AAR Corp. (AIR) — RQD Stock Rating Cockpit

Per the Roarable RQD rating, AAR Corp. scores 50 out of 100, earning a D grade and the verdict "Roarable Sell — Underperform / Distribution Warning." The five pillars break down as follows. Fundamental Cash Engine scores 11 of 20, citing ROIC of 12% and an FCF yield of 1.48%. Whale 13F Flow scores 7 of 20, reflecting institutional accumulation and options positioning. Insider Conviction scores 12 of 20, based on SEC Form 4 and Congressional PTR cluster flow. Macro Regime Fit scores 7 of 20, citing a beta of 1.0 and sector sensitivity. Forensic Balance Sheet scores 13 of 20, citing an Altman Z of 2.5, a Piotroski F of 6 of 9, and a Debt/Equity of 0.61.

For a prospective investor evaluating the stock today, the upside drivers in this rating are the balance sheet and insider-flow readings, which sit in the mid-range, and the 12% ROIC. The valuation tradeoff is that the stock trades at a P/E (TTM) of 22.4 and a forward P/E of 20.8 while the FCF yield is only 1.48%, meaning cash generation does not yet offset the earnings multiple. The low Macro Regime Fit and Whale Flow scores suggest the rating's weakest links are external demand signals rather than internal financial health. These are analytical observations drawn from the rating, not a personalized recommendation.

AAR Corp. (AIR) is a NYSE-listed issuer in the Industrials sector, operating within the Aerospace industry. Per the profile, it carries a market capitalization of $4.2B. The source data does not describe its specific products, customer base, or revenue model. Per the market data, gross margin is 18.8% and net margin is 5.7%.

Per the SEC financials, net income rose from $12.5M in FY 2024 to $187.7M in FY 2025 on revenue of $3308.0M. Per the market data, operating margin is 0%, and the source does not reconcile this with the reported operating income figures. Per the market data, ROIC is 12% and the Altman Z-Score is 2.5. Per the RQD rating, the Piotroski F-Score is 6 of 9 and Debt/Equity is 0.61. Per the SEC financials, debt declined from $986.7M to $952.7M between FY 2024 and FY 2025, while cash rose from $61.7M to $75.6M.

Per the recent news feed, the most recent item is a Yahoo Finance Singapore market report, flagged YELLOW. A Seeking Alpha report, also YELLOW, is headlined as covering "Some Turbulence Amidst A Big M&A Move." Moomoo reports an officer sale of US$3.41 Million in common stock, and Investing.com reports a director sale of $454,238. Benzinga reports a further sale of $3.41M by an officer, flagged RED under RISK WATCH. A Yahoo Finance item reports the stock down 6.3% since its last earnings report. The Butterfly Supply-Chain Graph reports no supply chain links and no proprietary signals.

Per the Butterfly Supply-Chain Graph, supply chain status is NONE, with no upstream or downstream links and no proprietary signals recorded. The source data therefore does not identify specific supplier, customer, or sector dependencies. The only sector information available is the classification as Industrials within Aerospace. The source does not establish sector correlations or 2nd-order bottlenecks, so a prospective investor would need to examine these independently.

• What are the company's specific products, customers, and revenue segments, given that the source describes only its sector and industry?
• The FY 2025 and FY 2024 operating income figures are reported as $0.0M while the market data lists operating margin as 0%; which figures reflect the actual reported results?
• What is the nature of the "big M&A move" referenced in the Seeking Alpha headline, and how might it affect the financial trend?
• What explains the gap between the 1.48% FCF yield and the 12% ROIC, and how durable is FY 2025 free cash flow of $62.1M relative to FY 2023?
• Who are the institutional holders and what are the 13F positions behind the Whale Flow score of 7 of 20?