AIR AAR Corp. Common Stock
NYSE · Aerospace & Defense · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Sep 29, 2026AIR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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| Ex-date | Split | Type |
|---|---|---|
| Feb. 24, 1998 | 3-for-2 | Forward |
| Oct. 27, 1987 | 3-for-2 | Forward |
| Feb. 11, 1986 | 3-for-2 | Forward |
About AAR Corp. Common Stock Company overview from Wikipedia
AAR Corp. is an American provider of aircraft maintenance services to commercial and government customers worldwide. The company is headquartered in Wood Dale, Illinois, a Chicago suburb. The company employs about 6,000 people, operating in about 30 different countries. John Holmes is the current CEO.
AAR sells both new and used parts and is one of the largest in the world for selling used parts. AAR has about $2.5 billion in revenue as of 2024. As of January 2026, the company operates major maintenance facilities in Greensboro, North Carolina, Indianapolis (closing February 28, 2027), Lake City, Miami, Oklahoma City, and Rockford, Illinois as well as Trois Rivieres, Quebec and Windsor, Ontario in Canada.
History
The company was founded by Ira Allen Eichner in 1951, to supply radios and other equipment to the commercial aviation industry. I.A. Allen Industrial was incorporated in 1955, renamed Allen Aircraft Radio (AAR) in 1962, and became AAR CORP. in 1970. Also, in 1969, AAR began its aircraft maintenance business in Oklahoma City. In 1965, AAR expanded to Europe and opened a Singapore office in 1982.
AAR organized its Aircraft Turbine Center, Inc. in 1979 after future CEO David P. Storch, Eichner's son-in-law, joined the company.
David P. Storch was CEO from 1996 to 2018. In 2018, John M. Holmes became CEO.
On November 3, 2025, AAR and HAECO Americas, with 1600 employees in Greensboro, North Carolina and Lake City, Florida, announced that AAR had purchased the HAECO subsidiary for $78 million. At the time, HAECO Americas was the second-largest heavy aircraft maintenance company in North America, with AAR being number one.
In December 2025, it was announced that AAR had entered into an agreement to acquire Aircraft Reconfig Technologies from ZIM Aircraft Cabin Solutions for US$35 million in an all-cash transaction. The acquisition was intended to expand AAR’s engineering and certification capabilities within its repair and engineering segment and was subject to customary closing conditions and regulatory approvals. In late December 2025, it was announced that AAR would be permanently closing its Indianapolis location by February 28, 2027.
Lobbying and corruption
During the first Trump administration, AAR quadrupled its lobbying expenditures. The company spent large sums at Trump-owned properties with the intent to get Trump to view the company more favorably. From the time Trump took office until October 2020, AAR obtained 10 new federal contracts worth a total of $1.35 billion.
In December 2024, AAR agreed to resolve U.S. charges in connection with schemes to bribe Nepalese and South African officials related to contracts with state-owned flag carriers Nepal Airlines and South African Airways. AAR agreed to pay more than $55 million to resolve investigations done by the Justice Department and SEC.
Financial trends
Annual financial highlights (U.S. Dollars in millions except per share data):
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | AIR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 20.95Y avg ≈59.1 | ≈59.1 | · | · | |
| PEG Ratio | ≈0.6 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | AIR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 19.1%5Y avg ≈18.5% | ≈18.5% | · | · | |
| EBITDA Margin | 2.2%5Y avg ≈1.8% | ≈1.8% | · | · | |
| Pretax Margin (TTM) | 7.3% | · | · | · | |
| Net Profit Margin (TTM) | 5.5%5Y avg ≈3.4% | ≈3.4% | · | · | |
| ROA (TTM) | 6.1%5Y avg ≈3.8% | ≈3.8% | · | · | |
| ROE (TTM) | 12.9%5Y avg ≈6.5% | ≈6.5% | · | · |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | AIR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.55Y avg ≈0.5 | ≈0.5 | · | · | |
| Current Ratio (MRQ) | 2.85Y avg ≈2.9 | ≈2.9 | · | · | |
| Quick Ratio | 0.85Y avg ≈0.8 | ≈0.8 | · | · | |
| Long-Term Debt / Equity (MRQ) | 0.55Y avg ≈0.5 | ≈0.5 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | AIR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 19.0%5Y avg ≈15.0% | ≈15.0% | · | · | |
| Revenue CAGR 3Y | 18.4%5Y avg ≈11.1% | ≈11.1% | · | · | |
| Revenue CAGR 5Y | 14.9% | · | · | · | |
| EPS YoY | 1288.6%5Y avg ≈260.1% | ≈260.1% | · | · | |
| Net Income YoY | 1401.6%5Y avg ≈282.9% | ≈282.9% | · | · | |
| EPS CAGR 3Y | 24.3%5Y avg ≈39.1% | ≈39.1% | · | · | |
| EPS CAGR 5Y | 37.2% | · | · | · | |
| Net Income CAGR 3Y | 27.7%5Y avg ≈41.1% | ≈41.1% | · | · | |
| Net Income CAGR 5Y | 39.3% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | AIR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.15Y avg ≈1.1 | ≈1.1 | · | · | |
| Inventory Turnover | 3.05Y avg ≈2.9 | ≈2.9 | · | · | |
| Receivables Turnover | 8.95Y avg ≈8.9 | ≈8.9 | · | · | |
| Revenue / Employee | ≈$465.9K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Mar 27, 2020 | $0.08 | USD | ≈1.7% |
| Jan 2, 2020 | $0.08 | USD | ≈0.66% |
| Oct 4, 2019 | $0.08 | USD | ≈0.73% |
| Jul 18, 2019 | $0.08 | USD | ≈0.72% |
| Apr 30, 2019 | $0.08 | USD | ≈0.89% |
| Jan 25, 2019 | $0.08 | USD | ≈0.81% |
| Oct 19, 2018 | $0.08 | USD | ≈0.68% |
| Jul 19, 2018 | $0.08 | USD | ≈0.64% |
| Apr 30, 2018 | $0.08 | USD | ≈0.69% |
| Jan 19, 2018 | $0.08 | USD | ≈0.72% |
| Oct 20, 2017 | $0.08 | USD | ≈0.77% |
| Jul 19, 2017 | $0.08 | USD | ≈0.82% |
| Apr 27, 2017 | $0.08 | USD | ≈0.83% |
| Jan 19, 2017 | $0.08 | USD | ≈0.93% |
| Oct 20, 2016 | $0.08 | USD | ≈0.95% |
| Jul 20, 2016 | $0.08 | USD | ≈1.2% |
| Apr 27, 2016 | $0.08 | USD | ≈1.2% |
| Jan 26, 2016 | $0.08 | USD | ≈1.4% |
| Oct 26, 2015 | $0.08 | USD | ≈1.3% |
| Jul 24, 2015 | $0.08 | USD | ≈1.1% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| Sept. 30, 2026 | $1.49 | $1.30 | 14.7% | |
| June 30, 2026 | $1.53 | $1.40 | 9.4% | |
| March 31, 2026 | $1.25 | $1.16 | 7.4% | |
| Dec. 31, 2025 | $1.18 | $1.04 | 13.1% | |
| Sept. 30, 2025 | $1.08 | $0.99 | 8.6% | |
| June 30, 2025 | $1.16 | $1.02 | 14.2% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.31B | $2.78B | $2.32B | $1.99B | $1.82B | $1.65B | $2.07B | $2.05B | $1.75B | $1.59B | $1.53B | $1.62B | |
| Cost of Revenue | $2.69B | $2.25B | $1.88B | $1.62B | $1.51B | · | · | $1.72B | $840M | $788M | $785M | $891M | |
| Gross Profit | $622M | $528M | $442M | $370M | $313M | $276M | $269M | $330M | $294M | $263M | $233M | $131M | |
| SG&A Expense | $349M | $348M | $312M | $230M | $202M | $182M | $221M | $215M | $208M | $179M | $158M | $172M | |
| Operating Expenses | · | · | · | $1.85B | $1.71B | $1.57B | $2.03B | $1.95B | $1.66B | $1.51B | $1.45B | $1.66B | |
| Interest Expense | · | · | $43M | $12M | $2M | $5M | $9M | $10M | $8M | $5M | $6M | $27M | |
| Interest Income | $2M | $2M | $2M | $1M | $100.0K | $200.0K | $500.0K | $1M | $100.0K | $100.0K | $200.0K | $300.0K | |
| Other Non-op | $-2M | $-300.0K | $-400.0K | $-800.0K | $2M | $4M | $-2M | $-800.0K | $-900.0K | · | · | · | |
| Pretax Income | $246M | $39M | $58M | $121M | · | · | · | · | · | · | · | · | |
| Income Tax | $58M | $26M | $12M | $31M | $27M | $18M | $6M | $5M | $4M | $25M | $23M | $-39M | |
| Net Income | $188M | $12M | $46M | $90M | $79M | $36M | $4M | $8M | $16M | $56M | $48M | $10M | |
| EPS (Basic) | $4.88 | $0.35 | $1.30 | $2.56 | $2.20 | $1.01 | $0.12 | $0.20 | $0.44 | $1.66 | $1.37 | $0.26 | |
| EPS (Diluted) | $4.86 | $0.35 | $1.29 | $2.53 | $2.17 | $1.00 | $0.13 | $0.21 | $0.41 | $1.64 | $1.37 | $0.24 | |
| Shares (Basic) | 38,300,000 | 35,600,000 | 35,100,000 | 34,700,000 | 35,600,000 | 35,000,000 | 34,800,000 | 34,500,000 | 34,200,000 | 33,900,000 | 34,400,000 | 39,100,000 | |
| Shares (Diluted) | 38,400,000 | 35,800,000 | 35,400,000 | 35,100,000 | 36,000,000 | 35,300,000 | 35,000,000 | 34,900,000 | 34,600,000 | 34,300,000 | 34,600,000 | 39,400,000 | |
| EBITDA | $72M | $55M | $41M | $28M | $33M | $36M | $44M | $43M | $40M | $53M | $50M | $69M |
Balance Sheet
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $84M | $96M | $86M | $68M | $54M | $52M | $405M | $21M | $31M | $10M | $31M | $55M | |
| Receivables | $387M | $355M | $287M | $241M | $214M | $167M | $172M | $198M | $202M | $234M | $248M | $229M | |
| Inventory | $979M | $809M | $733M | $574M | $550M | $541M | $623M | $524M | $461M | $433M | $452M | $456M | |
| Prepaid Expense | $120M | $97M | $59M | · | · | $28M | $77M | · | · | · | $32M | · | |
| Other Current Assets | · | · | · | · | $40M | $28M | $77M | $36M | $26M | $19M | $32M | $28M | |
| Current Assets | $1.74B | $1.51B | $1.39B | $1.10B | $1.01B | $937M | $1.44B | $952M | $943M | $888M | $882M | $896M | |
| PP&E (Net) | $167M | $158M | $172M | $126M | $110M | $120M | $136M | $133M | $133M | $117M | $238M | $215M | |
| PP&E (Gross) | $409M | $437M | $452M | $395M | $368M | $380M | $382M | $365M | $348M | $325M | $676M | $613M | |
| Accum. Depreciation | $242M | $279M | $280M | $269M | $258M | $260M | $246M | $232M | $214M | $208M | $438M | $398M | |
| Goodwill | $580M | $531M | $555M | $176M | $116M | $119M | $116M | $116M | $119M | $106M | $108M | $124M | |
| Intangibles | $282M | $220M | $235M | $64M | $3M | $4M | $6M | $22M | $28M | $31M | $36M | $37M | |
| Other Non-current Assets | $194M | $159M | $156M | $128M | $98M | $99M | $82M | $78M | $119M | $105M | $102M | $83M | |
| Total Assets | $3.36B | $2.84B | $2.77B | $1.83B | $1.57B | $1.54B | $2.08B | $1.52B | $1.52B | $1.50B | $1.46B | $1.45B | |
| Accounts Payable | $296M | $303M | $238M | $158M | $156M | $127M | $192M | $188M | $170M | $164M | $166M | $142M | |
| Accrued Liabilities | $267M | $252M | $219M | $180M | $175M | $174M | $162M | $140M | $138M | $140M | $163M | $201M | |
| Current Liabilities | $613M | $555M | $467M | $352M | $348M | $337M | $383M | $358M | $333M | $335M | $341M | $412M | |
| Capital Leases | $101M | $80M | $80M | $48M | $57M | $60M | $71M | · | · | · | · | · | |
| Deferred Tax | $23M | $18M | $24M | $34M | $20M | $10M | · | · | $16M | $37M | $34M | $46M | |
| Other Non-current Liabilities | $21M | $12M | · | · | · | · | · | · | · | · | · | · | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | $154M | $148M | $151M | |
| Total Debt | $894M | $968M | $985M | $270M | $99M | $134M | $600M | $142M | $177M | $157M | $148M | $154M | |
| Common Stock | $49M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | |
| Retained Earnings | $1.16B | $969M | $957M | $911M | $820M | $742M | $706M | $710M | $733M | $728M | $682M | $644M | |
| Treasury Stock | $288M | $303M | $298M | $318M | $289M | $274M | $283M | $288M | $281M | $280M | $268M | $246M | |
| AOCI | $-4M | $-6M | $-9M | $-24M | $-20M | $-18M | $-45M | $-41M | $-32M | $-40M | $-44M | $-40M | |
| Stockholders' Equity | $1.70B | $1.21B | $1.19B | $1.10B | $1.03B | $974M | $903M | $906M | $936M | $914M | $866M | $845M | |
| Liabilities + Equity | $3.36B | $2.84B | $2.77B | $1.83B | $1.57B | $1.54B | $2.08B | $1.52B | $1.52B | $1.50B | $1.46B | $1.45B |
Cash Flow
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $72M | $55M | $40M | $27M | $33M | $36M | $44M | $43M | $40M | $36M | $33M | $58M | |
| Stock-based Comp | $18M | $20M | $15M | $14M | $8M | $9M | $7M | $14M | $15M | $11M | $6M | $7M | |
| Deferred Tax | $-3M | $-6M | $-20M | $-2M | $9M | $8M | $500.0K | $-5M | $-13M | $12M | $6M | $-53M | |
| Amort. of Intangibles | $24M | $16M | $7M | $1M | $1M | $2M | $2M | $4M | $5M | $4M | $4M | $5M | |
| Restructuring | · | · | · | · | · | · | $5M | · | · | · | · | · | |
| Other Non-cash | $-176M | $-46M | $-39M | $-106M | $-54M | $16M | $-92M | $9M | $6M | $-99M | $-77M | $-78M | |
| Operating Cash Flow | $99M | $36M | $44M | $23M | $75M | $105M | $-36M | $67M | $64M | $22M | $32M | $-43M | |
| CapEx | $37M | $35M | $30M | $30M | $17M | $11M | $24M | $17M | $22M | $25M | $40M | $42M | |
| Investing Cash Flow | $-309M | $11M | $-758M | $-138M | $-16M | $-500.0K | $-25M | $-19M | $-43M | $-30M | $-17M | $689M | |
| Debt Issued | $153M | · | $550M | · | · | · | · | · | $25M | · | · | · | |
| Net Debt Issued | $153M | · | $550M | · | $-25M | · | · | $-25M | $25M | $-10M | · | · | |
| Stock Issued | $274M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | $10M | $5M | $50M | $42M | · | $4M | $10M | $13M | $20M | $19M | $152M | |
| Net Stock Activity | $274M | $-10M | $-5M | $-50M | $-42M | · | $-4M | $-10M | $-13M | $-20M | $-19M | $-152M | |
| Dividends Paid | · | · | · | · | · | $100.0K | $11M | $10M | $10M | $10M | $10M | $12M | |
| Financing Cash Flow | $209M | $-34M | $729M | $138M | $-60M | $-470M | $444M | $-49M | $10M | $-12M | $-38M | $-678M | |
| Net Change in Cash | $-1M | $13M | $14M | $23M | $-1M | $-364M | $384M | $-500.0K | $31M | $-21M | $-24M | $-34M | |
| Taxes Paid | $50M | $24M | $42M | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $62M | $1M | $14M | $-6M | $58M | $94M | $-60M | $50M | $42M | $-12M | $-56M | $-89M |
Profitability
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 18.8% | 19.0% | 19.1% | 18.6% | 17.2% | 16.7% | 13.0% | 16.1% | 16.9% | 15.6% | 14.2% | 10.0% | |
| Net Margin | 5.7% | 0.45% | 2.0% | 4.5% | 4.3% | 2.2% | 0.21% | 0.37% | 0.89% | 3.2% | 2.9% | 0.64% | |
| Pretax Margin | 7.4% | 1.4% | · | · | · | · | · | · | · | · | · | · | |
| EBITDA Margin | 2.2% | 2.0% | 1.8% | 1.4% | 1.8% | 2.2% | 2.1% | 2.1% | 2.3% | 3.0% | 3.0% | 4.3% | |
| ROA | 6.0% | 0.45% | 2.0% | 5.3% | 5.1% | 2.0% | 0.24% | 0.49% | 1.0% | 3.8% | 3.3% | 0.56% | |
| ROE | 11.5% | 1.0% | 3.9% | 8.3% | 7.7% | 3.8% | 0.48% | 0.83% | 1.7% | 6.3% | 5.6% | 1.1% |
Liquidity & Solvency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.8 | 2.7 | 3.0 | 3.1 | 2.9 | 2.8 | 3.8 | 2.7 | 2.8 | 2.7 | 2.7 | 2.3 | |
| Quick Ratio | 0.8 | 0.8 | 0.8 | 0.9 | 0.8 | 0.6 | 1.5 | 0.6 | 0.7 | 0.8 | 0.8 | 0.7 | |
| Debt / Equity | 0.5 | 0.8 | 0.8 | 0.2 | 0.1 | 0.1 | 0.7 | 0.2 | 0.2 | 0.2 | 0.2 | 0.2 | |
| LT Debt / Equity | 0.5 | 0.8 | 0.8 | 0.2 | 0.1 | 0.1 | 0.7 | 0.2 | 0.2 | 0.2 | 0.2 | 0.1 |
Efficiency
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.1 | 1.0 | 1.0 | 1.2 | 1.2 | 0.9 | 1.2 | 1.3 | 1.2 | 1.2 | 1.1 | 0.9 | |
| Inventory Turnover | 3.0 | 2.9 | 2.9 | · | · | · | · | 3.6 | 1.9 | 1.7 | 1.7 | 1.8 | |
| Receivables Turnover | 8.9 | 8.7 | 8.8 | 8.7 | 9.6 | 9.8 | 11.2 | 11.1 | 8.0 | 7.1 | 7.0 | 6.2 |
Per Share
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $86.15 | $77.67 | $65.51 | $56.71 | $50.56 | $46.81 | $59.20 | $58.79 | $50.53 | $51.53 | $48.05 | $40.46 | |
| Cash Flow / Share | $2.57 | $1.01 | $1.23 | $0.66 | $2.09 | $2.98 | $-1.03 | $1.93 | $1.86 | $0.64 | $0.93 | $-1.09 | |
| Dividend / Share | · | · | · | · | · | · | · | $0.30 | $0.30 | $0.30 | · | · | |
| EPS (TTM) | $4.86 | $0.35 | $1.29 | $2.53 | $2.17 | $1.00 | $0.13 | $0.21 | $0.41 | $1.64 | $1.37 | $0.24 |
Growth Rates
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 19.0% | 19.9% | 16.5% | 9.4% | 10.2% | -20.3% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 18.4% | 15.2% | 12.0% | -1.3% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.9% | 6.1% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 1288.6% | -72.9% | -49.0% | 16.6% | 117.0% | 669.2% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 24.3% | -45.6% | 8.9% | 169.0% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 37.2% | 21.9% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 1401.6% | -73.0% | -48.7% | 14.6% | 119.8% | 713.6% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 27.7% | -45.8% | 8.9% | 173.7% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 39.3% | 23.2% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.31B | $2.78B | $2.32B | $1.99B | $1.82B | $1.65B | $2.07B | $2.05B | $1.75B | $1.59B | $1.53B | $1.62B | |
| Net Income TTM | $188M | $12M | $46M | $90M | $79M | $36M | $4M | $8M | $16M | $56M | $48M | $10M | |
| P/E | 23.2 | 175.5 | 55.0 | 19.8 | 22.2 | 41.8 | 155.2 | 143.3 | 109.0 | 21.3 | 17.8 | 123.1 | |
| Earnings Yield | 4.3% | 0.57% | 1.8% | 5.1% | 4.5% | 2.4% | 0.64% | 0.70% | 0.92% | 4.7% | 5.6% | 0.81% | |
| Payout Ratio | · | · | · | · | · | 0.28% | 243.2% | 140.0% | 66.0% | 18.1% | 21.8% | 122.5% | |
| Annual Payout | · | · | · | · | · | $100.0K | $11M | $10M | $10M | $10M | $10M | $12M |
Income Statement
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $918M | $928M | $845M | $795M | $740M | $754M | $678M | $686M | $662M | $656M | $567M | $545M | $550M | $553M | $521M | $470M | |
| Cost of Revenue | $742M | $751M | $690M | $638M | $606M | $604M | $546M | $558M | $544M | $529M | $457M | $442M | $448M | $445M | $427M | $384M | |
| Gross Profit | $176M | $177M | $155M | $157M | $134M | $150M | $132M | $129M | $117M | $127M | $110M | $103M | $101M | $108M | $94M | $86M | |
| SG&A Expense | $107M | $100M | $90M | $89M | $72M | $77M | $61M | $133M | $76M | $95M | $77M | $66M | $75M | $71M | $57M | $53M | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $485M | $437M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $12M | $6M | $6M | · | $4M | $2M | |
| Interest Income | $400.0K | $400.0K | $400.0K | $500.0K | $300.0K | $400.0K | $400.0K | $500.0K | $500.0K | $600.0K | $600.0K | $600.0K | $400.0K | $500.0K | $300.0K | $100.0K | |
| Other Non-op | $-500.0K | $-1M | $-700.0K | $-200.0K | $-100.0K | $100.0K | $-100.0K | $-200.0K | $-100.0K | $-100.0K | $-200.0K | $-100.0K | · | $-1M | $-300.0K | $500.0K | |
| Pretax Income | $55M | $58M | $93M | $48M | $47M | $48M | $-11M | $-22M | $25M | · | · | · | · | · | · | · | |
| Income Tax | $15M | $7M | $25M | $14M | $13M | $14M | $-2M | $8M | $7M | $4M | $6M | $8M | $-7M | $7M | $8M | $8M | |
| Net Income | $40M | $51M | $68M | $35M | $34M | $34M | $-9M | $-31M | $18M | $9M | $14M | $24M | $-600.0K | $23M | $22M | $22M | |
| EPS (Basic) | $1.01 | $1.29 | $1.72 | $0.91 | $0.96 | $0.97 | $-0.25 | $-0.87 | $0.50 | $0.25 | $0.40 | $0.67 | $-0.02 | $0.64 | $0.63 | $0.65 | |
| EPS (Diluted) | $1.00 | $1.30 | $1.71 | $0.90 | $0.95 | $0.97 | $-0.25 | $-0.87 | $0.50 | $0.25 | $0.39 | $0.67 | $-0.02 | $0.64 | $0.62 | $0.64 | |
| Shares (Basic) | 39,600,000 | · | 39,300,000 | 37,800,000 | 35,700,000 | · | 35,400,000 | 35,200,000 | 35,200,000 | · | 34 | 34,900,000 | 34,700,000 | · | 34,100,000 | 34,200,000 | |
| Shares (Diluted) | 39,900,000 | · | 39,500,000 | 38,100,000 | 35,900,000 | · | 35,400,000 | 35,200,000 | 35,600,000 | · | 35 | 35,300,000 | 35,100,000 | · | 34,600,000 | 34,700,000 | |
| EBITDA | $19M | · | · | · | $14M | · | · | · | $14M | · | · | · | $8M | · | · | · |
Balance Sheet
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $104M | $84M | $78M | $76M | $80M | $96M | $84M | $62M | $49M | $86M | $69M | $65M | $70M | · | $53M | $49M | |
| Receivables | $436M | $387M | $426M | $402M | $364M | $355M | $312M | $320M | $311M | $287M | $257M | $246M | $281M | · | $238M | $225M | |
| Inventory | $1.01B | $979M | $958M | $911M | $862M | $809M | $776M | $790M | $748M | $733M | $672M | $646M | $614M | · | $571M | $595M | |
| Prepaid Expense | $134M | $120M | $137M | $129M | $104M | $97M | $75M | $81M | $77M | $59M | · | · | · | · | · | · | |
| Other Current Assets | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $48M | $39M | |
| Current Assets | $1.84B | $1.74B | $1.76B | $1.69B | $1.57B | $1.51B | $1.53B | $1.50B | $1.43B | $1.39B | $1.24B | $1.19B | $1.21B | · | $1.07B | $1.06B | |
| PP&E (Net) | $172M | $167M | $163M | $217M | $162M | $158M | $153M | $167M | $162M | $172M | $134M | $133M | $131M | · | $120M | $114M | |
| PP&E (Gross) | · | $409M | · | · | · | $437M | · | · | · | $452M | · | · | · | · | · | · | |
| Accum. Depreciation | $248M | $242M | $275M | $255M | $285M | $279M | $271M | $290M | $286M | $280M | $278M | $277M | $273M | · | $261M | $257M | |
| Goodwill | $565M | $580M | $552M | $552M | $543M | $531M | $528M | $543M | $553M | $555M | $179M | $176M | $177M | $176M | · | · | |
| Intangibles | $288M | $282M | $289M | $296M | $226M | $220M | $224M | $227M | $231M | $235M | $60M | $62M | $63M | · | · | · | |
| Other Non-current Assets | $206M | $194M | $184M | $171M | $168M | $159M | $156M | $149M | $147M | $156M | $140M | $133M | $132M | · | $127M | $117M | |
| Total Assets | $3.43B | $3.36B | $3.33B | $3.24B | $2.93B | $2.84B | $2.86B | $2.85B | $2.78B | $2.77B | $2.02B | $1.97B | $1.95B | · | $1.67B | $1.65B | |
| Accounts Payable | $338M | $296M | $324M | $342M | $314M | $303M | $279M | $292M | $258M | $238M | $230M | $210M | $222M | · | $159M | $156M | |
| Accrued Liabilities | $272M | · | $329M | $252M | $225M | $246M | $237M | $259M | $201M | $219M | $187M | $159M | $159M | · | $158M | $152M | |
| Current Liabilities | $651M | $613M | $653M | $594M | $538M | $555M | $545M | $558M | $467M | $467M | $428M | $380M | $394M | · | $332M | $324M | |
| Capital Leases | $99M | $101M | $91M | $92M | $78M | $80M | $68M | $78M | $79M | $80M | $73M | $73M | $52M | · | $52M | $52M | |
| Deferred Tax | $22M | $23M | $18M | $21M | $22M | $18M | $25M | $24M | $24M | $24M | $37M | $40M | $40M | · | $14M | $20M | |
| Other Non-current Liabilities | $33M | $21M | $38M | · | · | $12M | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $880M | · | $888M | $953M | $1.02B | · | $1.02B | $987M | $981M | · | $275M | $275M | $305M | · | $186M | $197M | |
| Common Stock | $49M | $49M | $49M | $49M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | $45M | · | $45M | $45M | |
| Retained Earnings | $1.20B | $1.16B | $1.11B | $1.04B | $1.00B | $969M | $935M | $944M | $975M | $957M | $948M | $934M | $910M | · | $887M | $866M | |
| Treasury Stock | $286M | $288M | $292M | $298M | $298M | $303M | $287M | $293M | $293M | $298M | $306M | $301M | $307M | · | $324M | $332M | |
| AOCI | $-3M | $-4M | $-5M | $-6M | $-5M | $-6M | $-12M | $-11M | $-7M | $-9M | $-9M | $-8M | $-8M | · | $-22M | $-23M | |
| Stockholders' Equity | $1.74B | $1.70B | $1.64B | $1.56B | $1.25B | $1.21B | $1.18B | $1.18B | $1.21B | $1.19B | $1.17B | $1.16B | $1.12B | $1.10B | $1.07B | $1.04B | |
| Liabilities + Equity | $3.43B | $3.36B | $3.33B | $3.24B | $2.93B | $2.84B | $2.86B | $2.85B | $2.78B | $2.77B | $2.02B | $1.97B | $1.95B | · | $1.67B | $1.65B |
Cash Flow
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $19M | $21M | $20M | $17M | $14M | $14M | $13M | $13M | $14M | $15M | $8M | $9M | $8M | $7M | $7M | $6M | |
| Stock-based Comp | $8M | $4M | $4M | $4M | $5M | $4M | $6M | $5M | $5M | $4M | $4M | $4M | $4M | $3M | $4M | $3M | |
| Deferred Tax | · | · | · | · | · | $-5M | $-100.0K | · | · | $-16M | $-200.0K | $0 | $-5M | $4M | · | · | |
| Amort. of Intangibles | · | · | · | $6M | $34M | $-9M | $4M | $4M | $17M | $-2M | $1M | $1M | $7M | · | · | · | |
| Other Non-cash | $-11M | · | · | · | $-98M | · | · | · | $-56M | · | · | · | $-26M | · | · | · | |
| Operating Cash Flow | $56M | $55M | $75M | $14M | $-45M | $51M | $-19M | $22M | $-19M | $24M | $20M | $17M | $-19M | $45M | $17M | $-46M | |
| CapEx | $12M | $12M | $8M | $7M | $9M | $10M | $8M | $8M | $8M | $8M | $6M | $7M | $9M | $7M | $10M | $6M | |
| Investing Cash Flow | $-26M | $-57M | $-15M | $-213M | $-24M | $28M | $-4M | $-8M | $-5M | $-732M | $-6M | $-9M | $-12M | $-111M | $-9M | $-8M | |
| Debt Issued | · | $0 | $0 | $0 | $153M | · | · | · | · | · | · | · | · | · | · | · | |
| Net Debt Issued | · | · | · | · | $153M | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Issued | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $0 | $0 | $28M | |
| Financing Cash Flow | $-25M | $9M | $-56M | $204M | $51M | $-71M | $41M | $5M | $-9M | $720M | $-6M | $-23M | $39M | $93M | $-6M | $56M | |
| Net Change in Cash | $5M | $8M | $4M | $5M | $-18M | $8M | $18M | $19M | $-33M | $12M | $8M | $-15M | $8M | $28M | $3M | $3M | |
| Free Cash Flow | $44M | · | · | · | $-54M | · | · | · | $-26M | · | · | · | $-28M | · | · | · |
Profitability
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 19.2% | · | 18.3% | 19.7% | 18.1% | · | 19.4% | 18.7% | 17.7% | · | 19.4% | 19.0% | 18.4% | · | 18.1% | 18.3% | |
| Net Margin | 4.4% | · | 8.1% | 4.3% | 4.7% | · | -1.3% | -4.5% | 2.7% | · | 2.5% | 4.4% | -0.11% | · | 4.2% | 4.8% | |
| Pretax Margin | 6.0% | · | 11.0% | 6.0% | 6.3% | · | · | · | · | · | · | · | · | · | · | · | |
| EBITDA Margin | 2.1% | · | · | · | 1.9% | · | · | · | 2.1% | · | · | · | 1.5% | · | · | · | |
| ROA | 1.3% | · | 2.2% | 1.1% | 1.2% | · | -0.36% | -1.3% | 0.76% | · | 0.76% | 1.3% | -0.03% | · | 1.4% | 1.4% | |
| ROE | 2.7% | · | 4.8% | 2.5% | 2.8% | · | -0.76% | -2.6% | 1.5% | · | 1.2% | 2.2% | -0.06% | · | 2.1% | 2.2% |
Liquidity & Solvency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.8 | · | 2.7 | 2.8 | 2.9 | · | 2.8 | 2.7 | 3.1 | · | 2.9 | 3.1 | 3.1 | · | 3.2 | 3.3 | |
| Quick Ratio | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.7 | 0.7 | 0.8 | · | 0.8 | 0.8 | 0.9 | · | 0.9 | 0.8 | |
| Debt / Equity | 0.5 | · | 0.5 | 0.6 | 0.8 | · | 0.9 | 0.8 | 0.8 | · | 0.2 | 0.2 | 0.3 | · | 0.2 | 0.2 | |
| LT Debt / Equity | 0.5 | · | 0.5 | 0.6 | 0.8 | · | 0.9 | 0.8 | 0.8 | · | 0.2 | 0.2 | 0.3 | · | 0.2 | 0.2 |
Efficiency
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | |
| Inventory Turnover | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 0.7 | 0.7 | 0.8 | · | · | · | |
| Receivables Turnover | 2.3 | · | 2.3 | 2.2 | 2.2 | · | 2.4 | 2.4 | 2.2 | · | 2.3 | 2.3 | 2.2 | · | 2.3 | 2.3 |
Per Share
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $23.01 | · | $21.39 | $20.87 | $20.60 | · | $19158192.09 | $19.49 | $18.59 | · | $16.12 | $15.45 | $15.66 | · | $15.06 | $13.54 | |
| Cash Flow / Share | $1.40 | · | · | · | $-1.25 | · | · | · | $-0.52 | · | · | · | $-0.53 | · | · | · | |
| EPS (TTM) | $4.91 | · | $4.53 | $2.57 | $0.80 | · | $-0.37 | $0.27 | $1.81 | · | $1.68 | $1.91 | $1.88 | · | $2.53 | $2.54 |
Valuation (TTM)
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.49B | · | $3.13B | $2.97B | $2.86B | · | $2.68B | $2.57B | $2.43B | · | $2.22B | $2.17B | $2.09B | · | $1.91B | $1.84B | |
| Net Income TTM | $193M | · | $171M | $94M | $29M | · | $-12M | $10M | $65M | · | $60M | $68M | $67M | · | $91M | $92M | |
| P/E | 26.3 | · | 25.9 | 32.4 | 94.6 | · | -175.7 | 257.5 | 36.3 | · | 39.8 | 36.3 | 32.8 | · | 21.5 | 18.3 | |
| Earnings Yield | 3.8% | · | 3.9% | 3.1% | 1.1% | · | -0.57% | 0.39% | 2.8% | · | 2.5% | 2.8% | 3.0% | · | 4.7% | 5.5% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-05-31 | 2025-05-31 | 2024-05-31 | 2023-05-31 | 2022-05-31 |
|---|---|---|---|---|---|
| Revenue | $3.31B | $2.78B | $2.32B | $1.99B | $1.82B |
| Gross Margin % | 18.8% | 19.0% | 19.1% | 18.6% | 17.2% |
| Net Income | $188M | $12M | $46M | $90M | $79M |
| Diluted EPS | $4.86 | $0.35 | $1.29 | $2.53 | $2.17 |
| Metric | 2026-05-31 | 2025-05-31 | 2024-05-31 | 2023-05-31 | 2022-05-31 |
|---|---|---|---|---|---|
| Debt / Equity | 0.5 | 0.8 | 0.8 | 0.2 | 0.1 |
| Current Ratio | 2.8 | 2.7 | 3.0 | 3.1 | 2.9 |
| Quick Ratio | 0.8 | 0.8 | 0.8 | 0.9 | 0.8 |
| Metric | 2026-05-31 | 2025-05-31 | 2024-05-31 | 2023-05-31 | 2022-05-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $62M | $1M | $14M | $-6M | $58M |
Institutional owners (13F) 428 filers · $6.0B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 72 (-31 vs prior Q) | 37 (+5 vs prior Q) | 156 (+19 vs prior Q) | 131 (+30 vs prior Q) | +1.6M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $925,068,118 | 6,472,176 | 15.31% | Shares |
| STATE STREET CORP | $405,061,085 | 2,834,085 | 6.70% | Shares |
| VANGUARD GROUP INC | $336,229,231 | 4,061,230 | 5.56% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $311,928,288 | 2,182,385 | 5.16% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $276,367,164 | 1,933,597 | 4.57% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $245,553,454 | 1,717,998 | 4.06% | Shares |
| Invesco Ltd. | $228,849,369 | 1,601,129 | 3.79% | Shares |
| EARNEST PARTNERS LLC | $178,953,363 | 1,252,035 | 2.96% | Shares |
| Capital Research Global Investors | $165,808,662 | 1,160,069 | 2.74% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $162,920,913 | 1,139,685 | 2.70% | Shares |
| AMERICAN CENTURY COMPANIES INC | $111,915,958 | 783,011 | 1.85% | Shares |
| WESTWOOD HOLDINGS GROUP INC | $111,120,785 | 777,449 | 1.84% | Shares |
| Broad Bay Capital Management, LP | $107,151,048 | 749,675 | 1.77% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $106,064,866 | 742,076 | 1.76% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $90,560,019 | 633,597 | 1.50% | Shares |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $84,250,660 | 589,454 | 1.39% | Shares |
| LOOMIS SAYLES & CO L P | $83,267,266 | 582,574 | 1.38% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $76,905,345 | 538,063 | 1.27% | Shares |
| EMERALD ADVISERS, LLC | $74,597,883 | 521,919 | 1.23% | Shares |
| MORGAN STANLEY | $67,841,286 | 474,645 | 1.12% | Shares |
| Ophir Asset Management Pty Ltd | $63,909,434 | 447,138 | 1.06% | Shares |
| NORTHERN TRUST CORP | $62,582,901 | 437,857 | 1.04% | Shares |
| FMR LLC | $56,021,458 | 391,950 | 0.93% | Shares |
| Nuveen, LLC | $55,244,732 | 386,516 | 0.91% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $53,996,667 | 377,784 | 0.89% | Shares |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $50,088,598 | 350,441 | 0.83% | Shares |
| ROYAL BANK OF CANADA | $49,895,000 | 349,085 | 0.83% | Shares |
| EMERALD MUTUAL FUND ADVISERS TRUST | $48,226,869 | 337,416 | 0.80% | Shares |
| UBS Group AG | $47,896,557 | 335,105 | 0.79% | Shares |
| FRANKLIN RESOURCES INC | $46,596,269 | 326,008 | 0.77% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $40,209,211 | 281,321 | 0.67% | Shares |
| Bank of New York Mellon Corp | $39,023,616 | 273,026 | 0.65% | Shares |
| MARSICO CAPITAL MANAGEMENT LLC | $36,301,504 | 253,981 | 0.60% | Shares |
| OBERWEIS ASSET MANAGEMENT INC/ | $35,207,232 | 246,325 | 0.58% | Shares |
| BANK OF AMERICA CORP /DE/ | $33,648,866 | 235,422 | 0.56% | Shares |
| Fisher Asset Management, LLC | $32,065,772 | 224,346 | 0.53% | Shares |
| GAMCO INVESTORS, INC. ET AL | $31,852,808 | 222,856 | 0.53% | Shares |
| STANSBERRY ASSET MANAGEMENT, LLC | $31,083,273 | 217,472 | 0.51% | Shares |
| GOLDMAN SACHS GROUP INC | $30,246,846 | 211,620 | 0.50% | Shares |
| ROYCE & ASSOCIATES LP | $28,473,228 | 199,211 | 0.47% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $27,792,000 | 194,446 | 0.46% | Shares |
| SEI INVESTMENTS CO | $26,799,983 | 187,504 | 0.44% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $26,497,581 | 185,395 | 0.44% | Shares |
| FRED ALGER MANAGEMENT, LLC | $25,534,158 | 178,648 | 0.42% | Shares |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $22,085,258 | 154,518 | 0.37% | Shares |
| Munro Partners | $19,886,851 | 139,137 | 0.33% | Shares |
| JANUS HENDERSON GROUP PLC | $19,300,284 | 176,327 | 0.32% | Shares |
| Public Sector Pension Investment Board | $19,266,964 | 134,800 | 0.32% | Shares |
| Hodges Capital Management Inc. | $18,981,819 | 132,805 | 0.31% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $18,357,929 | 128,440 | 0.30% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| AAR CORP. ×4 filings | April 26, 2010 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 45 insiders · 19 officers · 26 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| John Mcclain Holmes III | Chairman, President & CEO | July 31, 2026 F | 441,362 | 0 | 10 | $-21,374,297 |
| Dylan Zachary Wolin | Senior VP & CFO | July 23, 2026 A | 17,235 | 0 | 0 | $0 |
| Sarah Louise Flanagan | Interim CFO VP Fin Ops | Feb. 4, 2026 M | 32,848 | 0 | 1 | $-1,167,020 |
| Sean M. Gillen | Senior VP-CFO | July 31, 2025 F | 87,681 | 0 | 0 | $0 |
| ROMENESKO TIMOTHY J | Vice Chairman; CFO | July 31, 2017 F | 273,667 | 0 | 0 | $0 |
| John C. Fortson | VP, CFO & Treasurer | Aug. 7, 2015 A | 42,272 | 0 | 0 | $0 |
| Richard J. Poulton | Vice President-CFO & Treasurer | Oct. 26, 2012 D | 0 | 0 | 0 | $0 |
| Jessica A. Garascia | Senior VP, GC, CAO & Secretary | July 31, 2026 F | 36,352 | 0 | 4 | $-1,161,028 |
| Christopher A. Jessup | Senior Vice President-CCO | July 31, 2026 F | 78,045 | 0 | 4 | $-2,292,403 |
| Eric Pachapa | VP-CAO & Controller | July 31, 2026 F | 25,187 | 0 | 2 | $-527,899 |
| Tracey Patterson | Sr. VP & Chief HR Officer | July 22, 2024 A | 14,135 | 0 | 0 | $0 |
| Robert J Regan | VP, GC & Secretary | July 31, 2019 F | 112,452 | 0 | 0 | $0 |
| Michael J Sharp | VP-Finance | July 25, 2016 D | 34,381 | 0 | 0 | $0 |
| Dany Kleiman | Aviation Services Group VP | June 24, 2015 F | 14,533 | 0 | 0 | $0 |
| Randy J Martinez | Aviation Services Group VP | June 1, 2015 F | 25,813 | 0 | 0 | $0 |
| Terry Dean Stinson | Technology Products Group VP | June 3, 2013 F | 51,438 | 0 | 0 | $0 |
| Donald J. Wetekam | Group Vice President | April 23, 2010 A | 7,500 | 0 | 0 | $0 |
| James John Clark | Group Vice President | April 23, 2010 A | 142,569 | 0 | 0 | $0 |
| PULSIFER HOWARD A | VP & Secretary | Dec. 21, 2007 M | 83,573 | 0 | 0 | $0 |
| Marc Jay Walfish | Director | Aug. 31, 2026 A | 133,104 | 0 | 0 | $0 |
| Robert F Leduc | Director | Aug. 31, 2026 A | 18,689 | 0 | 0 | $0 |
| Hema Widhani | Director | June 1, 2026 A | · | 0 | 0 | $0 |
| Billy Nolen | Director | June 1, 2026 A | 0 | 0 | 1 | $-173,382 |
| Ellen M. Lord | Director | June 1, 2026 A | 14,396 | 0 | 0 | $0 |
| Duncan J. Mcnabb | Director | June 1, 2026 A | 8,273 | 0 | 0 | $0 |
| Peter Pace | Director | June 1, 2026 A | 25,485 | 0 | 0 | $0 |
| Michael Ross Boyce | Director | June 1, 2026 A | 100,904 | 0 | 0 | $0 |
| Jeffrey N Edwards | Director | June 1, 2026 A | 5,955 | 0 | 0 | $0 |
| Jennifer L Vogel | Director | June 1, 2026 A | 24,334 | 0 | 0 | $0 |
| John W Dietrich | Director | June 1, 2026 A | 8,426 | 0 | 0 | $0 |
| Anthony Anderson | Director | June 1, 2024 A | 14,661 | 0 | 0 | $0 |
| John H Gilbertson Jr | Director | Oct. 27, 2022 D | 0 | 0 | 0 | $0 |
| STORCH DAVID P | Director | Oct. 13, 2022 S | 295,090 | 0 | 0 | $0 |
| James E Goodwin | Director | June 1, 2022 A | 77,872 | 0 | 0 | $0 |
| Patrick J Kelly | Director | June 1, 2020 A | 63,181 | 0 | 0 | $0 |
| Ronald B Woodard | Director | June 1, 2020 A | 22,380 | 0 | 0 | $0 |
| Norman Bobins | Director | June 3, 2019 A | 57,225 | 0 | 0 | $0 |
| Ronald R Fogleman | Director | Dec. 29, 2016 S | 23,406 | 0 | 0 | $0 |
| James G Brocksmith JR | Director | June 1, 2012 A | 28,073 | 0 | 0 | $0 |
| Gerald F Fitzgerald JR | Director | Oct. 13, 2010 D | 30,499 | 0 | 0 | $0 |
| EICHNER IRA A | Director | March 22, 2005 A | 45,792 | 0 | 0 | $0 |
| SPUNGIN JOEL D | Director | July 27, 2004 A | · | 0 | 0 | $0 |
| ABBOUD A ROBERT | Director | July 27, 2004 A | · | 0 | 0 | $0 |
| Michael D Milligan | · | July 9, 2018 A | 14,890 | 0 | 0 | $0 |
| James M Mcdonald | · | July 16, 2007 S | 43,571 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 84 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| EWQ · iShares, Inc. | 6.38% | 97,563 SH | Sept. 11, 2026 | Daily |
| MTRA · Invesco Actively Managed Exchange-T… | 2.27% | 14,646 SH | Oct. 2, 2026 | Daily |
| EZU · iShares, Inc. | 1.77% | 754,210 SH | Sept. 11, 2026 | Daily |
| EXI · iShares Trust | 1.43% | 88,918 SH | Sept. 11, 2026 | Daily |
| PSCI · Invesco Exchange-Traded Fund Trust … | 1.30% | 34,740 SH | Oct. 2, 2026 | Daily |
| EFG · iShares Trust | 1.26% | 918,421 SH | Sept. 11, 2026 | Daily |
| ENZL · iShares Trust | 1.18% | 4,094,018 SH | Sept. 11, 2026 | Daily |
| IQLT · iShares Trust | 1.15% | 699,979 SH | Sept. 11, 2026 | Daily |
| IEV · iShares Trust | 1.00% | 72,245 SH | Sept. 11, 2026 | Daily |
| RZG · Invesco Exchange-Traded Fund Trust | 0.87% | 10,440 SH | Oct. 2, 2026 | Daily |
| IEUR · iShares Trust | 0.86% | 345,884 SH | Sept. 11, 2026 | Daily |
| XSMO · Invesco Exchange-Traded Fund Trust | 0.86% | 246,558 SH | Oct. 2, 2026 | Daily |
| VGK · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.82% | 1,405,186 SH | Aug. 19, 2026 | Daily |
| SAWS · ETF Series Solutions | 0.79% | 439 NS | July 31, 2026 | N-PORT |
| EFA · iShares Trust | 0.61% | 2,117,593 SH | Sept. 11, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.61% | 46,692 SH | Aug. 19, 2026 | Daily |
| IEFA · iShares Trust | 0.53% | 10,441,806 SH | Sept. 11, 2026 | Daily |
| IDEV · iShares Trust | 0.46% | 650,633 SH | Sept. 11, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.40% | 20,011,478 SH | Aug. 19, 2026 | Daily |
| ITA · iShares Trust | 0.38% | 392,973 SH | Sept. 11, 2026 | Daily |
| ACWX · iShares Trust | 0.36% | 195,940 SH | Sept. 11, 2026 | Daily |
| ESGD · iShares Trust | 0.35% | 187,858 SH | Sept. 11, 2026 | Daily |
| IMFL · Invesco Exchange-Traded Self-Indexe… | 0.35% | 18,111 SH | Oct. 2, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.34% | 42,767 SH | Aug. 19, 2026 | Daily |
| PPA · Invesco Exchange-Traded Fund Trust | 0.33% | 244,239 SH | Oct. 2, 2026 | Daily |
| IWO · iShares Trust | 0.33% | 375,943 SH | Sept. 11, 2026 | Daily |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.32% | 1,367,953 SH | Aug. 19, 2026 | Daily |
| IXUS · iShares Trust | 0.31% | 2,421,438 SH | Sept. 11, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.30% | 137,151 SH | Aug. 19, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.29% | 30,460,565 SH | Aug. 19, 2026 | Daily |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.26% | 6,143 SH | Oct. 2, 2026 | Daily |
| DFEN · Direxion Shares ETF Trust | 0.26% | 7,001 NS | July 31, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.24% | 1,516 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.21% | 10,630 NS | July 31, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.20% | 208,978 NS | July 31, 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.17% | 33,748 SH | Oct. 2, 2026 | Daily |
| SMDX · Tidal Trust III | 0.17% | 1,586 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.17% | 230,203 SH | Aug. 19, 2026 | Daily |
| PXF · Invesco Exchange-Traded Fund Trust … | 0.17% | 23,235 SH | Oct. 2, 2026 | Daily |
| IWM · iShares Trust | 0.16% | 1,021,583 SH | Sept. 11, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.16% | 42,642 SH | Oct. 2, 2026 | Daily |
| TOK · iShares Trust | 0.16% | 1,637 SH | Sept. 11, 2026 | Daily |
| URTH · iShares, Inc. | 0.15% | 53,161 SH | Sept. 11, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.14% | 81,958 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.14% | 24,375 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.13% | 112 NS | July 31, 2026 | N-PORT |
| ACWI · iShares Trust | 0.13% | 189,335 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.12% | 130,393 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.11% | 549,993 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.11% | 2,158,590 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.10% | 2,762 SH | Oct. 2, 2026 | Daily |
| ISCG · iShares Trust | 0.09% | 6,766 SH | Sept. 11, 2026 | Daily |
| ESML · iShares Trust | 0.08% | 18,694 SH | Sept. 11, 2026 | Daily |
| INTF · iShares Trust | 0.08% | 12,986 SH | Sept. 11, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.08% | 12,713 NS | July 31, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.07% | 7,207 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.07% | 47,142 SH | Aug. 19, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.06% | 449,802 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.06% | 866,458 SH | Aug. 19, 2026 | Daily |
| VFMO · VANGUARD WELLINGTON FUND | 0.05% | 6,864 SH | Aug. 19, 2026 | Daily |
| WSML · iShares Trust | 0.05% | 121,837 SH | Sept. 11, 2026 | Daily |
| DFUV · Dimensional ETF Trust | 0.03% | 32,505 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.03% | 4,098 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.02% | 84,201 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.02% | 5,075 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.02% | 2,393 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1,198,305 SH | Aug. 19, 2026 | Daily |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 5,626,896 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 3,288 SH | Aug. 19, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.01% | 8,654 NS | July 31, 2026 | N-PORT |
| SCZ · iShares Trust | 0.01% | 5,582,177 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 11,840 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.01% | 11,035 SH | Sept. 10, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 51,306 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.01% | 203 NS | July 31, 2026 | N-PORT |
| PDN · Invesco Exchange-Traded Fund Trust … | 0.00% | 73,482 SH | Oct. 1, 2026 | Daily |
| IPAC · iShares Trust | 0.00% | 475,511 SH | Sept. 11, 2026 | Daily |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 1,917,991 SH | Aug. 19, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 365,282 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 2,393,937 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 371,119 SH | Sept. 9, 2026 | Daily |
| XJR · iShares Trust | · | 5,420 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 1,751 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 3,892 SH | Sept. 11, 2026 | Daily |
AIR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
4 analysts · 2026-10-04Mean target $154.50 +50.7%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| AIR | · | 23.2 | 19.0% | 5.7% | 11.5% | 18.8% |
| MRCY | $7.52B | -252.4 | 7.8% | -3.0% | -2.0% | 28.6% |
| BETA | · | -2.2 | 136.0% | -2094.2% | -70.7% | 72.2% |
| VSEC | · | · | · | · | · | · |
| KRMN | $9.68B | 562.8 | 36.6% | 3.7% | 4.7% | 40.3% |
| ACHR | $5.60B | -7.6 | · | -206066.7% | -31.8% | · |
| FLY | $3.56B | -4.6 | 162.9% | -186.6% | -219.4% | 19.2% |
| LUNR | · | -22.2 | -7.9% | -39.6% | 9.4% | · |
| ATRO | · | 67.0 | 8.4% | 3.4% | 14.8% | 29.9% |
| RDW | $1.46B | -3.3 | 10.3% | -67.5% | -52.0% | 5.1% |
| DCO | $1.42B | -38.1 | 4.9% | -4.5% | -5.7% | 26.9% |
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