AAR Corp.: In A Perfect Setup For Margin Expansion And A Premium Valuation

Core Insights - The aerospace industry has been particularly interesting to follow in the current year, with significant developments in both the leasing and aftermarket segments [1]. Group 1: Industry Overview - The aerospace sector includes companies involved in leasing and aftermarket services, both of which have shown notable activity [1]. Group 2: Analyst Background - The analyst has a self-taught background in equity analysis and runs a consultation firm in South Africa, focusing on construction project valuations [1]. - The analyst has been retail investing for the past five years, influenced by the works of Ben Graham and Joel Greenblatt, while also developing data analytics skills [1]. - The analyst's investment style emphasizes value, high quality, and long/short strategies in mid and small-cap companies [1].