AAR Corp. (NYSE:AIR ) Q3 2025 Earnings Conference Call March 27, 2025 5:00 PM ET Company Participants Denise Pacioni - Director of Investor Relations John Holmes - Chairman, President and Chief Executive Officer Sean Gillen - Senior Vice President and Chief Financial Officer Conference Call Participants Kenneth Herbert - RBC Capital Markets Louie DiPalma - William Blair Michael Leshock - KeyBanc Capital Markets Scott Mikus - Melius Research Joshua Sullivan - The Benchmark Company Michael Ciarmoli - Truist Securities Operator Hello and welcome to AAR Corp. Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
AAR (AIR) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.96 per share. This compares to earnings of $0.85 per share a year ago.
WOOD DALE, Ill. , March 27, 2025 /PRNewswire/ -- AAR CORP.
I believe Nebius' 20% stock decline since my last article is tied to the broader S&P 500 selloff, not company fundamentals, as FY 2025 AAR guidance was highly positive. Nebius' AAR could surge from $90M in Q4 2024 to $750M–$1B by year-end 2025, signaling 10x growth potential. I'm seeing early signs of institutional buying, with 13-F filers increasing their stake by 110% qoq in Q4 2024. Nonetheless, Wall Street analyst coverage is still insignificant.
AIR makes a strong case for investment in the aerospace-defense equipment industry, given its growth prospects, low debt and expanding presence in the MRO industry.
SANTA CRUZ, Calif. & LONDON--(BUSINESS WIRE)--Joby Aviation, Inc. (NYSE:JOBY), a California-based company developing electric air taxis for commercial passenger service, today announced a partnership with Virgin Atlantic, a premium long-haul UK airline, that will see the companies partner on the launch of Joby's revolutionary air taxi service in the UK. The partnership builds on an existing agreement between Joby and Delta Air Lines – which owns a 49 percent stake in Virgin Atlantic – to launch.
AIR inks a deal to offer Cebu Pacific Air nacelle MRO services. The work is likely to be executed in Chonburi, Thailand.
WOOD DALE, Ill. , March 4, 2025 /PRNewswire/ -- AAR CORP.
Airline passengers show widespread interest in piloted air taxis, as travelers embrace the prospect of speedy, convenient and safe advanced air travel PHOENIX , March 4, 2025 /PRNewswire/ -- Honeywell (NASDAQ: HON) today released new survey results showing nearly all U.S. airline fliers (98%) would consider taking an electric vertical take-off and landing vehicle, or eVTOL, as part of their travel journey. Commonly referred to as air taxis, these piloted advanced air mobility (AAM) aircraft are poised to enter passenger service in select overseas locations and then will take flight in the U.S. The survey of 1,000 U.S. adult fliers also found that almost 8 out of 10 respondents would travel more often if they could take an air taxi to the airport (79%).
When a company is at the top of its industry, it is often afforded benefits that smaller players are not. Industry leaders often have key traits like economies of scale, top talent attraction, and prolific brand awareness.