AAR Corp. is projected to report consensus revenue of $745.2 million and EPS of $1.41, while the stock currently trades at $72.45 against an average analyst price target of $84.50.
Investors are primarily focused on the organic growth of the Parts Supply segment and the successful integration of the Triumph Product Support acquisition.
Heightened commercial aftermarket demand, fueled by airlines extending the service lives of older aircraft, is expected to have driven significant volume in component sales and repair services. Analysts will also evaluate whether the company managed to expand operating margins in its MRO services division despite industry-wide labor constraints.