AAR Corp (AIR)
Operating profit margin
| May 31, 2025 | Feb 28, 2025 | Nov 30, 2024 | Aug 31, 2024 | May 31, 2024 | Feb 29, 2024 | Nov 30, 2023 | Aug 31, 2023 | May 31, 2023 | Feb 28, 2023 | Nov 30, 2022 | Aug 31, 2022 | May 31, 2022 | Feb 28, 2022 | Nov 30, 2021 | Aug 31, 2021 | May 31, 2021 | Feb 28, 2021 | Nov 30, 2020 | Aug 31, 2020 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating income (ttm) | US$ in thousands | 185,200 | 156,600 | 128,100 | 168,700 | 150,600 | 142,500 | 133,900 | 128,000 | 133,900 | 129,000 | 125,300 | 123,000 | 106,900 | 96,200 | 105,600 | 97,100 | 85,200 | 49,600 | 15,200 | 21,700 |
| Revenue (ttm) | US$ in thousands | 2,780,500 | 2,682,500 | 2,571,600 | 2,430,900 | 2,318,900 | 2,215,700 | 2,169,500 | 2,093,900 | 1,990,500 | 1,913,300 | 1,844,400 | 1,811,200 | 1,820,000 | 1,781,500 | 1,739,600 | 1,706,600 | 1,652,300 | 1,631,200 | 1,774,000 | 1,931,300 |
| Operating profit margin | 6.66% | 5.84% | 4.98% | 6.94% | 6.49% | 6.43% | 6.17% | 6.11% | 6.73% | 6.74% | 6.79% | 6.79% | 5.87% | 5.40% | 6.07% | 5.69% | 5.16% | 3.04% | 0.86% | 1.12% |
May 31, 2025 calculation
Operating profit margin = Operating income (ttm) ÷ Revenue (ttm)
= $185,200K ÷ $2,780,500K
= 6.66%
The operating profit margin of AAR Corp has demonstrated notable fluctuations over the observed period. Starting at relatively low levels of 1.12% as of August 31, 2020, it experienced a gradual upward trend, reaching a peak of approximately 6.79% by August 31, 2022. This sustained increase indicates an improvement in the company's operational efficiency and profit-generating capacity relative to its revenues.
Between August 2022 and November 2022, the margin remained stable, maintaining approximately 6.79%, suggesting a period of operational consistency. Minor declines ensued thereafter, with a slight decrease to 6.74% in February 2023 and further marginal reductions to around 6.11% in August 2023, signaling potential shifts in operational costs or revenue streams.
However, a subsequent recovery is observed, with the margin rising again to approximately 6.43% as of February 2024, and further increasing to 6.66% by May 2025. Interestingly, the margin showed a sharp decline to 4.98% in November 2024 before rebounding to higher levels in early 2025.
Overall, the company's operating profit margin reflects periods of growth and stability following an initial recovery from early 2020. The fluctuations suggest responsiveness to operational, market, and possibly macroeconomic factors impacting profitability. The recent data indicates an overall trend towards moderate profitability levels, with some variability that warrants ongoing monitoring to assess sustainable profitability and operational efficiency.
Peer comparison
May 31, 2025