more on order, indicating significant growth in its fleet [2] Group 2 - AAR Corp. offers a range of aerospace and defense aftermarket solutions, including aircraft parts sales, maintenance and repair services, and fleet operations management [2]

Group 1 - AAR Corp. is set to release its first-quarter earnings results on September 23, with analysts expecting earnings of $1.00 per share, up from 85 cents per share in the same period last year [1] - The company is projected to report quarterly revenue of $692.45 million, an increase from $661.7 million a year earlier [1] - AAR's subsidiary, Airinmar, has signed a multi-year support services extension with Cebu Pacific, a low-cost carrier based in the Philippines [2] Group 2 - AAR shares experienced a decline of 1.3%, closing at $74.76 [3] - Analysts have provided various ratings and price targets for AAR, with RBC Capital raising its price target from $75 to $85 [7] - Keybanc increased its price target from $80 to $86, while Truist Securities raised its target from $78 to $81 [7]

Core Insights - AAR Corp.'s subsidiary Airinmar has signed a multi-year extension deal to provide support services to Cebu Pacific, a low-cost carrier in the Philippines [1][10] - The agreement includes comprehensive support services such as aircraft warranty management and value engineering, aimed at optimizing materials management and reducing maintenance costs [2][10] - The demand for warranty management is increasing due to rising aircraft deliveries, while aging fleets are driving the need for value engineering to enhance efficiency and extend service life [3] AAR's Focus on Aircraft MRO Services - The Asia-Pacific aircraft MRO market is experiencing strong growth, projected to expand at a CAGR of 6.3% from 2025 to 2030, driven by increasing air traffic and fleet expansions in China, India, and Southeast Asia [4] - AAR has over 40 years of experience in providing tailored component repair and warranty management services, which help airlines and MROs reduce repair costs and improve operational efficiency [5] Recent Developments - In March 2025, AAR secured a multi-year agreement for nacelle MRO services for Cebu Pacific's A320 fleet, to be conducted at its facility in Chonburi, Thailand [6] - AAR's strategy includes broadening long-term partnerships and enhancing its presence in the APAC region to capitalize on growth opportunities in the aircraft MRO market [6] Opportunities for Other Aerospace Stocks - GE Aerospace plans to invest $75 million in MRO and component repair facilities in the APAC region by the end of 2025, with a long-term earnings growth rate of 15.8% [7][8] - RTX Corporation's Collins Aerospace unit operates five facilities in Singapore, with a long-term earnings growth rate of 9.1% and projected sales of $85.69 billion for 2025 [8][9] - Lockheed Martin has established an MRO facility in India to support the Indian Air Force, with a long-term earnings growth rate of 10.3% and projected sales of $74.21 billion for 2025 [11] AAR Stock's Price Movement - AAR shares have increased by 13.1% over the past three months, outperforming the industry growth of 6.6% [12] AAR's Zacks Rank - AAR Corp. currently holds a Zacks Rank of 3 (Hold) [13]

Core Points - AAR CORP.'s subsidiary Airinmar has signed a multi-year support services extension with Cebu Pacific, focusing on component repair cycle management and aircraft warranty management solutions [1][2] - The agreement continues the full suite of support services that Airinmar has provided to Cebu Pacific since 2022, aimed at maximizing warranty recovery and reducing maintenance costs [2][3] - Cebu Pacific has expanded its fleet to 100 aircraft with over 100 additional aircraft on order, highlighting the importance of Airinmar's services in managing maintenance expenditures effectively [4] Company Overview - Airinmar has over 40 years of experience supporting airlines, MROs, OEMs, and military programs through tailored component repair and warranty management services, which enhance operational efficiencies and reduce repair costs [5] - AAR CORP. operates globally in the aerospace and defense aftermarket solutions sector, with a presence in over 20 countries and four operating segments: Parts Supply, Repair & Engineering, Integrated Solutions, and Expeditionary Services [6] - Cebu Pacific, a low-cost carrier established in 1996, has flown over 250 million passengers and operates one of the youngest fleets globally, with a network covering 37 domestic and 26 international destinations [7]

For more information about this event or to schedule a meeting with AAR's senior management, please contact AAR's Investor Relations at [email protected].  About AARAAR is a global aerospace and defense aftermarket solutions company with operations in over 20 countries. Headquartered in the Chicago area, AAR supports commercial and government customers through four operating segments: Parts Supply, Repair & Engineering, Integrated Solutions, and Expeditionary Services. Additional information can be found ...

WOOD DALE, Ill. , Sept. 8, 2025 /PRNewswire/ -- AAR CORP. ...

Core Viewpoint - Kahn Swick & Foti, LLC is investigating the proposed sale of Air Lease Corporation to a consortium including Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield, focusing on whether the offered price of $65.00 per share adequately reflects the company's value [1]. Group 1 - The proposed transaction involves Air Lease Corporation shareholders receiving $65.00 in cash for each share they own [1]. - Kahn Swick & Foti, LLC aims to assess the adequacy of the sale price and the process leading to this valuation [1][2]. - The investigation is prompted by concerns that the transaction may undervalue Air Lease Corporation [1].