$AIR

2 theses

bullish 50%neutral 0%bearish 50%

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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 23, 4:45 PM ET

$AIRr/ValueInvestingStock Analysisbullish

u/ShowMeTheIncentives · 13h ago1 prior · awaiting results

AAR Corp. ($AIR)

AAR Corp is positioned to benefit from temporary aerospace headwinds reversing and structural tailwinds (aging fleet, travel growth, supply constraints) materializing over two years. Management's substantial stock grant with $175-$250 price hurdles signals conviction, and the MROH acquisition positions the company in high-margin MRO services despite near-term margin pressure from debt.

At post $95.25Now $95.250.0% since postedas of Oct 23, 4:45 PM ET

original post →

$AIRSEC Form 4bearish

Lord Ellen M. · AAR CORP · 29h agono track record yet

Sold 4,241 @ $100.24 avg · $425,129 · 2026-10-20

Form 4: Lord Ellen M. sold AIR

Lord Ellen M. (Director at AAR CORP) reported an open-market sale of 4,241 shares of AIR at an average $100.24, roughly $425,129, in a Form 4 filed 2026-10-22.

At post $96.67Now $95.25-1.5% since postedas of Oct 23, 4:45 PM ET

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View filing on SEC.gov →

End of results.