AIR
AAR CorpNYSE
Industrials • Aerospace & Defense
Factor tilt: Mid-Cap Blend
$109.21+4.53%
Close Nov 6, 2026
- Market cap
- $4.36B
- 1 month
- +7.5%
- 3 months
- -23.5%
- 1 year
- +30.6%
- 52-week range
- $77.35$153.71
- Dividend, last 12 mo
- None in the last year
- Last ex-date
- Mar 27, 2020 · $0.075
- Next-quarter EPS estimate
- $1.38Quarter to Nov 30, 2026 · 6 analysts · revenue $894.32M · +1.0% in 30d
- Short interest
- 5.4% of float2.1M shares · settled Oct 15, 2026 · +6.1% since Sep 30, 2026 · FINRA
Fundamentals · trailing 12 months to Aug 31, 2026
- Revenue
- $3.49B
- Net income
- $193.4M
- Free cash flow
- $161.5M
- Book value
- $1.74B
- Total debt
- $978.4M
- P/E
- 22.5×
- Price / sales
- 1.2×
- Price / book
- 2.5×
- FCF yield
- +3.7%
- Net margin
- +5.5%
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
Quarterly results
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier.
| Quarter | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| Aug 2026filed Sep 29, 2026 | $918.0M | +24.1% | 19.2% | $72.1M | $40.1M |
| May 2026filed Jul 22, 2026 | $928.0M | +23.0% | 19.0% | $75.4M | $50.7M |
| Feb 2026filed Mar 25, 2026 | $845.1M | +24.6% | 18.3% | $64.4M | $68.0M |
| Nov 2025filed Jan 7, 2026 | $795.3M | +15.9% | 19.7% | $68.0M | $34.6M |
| Aug 2025filed Sep 23, 2025 | $739.6M | +11.8% | 18.1% | $64.9M | $34.4M |
| May 2025filed Jul 22, 2025 | $754.5M | +14.9% | 19.9% | $73.0M | $34.0M |
| Feb 2025filed Mar 28, 2025 | $678.2M | +19.5% | 19.4% | $71.1M | -$8.9M |
| Nov 2024filed Jan 8, 2025 | $686.1M | +25.8% | 18.7% | -$2.3M | -$30.6M |
Fiscal years · last 6
| Fiscal year | Revenue | YoY | Gross margin | Op. income | Net income |
|---|---|---|---|---|---|
| May 2026filed Jul 22, 2026 | $3.3B | +19.0% | 18.8% | $270.6M | $187.7M |
| May 2025filed Jul 22, 2025 | $2.8B | +19.9% | 19.0% | $185.2M | $12.5M |
| May 2024filed Jul 19, 2024 | $2.3B | +16.5% | 19.1% | $129.2M | $46.3M |
| May 2023filed Jul 18, 2023 | $2.0B | +9.4% | 18.6% | $133.9M | $90.2M |
| May 2022filed Jul 21, 2022 | $1.8B | +10.1% | 17.2% | $106.9M | $78.7M |
| May 2021filed Jul 21, 2021 | $1.7B | -20.3% | 16.7% | $85.2M | $35.8M |
Short-interest history
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched AIR. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
2,095,615 shares short
+121,332 shares (+6.1%) vs Sep 30, 2026
5.4% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
1,974,283 shares short
+375,190 shares (+23.5%) vs Sep 15, 2026
5.1% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
1,599,093 shares short
+110,905 shares (+7.5%) vs Aug 31, 2026
Share of float unavailable. Published Sep 24, 2026.
Settlement Aug 31, 2026
1,488,188 shares short
+135,972 shares (+10.1%) vs Aug 14, 2026
Share of float unavailable. Published Sep 10, 2026.
Settlement Aug 14, 2026
1,352,216 shares short
+30,475 shares (+2.3%) vs Jul 31, 2026
Share of float unavailable. Published Aug 25, 2026.
Settlement Jul 31, 2026
1,321,741 shares short
-94,819 shares (-6.7%) vs Jul 15, 2026
Share of float unavailable. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
Dividends and stock splits
See the recorded cash amounts and dates behind AIR’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
Cash-dividend records
The newest stored ex-date is Mar 27, 2020. These are historical records; a current dividend schedule is unavailable.
USD 0.075 per share
Ex-dividend date: Mar 27, 2020
Recorded pay date: Apr 9, 2020 (past date)
Cash dividend · Polygon event record
USD 0.075 per share
Ex-dividend date: Jan 2, 2020
Recorded pay date: Jan 14, 2020 (past date)
Cash dividend · Polygon event record
USD 0.075 per share
Ex-dividend date: Oct 4, 2019
Recorded pay date: Oct 21, 2019 (past date)
Cash dividend · Polygon event record
USD 0.075 per share
Ex-dividend date: Jul 18, 2019
Recorded pay date: Jul 31, 2019 (past date)
Cash dividend · Polygon event record
USD 0.075 per share
Ex-dividend date: Apr 30, 2019
Recorded pay date: May 16, 2019 (past date)
Cash dividend · Polygon event record
USD 0.075 per share
Ex-dividend date: Jan 25, 2019
Recorded pay date: Feb 8, 2019 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
Split history
3 for 2 · forward split
Effective Feb 24, 1998
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Oct 27, 1987
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
3 for 2 · forward split
Effective Feb 11, 1986
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workPortfolio context
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Smart money context
Holder IQ: MEDIUM
53 smart-money holders: institutions with a high Holder IQ
Q2 2026, filed Oct 30, 2026
Smart-money 13F trend: distributing (heavy)
Unlock crowding heatmapUnlock filer discoveryInsider context
Sentiment: bearish
Last trade: sell 9 days ago
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 0
Read the insider context evidence
What it means for you
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
What happened
Stored recent-activity label: bearish. This context label is separate from the scored insider signal read.
Why it can matter
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
How we got this
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Where the data comes from
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Largest 13-F holders · Q2 2026
411 filers reported a long position in AIR for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
52.1%
of the 40.4M shares 13-F filers reported
Moves vs Q1 2026
6 added4 trimmed
Net shares held
+4%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $925.1M · 6.5M shares | 6.5M | +4.8% |
| 2 | STATE STREET CORP | $405.1M · 2.8M shares | 2.8M | +9.5% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $311.9M · 2.2M shares | 2.2M | +2.5% |
| 4 | DIMENSIONAL FUND ADVISORS LP | $276.4M · 1.9M shares | 1.9M | -0.6% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $245.6M · 1.7M shares | 1.7M | +1.3% |
| 6 | Invesco Ltd. | $228.8M · 1.6M shares | 1.6M | +14.9% |
| 7 | EARNEST PARTNERS LLC | $179M · 1.3M shares | 1.3M | -4.1% |
| 8 | Capital Research Global Investors | $165.8M · 1.2M shares | 1.2M | -5.2% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $162.9M · 1.1M shares | 1.1M | +17% |
| 10 | AMERICAN CENTURY COMPANIES INC | $111.9M · 783K shares | 783K | -5.4% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign in5% holder filings (13D / 13G)
Holders of more than 5% of AIR file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| May 12, 2026 | STATE STREET CORP13G · passive | 6.5% |
| Apr 29, 2026 | VANGUARD CAPITAL MANAGEMENT LLC13G · passive | 5% |
| Apr 28, 2026 | VANGUARD PORTFOLIO MANAGEMENT LLC13G · passive | 5.4% |
| Apr 9, 2026 | DIMENSIONAL FUND ADVISORS LP13G · passive · amended | 4.9%under 5% |
| Mar 26, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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