AAR Corp. provides products and services to commercial aviation, government, and defense markets worldwide. It operates through Aviation Services and Expeditionary Services segments. The Aviation Services segment engages in lease and sale of new, overhauled and repaired engine, and airframe parts and components, as well as aircrafts; and offers customized flight hour component inventory and repair, warranty claim management, and outsourcing programs for engine and airframe parts and components. This segment also provides fleet management and operations of customer-owned aircraft for the U.S. Department of State; customized performance-based supply chain logistics programs, which includes material planning, sourcing, logistics, information and program management, airframe and maintenance planning, and component repair, and overhaul services for U.S. Department of Defense and foreign governments. Further, it offers airframe inspection, maintenance, repair and overhaul, painting services, line maintenance, modifications, structural repairs, avionics service and installation, exterior and interior refurbishment, and engineering services and support; and repair and overhaul components including landing gears, wheels, and brakes for commercial and military aircraft; and operates six airframe maintenance facilities and one landing gear overhaul facility. The Expeditionary Services segment designs, manufactures, and repairs transportation pallets and containers and shelters for military and humanitarian tactical deployment activities, including armories, supply and parts storage, refrigeration systems, tactical operation centers, briefing rooms, laundry and kitchen facilities, water treatment, and sleeping quarters, as well as engages in provision of engineering, design, and system integration services for specialized command and control systems. AAR Corp. was founded in 1951 and is headquartered in Wood Dale, Illinois.

AAR Corp. appears to be a company with an operating base that has already improved noticeably, but the market has priced in that improvement fairly generously. TTM revenue has risen to 845 million, and net income to 68 million, supporting a stronger business profile than a year ago. At the same time, EPS and forward EPS remain high and continue to improve, confirming a recovery in earnings quality. The balance sheet has also strengthened: equity has increased to 1.64 billion, debt-to-equity has declined to 0.54, and the current ratio of 2.70 looks comfortable. However, by valuation multiples the stock no longer looks cheap: P/E, P/B, P/S, and especially P/FCF are above the industry median, which limits re-rating potential. This is especially important because free cash flow is valued very richly by the market, meaning investors are already paying for expectations of further improvement. Profitability is generally positive, but ROE, ROA, and ROI are still below industry benchmarks, and net and operating margins also fall short of the median. Gross margin is noticeably weaker than the industry, indicating limited pricing power or a higher cost base. On the other hand, operating margin and profitability have clearly improved versus last year, so the business trend is more likely positive. The company does not pay dividends, so the investment case rests almost entirely on earnings growth and valuation normalization. Overall, the fundamentals support a moderately positive view of the company, but the high valuation multiples and less-than-ideal margins do not allow for an aggressive increase in the target price. For investors, this is not a story of deep undervaluation, but rather of a materially improving business that is already partly reflected in the share price.

AAR Corp.

Сильный индекс, без изменений. Быки в растерянности.

Strong index, flat. The bulls are confused.

Сильный индекс, незначительно вырос. Рынок на стороне быков.

Strong index, slightly up. The market is on the bulls' side.

Сильный индекс, значительно упал. Отток средств из лонгов резко увеличился и находится на высоком уровне.

Strong index, significantly down. The outflow of funds from longs has increased sharply and is at a high level.

AIR improves profitability and the balance sheet, but trades at a premium on key multiples, so upside potential appears limited.

Lockheed Martin Corporation LMT reported second-quarter 2026 adjusted earnings of $7.94 per share, which beat the Zacks Consensus Estimate of $7.22 by 10%. The bottom line increased 8.9% from the year-ago quarter's reported figure of $7.29.
Operational Highlights of Lockheed
Net sales were $20.06 billion, which beat the Zacks Consensus Estimate of $19.34 billion by 3.7%. The top line inched up 10.5% from $18.16 billion reported in the year-ago quarter.
The year-over-year improvement was driven by higher sales growth registered by LMT’s business segments.
Lockheed Martin Corporation Price, Consensus and EPS Surprise
LMT’s Backlog
LMT’s backlog as of June 28, 2026, was $230.42 billion compared with $193.62 billion as of Dec. 31, 2025.
The Aeronautics segment accounted for $54.36 billion of the total backlog amount, while the Missiles and Fire Control segment contributed $87.88 billion. The Rotary and Mission Systems segment contributed $48.45 billion, while the Space unit accounted for $39.72 billion.
Lockheed’s Segmental Performance
Aeronautics: Sales increased 9.3% year over year to $8.11 billion. The increase was primarily driven by higher sales from the F 35 program.
The segment reported an operating profit of $760 million against the operating loss of $98 million in the year-ago quarter. The operating margin expanded 1070 basis points (bps) to 9.4%.
Missiles and Fire Control: Quarterly sales improved a solid 19.5% year over year to $4.10 billion. This was on account of higher sales from integrated air and missile defense programs, as well as tactical and strike missile programs.
The segment’s operating profit increased to $594 million from $479 million in the prior-year quarter. The operating margin expanded 50 bps to 14.5%.
Space: The top line improved 5.7% year over year to $3.50 billion, driven by higher sales from strategic and missile defense programs.
The segment’s operating profit increased to $371 million. The operating margin contracted 30 bps to 10.6%.
Rotary and Mission Systems: Quarterly revenues increased 7.8% to $4.35 billion on a year-over-year basis, driven by higher sales of Sikorsky helicopter programs.
The segment reported an operating profit of $437 million against the operating loss of $172 million in the second quarter of 2025. The operating margin contracted 1430 bps to 10%.
Financial Condition of LMT
Lockheed’s cash and cash equivalents totaled $3.79 billion as of June 28, 2026, compared with $4.12 billion at the end of 2025.
Cash from operating activities amounted to $3.46 billion as of June 28, 2026, compared with $1.61 billion a year ago.
Long-term debt as of June 28, 2026, totaled $20.54 billion compared with $20.53 billion at the end of 2025.
Lockheed’s 2026 Guidance
Lockheed expects to generate sales in the range of $79.75-$81.75 billion in 2026 compared with its previous guidance of $77.50-$80.00 billion. The Zacks Consensus Estimate is pegged at $79.16 billion, which lies above the midpoint of the company’s sales guidance.
LMT expects to generate adjusted EPS in the range of $29.95-$30.65 compared with its previous guidance of $29.35-$30.25. The consensus estimate is currently pegged at $29.97 per share, which lies above the midpoint of the company’s guidance.
Lockheed expects to generate cash from operations in the range of $9.20-$9.40 billion.
It expects capital expenditure of approximately $2.00-$2.40 billion.
Lockheed expects to generate a free cash flow of approximately $7.00-$7.20 billion.
LMT’s Zacks Rank
LMT currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Recent Defense Releases
Teledyne Technologies Inc. TDY reported second-quarter 2026 adjusted earnings of $6.28 per share, which surpassed the Zacks Consensus Estimate of $5.78 by 8.7%. The bottom line also improved 20.8% from $5.20 recorded in the year-ago quarter.
Total sales were $1.66 billion, which beat the Zacks Consensus Estimate of $1.57 billion by 5.9%. The top line also jumped 9.8% from $1.51 billion reported in the year-ago quarter.
Northrop Grumman Corporation NOC reported second-quarter 2026 adjusted earnings of $7.68 per share, which beat the Zacks Consensus Estimate of $6.84 by 12.3%. The bottom line, however, declined 5.8% from the year-ago quarter’s level of $8.15.
NOC’s total sales of $10.88 billion in the second quarter beat the Zacks Consensus Estimate of $10.80 billion by 0.7%. The top line also improved 5.1% from $10.35 billion reported in the year-ago quarter.
AAR Corp. AIR reported fourth-quarter fiscal 2026 adjusted earnings of $1.53 per share, which topped the Zacks Consensus Estimate of $1.41 by 8.5%. The bottom line also improved 31.9% from the year-ago quarter’s level of $1.16.
In the fourth quarter, AAR generated net sales of $928 million. The reported figure beat the Zacks Consensus Estimate of $892 million by 4%. The figure also increased 23% from $754.5 million recorded in the year-ago quarter.
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Lockheed Q2 Earnings Beat Estimates, Sales Increase Year Over Year

AAR Corp. AIR reported fourth-quarter fiscal 2026 adjusted earnings of $1.53 per share, which topped the Zacks Consensus Estimate of $1.41 by 8.5%. The bottom line also improved 31.9% from the year-ago quarter’s level of $1.16.
The company reported GAAP earnings of $1.27 per share compared with 95 cents in the prior-year quarter.
The year-over-year improvement in the bottom line can be attributed to strong sales growth.
AIR reported fiscal 2026 adjusted earnings of $5.05 per share, which were higher than the year-ago figure of $3.91, reflecting the impact of improved operating efficiency on higher sales volumes.
AIR’s Total Sales
In the quarter under review, AAR generated net sales of $928 million. The reported figure beat the Zacks Consensus Estimate of $892 million by 4%. The figure also increased 23% from $754.5 million recorded in the year-ago quarter.
The year-over-year improvement can be attributed to the double-digit growth across new parts Distribution within the company's Parts Supply segment and the impact of AIR’s acquisitions of HAECO Americas and ADI.
The company reported total revenues of $3.31 billion in fiscal 2026, which were higher than $2.78 billion in fiscal 2025.
AAR Corp. Price, Consensus and EPS Surprise
AAR: Segment Details
Parts Supply sales surged 38.7% to $423.8 million from $305.5 million in the prior-year quarter. Organic growth in new-parts distribution was 19%, with commercial distribution rising 28% organically and government distribution increasing 7%.
Repair, Engineering, and Software sales jumped 35.1% to $314.4 million. Growth reflected the HAECO Americas acquisition, record component maintenance sales, higher airframe maintenance volumes and capacity, and increased recurring revenues at Trax.
Government Solutions sales declined 8% to $130.2 million due to lower activity under the Worldwide Aviation Support Services program.
Legacy Commercial Programs recorded sales of $59.6 million, down 20.3% year over year.
AIR’s Operational Update
AIR’s adjusted operating income increased 27.4% to $98 million, while adjusted operating margin improved 10 basis points to 10.6%.
Selling, general and administrative expenses amounted to $99.6 million compared with $77.4 million a year ago.
Net interest expenses for the quarter totaled $16.3 million compared with $18.4 million in the year-ago period.
Financial Details of AAR
As of May 31, 2026, AAR’s cash and cash equivalents amounted to $84 million compared with $96.5 million as of May 31, 2025.
The company’s long-term debt totaled $893.9 million as of May 31, 2026, down from $968 million as of May 31, 2025.
In fiscal 2026, net cash provided from operating activities was $98.7 million compared with net cash flow of $36.1 million in the year-ago period.
AIR’s Zacks Rank
AAR currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Upcoming Q2 Defense Releases
Lockheed Martin Corporation LMT is set to report second-quarter 2026 earnings on July 23, before market open.
The consensus estimate for LMT’s earnings is pegged at $7.22 per share. The consensus estimate for its sales is pegged at $19.52 billion, indicating year-over-year growth of 7.5%.
The Boeing Company BA is set to report second-quarter 2026 earnings on July 28, before market open.
The Zacks Consensus Estimate for BA’s loss stands at 24 cents per share. The consensus estimate for its sales is pegged at $24.03 billion, calling for year-over-year growth of 5.7%.
General Dynamics Corporation GD is set to report second-quarter 2026 results on July 29, before market open.
The Zacks Consensus Estimate for GD’s earnings is pegged at $3.93 per share. The consensus mark for its sales is pegged at $13.49 billion, suggesting a year-over-year rise of 3.4%.
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AAR Q4 Earnings Surpass Estimates, Sales Rise Year Over Year

(RTTNews) - AAR Corp (AIR) reported earnings for its fourth quarter that Increases, from last year
The company's earnings came in at $50.7 million, or $1.27 per share. This compares with $34.0 million, or $0.95 per share, last year.
Excluding items, AAR Corp reported adjusted earnings of $61.0 million or $1.53 per share for the period.
The company's revenue for the period rose 23.0% to $928.0 million from $754.5 million last year.
AAR Corp earnings at a glance (GAAP) :
-Earnings: $50.7 Mln. vs. $34.0 Mln. last year. -EPS: $1.27 vs. $0.95 last year. -Revenue: $928.0 Mln vs. $754.5 Mln last year.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

AAR Corp Reports Advance In Q4 Bottom Line

AAR Corp. AIR continues to strengthen its position in the global aircraft maintenance, repair and overhaul (MRO) market through its comprehensive portfolio of aviation aftermarket services. The company provides airframe maintenance, component repair, parts supply, engineering support and fleet management solutions for commercial airlines, government agencies and defense customers worldwide.
AAR has been steadily expanding its MRO capabilities by increasing its maintenance capacity, enhancing its component repair services and growing its global distribution network. The company's strategically located maintenance facilities and broad aftermarket offerings enable customers to improve fleet availability, reduce operating costs and extend aircraft service life.
The aircraft MRO market continues to benefit from rising global air travel, aging aircraft fleet and increasing demand for cost-effective maintenance solutions. Airlines are focusing on maximizing aircraft utilization while delaying fleet replacements, driving greater demand for maintenance, repair and component support services. At the same time, defense customers are increasing investments in sustainment programs to maintain mission readiness, creating additional opportunities for MRO providers.
AAR is well-positioned to benefit from these favorable industry trends through its diversified customer base, global MRO footprint and expanding aftermarket capabilities. The company's continued investments in maintenance capacity, inventory availability and supply-chain solutions should support long-term growth as demand for aircraft sustainment services continues to increase.
Aircraft MRO Stocks to Keep on the Radar
Other aerospace and defense companies strengthening their presence in the aircraft MRO market are discussed below:
RTX Corporation RTX: Through its Pratt & Whitney and Collins Aerospace businesses, RTX provides engine maintenance, component repair, digital maintenance solutions and comprehensive aftermarket support for commercial and military aircraft worldwide.
The Boeing Company BA: Through its Global Services business, Boeing provides maintenance, repair, engineering, supply chain and digital sustainment solutions for both commercial and military aircraft, supporting customers across countries.
The Zacks Rundown for AIR
Shares of AIR have risen 81.6% in the past year compared with the industry’s 12.4% growth.
Image Source: Zacks Investment Research
The company shares are trading at a discount on a relative basis, with its forward 12-month Price/Sales being 1.45X compared with its industry’s average of 8.67X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for AIR’s 2026 and 2027 earnings has moved north over the past 60 days.
Image Source: Zacks Investment Research
AIR stock currently sports a Zacks Rank #1 (Strong Buy).
You can see the complete list of today’s Zacks #1 Rank stocks here.
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Is AAR Expanding Its Presence in the Aircraft MRO Market?

Key Points
FTAI Power is an exciting business poised to benefit from growing investment in data centers.
FTAI's core business also has excellent long-term growth prospects from servicing engines used on Boeing and Airbus airplanes.
Investors need to keep an eye out for any potential slowdown in flight departures.
Shares in FTAI Aviation (NASDAQ: FTAI) rose by 37.4% in the first half of 2026, according to the data from S&P Global Market Intelligence. It's an excellent performance, but it was anything but linear. Instead, FTAI has had a volatile year, with many of the year's topical issues: AI-linked investment, the conflict in Iran, and energy prices. Given that these factors remain highly dynamic, volatility is likely to continue.
FTAI Aviation has three businesses
The company operates three businesses that are highly related but distinct. The core business is providing engine maintenance for airlines and airplane owners. The second is aviation leasing, where it takes assets (airplanes) on its books, raises third-party capital, and then owns and leases the airplanes to airlines, while ensuring the engines are maintained. The third, nascent, business is FTAI Power, which was launched at the end of 2025, and converts CFM56 engines (which power the legacy Airbus A320 family of planes as well as the legacy Boeing 737) into power turbines to provide energy to data centers globally.
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All three were impacted by events in 2026.
Good news and bad news
While it's obvious to think of the company as being in direct competition with engine manufacturers like GE Aerospace and its joint venture, CFM International, in reality, it signed a multi-year agreement on CFM56 engines with CFM International in January.
The deal is mutually beneficial, as FTAI secures replacement parts to maintain and service the CFM56 engine, and GE Aerospace and its partner Safran secure a reliable market for their CFM56 parts. In addition, it frees up GE Aerospace to focus on growing its aftermarket business on the newer LEAP engine.
The CFM deal was good news, but the launch of a war with Iran led to soaring jet fuel prices, and GE Aerospace and others have reduced their estimates for flight departures this year. That's not good news for companies that service engines or lease airplanes.
Turning to FTAI Power, there's no doubt that the environment has strengthened for companies with data center infrastructure exposure, such as GE Vernova. Still, FTAI isn't set to start generating revenue until 2027, so investors won't see the immediate impact for a while yet.
Where next for FTAI Aviation?
Investors have reason to be positive. Lower flight departures in 2026 are an issue, but as GE Aerospace and Delta Air Lines argue, the travel industry tends to bounce back stronger after (hopefully) temporary periods of high oil prices. In addition, FTAI Power will start generating revenue in 2027, and investors will be more willing to price in the business's long-term growth. That said, jet fuel prices and their impact on flight departures are a watch item.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Here's Why FTAI Aviation Stock Was Red Hot in the First Half of 2026

Investors interested in Aerospace stocks should always be looking to find the best-performing companies in the group. Has AAR (AIR) been one of those stocks this year? A quick glance at the company's year-to-date performance in comparison to the rest of the Aerospace sector should help us answer this question.
AAR is a member of our Aerospace group, which includes 51 different companies and currently sits at #9 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.
The Zacks Rank emphasizes earnings estimates and estimate revisions to find stocks with improving earnings outlooks. This system has a long record of success, and these stocks tend to be on track to beat the market over the next one to three months. AAR is currently sporting a Zacks Rank of #1 (Strong Buy).
Over the past 90 days, the Zacks Consensus Estimate for AIR's full-year earnings has moved 4% higher. This means that analyst sentiment is stronger and the stock's earnings outlook is improving.
Based on the most recent data, AIR has returned 12.7% so far this year. At the same time, Aerospace stocks have gained an average of 3.5%. This means that AAR is performing better than its sector in terms of year-to-date returns.
Another Aerospace stock, which has outperformed the sector so far this year, is Redwire Corporation (RDW). The stock has returned 33.2% year-to-date.
In Redwire Corporation's case, the consensus EPS estimate for the current year increased 54.5% over the past three months. The stock currently has a Zacks Rank #2 (Buy).
To break things down more, AAR belongs to the Aerospace - Defense Equipment industry, a group that includes 26 individual companies and currently sits at #138 in the Zacks Industry Rank. On average, this group has gained an average of 5.4% so far this year, meaning that AIR is performing better in terms of year-to-date returns.
On the other hand, Redwire Corporation belongs to the Aerospace - Defense industry. This 24-stock industry is currently ranked #147. The industry has moved +2.6% year to date.
Going forward, investors interested in Aerospace stocks should continue to pay close attention to AAR and Redwire Corporation as they could maintain their solid performance.
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Are Aerospace Stocks Lagging AAR (AIR) This Year?

RTX Corporation RTX, through its Collins Aerospace business, continues to boost its global aerospace support infrastructure to address rising demand from commercial aviation customers. On June 9, 2026, Collins Aerospace announced the expansion of its maintenance, repair and overhaul (MRO) facility at Subang Aerotech Park in Malaysia. The $63 million investment increases the site's footprint from nearly 46,000 square feet to 164,000 square feet, establishing Subang as a key regional center for advanced component support and technical services.
RTX's expansion underscores its strategy to strengthen its position in the rapidly growing Asia-Pacific aviation market. As airlines in the region continue expanding fleets and increasing flight activity, demand for MRO services and component support is expected to rise. The enhanced Malaysia facility will enable Collins Aerospace to serve a broader customer base while increasing regional service capacity.
The site will provide advanced MRO capabilities for key aircraft components, including air cycle machines, heat exchangers, valves and next-generation starters. The Subang facility will leverage advanced technologies such as digital tier boards, eAndon systems, autonomous mobile robots and real-time location systems to boost productivity, streamline operations and reduce turnaround times.
The investment builds on RTX's long-standing aerospace presence and broad portfolio of aircraft technologies. Through Collins Aerospace, the company supplies avionics, aerostructures, power systems, interiors, environmental control systems and numerous mission-critical aircraft components. Continued investment in global service infrastructure could help RTX strengthen customer relationships, enhance operational support capabilities and further expand its presence across international aviation markets.
Companies Expanding Aircraft MRO Capabilities
As global aircraft fleets continue growing, aerospace companies are investing in MRO capabilities to support increasing service requirements and improve operational efficiency. Companies like GE Aerospace GE and AAR Corp. AIR are also enhancing their presence in this area.
GE Aerospace leverages its extensive MRO network to provide engine overhaul, repair and lifecycle support services across global aviation markets.
AIR offers aircraft maintenance, component repair and aviation support services through its global MRO network, serving commercial airlines, cargo operators and government customers.
Earnings Estimates for RTX
The Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests year-over-year growth of 9.86% and 8.98%, respectively.
Image Source: Zacks Investment Research
RTX Stock Trading at a Discount
RTX is trading at a discount relative to the industry, with a forward 12-month price-to-sales of 2.49X compared with the industry average of 2.5X.
Image Source: Zacks Investment Research
RTX Stock Price Performance
Over the past year, RTX shares have rallied 28% against the industry’s 0.1% decline.
Image Source: Zacks Investment Research
RTX’s Zacks Rank
RTX currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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How Is RTX Expanding Its Global Aerospace Service Capabilities?

Key Points
SpaceX is preparing for a public market debut in June and will likely be the largest initial public offering ever.
Redwire provides technology for both space and defense customers.
It was recently selected to compete under a $1.8 billion contract program to design and build advanced space surveillance and reconnaissance satellites.
SpaceX is set to make its public market debut in June and is likely to be the largest initial public offering (IPO) on record. As the company gears up to go public, investors are beginning to pay more attention to space stocks, and for good reason. According to McKinsey, the global space economy could reach $1.8 trillion by 2035.
Space is becoming an increasingly important element of national security, and the U.S. is investing heavily in its development, procuring satellites, autonomous systems, spacecraft, sensors, and other key space components. Redwire (NYSE: RDW) is one space company that provides crucial infrastructure and technology to help make this possible. Is the stock a buy ahead of the SpaceX IPO?
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Redwire plays a key role in defense and the growing space industry
Redwire operates two distinct segments: a space segment and a defense technology segment. In its space segment, Redwire develops hardware and technology for space infrastructure, including building blocks for spacecraft, like solar panels, robotic arms, and other parts, along with parts that support massive satellite constellations. When NASA's Artemis II mission took flight earlier this year, Redwire's optical imaging and sun sensor technologies were tools utilized on the Orion spacecraft.
In its defense technology segment, Redwire builds highly advanced military drones (uncrewed aerial systems) that can fly autonomously, have been combat-tested, and can operate in highly contested, GPS-denied environments. For example, Redwire has delivered hundreds of its Penguin drones directly to the Ukrainian military for use in real-world combat operations.
The company is a major provider and has customers that include the U.S. government, including NASA, the U.S. Army, the Marine Corps, and the Department of Homeland Security. But it also provides components for top aerospace and defense companies, including Lockheed Martin, Boeing, Airbus, and Blue Origin.
In April, the U.S. Space Force's Space Systems Command selected Redwire as one of 14 companies to compete under this $1.8 billion contract program to design and build advanced space surveillance and reconnaissance satellites. Earlier this year, it was awarded a multi-award contract for the Missile Defense Agency's Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) IDIQ.
Is Redwire a buy?
Redwire's backlog is up to $498 million, and analysts expect 40% revenue growth in 2026 and another 20% in 2027. That said, the business is currently losing money, and analysts don't forecast profitability within the next three years.
Redwire is an early-stage company that has secured several key government contract wins, and as a result, the stock has surged 198% year to date. Given the stock's recent surge and lack of near-term profitability, Redwire is best left for aggressive investors with a long-term outlook and willing to stomach sizable price swings.
Should you buy stock in Redwire right now?
Before you buy stock in Redwire, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Redwire wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $463,900!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,294,401!*
Now, it’s worth noting Stock Advisor’s total average return is 978% — a market-crushing outperformance compared to 211% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of June 1, 2026.
Courtney Carlsen has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Boeing and Redwire. The Motley Fool recommends Lockheed Martin. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Is Redwire Stock a Buy Ahead of the SpaceX IPO?

Key Points
Boeing's free cash flow swung from negative to positive in 2025.
The company has more than 6,100 commercial airplane orders in its backlog.
Boeing's partnership with the U.S. military is expanding in a newly released multi-year framework.
The Boeing Company (NYSE: BA) sought to close what was a tumultuous chapter in its history. From production halts to outright tragedies, Boeing is entering, hopefully, a much better era. Boeing has three tailwinds in particular that make its stock a buy in 2026.
A staggeringly large backlog, a new seven-year framework with the Department of Defense, and warming relations with China are all reasons why Boeing will rebound in 2026 and in the years ahead.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Boeing's ready for a smoother ride
Boeing's backlog has grown to an astronomical $682 billion. This includes more than 6,100 commercial airplane orders. A backlog of this size provides excellent long-term revenue visibility and demand that is unlikely to fizzle out anytime soon.
On April 1, Boeing announced its new initiative with the U.S. Department of Defense to triple production of PAC-3 missile seeker components. The deal is a positive sign that the company's relationship with the government is durable and likely to grow if defense spending continues to increase.
Lastly, Boeing is closing in on a massive 500 jet deal with China. If this sale closes, it would be one of the largest in company history. Chinese airlines have mostly purchased aircraft from Airbus (ETR: AIR) in recent years, but Boeing is working to regain international market share.
There was hope the deal would close after President Donald Trump met with China's President Xi in a meeting originally scheduled for the end of March, but it was postponed due to the ongoing conflict in Iran. The meeting was rescheduled for mid-May.
Boeing's financials are still in recovery mode but showing improvement. For the full year 2025, Boeing's revenue reached $89.5 billion, a 34% year-over-year increase. The manufacturer made 600 commercial deliveries, which was its highest total since 2018.
Free cash flow also impressively swung from negative to positive, going from a loss of $12 billion to $1.06 billion in 2025 as well. This steep recovery is expected to continue through 2026. This trajectory should help Boeing reduce its debt load and reward patient investors.
The stock is lifting higher
Boeing's stock has also increased by over 20% in the past 12 months on the company's financial turnaround. The analysts' consensus is optimistic. The average price target for Boeing is now $270. As of April 2, the stock is trading slightly above $200, suggesting plenty of room to run.
With a giant backlog, robust defense contracts, and potential to claw back market share from Airbus overseas, Boeing's runway is clear and ready for takeoff. It's a compelling recovery story for an American institution.
Should you buy stock in Boeing right now?
Before you buy stock in Boeing, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Boeing wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $532,066!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,087,496!*
Now, it’s worth noting Stock Advisor’s total average return is 926% — a market-crushing outperformance compared to 185% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 6, 2026.
Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Boeing. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Tailwinds Making Boeing's Stock a Buy in 2026

Key Points
Senior VP and General Counsel Jessica Garascia sold 6,284 shares of Common Stock on March 26, 2026, for a transaction value of ~$705,000 at a weighted average price around $112.20 per share.
This transaction represented 17.53% of Jessica Garascia’s direct Common Stock holdings at the time of sale, reducing her direct position to 29,557 shares.
The activity was entirely direct and derivative in nature, reflecting an option exercise with immediate disposition of the underlying shares.
Jessica A. Garascia, Senior Vice President, General Counsel and Secretary of AAR Corp. (NYSE:AIR), reported the exercise and immediate sale of 6,284 shares of Common Stock for a transaction value of approximately $705,000, according to a SEC Form 4 filing.
Transaction summary
Shares sold (direct)
6,284
Transaction value
$705,000
Post-transaction shares (direct)
29,557
Post-transaction value (direct ownership)
~$3.28 million
Transaction value based on SEC Form 4 weighted average purchase price ($112.20); post-transaction value based on March 26, 2026 market close.
Key questions
What was the nature of this transaction, and what does the derivative context indicate?
The transaction involved the exercise of 6,284 stock options, with all shares immediately sold; this reflects a liquidity event rather than a discretionary open-market sale.
How did this sale impact Jessica Garascia’s direct Common Stock holdings and ownership percentage?
Her direct Common Stock holdings were reduced by 17.53%, from 35,841 shares pre-transaction to 29,557 shares post-transaction.
How does the scale of this sale compare to Garascia’s recent trading activity?
This sale exceeded the recent median sale size of 4,209 shares (drawn from four sales since July 2024), reflecting a step-up in sale proportion explained by the shrinking holdings base.
What is the remaining equity exposure for the insider, and does the transaction suggest any change in long-term alignment?
Garascia continues to hold 29,557 shares of Common Stock directly, maintaining active equity exposure; the transaction appears to be a routine option exercise for liquidity rather than a strategic shift in long-term ownership.
Company overview
Revenue (TTM)
$3.13 billion
Net income (TTM)
$171.00 million
Employees
5,700
1-year price change
101.14%
* 1-year price change is calculated using March 26, 2026 as the reference date.
Company snapshot
AAR Corp. provides aftermarket aviation services, including inventory management, parts distribution, maintenance, repair, and overhaul (MRO), as well as engineering solutions and expeditionary logistics support.
It generates revenue through service contracts, parts sales and leasing, and performance-based logistics programs for both commercial and defense customers.
The company serves a global client base comprising commercial airlines, cargo carriers, aircraft leasing companies, OEMs, and military/government agencies.
AAR Corp. operates at scale as a leading independent provider of aviation services, leveraging a diversified portfolio across commercial and defense end markets. The company’s strategy focuses on integrated supply chain solutions and MRO capabilities, positioning it as a key partner for airlines and government entities seeking operational efficiency and reliability.
Its competitive advantage lies in its broad service offering, global reach, and established relationships with both commercial and military customers.
What this transaction means for investors
General Counsel Jessica Garascia’s March 26 sale of AAR Corp. stock isn’t a cause for concern. Some of her stock options vested, and she chose to dispose of the shares. She still retained almost 30,000 shares after the transaction, suggesting she is not in a rush to sell her holdings.
Garascia’s sale comes on the heels of AAR stock reaching a 52-week high of $122.97 on March 25. The stock rose as the company reported excellent business performance for its fiscal third quarter ended Feb. 28.
AAR announced fiscal Q3 sales of $845.1 million, which represented a 25% year-over-year increase. Moreover, the company achieved a dramatic reversal from a net loss of $8.9 million in the previous year’s fiscal third quarter to net income of $68 million this year.
Thanks to its strong Q3 net income, AAR’s price-to-earnings ratio has dropped to a low point over the past year. This suggests its stock is at a compelling valuation to make picking up shares worthwhile. That said, because the stock is not far from its 52-week high, now isn’t a bad time to sell although shareholders may want to hold onto the stock given the company’s strong performance.
Should you buy stock in Aar right now?
Before you buy stock in Aar, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Aar wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $532,066!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,087,496!*
Now, it’s worth noting Stock Advisor’s total average return is 926% — a market-crushing outperformance compared to 185% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of April 3, 2026.
Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	29.88 26.63
Price/Sales	1.61 1.47
P/B	3.27 2.65
P/FCF	63.24 19.57

Indicator	TTM Median
ROE	12.07 14.40
ROA	5.54 5.89
ROI	7.20 8.74
Net Worth	5.35 1.31
Quick Ratio	1.23 1.17
Current Ratio	2.70 1.58

Indicator	TTM Median
Net Profit Margin	5.45 7.36
Operating Margin	8.64 9.96
Gross Margin	19.01 32.60
Return on tangible equity	27.84 25.62

Indicator	TTM Median
EPS	1.53 0.64
EPS Forecast	1.41 0.62
Revenue	845.00M 181.00M
Gross Profit	155.00M —
EBITDA	87.00M —

AAR Corp.

Recent quarterly and TTM performance

Valuation

Debts

Efficiency

Other ratios

Revenue