Will AAR (USA Stocks:AIR) sophisticated investors stop to quit in October?

AAR Corp has recently encountered a notable downturn, raising questions among investors about the potential for a rebound. The company, operating in the Aerospace & Defense sector, reported a loss in its latest fiscal year, which ended in May. With total liabilities reaching $1.6 billion and operating expenses at $280.2 million, the financial landscape appears challenging. However, the end period cash flow increased to $96.1 million, hinting at possible resilience. The stock currently has one analyst rating it as a buy, suggesting that some see this slump as a potential entry point for savvy investors. As the market weighs the implications of these financials, the question remains: is this the right moment to consider AAR Corp for your portfolio? AAR Corp is set to release its earnings today, and there are some interesting trends to note. The company's Cash Per Share has remained steady over the past year. As of September 24, 2024, its Interest Coverage is expected to rise to 4.47, although the Dividend Yield may see a slight decrease of 0.000073. While some baby boomers express concerns about the aerospace and defense sector, AAR Corp presents itself as a viable investment option. We'll explore whether this year could be more promising for AAR Corp shareholders.
Published over two months ago
View all stories for AAR Corp | View All Stories
Macroaxis uses a strict editorial review process to publish stories and blog posts. Our publishers support our company and may receive a small commission when the partner links or references are utilized. Commissions do not affect the opinions or evaluations of our editorial team. The information our editors and media partners deliver is confidential and licensed for your sole use as a Macroaxis user. We reserve all rights to the content of this article, and therefore copying or distributing this story in whole or in part is strictly prohibited.

Reviewed by Michael Smolkin

AAR Corp (NYSE: AIR) is currently grappling with a downturn, which may present a compelling buying opportunity for investors willing to leverage their positions. With long-term debt standing at 985.4M and a potential upside of 3.09, savvy investors could capitalize on the stock's current valuation, especially as it trades near its low price of 68.93.

Top Findings

AAR Corp carries $1.08 billion in debt, with a debt-to-equity ratio of 0.16. This suggests the company isn't fully leveraging borrowing to boost profits. However, its current ratio stands at 2.83, indicating strong liquidity and the ability to meet financial obligations as they come due. While the low debt levels might seem conservative, they also mean AAR Corp has room to use debt strategically for growth opportunities that could yield high returns.
AAR Corp financial leverage ratio helps determine the effect of debt on the overall profitability of the company. It measures the total debt position of AAR Corp, including all of AAR Corp's outstanding debt obligations, and compares it with the equity. In simple terms, the high financial leverage means the cost of production, together with running the business day-to-day, is high, whereas, lower financial leverage implies lower fixed cost investment in the business and generally considered by investors to be a good sign. So if creditors own a majority of AAR Corp assets, the company is considered highly leveraged. Understanding the composition and structure of overall AAR Corp debt and outstanding corporate bonds gives a good idea of how risky the capital structure of a business is and if it is worth investing in it. Please read more on our technical analysis page.

Understanding AAR Total Liabilities

AAR Corp liabilities are broken down into two parts on the balance sheet. These are short-term (or current) obligations and long-term debt. AAR Corp has to fulfill its short-term liabilities in this reporting year and should be no more than 12 months old. Long-term debt, on the other hand, is anything beyond the 12-month payment timeframe. Common short-term liabilities found on AAR Corp balance sheet include debt obligations and money owed to different AAR Corp vendors, workers, and loan providers. Below is the chart of AAR short long-term liabilities accounts currently reported on its balance sheet.
You can use AAR Corp financial leverage analysis tool to get a better grip on understanding its financial position

How important is AAR Corp's Liquidity

AAR Corp financial leverage refers to using borrowed capital as a funding source to finance AAR Corp ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. AAR Corp financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Financial leverage can amplify the potential profits to AAR Corp's owners, but it also increases the potential losses and risk of financial distress, including bankruptcy, if the firm cannot cover its debt costs. The degree of AAR Corp's financial leverage can be measured in several ways, including by ratios such as the debt-to-equity ratio (total debt / total equity), equity multiplier (total assets / total equity), or the debt ratio (total debt / total assets). Please check the breakdown between AAR Corp's total debt and its cash.

Breaking down the case for AAR Corp

The entity reported the last year's revenue of 2.32 B. Total Income to common stockholders was 45.8 M with profit before taxes, overhead, and interest of 371.3 M.

Liabilities Breakdown

490.2 M
Total Current Liabilities
1.2 B
Non Current Liabilities Total
Total Current Liabilities490.25 Million
Liabilities And Stockholders Equity2.96 Billion
Non Current Liabilities Total1.22 Billion
Non Current Liabilities Other22.52 Million
In the world of investing, the saying "buy low, sell high" often rings true, and AAR Corp (NYSE: AIR) may present such an opportunity following its recent slump.
With a market capitalization of $2.48 billion and a price-to-sales ratio of 1.07, the stock appears undervalued, especially considering its revenue of $2.32 billion and EBITDA of $203.3 million. However, the company carries a total debt of $1.08 billion, which includes long-term obligations of $985.4 million, raising concerns about its leverage. Despite these challenges, AAR Corp's net income from continuing operations stands at $46.3 million, suggesting that it still generates profit amid its financial pressures. Investors should weigh these factors carefully, as the potential upside of 3.09 could make this a compelling buying opportunity for those willing to take on some risk..

AAR Corp has 60 percent chance to fall below $68 in 30 days

AAR Corp's Treynor ratio of 0.0 indicates that the stock isn't delivering any extra returns for the risks involved, which may concern investors. There's a 60% chance the stock could drop below $68 in the next month, suggesting a cautious approach might be wise. Current market conditions hint at potential volatility, so investors should monitor their holdings closely. AAR Corp shows below-average downside risk, but its Information Ratio of -0.04 and Jensen Alpha of -0.19 signal challenges ahead. Understanding market volatility can help investors make better timing decisions.
Increased volatility during bear markets can significantly affect AAR Corp's stock price, often prompting investors to adjust their portfolios as values decline.Despite the recent slump in AAR Corp's stock, there are compelling reasons to consider this investment. Analysts are optimistic, with a strong buy consensus and four analysts recommending the stock. The naive expected forecast value stands at 70.61, suggesting potential for recovery. With a possible upside price of 73.02, investors might find an attractive entry point, especially if they believe in the company's long-term growth prospects. While the current market conditions may seem challenging, the underlying fundamentals and analyst support could make AAR Corp a stock worth watching closely..

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect

Editorial Staff

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Ellen Johnson do not own shares of AAR Corp. Please refer to our Terms of Use for any information regarding our disclosure principles.

Would you like to provide feedback on the content of this article?

You can get in touch with us directly or send us a quick note via email to [email protected]