AAR(US:AIR) ZACKS·2026-01-30 15:15Company Performance - AAR's stock has increased by 28.8% over the past month and reached a new 52-week high of $108.36 [1] - Year-to-date, AAR has gained 28.8%, while the Zacks Aerospace sector and the Zacks Aerospace-Defense Equipment industry have seen gains of 39.6% and 46.6%, respectively [1] Earnings and Revenue Expectations - AAR has consistently beaten earnings estimates, with an EPS of $1.18 reported against a consensus estimate of $1.02 in the last earnings report [2] - For the current fiscal year, AAR is projected to earn $4.85 per share on revenues of $3.2 billion, reflecting a 24.04% increase in EPS and a 15.23% increase in revenues [3] - For the next fiscal year, expected earnings are $5.61 per share on revenues of $3.44 billion, indicating a year-over-year change of 15.67% in EPS and 7.42% in revenues [3] Valuation Metrics - AAR has a Value Score of C, a Growth Score of A, and a Momentum Score of C, resulting in a VGM Score of A [6] - The stock trades at 22 times the current fiscal year EPS estimates, below the peer industry average of 37.3 times [6] - On a trailing cash flow basis, AAR trades at 19.5 times, compared to the peer group's average of 33.9 times [6] Zacks Rank - AAR holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [7] - The recommendation is for investors to select stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, indicating potential for further stock price appreciation [7] Industry Comparison - AAR's performance is strong, but Moog Inc. (MOG.A) is also a notable competitor with a Zacks Rank of 2 (Buy) and similar style scores [8] - Moog Inc. is expected to post earnings of $9.95 per share on revenues of $4.2 billion for the current fiscal year, having beaten consensus estimates by 14.29% last quarter [9] - The Aerospace - Defense Equipment industry is positioned in the top 26% of all industries, suggesting favorable conditions for both AAR and MOG.A [10]