Alt-Data Signal Hub

AIR

AAR Corp. · $140.04 (+0.4%) · mkt cap $5.6B · P/E 28.8

2 hub catalysts across 1 sources · backtest → · ← Ticker Explorer

SEC EDGAR Filings

Signal summary

Converges bearish

Multiple signals point down, none against.

33 conviction from hub signals

Bullish factors

— none —

Bearish factors

1 analyst downgrade
Insiders net selling (12 vs 0)

Best strategy

2-yr backtest · by Sharpe

Price vs 200-day MA has fit AIR best over 2 years (+111.0%, Sharpe 1.33). Historical/in-sample — walk-forward all 19 →

#	Strategy	Return	Sharpe
1	Price vs 200-day MA	+111.0%	1.33
2	Absolute Momentum (12mo)	+93.4%	1.26
3	Buy & Hold (baseline)	+121.5%	1.18

Price — 1 year

daily close

Insider activity

0 open-market buys

Officers & directors trading their own stock (SEC Form 4). Buys are bullish; sells shown for context.

Date	Action	Insider	Shares	Value
2026-03-27	SELL	Holmes John Mcclain Iii	86,175	$9.6M
2026-03-26	SELL	Garascia Jessica A	6,284	$705K
2026-03-26	SELL	Nolen Billy	1,562	$173K
2026-02-04	SELL	Flanagan Sarah Louise	10,750	$1.2M
2026-02-03	SELL	Holmes John Mcclain Iii	10,000	$1.1M
2026-01-22	SELL	Pachapa Eric S	4,983	$528K
2026-01-14	SELL	Holmes John Mcclain Iii	26,749	$2.7M
2026-01-12	SELL	Holmes John Mcclain Iii	30,000	$2.9M
2026-01-09	SELL	Jessup Christopher A.	23,621	$2.3M
2026-01-08	SELL	Garascia Jessica A	4,787	$456K
2026-01-02	SELL	Holmes John Mcclain Iii	23,077	$1.9M
2025-11-05	SELL	Holmes John Mcclain Iii	38,462	$3.2M

Analyst ratings

live · 6 changes

Date	Action	Analyst	Rating Change
2026-06-30	Downgrade	Keybanc	Overweight → Sector Weight
2026-01-26	Initiated	Goldman Sachs	Neutral
2025-12-17	Initiated	Jefferies	Buy
2025-01-16	Initiated	Keybanc	Overweight
2024-01-29	Initiated	William Blair	Outperform
2023-12-01	Initiated	Stifel	Buy

Catalyst timeline

2 hub signals

Date	Source	Event	Entity	Value
2026-07-24	SEC EDGAR Filings	8-K Event	AAR CORP		source ↗
2026-07-21	SEC EDGAR Filings	8-K Event	AAR CORP		source ↗