AAR (AIR) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.49
- Estimate
- $1.29
- Surprise
- +15.5%
- Revenue (period 2026-08-31)
- $918.0M
- Score at report (before → after)
- 6.0 → 6.0/10
Revenue source: xbrl.
How the report landed
AAR (AIR) beat the $1.29 estimate with adjusted EPS of $1.49 — a large 15.5% upside surprise. TrendMatrix's engine moved from Hold (6.0/10) to Sell at 6.0/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates AIR Sell at 5.8/10.
4 of the last 4 quarters beat the estimate; this quarter's +15.5% surprise compares with a +12.1% four-quarter average. Next scheduled report: 2027-01-05.
What supports the rating
- Strong earnings beat streak (4/4)
- Attractive valuation
What argues against it
- Concentration risk — Customer: commercial customers including major airlines (72.1%)
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.4)
- Sector modifier (Industrials): -0.7
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $104.52
- Price target
- $131.32
- Stop
- $97.24
- Upside to target
- +25.6%
- Reward-to-risk
- 1.9:1
The stock trades at 21.4× trailing but 15.6× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-30 — shown for context, not personalized investment advice.
AIR at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Aerospace & Defense
- Market cap
- $4.20B
- P/E (fwd)
- 15.6
- P/E (ttm)
- 21.4
- 52-week range
- $76.10–$154.00
- Off 52-week high
- 32.1%
- RSI (14)
- 60
- Volume vs avg
- 0.81×
- Score today
- 5.8/10