AAR Corp (NYSE: AIR) will release its first-quarter earnings report after the closing bell on Tuesday, Sept. 29.

Analysts expect the Wood Dale, Illinois-based company to report quarterly earnings of $1.30 per share, up from $1.08 per share in the year-ago period. The consensus estimate for AAR’s quarterly revenue is $880.35 million. It reported $739.6 million last year.

Analyst Ratings

Recent analyst actions reflect mixed sentiment on the stock:

• Guggenheim analyst Michael Ciarmoli initiated coverage with a Neutral rating on Sept. 15, 2026.
• Jefferies analyst Sheila Kahyaoglu maintained a Buy rating and raised the price target from $150 to $155 on July 14, 2026.
• Keybanc analyst Michael Leshock downgraded the stock from Overweight to Sector Weight on June 30, 2026.
• RBC Capital analyst Ken Herbert maintained an Outperform rating and increased the price target from $105 to $125 on March 25, 2026.
• Truist Securities analyst Michael Ciarmoli maintained a Buy rating and raised the price target from $107 to $128 on March 6, 2026.

Corporate Updates

On Aug. 31, AAR named Sanjay Sood as senior vice president and chief digital & technology officer.

AAR shares rose 0.6% to close at $112.77 on Friday.

AAR Corp (NYSE: AIR) appointed Sanjay Sood as Senior Vice President and Chief Digital & Technology Officer, effective August 31, 2026. Sood will lead the company's technology strategy, focusing on AI implementation and infrastructure modernization.

Sood reports directly to John M. Holmes, Chairman, President and CEO. His mandate covers enterprise systems, cybersecurity, data analytics, and the integration of artificial intelligence across AAR’s global operations.

Executive Background

Sood joins AAR from CDW, where he served as Senior Vice President and Chief Technology Officer. At CDW, he modernized data architecture and managed technical integrations for multiple acquisitions. Prior to CDW, he held leadership roles at HERE Technologies, YP (formerly AT&T Interactive), AllVoices, and BuzzLabs.

He holds a Ph.D. in Computer Science and a Bachelor of Science in Computer Science and Communication Studies from Northwestern University.

Strategic Focus

Holmes highlighted Sood’s experience in large-scale IT leadership and AI implementation as critical to AAR’s long-term strategy. The appointment aims to strengthen the systems and data management that support the company’s parts, repair, and software platform business.

Sood stated his priority is connecting information across the organization to drive value and efficiency for customers. He emphasized building on AAR’s existing operational discipline while advancing its vast data resources.

About AAR Corp

AAR is a global aerospace and defense aftermarket solutions company with operations in over 20 countries. Headquartered in the Chicago area, it supports commercial and government customers through three primary segments: Parts Supply; Repair, Engineering, and Software; and Government Solutions.