In early January 2026, two senior AAR Corp. executives reduced their equity stakes. On January 8, Jessica A. Garascia sold 4,787 shares of common stock, leaving her with 29,557 shares outstanding. Earlier, on January 2, CEO John McClain Holmes III disposed of 23,077 shares in a single transaction valued at approximately $1.94 million, cutting his ownership by 8.87%. Despite these moves, both executives remain materially invested in AAR, signaling confidence in the company’s long-term prospects.

AAR Corp. reported second-quarter adjusted EPS of $1.18, surpassing consensus estimates by 16%. Revenue for the period reached $795.3 million, ahead of forecasts by $31.7 million and up 16% year-over-year. The Parts Supply segment drove much of the growth, with total sales up 29% and organic sales in the new parts distribution division rising 32%. Lower operating expenses also contributed to double-digit revenue gains, reflecting disciplined cost management across Repair and Engineering operations.

The company’s balance sheet remains robust, with a current ratio of 2.84 and a debt-to-equity ratio of 0.67, underscoring ample liquidity and moderate leverage. AAR’s price-to-earnings ratio of 34.99 and price-to-sales ratio of 1.08 suggest the market is assigning a premium to its growth trajectory. Enterprise value to sales of 1.40 and earnings yield of 2.85% further contextualize the valuation relative to peers in the aviation services industry.