Senior VP Is Granted Shares of AAR (AIR)

On July 17, 2025, Jessica A. Garascia, in her roles as Senior Vice President, General Counsel, Chief Administrative Officer, and Secretary, received a grant of 4,816 shares of the company AAR (AIR), with an estimated value of around $402,810.

Transaction summary

Metric	Value
Shares Traded	4,816
Transaction Value	$402,810
Post-Transaction Shares	30,657
Year-to-date performance	29.8% total return as of July 20, 2025

Key questions

Compared to Jessica A. Garascia’s usual transaction size, this purchase of 4,816 shares is smaller than her median historical transaction and significantly lower than the 75th percentile mark (23,150 shares), suggesting a relatively modest transaction in comparison to past activities.

How does this deal affect the percentage of company shares owned by employees like Garascia and their level of alignment with the company?

Is there any noticeable change in trading habits, as indicated by an equal distribution of buying and selling actions over the past year, with each accounting for about half of the total transactions?

How does this deal fit with the market’s performance of AAR, considering its 29.8% year-to-date total return up until July 20, 2025?

Company overview

Metric	Value
Market Capitalization	$2.91 billion
Revenue (TTM)	$2.78 billion
Net Income (TTM)	$12.50 million
One-Year Price Change	15.7%

Company snapshot

Offers post-sale aeronautics support services, encompassing maintenance, repairs, refurbishments, inventory handling, design engineering, and supply of expeditionary tools for both civilian and military sectors.

Earns income by providing service agreements, selling products, leasing assets, and optimizing supply chain logistics based on performance, particularly in the areas of ongoing support for aviation fleets and government initiatives.

Caters to both domestic and international passenger and freight airlines, local airline companies, original equipment manufacturers (OEMs), aircraft leasing firms, as well as military and government entities globally.

AAR is a top-tier, autonomous organization that offers aviation services worldwide, utilizing its extensive network to assist both commercial and military clients with essential post-sale solutions crucial for their missions.

Foolish take

Jessica Garascia holds the position of Senior Vice President at AAR Corp, where she takes on the roles of General Counsel, Chief Administrative Officer, and Secretary. Lately, she obtained restricted stock valued over $400 thousand, following the confirmation that specific performance standards were met, as outlined in a Restricted Stock Agreement.

Essentially, this means that when a company exceeds its established goals, it receives a benefit, such as stock awards. Since the stock price rose by 25% in 2025, it’s unlikely shareholders will object to this transaction, because it follows the idea that managers should be motivated to create value for shareholders, which is exactly what they’re seeing happen.

It’s worth noting that AAR Corporation just announced impressive financial results for the final quarter of 2025. This stellar performance concluded a year marked by a 20% increase in revenue and a 17% rise in earnings.

AAR Corporation primarily specializes in providing parts, maintenance, and engineering solutions to both commercial airlines and cargo carriers, as well as original equipment manufacturers in the aerospace industry and military entities. They’ve maintained strong ties with their principal clients over an extended period. Their performance has been robust lately due to the increase in commercial flight departures, while aircraft deliveries from Boeing and Airbus have fallen short of anticipated levels in recent times.

This implies that as older aircraft are in service more frequently, it often benefits businesses that specialize in supplying and maintaining replacement parts. When this company effectively carries out its expansion strategies, like launching a new parts distribution service, it appears that their stock’s superior performance is well-deserved.

Glossary

1. Insider: An individual within a company who has access to confidential information that is not publicly available, such as executives, directors, or significant shareholders.

2. Grant transaction: The process of issuing shares or stock options to an employee as part of their compensation or incentive plans.

3. Post-transaction holdings: The total amount of shares an insider possesses after completing a transaction.

4. Total return: The sum of a investment’s price increase, along with all dividends and reinvested distributions over a given period.

5. Aftermarket aviation services: Services that cater to the maintenance, repair, and support needs of aircraft after their initial sale or delivery.

6. Maintenance, repair, overhaul (MRO): Services designed to keep aircraft operational, including routine checks, fixing issues, and major refurbishments.

7. Performance-based supply chain logistics: Service agreements where payment is contingent upon meeting specific performance or delivery targets.

8. OEM (Original Equipment Manufacturer): A company that produces components or equipment which may be marketed by another manufacturer.

9. Expeditionary equipment: Specialized gear designed for quick deployment and utilization in field operations, often within a military context.

10. TTM: The 12-month period ending with the most recent quarterly report.

11. Insider ownership: The percentage of a company’s shares owned by its executives, directors, and key stakeholders.

12. Transaction value: The total monetary amount associated with a specific share purchase or sale.

2025-07-24 19:12