Night Watch Investment Management Q1 2026 Investor Letter [Seeking Alpha]
AAR Corp. (AIR)
Last aar corp. earnings: 3/24 04:05 pm
Check Earnings Report
US:NYSE Investor Relations:
aarcorp.gcs-web.com/investor-overview
Company Research
Source: Seeking Alpha
As the first baby boomers are turning 80-years old in 2026, we expect to have a favorable supply/demand dynamic until at least 2030. AAR provides after-market maintenance services for airplanes and we believe this company is benefitting from an aging fleet of airplanes. Marex clears futures on behalf of their clients and when trading activity in financial products picks up, Marex makes more money. The result is that we own a portfolio of companies that we are comfortable owning regardless of the duration of any Iran war. Donny DBM/iStock via Getty Images Performance During the first quarter of 2026 Night Watch Investment Management LP appreciated by 2.69% net of fees. Night Watch Investment Partners LP – Net Performance (in USD) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Year Since Inception, Total: 40.03% Since Inception, CAGR: 16.14% Click to enlarge The first quarter of 2026 was more volatile than we were used to. In a market th
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AIR
News
- AAR (AIR) had its price target raised by KeyCorp from $120.00 to $132.00. They now have an "overweight" rating on the stock.MarketBeat
- AAR to host 2026 Investor Day [TheStreet.com]TheStreet.com
- AAR to host 2026 Investor DayPR Newswire
- Is AAR Corp. Stock a Sell or Buy After a Senior VP Dumped Over 6,000 Shares Worth $705,000? [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Zacks Industry Outlook Highlights AAR, Astronics and Innovative Solutions and Support [Yahoo! Finance]Yahoo! Finance
AIR
Earnings
- 3/24/26 - Beat
AIR
Sec Filings
- 4/9/26 - Form SCHEDULE
- 4/1/26 - Form 144
- 3/30/26 - Form 4
- AIR's page on the SEC website