What Happened
AAR Expands Services Amid Supply Chain Challenges and Defense Spending Increases
AAR Corp. is capitalizing on growth in the aerospace aftermarket, driven by increasing demand for maintenance and repair services. The company has expanded its services through acquisitions and partnerships, and its revenue has grown significantly. AAR’s business model is designed to capture value across the entire asset lifecycle, and its strategic shift towards bundled, technology-enabled MRO solutions has expanded margins and solidified its competitive moat. According to AlphaStreet, AAR’s growth is expected to continue, but the company faces challenges from supply chain rigidities and labor constraints.