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AIR

AAR Corp.

Sector: industrialsAerospace & DefenseNYSEMarket Cap: $4.63B

AAR Corp. (AIR) is an aerospace and defense contractor providing aviation services and parts, with a primary political signal of $1.30B in federal contracts and $40K in lobbying aligned with defense committees.

Govt Dependence
85/100
Regulatory Density
65/100
Lobbying Intensity
40/100
Political Signal
BULLISH

BusinessWhat AIR does

AAR Corp. operates in the aerospace and defense industry, providing aviation services, parts supply, and maintenance, repair, and overhaul (MRO) solutions. Its revenue is heavily tied to federal procurement, with $1.30B in total contract obligations from agencies including the Department of Defense, Department of Energy, Department of Homeland Security, and Department of State.

12 months past · 3 months futureAIR activity timeline

$148$113$77 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $143.61 hi $79.47 lo $133.92 CONGRESS 4 INSIDERS 0 13F FUNDS 30 BILLS 0 Two Sigma Investments · + $2408M · 2026-03-31Citadel Advisors · + $13M · 2025-12-31Citadel Advisors · + $7M · 2025-09-30Two Sigma Investments · + $1M · 2025-09-30D.E. Shaw & Co. · - $1M · 2025-09-30D.E. Shaw & Co. · - · 2025-12-31Two Sigma Investments · - · 2025-12-31
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
167 trading days · 0 congressional trades shown · 0 insider buys · 7 13F filings · 0 past bill actions · 0 upcoming markups

Executive Branch ConflictsAIR held by Trump-administration officials

Lifetime Government AwardsAIR federal contracts by year

$400M
total awarded · 2005–2017
1000
contracts on file
2011
peak year ($119M)
$119M $60M 2005: $188K across 1 contract $188K 2005 2006: $59M across 5 contracts $59M 2006 5 contracts 2007: $10M across 4 contracts $10M 2007 4 contracts 2008: $580K across 4 contracts $580K 2008 4 contracts 2009: $3M across 3 contracts $3M 2009 3 contracts 2010: $370K across 7 contracts $370K 2010 7 contracts 2011: $119M across 29 contracts (peak year) $119M 2011 29 contracts 2012: $24M across 280 contracts $24M 2012 280 contracts 2013: $11M across 154 contracts $11M 2013 154 contracts 2014: $96M across 102 contracts $96M 2014 102 contracts 2015: $7M across 98 contracts $7M 2015 98 contracts 2016: $28M across 158 contracts $28M 2016 158 contracts 2017: $40M across 155 contracts $40M 2017 155 contracts
Top contracts by award amount
$73.8M Department of Defense 2011-10-01 FIRM PERIOD, DETACHMENT ALPHA AND BRAVO PER DIEM
$58.6M Department of Defense 2014-08-27 IGF::OT::IGF SAR/CASEVAC/PR
$57.5M Department of Defense 2006-11-02 VERTICAL REPLENISHMENT (VERTREP) SERVICES
$31.8M Department of Defense 2014-05-22 PER DIEM (BASE PERIOD)
$31.4M Department of Energy 2011-12-01 737 AIRCRAFT SUPPORT SERVICES CONTRACT FOR OFFICE OF SECURE TRANSPORTA
13 years · 1000 contracts

Smart Money · 13F HoldingsHedge funds holding AIR

$2.42B
Total AIR held by tracked 13F funds
3
Funds with AIR positions
Two Sigma Investments $2.41B +495% 2026-03-31
Citadel Advisors $13M +83% 2025-12-31
D.E. Shaw & Co. $323K -64% 2025-12-31

Congressional TradesWho in Congress is trading AIR

2020-03-31 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2020-03-31 Gilbert Ray Cisneros D-California · house sale $1,001 - $15,000
2018-03-02 Josh Gottheimer D-New Jersey · house Purchase $1,001 - $15,000 214d late
2018-03-02 Josh Gottheimer D-New Jersey · house purchase $1,001 - $15,000 214d late
4+ trades on file · most recent 2020-04-16

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Political ProfileWhere AIR sits in Washington

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STRUCTURAL: Jurisdictional alignment with two House members on defense/intelligence committees (`get_political_influence.lobbying_patterns[0,1].committees`) and $1.30B in federal contract obligations (`get_government_precedent.federal_contracts_summary[0].total_obligation`). EVIDENTIARY: One aligned politician (Gottheimer) reported a $16,001 buy. Net: Strong structural reliance offset by limited recent transactional evidence and no corporate insider buys (`get_corporate_insider_signal.total_buys: 0`).

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

  • No specific congressional critics identified.

LobbyingWho's hired to advocate for AIR

MERCURY PUBLIC AFFAIRS, LLC · $40K aerospace
Member intelligence layer

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Frequently AskedAbout AIR & political exposure

Does AAR Corp. (AIR) hold federal contracts?
Yes. AAR Corp. has 2386 federal contract awards totaling $2,041,508,597, primarily from agencies including Department of Defense, Department of Energy, Department of Health and Human Services. See full contract list and amounts on this page.
Which Trump cabinet officials own AIR stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in AIR on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded AIR stock?
4 congressional trades by 2 unique members of Congress, most recently on 2020-03-31. See the Congressional Trading panel for politician-by-politician breakdown.
What is AIR political risk profile?
Government dependence: 85/100. Lobbying intensity: 40/100. Political signal: bullish. Donor party split: R 0% / D 100%.
How does GovGreed track AIR political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. AIR data is updated daily from these official federal sources.