AAR: Buy The Connected Aftermarket Story

Dhierin Bechai Investing Group Leader Follow 5 Share Save Play ( 23min ) Comments Summary AAR Corporation delivered record FY26 results, surpassing prior targets and reaffirming a "Buy" rating with a new $154.52 price target. AIR is scaling a connected aftermarket platform, with new parts distribution, software, and MRO capacity driving above-market growth and margin expansion. Fiscal 2027 guidance calls for continued double-digit sales growth, margin improvement, and strong cash conversion, supported by a robust M&A pipeline. Execution risks remain across HAECO integration, capacity ramps, and software adoption, but multiple independent levers underpin the bullish outlook. Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » aapsky/iStock via Getty Images AAR Corporation ( AIR ) delivered record fiscal 2026 results and guided for another year of double-digit growth. The stock price has increased around 29% since my last report, and we note that my upbeat price target of $143.99, indicating over 30% upside, has This article was written by Dhierin Bechai 24.32K Followers Follow Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.