STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
231
13F, latest reported quarter
What the filings say about AIR
Insiders, 180 days
-$425.1K net sold
1 seller · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$3.8M
2 notices
AAR insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, AAR CORP insiders sold a net $425.1K of stock across 151 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
55 earlier Form 4 trades (code P or S) here by this insider (55 sales), the last on Mar 26, 2026.
The trade is 0.9% of the 235,064 shares held after it.
2 other insiders sold within 30 days.
231 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman, President & CEO Holmes John McClain III sold about $239.4K of AIR on Mar 27, 2026; 2 other insiders sold within 30 days and 231 funds added in the latest 13F quarter.
55 earlier Form 4 trades (code P or S) here by this insider (55 sales), the last on Mar 26, 2026.
The trade is 10.2% of the 235,064 shares held after it.
2 other insiders sold within 30 days.
231 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman, President & CEO Holmes John McClain III sold about $2.6M of AIR on Mar 27, 2026; 2 other insiders sold within 30 days and 231 funds added in the latest 13F quarter.
11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Jan 8, 2026.
The trade is 6.0% of the 29,557 shares held after it.
2 other insiders sold within 30 days.
231 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior VP, GC, CAO & Secretary Garascia Jessica A. sold about $199.5K of AIR on Mar 26, 2026; 2 other insiders sold within 30 days and 231 funds added in the latest 13F quarter.
11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Jan 8, 2026.
The trade is 8.0% of the 29,557 shares held after it.
2 other insiders sold within 30 days.
231 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior VP, GC, CAO & Secretary Garascia Jessica A. sold about $265.7K of AIR on Mar 26, 2026; 2 other insiders sold within 30 days and 231 funds added in the latest 13F quarter.
151 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Nobody has filed for crossing 5%. That is a fact, not missing data.
AIR planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
JOHN HOLMES
Filed 2026-10-26
$3.4M
ELLEN M. LORD
Filed 2026-10-20
$425.1K
AIR mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Plumb Equity Fund
$2.0M position · as of 2026-06-30
5.8%
ALGER WEATHERBIE SPECIALIZED GROWTH FUND
$11.7M position · as of 2026-07-31
4.9%
Mairs & Power Small Cap Fund
$12.2M position · as of 2026-06-30
4.5%
Plumb Balanced Fund
$2.9M position · as of 2026-06-30
4.2%
Marsico Midcap Growth Focus Fund
$31.7M position · as of 2026-06-30
3.4%
Unrestricted Series
$616.2K position · as of 2026-07-31
3.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · John M. Holmes
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$7.9M
$16.9M
$2.2M
+252%
+128%
2022
$6.7M
$10.7M
$1.8M
+148%
+59%
2021
$12.3M
$13.4M
$1.8M
+139%
+44%
2020
$4.1M
$12.8M
$1.5M
+107%
+59%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $425.1K sold by insiders over 180 days, 231 funds added last quarter, $3.8M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$3.5B
four quarters, 2025-09-01 to 2026-08-31
Revenue, TTM AIR
FY May 2026
$3.3B
FY May 2025
$2.8B
FY May 2024
$2.3B
FY May 2023
$2.0B
FY May 2022
$1.8B
Aug 2026
$918.0M
May 2026
$928.0M
Feb 2026
$845.1M
Nov 2025
$795.3M
Aug 2025
$739.6M
May 2025
$754.5M
Feb 2025
$678.2M
Nov 2024
$686.1M
At each fiscal year end
Single quarter
Net margin, TTM
+5.5%
net income over revenue, 2025-09-01 to 2026-08-31
Net margin, TTM AIR
FY May 2026
+5.7%
FY May 2025
+0.4%
FY May 2024
+2.0%
FY May 2023
+4.5%
FY May 2022
+4.3%
Aug 2026
+4.4%
May 2026
+5.5%
Feb 2026
+8.0%
Nov 2025
+4.4%
Aug 2025
+4.7%
May 2025
+4.5%
Feb 2025
-1.3%
Nov 2024
-4.5%
At each fiscal year end
Single quarter
Free cash flow, TTM
$159.7M
operating cash flow minus capex, 2025-09-01 to 2026-08-31
Free cash flow, TTM AIR
FY May 2026
$62.1M
FY May 2025
$1.4M
FY May 2024
$13.9M
FY May 2023
-$6.2M
FY May 2022
$57.9M
Aug 2026
$44.0M
May 2026
$43.3M
Feb 2026
$66.2M
Nov 2025
$6.2M
Aug 2025
-$53.6M
May 2025
$41.4M
Feb 2025
-$27.2M
Nov 2024
$13.7M
At each fiscal year end
Single quarter
Debt to equity
0.50x
long-term 2026-08-31 plus current 2018-02-28 (103 months older than the period end); equity 2026-08-31
Debt to equity AIR
FY May 2026
0.52x
FY May 2025
0.80x
FY May 2024
0.83x
FY May 2023
0.25x
FY May 2022
0.10x
Aug 2026
0.50x
May 2026
0.52x
Feb 2026
0.54x
Nov 2025
0.61x
Aug 2025
0.82x
May 2025
0.80x
Feb 2025
0.86x
Nov 2024
0.84x
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.23x
TTM operating cash flow over long-term 2026-08-31 plus current 2018-02-28 (103 months older than the period end)
Cash flow to debt AIR
FY May 2026
0.11x
FY May 2025
0.04x
FY May 2024
0.04x
FY May 2023
0.09x
FY May 2022
0.76x
Aug 2026
0.23x
May 2026
0.11x
Feb 2026
0.11x
Nov 2025
0.00x
Aug 2025
0.01x
May 2025
0.04x
Feb 2025
0.01x
Nov 2024
0.05x
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+12.9%
TTM net income over average of 2025-08-31 and 2026-08-31
Return on equity AIR
FY May 2026
+12.9%
FY May 2025
+1.0%
FY May 2024
+4.0%
FY May 2023
+8.5%
FY May 2022
+7.8%
Aug 2026
+12.9%
May 2026
+12.9%
Feb 2026
+12.1%
Nov 2025
+6.9%
Aug 2025
+2.4%
May 2025
+1.0%
Feb 2025
-1.1%
Nov 2024
+0.9%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+6.1%
TTM net income over average of 2025-08-31 and 2026-08-31
Return on assets AIR
FY May 2026
+6.1%
FY May 2025
+0.4%
FY May 2024
+2.0%
FY May 2023
+5.3%
FY May 2022
+5.1%
Aug 2026
+6.1%
May 2026
+6.1%
Feb 2026
+5.5%
Nov 2025
+3.1%
Aug 2025
+1.0%
May 2025
+0.4%
Feb 2025
-0.5%
Nov 2024
+0.4%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital AIR
FY May 2026
n/a
FY May 2025
n/a
FY May 2024
n/a
FY May 2023
n/a
FY May 2022
n/a
Aug 2026
n/a
May 2026
n/a
Feb 2026
n/a
Nov 2025
n/a
Aug 2025
n/a
May 2025
n/a
Feb 2025
n/a
Nov 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed AIR
FY May 2026
n/a
FY May 2025
n/a
FY May 2024
n/a
FY May 2023
n/a
FY May 2022
n/a
Aug 2026
n/a
May 2026
n/a
Feb 2026
n/a
Nov 2025
n/a
Aug 2025
n/a
May 2025
n/a
Feb 2025
n/a
Nov 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
19.95x
close 2026-10-26 over four quarters of diluted EPS, 2025-09-01 to 2026-08-31
P/E, trailing AIR
FY May 2026
23.32x
FY May 2025
180.62x
FY May 2024
55.03x
FY May 2023
19.73x
FY May 2022
22.22x
Aug 2026
26.49x
May 2026
23.32x
Feb 2026
25.92x
Nov 2025
32.50x
Aug 2025
95.77x
May 2025
180.62x
Feb 2025
n/a
Nov 2024
257.48x
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$4.7B
market value at close 2026-10-26 on 2026-08-31 shares, plus long-term 2026-08-31 plus current 2018-02-28 (103 months older than the period end), minus cash 2026-08-31
Enterprise value AIR
FY May 2026
$5.3B
FY May 2025
$3.1B
FY May 2024
$3.4B
FY May 2023
$1.9B
FY May 2022
$1.7B
Aug 2026
$6.0B
May 2026
$5.3B
Feb 2026
$5.5B
Nov 2025
$4.2B
Aug 2025
$3.7B
May 2025
$3.1B
Feb 2025
$3.3B
Nov 2024
$3.4B
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+4.1%
TTM free cash flow over market value at close 2026-10-26
FCF yield AIR
FY May 2026
+1.4%
FY May 2025
+0.1%
FY May 2024
+0.6%
FY May 2023
-0.4%
FY May 2022
+3.4%
Aug 2026
+3.1%
May 2026
+1.4%
Feb 2026
+1.3%
Nov 2025
-1.0%
Aug 2025
-0.9%
May 2025
+0.1%
Feb 2025
-1.0%
Nov 2024
+0.8%
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.04x
P/E over trailing EPS growth of 518%: four quarters to 2026-08-31 against the four to 2025-08-31
PEG, trailing AIR
FY May 2026
0.02x
FY May 2025
n/a
FY May 2024
n/a
FY May 2023
1.16x
FY May 2022
0.19x
Aug 2026
0.05x
May 2026
0.02x
Feb 2026
n/a
Nov 2025
0.04x
Aug 2025
n/a
May 2025
n/a
Feb 2025
n/a
Nov 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
AIR ranks highest on growth (83rd percentile) and profitability (78th), and lowest on insider conviction (32nd), among Aerospace & Defense peers.
Profitability
78
Inputs
Return on equity+12.9% · 80 pct, sector of 41
Return on assets+6.1% · 77 pct, sector of 48
Return on invested capitalfewer than four consecutive quarters of operating income
Return on capital employedfewer than four consecutive quarters of operating income
Financial health
51
Inputs
Debt to equity0.50x · 29 pct, sector of 42
Cash flow to debt0.23x · 73 pct, sector of 38
Growth
83
Inputs
Revenue growth, YoY+19.0% · 74 pct, sector of 51
Backlog growth, YoY+76.7% · 91 pct, universe of 854
Insider conviction
32
Inputs
Net Form 4 buying (codes P and S), 180d-$425K · 65 pct, sector of 41
Insider buyers, 180d0 · 0 pct, sector of 41
Institutional and government
63
Inputs
Funds adding, latest quarter231 · 63 pct, sector of 53
Congress net buyers, 365dno Congress trades in 365 days
Federal contracts, 180dno federal contracts in 180 days
Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
68
Inputs
Short interest, % of float+5.1% · 52 pct, sector of 61
Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 38
New text in Risk Factors, latest 10-K+12.9% · 51 pct, sector of 36
1 not measured: US patents
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
AIR filings, in plain words
Are AAR insiders buying or selling AIR?
In the 180 days to 2026-10-27, AAR insiders were net sellers, a net $425.1K across purchases and sales reported on Form 4, by 1 seller.
Are there planned insider sales of AIR?
Yes. 2 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $3.8M of stock; the latest, by JOHN HOLMES, was filed 2026-10-26.
Read the full summary
In the 180 days to 2026-10-27, AAR insiders were net sellers of AIR, a net $425.1K across purchases and sales reported on Form 4 by 1 seller. Insiders filed 2 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $3.8M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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