AAR Corp. (NYSE:AIR)

Growth At Reasonable Price.

Profile
AAR Corp.
1100 North Wood Dale Road
One Aar Place
Wood Dale, IL 60191
United States - Map
Phone: 630-227-2000
Fax: 630-227-2039
Website: www.aarcorp.com

Details
Index Membership: S&P 600 SmallCap
S&P 1500 Super Comp
Sector: Industrial Goods
Industry: Aerospace/Defense Products & Services
Full Time Employees: 5,800

Business Summary

AAR CORP. provides products and services for the aviation, government, and defense markets worldwide. The company?s Aviation Supply Chain segment engages in the purchase and sale of new, overhauled, and repaired engine and airframe parts and components for airline customers. It also repairs and overhauls avionics, electrical, electronic, fuel, hydraulic, and pneumatic components and instruments, and internal airframe components; and provides customized inventory supply and management programs for engine and airframe parts and components. The company?s Government and Defense Services segment engages in fixed- and rotary-wing flight operations; and transporting personnel and cargo in support of the U.S. Department of Defense and Department of State deployments. It also provides customized performance-based logistics programs in support of the U.S. Department of Defense and foreign governments' aircraft maintenance activities; and engineering, design, manufacturing, and system integration services, as well as performs engineering and design modifications on rotary-wing aircraft for government customers. The company?s Maintenance, Repair, and Overhaul segment provides airframe maintenance inspection and overhaul, painting, line maintenance, airframe modifications, structural repairs, avionic service and installation, exterior and interior refurbishment, and engineering services and support for various commercial and military aircraft. It also repairs and overhauls landing gears, wheels, and brakes for commercial and military aircrafts. The company?s Structures and Systems segment designs, manufactures, and repairs airdrop and other transportation pallets, and containers and shelters for use in support of military and humanitarian tactical deployment activities. It also designs, manufactures, and installs in-plane cargo loading and handling systems for commercial and military aircraft and helicopters. The company was founded in 1951 and is based in Wood Dale, Illinois.

***All above information from YAHOO FINANCE***

Can't miss at this valuation. Recent air show reveals huge demand. Boeing and Airbus garnering huge orders. Airlines doing well with good traffic demand. Under supplied for several years. Breaking out now.

Sell at 29.50

Received a 65 mil contract today and should rise. arospace will continue to prosper.

Downgraded to Sell by Jesup & Lamont.

companies are keeping aircraft longer and these guys provide the parts, hellooo

Peakstocks 25%

Obama, has one of the best Space policies we have seen since JFK. If he follows through we will see a big increase in Space since Reagan's Star Wars efforts infused this sector

Good consistant earner has hit bottom.

P/E = 9.6x v.17.2x for S&P 500
Price/Sales = 0.5x v. 1.2x
Profit Margin = 5.4% v 6.5%
Return on Equity = 15.0% v 13.0%
Return on Assets = 5.5% v 3.7%
Long Term Growth Rate = 15.0% v 12.6%
PEG Ratio = 0.6x v 1.4x

I see them moving back into positive growth after beating estimates. In the short-term it seems like a lump of coal but I think time will make this diamond shine again.

Trading at about book value, with a P/E of around 10, and seems fundamentally sound.

Can't seem to get my hands around why its continued to drop besides a maintenance flap that seems much ado about nothing ...

... book value is cash, tangible parts, not subprime mortgages ...

leasing is a very small part of the business ...

could it be too good to be true? I'm going back for a look at this in the real money portfolio.

Just like my previouse pick.

I don't think this stock has bottommed out yet. let's flip it to outperform in a few months.

This baby is coming off of a double bottom reversal at $20 is most likely going to recapture lost gains in the mid $30s before this summer is over. Say hello to investors looking to survive a recession this summer by jumping into the defense sector.

A jittery market has punished AIR's share price way more than the maintenance issue with landing gear warranted. Took this dip as a buy opportunity in my real portfolio.

Testing a portfolio of companies that start with the letter "A".

AIT EARNING HAVE EXCEEDED EXPECTATIONS. THEY APPEAR TO BE ON TRACK TO BUILD A HUGE COMPANY. GOOD COMPANY FOR LONG TERM INVESTING.