MARKET WIREYahoo Finance Singapore • 7h ago
AAR Corp. (AIR) stock price, news, quote and historyYahoo Finance Singapore report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
Why AIR Stock dropped -4.08% Today — RQD Quant Desk Flash
$100.26 -4.08% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $99.33
AAR Corp. (AIR) carries a Roarable Rating of D (Sell) with 50/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
ROARABLE D • SELL / AVOID
Cap $4.20B
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Click Any Pre-Computed AI Quant Specialist Briefing on AIR Below — or Connect Your Own ChatGPT / Claude
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Is AIR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-02, AAR Corp. (NYSE: AIR) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 50/100 at a spot price of $100.26 (-4.08% 1D, market cap $4.20B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 12/20. Across 485 tracked Industrials issuers, AIR ranks #241 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does AIR compare to BETA and JOBY in the Industrials sector?
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Within the Industrials sector (Aerospace), AIR carries a Roarable D (50/100 RQD), trailing P/E of 22.4x, gross margin of 18.8%, and ROIC of 12.0%. By comparison, BETA (Beta Technologies Inc. (Class A)) holds a D- grade (43/100 RQD, P/E N/A, ROIC -35.0%, cap $4.81B) and JOBY (Joby Aviation Inc.) posts a D- grade (38/100 RQD, P/E N/A, ROIC -35.0%, cap $5.05B). Among the 5-stock peer group, AIR leads on earnings multiple (22.4x) while AIR leads on capital efficiency (12.0% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for AIR?
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Per AIR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-05-31, CIK 0000001750), AAR Corp. generated $3.31B in revenue (+19.0% YoY), $187.7M in net income, and $62.1M in free cash flow against $3.24B in total assets and $952.7M in total debt. Key quantitative strengths: Established market leader in Industrials with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $99.34 (-0.92%)🧬 Disciplined Float (-0.04% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 1.9% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 50/100 (D) historically posted market-perform odds over rolling 90-day windows (-1.4% avg 90D alpha vs SPY • 49.3% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →RQD QUANT TACHOMETERSELL / AVOID • D
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw D · Rk D
Each axis scored 0–20
12M PRICE TARGET CONE-3.6% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for AIR)Realized 20D OHLCV Swing Band: ±7.5%
Deterministic 5-Pillar Attribution (50/100 Composite)
🔍 WHY AIR SCORES 50/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (26% of score)
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 6/9
▲ #2 Bullish Driver: Insider Conviction & Share Dilution+12/20 pts (24% of score)
SEC Form 4 / 13F Thermometer: 60% Net Buy • Disciplined Float (-0.04% YoY Shares)
▼ #1 Drag / Risk Factor: Macro Regime Fit7/20 pts (-13 pt drag)
Macro rate sensitivity & RSI-14 (51) create a -13 pt regime headwind
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade C$100.55-1.9% Next Q
58
Q2 (-2Q)Grade C$98.59-1.3% Next Q
55
Q3 (-1Q)Grade C-$97.34+3% Next Q
53
CurrentGrade D$100.26-1.4% Hist 90D α
50
Trajectory: C (58) → D (50)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER
⚔️ Adversarial Opposing Case: What Could Spark a AIR Turnaround Squeeze
While AIR currently carries a cautious 50/100 (D) rating due to Macro Regime Fit (7/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
🚀 Contrarian Squeeze Trigger #1
Established market leader in Industrials with deep daily trading liquidity.
🚀 Contrarian Squeeze Trigger #2
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($112.12) and Max Pain ($105.27) forces dealer call-delta covering toward $161.70.
🚀 Contrarian Squeeze Trigger #3
Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.04% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
🎲 LIVE PREDICTION MARKET ODDS TIED TO $AIR• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “AIR Beats Next Quarter EPS Consensus (Nov 29, 2026) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why AIR Stock dropped -4.08% Today — RQD Quant Desk Flash
AAR Corp. (AIR) dropped -4.08% to $100.26, trading at 31% of its 52-week range ($76.1 – $154). Stretched risk/reward at 22x P/E (12% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 31% of its 52-week range ($76.1 – $154) with RSI-14 at 51 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±7.5% around $100.26 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D (Sell) backed by 18.8% gross margin and $62.1M annual free cash flow.
Live AIR Headlines & Catalysts
MARKET WIRESeeking Alpha • 10h ago
AAR Corp.: Some Turbulence Amidst A Big M&A Move (NYSE:AIR)Seeking Alpha report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
MARKET WIREMoomoo • 13h ago
AAR Corp(AIR.US) Officer Sells US$3.41 Million in Common StockMoomoo report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
MARKET WIREInvesting.com • 16h ago
AAR CORP director Ellen M. Lord sells $454,238 in company stockInvesting.com report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 19h ago
AAR (AIR) Down 6.3% Since Last Earnings Report: Can It Rebound?Yahoo Finance report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
RISK WATCHBenzinga • 22h ago
McClain John Holmes III Executes Sell Order: Offloads $3.41M In AAR StockBenzinga report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
MARKET WIREGuruFocus • 1d ago
AAR Corp (AIR) Director Ellen Lord Sells 4,341 SharesGuruFocus report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
CATALYSTSimply Wall St • 1d ago
Did Earnings Beat Just Shift AAR's (AIR) Investment Narrative?Simply Wall St report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo • 10h ago
AAR announces proposed offering of $955 million of senior notes due 2031 and $960 million of senior notes due 2034AAR CORP. ("AAR" or the "Company") (NYSE: AIR), the leading parts, repair, and software platform in the aviation aftermarket, announced today that it intends to offer (the "offering"), subject to market conditions and ot
MARKET WIREYahoo • 3d ago
What Sent FTAI Aviation Stock Higher?For questions about this article or underlying research, email help@trefis.com.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring AIR)
- ✓Walkthrough of AIR's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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AIR // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -8.49%📐 HORIZONTAL RANGE
2026-11-02O $100.8H $104.5L $100.3C $100.3VOL 436.1K
RES: $171.7SUP: $87.66SMA50: $112.1SMA200: $118.5
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
AIR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
16.1%/yr Implied 5Y Growth
vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on AIR today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for AIR. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for AIR today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AIR)
Industrials Rank #241 of 485
⚔️ BETA vs AIR Full Matrix →
1. Head-to-Head Industrials Peer Comparison (AIR vs. BETA, JOBY, ACHR, AVAV)
Industry: Aerospace (31 Tracked Issuers)Across 485 tracked Industrials securities in the Roarable RQD universe, AAR Corp. (AIR) ranks #241 by composite RQD confidence (50/100, grade D) and #161 by equity capitalization ($4.20B). Within this direct 5-issuer industry benchmark cohort, AIR leads on earnings valuation at 22.4x trailing P/E, while AIR leads on capital efficiency and profitability with 12.0% ROIC and 18.8% gross margin. AIR currently leads its immediate peer cohort in composite quantitative strength at 50/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| AIR
ACTIVE
AAR Corp. | D | 50/100 | 22.4x | 18.8% | 12.0% | -4.08% | $4.20B | Benchmark Subject |
| BETA Beta Technologies Inc. (Class A) | D- | 43/100 | — | 72.2% | -35.0% | -2.53% | $4.81B | /beta-vs-air → |
| JOBY Joby Aviation Inc. | D- | 38/100 | — | — | -35.0% | -3.54% | $5.05B | /joby-vs-air → |
| ACHR Archer Aviation Inc. | E | 33/100 | — | 33.3% | -35.0% | -4.11% | $3.41B | /achr-vs-air → |
| AVAV AeroVironment Inc. | E | 31/100 | — | 25.3% | -7.6% | -6.50% | $6.85B | /avav-vs-air → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2026-05-31 • CIK 0000001750In its most recent audited fiscal period (FY2025, filed 2026-05-31), AAR Corp. (AIR) reported GAAP revenue of $3.31B (+19.0% vs. FY2024 revenue of $2.78B ) , GAAP net income of $187.7M, operating cash flow of $98.7M, and free cash flow of $62.1M (+4335.7% YoY). On the balance sheet, AIR closed FY2025 with $3.24B in total assets against $952.7M in total debt (Altman Z-Score: N/A, Piotroski F-Score: 6/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2026-05-31 | $3.31B | $187.7M | $98.7M | $62.1M | $3.24B | $952.7M |
| FY2024 (FY) | 2025-05-31 | $2.78B | $12.5M | $36.1M | $1.4M | $2.85B | $986.7M |
| FY2023 (FY) | 2024-05-31 | $0 | $46.3M | $43.6M | $43.6M | — | — |
3. AIR Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs AIR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, AAR Corp. (NYSE: AIR) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 50/100 at a spot price of $100.26 (-4.08% 1D, market cap $4.20B). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 13/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 12/20. Across 485 tracked Industrials issuers, AIR ranks #241 in composite RQD confidence.
How does AIR compare to BETA and JOBY in the Industrials sector?
Within the Industrials sector (Aerospace), AIR carries a Roarable D (50/100 RQD), trailing P/E of 22.4x, gross margin of 18.8%, and ROIC of 12.0%. By comparison, BETA (Beta Technologies Inc. (Class A)) holds a D- grade (43/100 RQD, P/E N/A, ROIC -35.0%, cap $4.81B) and JOBY (Joby Aviation Inc.) posts a D- grade (38/100 RQD, P/E N/A, ROIC -35.0%, cap $5.05B). Among the 5-stock peer group, AIR leads on earnings multiple (22.4x) while AIR leads on capital efficiency (12.0% ROIC).
What are the biggest fundamental strengths and SEC risk factors for AIR?
Per AIR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-05-31, CIK 0000001750), AAR Corp. generated $3.31B in revenue (+19.0% YoY), $187.7M in net income, and $62.1M in free cash flow against $3.24B in total assets and $952.7M in total debt. Key quantitative strengths: Established market leader in Industrials with deep daily trading liquidity.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is AIR trading relative to its 50-day, 200-day, and 52-week technical levels?
AIR last traded at $100.26 (-4.08% on volume of 363,115 shares), positioning the stock -10.58% below its 50-day simple moving average ($112.12) and -15.39% below its 200-day simple moving average ($118.49). Across its 52-week range of $76.10 to $154.00, AIR sits at the 31.0% percentile with a 14-day RSI of 51.0 (NEUTRAL RANGE) and an implied next-earnings move of ±7.5% ($92.74 to $107.78).
AIR Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is AIR stock moving today?
Why AIR Stock dropped -4.08% Today — RQD Quant Desk Flash. Stretched risk/reward at 22x P/E (12% return on capital) under elevated 10-year interest-rate pressure.
ROARABLE RATING BRIEF • RQD 50/100 (D)
✓ STAGE-C NUMBER FIREWALL VERIFIED
AIR — AAR Corp.: What the Facts Mean to a Prospective Investor
Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:22:06Z
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, AAR Corp. scores 50 out of 100, earning a D grade and the verdict "Roarable Sell — Underperform / Distribution Warning." The five pillars break down as follows. Fundamental Cash Engine scores 11 of 20, citing ROIC of 12% and an FCF yield of 1.48%. Whale 13F Flow scores 7 of 20, reflecting institutional accumulation and options positioning. Insider Conviction scores 12 of 20, based on SEC Form 4 and Congressional PTR cluster flow. Macro Regime Fit scores 7 of 20, citing a beta of 1.0 and sector sensitivity. Forensic Balance Sheet scores 13 of 20, citing an Altman Z of 2.5, a Piotroski F of 6 of 9, and a Debt/Equity of 0.61.
For a prospective investor evaluating the stock today, the upside drivers in this rating are the balance sheet and insider-flow readings, which sit in the mid-range, and the 12% ROIC. The valuation tradeoff is that the stock trades at a P/E (TTM) of 22.4 and a forward P/E of 20.8 while the FCF yield is only 1.48%, meaning cash generation does not yet offset the earnings multiple. The low Macro Regime Fit and Whale Flow scores suggest the rating's weakest links are external demand signals rather than internal financial health. These are analytical observations drawn from the rating, not a personalized recommendation.
Business
AAR Corp. (AIR) is a NYSE-listed issuer in the Industrials sector, operating within the Aerospace industry. Per the profile, it carries a market capitalization of $4.2B. The source data does not describe its specific products, customer base, or revenue model. Per the market data, gross margin is 18.8% and net margin is 5.7%.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $3308.0M | $0.0M | $187.7M | N/A | $62.1M | $75.6M | $952.7M |
| FY 2024 | $2780.5M | $0.0M | $12.5M | N/A | $1.4M | $61.7M | $986.7M |
| FY 2023 | $0.0M | $0.0M | $46.3M | N/A | $43.6M | N/A | N/A |
Per the SEC financials, net income rose from $12.5M in FY 2024 to $187.7M in FY 2025 on revenue of $3308.0M. Per the market data, operating margin is 0%, and the source does not reconcile this with the reported operating income figures. Per the market data, ROIC is 12% and the Altman Z-Score is 2.5. Per the RQD rating, the Piotroski F-Score is 6 of 9 and Debt/Equity is 0.61. Per the SEC financials, debt declined from $986.7M to $952.7M between FY 2024 and FY 2025, while cash rose from $61.7M to $75.6M.
Recent Catalysts & News Wire Analysis
Per the recent news feed, the most recent item is a Yahoo Finance Singapore market report, flagged YELLOW. A Seeking Alpha report, also YELLOW, is headlined as covering "Some Turbulence Amidst A Big M&A Move." Moomoo reports an officer sale of US$3.41 Million in common stock, and Investing.com reports a director sale of $454,238. Benzinga reports a further sale of $3.41M by an officer, flagged RED under RISK WATCH. A Yahoo Finance item reports the stock down 6.3% since its last earnings report. The Butterfly Supply-Chain Graph reports no supply chain links and no proprietary signals.
Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples
Per the Butterfly Supply-Chain Graph, supply chain status is NONE, with no upstream or downstream links and no proprietary signals recorded. The source data therefore does not identify specific supplier, customer, or sector dependencies. The only sector information available is the classification as Industrials within Aerospace. The source does not establish sector correlations or 2nd-order bottlenecks, so a prospective investor would need to examine these independently.
Open Questions
- What are the company's specific products, customers, and revenue segments, given that the source describes only its sector and industry?
- The FY 2025 and FY 2024 operating income figures are reported as $0.0M while the market data lists operating margin as 0%; which figures reflect the actual reported results?
- What is the nature of the "big M&A move" referenced in the Seeking Alpha headline, and how might it affect the financial trend?
- What explains the gap between the 1.48% FCF yield and the 12% ROIC, and how durable is FY 2025 free cash flow of $62.1M relative to FY 2023?
- Who are the institutional holders and what are the 13F positions behind the Whale Flow score of 7 of 20?
AIR Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for AAR Corp. (AIR) • Click "Debate This Headline" to argue it in the Roar Pit below
🟡 MARKET WIRE Yahoo Finance Singapore • 7h ago
AAR Corp. (AIR) stock price, news, quote and history Yahoo Finance Singapore report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Seeking Alpha • 10h ago
AAR Corp.: Some Turbulence Amidst A Big M&A Move (NYSE:AIR) Seeking Alpha report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Moomoo • 13h ago
AAR Corp(AIR.US) Officer Sells US$3.41 Million in Common Stock Moomoo report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Investing.com • 16h ago
AAR CORP director Ellen M. Lord sells $454,238 in company stock Investing.com report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 19h ago
AAR (AIR) Down 6.3% Since Last Earnings Report: Can It Rebound? Yahoo Finance report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH Benzinga • 22h ago
McClain John Holmes III Executes Sell Order: Offloads $3.41M In AAR Stock Benzinga report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE GuruFocus • 1d ago
AAR Corp (AIR) Director Ellen Lord Sells 4,341 Shares GuruFocus report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST Simply Wall St • 1d ago
Did Earnings Beat Just Shift AAR's (AIR) Investment Narrative? Simply Wall St report covering AAR Corp. (AIR) market action, institutional positioning, and fundamental catalysts.
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
AIR Bull vs. Bear Conversation Board — What's Your Call at $100.26?
🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AIR 🐻 50% BEARISH CONVICTION
RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST
🎯 Target: $112.88 (+8.0%)
📌 Pinned Debate 🔥 Official Bull vs. Bear Debate: Is AIR (D • RQD 50/100) a Buy at $104.52?
Welcome to the AIR (AAR Corp.) Roar Pit. Current RQD Composite is 50/100 (Roarable Sell — Underperform / Distribution Warning) in Aerospace. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
SK SkepticalCFA Forensic Accounting Watch 🐻 BEARISH
🎯 Target: $85.71 (-18.0%)
Spot @ $104.52 Pump the brakes on AIR — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on AIR, but look at what you are paying: 22.4x trailing P/E with 18.8% gross margins. Unless AAR Corp. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
SI SiliconVal_Bull Verified K Arena Trader 🐂 BULLISH
🎯 Target: $121.24 (+16.0%)
Spot @ $104.52 AIR cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on AIR, the market is fixating on short-term headline noise in Aerospace and ignoring the balance sheet and cash flow trajectory. At $104.52 (52-wk range $76.10 - $154.00), any beat on forward guidance forces shorts and underweight funds to chase.