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AIR Aar Corporation

Industrials, filed as AAR CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 2

  • 3 Owners
  • Max 0.1%
  • $27M
  • 2 add 1 reduce 1 exit

In 2026 Q2 Polen Capital Management and First Eagle Investment Management added to Aar, Mairs & Power trimmed, and Farallon Capital Management sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.1% (Mairs & Power). Not free-float ownership.

  1. Mairs & Power Reduce 0.11%
  2. Polen Capital Management Add 0.03%
  3. First Eagle Investment Manage... Add 0.02%

Who owns AIR

Sorted by value, long equity only, as of 2026 Q2.

History
Mairs & Power 0.11% Reduce −6.1% 83,933 $12M History
First Eagle Investment Management 0.02%, was 0.01% Add +26.7% 81,059 $12M History
Polen Capital Management 0.03%, was <0.01% Add +45.4% 23,561 $3.4M History
Farallon Capital Management exited 2026 Q2 Last 2026 Q1 0.03% Exit −0.03% 46,000 $5M History

3 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by AIR's executives, directors and 10% owners in the last 12 months, from their Form 4s

All AIR insider trades
  • None no insider bought on the open market
  • $25.8M sold by 7 insiders outside a trading plan
  • $5.2M sold by 1 insider under 10b5-1 plans
  1. Ellen M. Lord Director
    Sale
    $454K 4,341 shares at $104.64 43% of stake
    Traded Oct 29 Filed Oct 29
    ↗
  2. John McClain Holmes III CEO
    Sale
    $3.4M 35,000 shares at $97.41 7.9% of stake
    Traded Oct 26 Filed Oct 28
    ↗
  3. Ellen M. Lord Director
    Sale
    $425K 4,241 shares at $100.24 30% of stake
    Traded Oct 20 Filed Oct 22
    ↗
  4. Jessica A. Garascia Senior VP, GC, CAO & Secretary
    Sale
    $705K 6,284 shares at $112.20 18% of stake
    Traded Mar 26 Filed Mar 30
    ↗
  5. John McClain Holmes III CEO
    Sale
    $9.6M 86,175 shares at $110.95 27% of stake
    Traded Mar 26–27 Filed Mar 30
    ↗
  6. Billy Nolen Director
    Sale
    $173K 1,562 shares at $111.00 100% of stake
    Traded Mar 26 Filed Mar 27
    ↗
  7. Sarah Louise Flanagan CFO
    Sale
    $1.2M 10,750 shares at $108.56 25% of stake
    Traded Feb 4 Filed Feb 4
    ↗
  8. John McClain Holmes III CEO
    Sale
    $1.1M 10,000 shares at $108.44 4% of stake
    Traded Feb 3 Filed Feb 3
    ↗
  9. Eric Pachapa VP-CAO & Controller
    Sale
    $528K 4,983 shares at $105.94 20% of stake
    Traded Jan 22 Filed Jan 23
    ↗
  10. John McClain Holmes III CEO
    Sale
    $2.7M 26,749 shares at $99.10 10% of stake
    Traded Jan 13–14 Filed Jan 15
    ↗
  11. John McClain Holmes III CEO
    Sale
    $2.9M 30,000 shares at $97.50 11% of stake
    Traded Jan 12 Filed Jan 13
    ↗
  12. Christopher A. Jessup Senior Vice President-CCO
    Sale
    $2.3M 23,621 shares at $97.05 26% of stake
    Traded Jan 9 Filed Jan 12
    ↗
  13. Jessica A. Garascia Senior VP, GC, CAO & Secretary
    Sale
    $456K 4,787 shares at $95.25 14% of stake
    Traded Jan 8 Filed Jan 8
    ↗
  14. John McClain Holmes III CEO
    Planned sale
    $1.9M 23,077 shares at $84.12 8.9% of stake
    Traded Jan 2 Filed Jan 6
    ↗
  15. John McClain Holmes III CEO
    Planned sale
    $3.2M 38,462 shares at $83.50 13% of stake
    Traded Nov 5, 2025 Filed Nov 6, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 28 stock grants, 17 option exercises, 8 share withholdings for taxes, and 1 gift.

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
8-K 7.01,9.01 Filing Doc
8-K 1.01,2.03,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,3.02,7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
DEFA14A Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 5.02,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Gross profit $370.1M $442.3M $527.7M $622M
Net income $90.2M $46.3M $12.5M $187.7M

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.1B $1.39B $1.51B $1.74B
Total non-current assets * $0.735B $1.38B $1.33B $1.61B
Total assets $1.83B $2.77B $2.84B $3.36B
Total current liabilities $351.5M $466.9M $554.7M $613.2M
Total non-current liabilities $0.382B $1.11B $1.08B $1.04B
Total equity — — $1.21B $1.7B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $23.3M $43.6M $36.1M $98.7M
Cash from investing -$138M -$758.5M $10.7M -$308.7M
Cash from financing $137.7M $729.2M -$33.7M $208.6M
Net change in cash $22.9M $14.3M $13.1M -$1.4M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.