Public companies › AIR
AAR Corp AIR · NYSE
Government aviation-parts contract record, attributed to 5 vendor units (CAGE codes) owned by AAR Corp. Data only; not investment advice.
$164.1M
obligated, last 52 weeks
+18%
vs prior 52 ($139.2M)
778
contract actions, 52 weeks
$3.9M
obligated, last 90 days
Outlook, next month
— No lean
Too few comparable weeks (91) to say. Historical tendency of similar weeks, not a forecast and not advice.
Flow Score
week of 2026-09-21 · same for every reader · method and track recordContract flow this week: unusually weak · last month: flat · FAA directives: none
In mid-caps, weeks like this (91 cases since 2012) were followed by +0.8% excess return over the next 20 trading days versus the aerospace ETF, ahead 54% of the time; ordinary weeks +0.4%.
A description of the current state of public contracting data and its measured history. Not a recommendation to buy, sell or hold anything.
Our current read
frozen September 23 · scored after 20 trading days (about October 21)
50% chance AAR Corp beats the aerospace sector over the next 20 trading days; expected excess move +0.3%. In words: about as likely as not to beat the sector.
Based on 8,748 comparable weeks since 2012 (same company size, same contract-flow level: normal), pulled toward 50% when the evidence is thin. This number was written down on September 23 and cannot be changed; it is scored against the actual price when the horizon arrives.
Our record on AIR: no scored calls yet; the first score lands about four weeks after the first read.
A probability, not a recommendation. Every read we have ever made, and how it turned out, is on the research page.
How to read this, in plain terms
The idea. Every week the government signs contracts for aircraft parts, and we know which company won them. When a company suddenly wins far more than its usual week, a natural question is whether its stock tends to move in the weeks after. We measured that for every company on this site, every week since 2012, and this box reports what we found for weeks that look like the current one.
Outlook is the answer in three words. ▲ Leaning higher means that in past weeks like this one, stocks of this size usually went on to beat the aerospace sector over the following month, and did so often enough and by enough that it is unlikely to be chance. ▼ Leaning lower is the reverse. — No lean means the record shows no consistent move either way, which is the honest answer most weeks and for most of the largest companies.
Flow Score is the current week in words: whether this company's contract flow is unusually strong, normal or weak compared with its own past year; whether it is rising or falling over the last month; and whether the FAA has recently issued directives against its products.
What it is not. A tendency in past data, not a forecast, and not a recommendation. Sample sizes are shown so you can weigh it yourself; a lean built on 400 cases means more than one built on 40. Stocks move for many reasons that have nothing to do with parts contracts. Use this as one input, alongside everything else you know.
The weeks behind this outlook (91 comparable weeks; the 40 most recent shown)
Every week since 2012 in which a company of this size had contract flow in the same state as AAR Corp has now. “Next month” is how the stock did against the aerospace sector over the following 20 trading days.
| Week of | Company | Contract flow that week | vs. its normal | Next month |
|---|---|---|---|---|
| 2026-08-17 | AAR Corp | — | far below | trailed by 3.1% |
| 2026-08-10 | AAR Corp | — | far below | trailed by 6.4% |
| 2026-08-03 | AAR Corp | — | far below | trailed by 2.8% |
| 2026-07-27 | AAR Corp | — | far below | trailed by 4.2% |
| 2026-07-20 | AAR Corp | — | far below | beat by 2.3% |
| 2026-07-13 | AAR Corp | — | far below | beat by 2.6% |
| 2026-06-29 | AAR Corp | — | far below | beat by 4.9% |
| 2026-06-22 | Woodward | — | far below | trailed by 13.0% |
| 2026-06-08 | Moog | — | far below | beat by 0.6% |
| 2026-05-25 | VSE Corporation | — | far below | beat by 21.5% |
| 2026-05-25 | Moog | — | unusually weak | beat by 1.2% |
| 2026-05-18 | VSE Corporation | — | far below | beat by 25.8% |
| 2026-04-13 | Moog | — | unusually weak | beat by 4.7% |
| 2026-04-13 | AAR Corp | $9K | unusually weak | trailed by 5.5% |
| 2026-04-06 | VSE Corporation | — | far below | trailed by 16.1% |
| 2026-04-06 | Woodward | — | far below | trailed by 2.4% |
| 2026-03-30 | Woodward | — | far below | beat by 0.6% |
| 2026-03-23 | Mercury Systems | — | far below | beat by 7.8% |
| 2026-03-09 | Woodward | — | unusually weak | beat by 1.7% |
| 2026-03-02 | VSE Corporation | — | far below | beat by 4.2% |
| 2026-02-16 | Moog | — | far below | trailed by 5.3% |
| 2026-02-02 | VSE Corporation | — | far below | trailed by 3.3% |
| 2026-01-26 | Moog | — | far below | trailed by 5.9% |
| 2026-01-26 | Curtiss-Wright | — | far below | beat by 3.3% |
| 2026-01-19 | Moog | — | far below | beat by 15.0% |
| 2026-01-19 | Woodward | — | far below | beat by 15.2% |
| 2026-01-12 | Curtiss-Wright | — | far below | beat by 4.7% |
| 2026-01-12 | Woodward | — | far below | beat by 15.3% |
| 2026-01-05 | Woodward | — | far below | beat by 17.6% |
| 2026-01-05 | Kratos | — | far below | trailed by 25.6% |
| 2025-12-29 | SAIC | — | far below | trailed by 8.8% |
| 2025-12-29 | Woodward | — | unusually weak | beat by 16.9% |
| 2025-12-29 | VSE Corporation | — | far below | trailed by 2.8% |
| 2025-12-22 | Woodward | — | unusually weak | trailed by 3.1% |
| 2025-12-15 | Moog | — | far below | beat by 8.2% |
| 2025-12-01 | Moog | — | unusually weak | beat by 0.0% |
| 2025-12-01 | Mercury Systems | — | far below | beat by 10.4% |
| 2025-11-24 | VSE Corporation | — | far below | trailed by 2.6% |
| 2025-10-27 | Moog | — | far below | beat by 20.3% |
| 2025-10-13 | Woodward | — | far below | beat by 8.4% |
AAR Corp itself, in this state before: 27 weeks, beat the sector 56% of the time, -0.5% on average.
One square per past week, most recent first; green beat the sector, red trailed. Hover for the week and the number. Too few squares to lean on is a fair reading; the size-class record above is the larger sample.
Did big contract weeks lead anywhere? The last two years
Each week's contract flow (line) and what the stock then did over the following month compared with the aerospace sector (bars).
What to look for: if the dots are usually followed by green bars, big contract weeks have tended to lead somewhere for this company; if the bars under the dots are as often red as green, they have not.
Weekly obligations, this year against last
FPDS aviation-parts actions, all agencies, by signing week.
Units that win
- AAR SUPPLY CHAIN, INC 1Y249$76.0M · 727
- AAR MANUFACTURING, INC. 80298$43.8M · 6
- AAR GOVERNMENT SERVICES, INC. 814N0$42.3M · 23
- AAR ALLEN SERVICES, INC. 3Y015$2.0M · 20
- AAR ALLEN SERVICES, INC 26101$62K · 2
What they win, by supply class
- 1620 AIRCRAFT LANDING GEAR COMPONENTS$44.9M · 66
- 1670 PARACHUTES; AERIAL PICK UP, DELIVERY, RECOVERY SYSTEMS; AND CARGO TIE DOWN EQUIP$43.7M · 4
- 2835 GAS TURBINES AND JET ENGINES; NON-AIRCRAFT PRIME MOVER, AIRCRAFT NON-PRIME MOVER$22.3M · 107
- 1650 AIRCRAFT HYDRAULIC, VACUUM, AND DE-ICING SYSTEM COMPONENTS$12.5M · 153
- 2995 MISCELLANEOUS ENGINE ACCESSORIES, AIRCRAFT$10.2M · 26
- 1560 AIRFRAME STRUCTURAL COMPONENTS$8.5M · 36
- 2915 ENGINE FUEL SYSTEM COMPONENTS, AIRCRAFT AND MISSILE PRIME MOVERS$7.0M · 152
- 1680 MISCELLANEOUS AIRCRAFT ACCESSORIES AND COMPONENTS$6.2M · 63
- 2840 GAS TURBINES AND JET ENGINES, AIRCRAFT, PRIME MOVING; AND COMPONENTS$1.7M · 31
- 1615 HELICOPTER ROTOR BLADES, DRIVE MECHANISMS AND COMPONENTS$1.6M · 33
Top NSNs
- 01-496-3686 CONTROL UNIT,APU NSN: 2995-01-496-3686 PART NUMBER: 4956013$9.0M
- 01-324-4512 NOUN: PUMP,FUEL,METERINGA, NSN: 2915-01-324-4512, PN:1330-433. THE PURPOSE OF MO$1.4M
- 01-554-2978 DLA SPARES- RESOLVED CDR CN175397 INDICATOR, MULTIPLE, NSN: 6680-01-554-2978—
Latest contract actions
Each row is one FPDS action. Click the stock number for its page, the part number for sellers, the unit for its vendor record, or the PIID for the award on FPDS. $0 is a modification that moved no money.
| Signed | Agency | Item | NSN | Unit | Obligated | Record |
|---|---|---|---|---|---|---|
| 2026-09-18 | STATE, DEPARTMENT OF | INL: SMALL UAS | — | 814N0 | $2.4M | FPDS → |
| 2026-09-18 | STATE, DEPARTMENT OF | INL: SMALL UAS | — | 814N0 | $0 | FPDS → |
| 2026-09-17 | STATE, DEPARTMENT OF | LEBANON - UH1 REASSEMBLY | — | 814N0 | $1.2M | FPDS → |
| 2026-08-31 | STATE, DEPARTMENT OF | INL: SMALL UAS | — | 814N0 | $0 | FPDS → |
| 2026-08-31 | STATE, DEPARTMENT OF | INL: SMALL UAS | — | 814N0 | — | FPDS → |
| 2026-07-30 | STATE, DEPARTMENT OF | INL: SMALL UAS | — | 814N0 | $0 | FPDS → |
| 2026-07-06 | STATE, DEPARTMENT OF | LEBANON - UH1 REASSEMBLY | — | 814N0 | $1.7M | FPDS → |
| 2026-06-29 | DEPT OF DEFENSE | 8512098286 LINK,WHEEL CYLINDER | — | 1Y249 | — | FPDS → |
| 2026-06-26 | DEPT OF DEFENSE | 8512053946 SEAL ASSEMBLY,CARBO | — | 1Y249 | $0 | FPDS → |
| 2026-06-25 | DEPT OF DEFENSE | 8512198849 DETECTOR,CHIP,ELECT | — | 1Y249 | $583K | FPDS → |
| 2026-06-25 | DEPT OF DEFENSE | 8512201812 HOUSING,VALVE | — | 1Y249 | $7K | FPDS → |
| 2026-06-24 | DEPT OF DEFENSE | 8511318388 GUIDE TUBE,ACTUATOR | — | 1Y249 | $0 | FPDS → |
| 2026-06-24 | DEPT OF DEFENSE | 8511068781 OVERHALL KIT | — | 1Y249 | $0 | FPDS → |
| 2026-06-24 | DEPT OF DEFENSE | 8511319124 FILTER,FLUID | — | 1Y249 | $0 | FPDS → |
| 2026-06-24 | DEPT OF DEFENSE | 8512155339 VALVE,SELF-SEALING | — | 1Y249 | $0 | FPDS → |
| 2026-06-24 | DEPT OF DEFENSE | CONTROL ASSY | — | 1Y249 | $0 | FPDS → |
| 2026-06-24 | DEPT OF DEFENSE | 8510890037 SPRING ASSEMBLY | — | 1Y249 | $0 | FPDS → |
| 2026-06-24 | DEPT OF DEFENSE | 8511772441 PUMP,FUEL,JET ENGIN | — | 1Y249 | $0 | FPDS → |
| 2026-06-24 | DEPT OF DEFENSE | 8511279299 STABILIZER,VERTICAL | — | 1Y249 | $0 | FPDS → |
| 2026-06-24 | DEPT OF DEFENSE | 8510976947 BODY,VALVE | — | 1Y249 | $0 | FPDS → |
Plus 239 DLA contracts in the last 30 days, $17.9M in contract value (DIBBS award history, counted per contract).
FAA Airworthiness Directives naming their products, 12 months
None in the last 12 months, or this company does not hold a type certificate.
In the news
No headlines in our feeds in the last 60 days.
Attribution is by vendor name against a curated map of listed parents and known subsidiaries; joint ventures and recent acquisitions can be missed. Obligations are FPDS aviation-parts actions above the micro-purchase threshold, by signing date. This page is a record of public contracting data. It is not investment advice and PartsAndPlanes makes no recommendation about any security.
Get the daily Market Pulse
New DLA RFQs, SAM.gov notices, yesterday's awards and FAA directives, weekday mornings. Free, one click to leave.