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The company

AAR Corp.

AIR · NYSE

IndustrialsAerospace & DefenseNot moving yetDefense-Tech

AIR stood above a rising 150-day average in 47 of the last 52 weekly readings, and has been out of that trend for the last 5 weeks. It is 18.9% below that average now. Aerospace & Defense: 11% of its 57 stocks in an uptrend (−3 points in four weeks); Industrials: 27% (−4 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 5
Industry in uptrend: 11% -4 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $50.2M
Officials’ trades on record: 4
Institutions holding: 382 (+31)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 47 of 52 weeks.

17 Apr – 16 Oct

Aerospace & Defense: Few of its stocks are in an uptrend and the share has been slipping. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

4 disclosed lines: House 2, Senate 0, executive 2; 3 people.

Who	Did	Amount	Traded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Office	sold	$15k–$50k	15 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Office	bought	$15k–$50k	30 Mar 2026filed 14 May 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA39	sold	$1k–$15k	31 Mar 2020filed 16 Apr 2020
Josh Gottheimer House: U.S. House ClerkNJ05	bought	$1k–$15k	2 Mar 2018filed 2 Oct 2018

Insiders

Buy orders, 12 months0

Sale orders, 12 months14

Buyers · sellers0 · 6

Who	Did	Shares	Traded
John McClain Holmes IIIChairman, President & CEO	sold	2,225at $107.60	27 Mar 2026filed 30 Mar 2026
John McClain Holmes IIIChairman, President & CEO	sold	23,950at $107.60	27 Mar 2026filed 30 Mar 2026
Billy NolenDirector	sold	1,562at $111.00	26 Mar 2026filed 27 Mar 2026
John McClain Holmes IIIChairman, President & CEO	sold	60,000at $112.41	26 Mar 2026filed 30 Mar 2026
Jessica A. GarasciaSenior VP, GC, CAO & Secretary	sold	2,368at $112.20	26 Mar 2026filed 30 Mar 2026
Jessica A. GarasciaSenior VP, GC, CAO & Secretary	sold	1,778at $112.20	26 Mar 2026filed 30 Mar 2026
Jessica A. GarasciaSenior VP, GC, CAO & Secretary	sold	2,138at $112.20	26 Mar 2026filed 30 Mar 2026
Sarah Louise FlanaganInterim CFO VP Fin Ops	sold	10,750at $108.56	4 Feb 2026filed 4 Feb 2026
John McClain Holmes IIIChairman, President & CEO	sold	10,000at $108.44	3 Feb 2026filed 3 Feb 2026
Eric PachapaVP-CAO & Controller	sold	3,837at $105.94	22 Jan 2026filed 23 Jan 2026
Eric PachapaVP-CAO & Controller	sold	1,146at $105.94	22 Jan 2026filed 23 Jan 2026
John McClain Holmes IIIChairman, President & CEO	sold	3,947at $99.41	14 Jan 2026filed 15 Jan 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders382+31 on the quarter

New · exited75 · 44

Reported value$5.8B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
BlackRock, Inc.added · filed 7 Aug 2026	6,472,176$925.1M	+298,133+4.8%
STATE STREET CORPadded · filed 7 Aug 2026	2,834,085$405.1M	+246,464+9.5%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 2026	2,182,385$311.9M	+52,463+2.5%
DIMENSIONAL FUND ADVISORS LPreduced · filed 11 Aug 2026	1,933,597$276.4M	-11,092−0.6%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 2026	1,717,998$245.6M	+21,229+1.3%
Invesco Ltd.added · filed 14 Aug 2026	1,601,129$228.8M	+207,471+14.9%
EARNEST PARTNERS LLCreduced · filed 13 Aug 2026	1,252,035$179.0M	-53,035−4.1%
Capital Research Global Investorsreduced · filed 12 Aug 2026	1,160,069$165.8M	-63,191−5.2%
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	1,139,685$162.9M	+165,351+17.0%
AMERICAN CENTURY COMPANIES INCreduced · filed 12 Aug 2026	783,011$111.9M	-45,039−5.4%

31 Mar 2023 – 30 Jun 2026

News

AAR targets 19% to 20% adjusted EBITDA margins in 3 to 4 years as it plans to close MRO Holdings deal in fiscal Q3 2027 (NYSE:AIR)seekingalpha.com · 29 Sep 2026 FinancialContent - AAR (NYSE:AIR) Reports Bullish Q3 CY2026 But Stock Dropsfinancialcontent.com · 29 Sep 2026

Everyone who traded it

Marc Jay Walfish Director · last 31 Aug 20265 · 0

Robert F. Leduc Director · last 31 Aug 20260 · 0

Christopher A. Jessup Senior Vice President-CCO · last 31 Jul 20260 · 12

Eric Pachapa VP-CAO & Controller · last 31 Jul 20260 · 15

Jessica A. Garascia Senior VP, GC, CAO & Secretary · last 31 Jul 20260 · 9

John McClain Holmes III Chairman, President & CEO · last 31 Jul 20260 · 65

Dylan Zachary Wolin Senior VP & CFO · last 23 Jul 20260 · 0

Billy Nolen Director · last 1 Jun 20260 · 1

Duncan J. McNabb Director · last 1 Jun 20260 · 0

Ellen M. Lord Director · last 1 Jun 20260 · 0

Hema Widhani Director · last 1 Jun 20260 · 0

Jeffrey N. Edwards Director · last 1 Jun 20260 · 0

Same industry

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DCO DucommunLeading+6%

CVU CPI AerostructuresLeading+6%

RGR Sturm, Ruger & CompanyIn trend+9%

SIF SIFCO IndustriesIn trend+3%

FACT FACT II AcquisitionIn trend+1%

LMT Lockheed MartinAbove a falling average+1%

RTX RtxAbove a falling average+0%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2026 · to 31 May 202618.8%

Free cash flow marginFY 2026 · to 31 May 20261.9%

Cash conversionFY 2026 · to 31 May 202652.6%

Debt to equityFY 2026 · to 31 May 20260.52×

Share count trendFY 2026 · to 30 Jun 20263.9%

Cash and equivalentsFY 2026 · to 31 May 2026$84.0M

Free cash flowFY 2026 · to 31 May 2026$62.1M

Analyst forecasts

No analyst forecasts yet.