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AIR vs TDG
Which Stock Would AI Choose? AAR Corp. (AIR) vs. TransDigm Group Incorporated (TDG) Stock Comparison
Key Takeaways
- AAR Corp. (AIR) reported robust fourth-quarter fiscal 2026 results with sales rising 23% year-over-year to $928 million and adjusted diluted EPS increasing 32%, driven by commercial aftermarket strength.
- TransDigm Group Incorporated (TDG) delivered solid fiscal second-quarter results earlier in the year with organic growth and raised guidance, though the stock has experienced recent price pressure amid broader market and sector dynamics.
- Both companies operate in the aerospace aftermarket sector with exposure to commercial and defense demand, but AAR Corp. (AIR) emphasizes parts supply and repair services while TransDigm Group Incorporated (TDG) focuses on highly engineered components and acquisitions.
- Recent market activity shows AAR Corp. (AIR) maintaining stronger relative momentum following its earnings release, whereas TransDigm Group Incorporated (TDG) faces near-term technical weakness ahead of its upcoming fiscal third-quarter report.
- Sector tailwinds from sustained air travel recovery and defense spending support both firms, though differing business models create distinct risk-return profiles for investors.
- AI trading bots on platforms like Tickeron evaluate these stocks across multiple strategies, highlighting opportunities based on trend consistency and volatility metrics.
Introduction
This comparison examines AAR Corp. (AIR) and TransDigm Group Incorporated (TDG), two established players in the aerospace aftermarket space. The analysis focuses on their business models, recent performance trends, and market positioning to assist traders and investors evaluating relative opportunities in the sector. Institutional and retail participants monitoring aerospace and defense equities may find the side-by-side review useful for assessing momentum, growth drivers, and risk factors in the current environment.
AAR Corp. (AIR) Overview and Recent Performance
AAR Corp. (AIR) provides aviation aftermarket solutions, including parts distribution, repair services, and software platforms serving commercial and government customers worldwide. In recent market activity, the company reported fourth-quarter fiscal 2026 results that exceeded expectations, with consolidated sales advancing 23% to $928 million and adjusted EBITDA rising 27%. Commercial customer sales grew 31%, supported by organic expansion in parts supply and contributions from acquisitions. Year-to-date share price gains have placed AAR Corp. (AIR) near its 52-week highs, reflecting positive sentiment following the earnings release and sustained demand in the aviation aftermarket.
TransDigm Group Incorporated (TDG) Overview and Recent Performance
TransDigm Group Incorporated (TDG) designs and manufactures highly engineered aerospace components, primarily for the commercial and defense aftermarket. The company has demonstrated consistent operational execution, including fiscal second-quarter results that beat estimates and prompted raised full-year guidance. In recent market activity, however, shares have faced downward pressure, with the stock declining approximately 8.6% over a trailing 30-day period amid technical breakdowns below key moving averages and sector rotation. Upcoming fiscal third-quarter earnings, scheduled for early August 2026, represent a key catalyst for assessing ongoing momentum in organic sales and acquisition integration.
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Head-to-Head Comparison
AAR Corp. (AIR) and TransDigm Group Incorporated (TDG) both benefit from aerospace aftermarket tailwinds but differ in scale and approach. AAR Corp. (AIR) operates with a broader services-oriented model emphasizing distribution and repairs, yielding recent double-digit organic growth. TransDigm Group Incorporated (TDG) pursues a component-focused strategy augmented by frequent acquisitions, resulting in higher leverage but resilient margins. Momentum favors AAR Corp. (AIR) following its July earnings beat, while TransDigm Group Incorporated (TDG) contends with recent price weakness ahead of its next report. Sector exposure overlaps in commercial and defense channels, yet AAR Corp. (AIR) appears less acquisition-dependent, potentially offering a more stable profile amid regulatory scrutiny on deals. Market sentiment reflects these contrasts, with AAR Corp. (AIR) showing stronger near-term technical support.
Tickeron AI Verdict
Based on observable factors such as recent earnings consistency, relative price stability, and positive commercial aftermarket catalysts, Tickeron’s AI models would currently assign a higher probability of favorable positioning to AAR Corp. (AIR) over TransDigm Group Incorporated (TDG). Trend metrics and post-earnings momentum appear more constructive for the former, though outcomes remain subject to broader sector developments and upcoming data releases.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AIR is a StrongBuy and TDG is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AIR’s FA Score shows that 1 FA rating(s) are green whileTDG’s FA Score has 2 green FA rating(s).
- AIR’s FA Score: 1 green, 4 red.
- TDG’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AIR’s TA Score shows that 3 TA indicator(s) are bullish while TDG’s TA Score has 4 bullish TA indicator(s).
- AIR’s TA Score: 3 bullish, 4 bearish.
- TDG’s TA Score: 4 bullish, 6 bearish.
Price Growth
AIR (@Aerospace & Defense) experienced а -2.06% price change this week, while TDG (@Aerospace & Defense) price change was -1.25% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was +3.43%. For the same industry, the average monthly price growth was +9.68%, and the average quarterly price growth was +8.34%.
Reported Earning Dates
AIR is expected to report earnings on Sep 29, 2026.
TDG is expected to report earnings on Nov 18, 2026.
Industries' Descriptions
@Aerospace & Defense (+3.43% weekly)Aerospace & Defense is one of largest industries in the U.S., mainly comprising the following areas: commercial airliners, military aircraft, missiles, space, and general aviation. Focused heavily on research & development, it is also one of the fastest growing industries. Military aircraft has the largest market share in the industry’s sales, followed by space systems, civil aircraft, and missiles. Aerospace exports, directly and indirectly, support more jobs than the export of any other commodity, according to a study by the U.S. Department of Commerce. Boeing Company, Lockheed Martin Corporation and General Electric Company are some of the most prominent players in this space.
| AIR | TDG | AIR / TDG | |
| Capitalization | 5.85B | 69.5B | 8% |
| EBITDA | 390M | 4.83B | 8% |
| Gain YTD | 73.197 | -6.282 | -1,165% |
| P/E Ratio | 29.89 | 38.12 | 78% |
| Revenue | 3.31B | 9.5B | 35% |
| Total Cash | 84M | 3.88B | 2% |
| Total Debt | 995M | 32B | 3% |
AIR | TDG | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 88 | 73 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 38 Fair valued | 43 Fair valued | |
PROFIT vs RISK RATING 1..100 | 5 | 25 | |
SMR RATING 1..100 | 63 | 17 | |
PRICE GROWTH RATING 1..100 | 38 | 57 | |
P/E GROWTH RATING 1..100 | 100 | 72 | |
SEASONALITY SCORE 1..100 | 50 | 55 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AIR's Valuation (38) in the Aerospace And Defense industry is in the same range as TDG (43). This means that AIR’s stock grew similarly to TDG’s over the last 12 months.
AIR's Profit vs Risk Rating (5) in the Aerospace And Defense industry is in the same range as TDG (25). This means that AIR’s stock grew similarly to TDG’s over the last 12 months.
TDG's SMR Rating (17) in the Aerospace And Defense industry is somewhat better than the same rating for AIR (63). This means that TDG’s stock grew somewhat faster than AIR’s over the last 12 months.
AIR's Price Growth Rating (38) in the Aerospace And Defense industry is in the same range as TDG (57). This means that AIR’s stock grew similarly to TDG’s over the last 12 months.
TDG's P/E Growth Rating (72) in the Aerospace And Defense industry is in the same range as AIR (100). This means that TDG’s stock grew similarly to AIR’s over the last 12 months.
| AIR | TDG | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 76% |
| Stochastic ODDS (%) | 2 days ago 63% | 2 days ago 78% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 45% |
| MACD ODDS (%) | 2 days ago 81% | 2 days ago 54% |
| TrendWeek ODDS (%) | 2 days ago 58% | 2 days ago 50% |
| TrendMonth ODDS (%) | 2 days ago 69% | 2 days ago 64% |
| Advances ODDS (%) | 3 days ago 75% | 12 days ago 66% |
| Declines ODDS (%) | 8 days ago 57% | 10 days ago 50% |
| BollingerBands ODDS (%) | 2 days ago 68% | 3 days ago 67% |
| Aroon ODDS (%) | 2 days ago 43% | 2 days ago 63% |
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AIR and
Correlation & Price change
A.I.dvisor indicates that over the last year, AIR has been loosely correlated with VSEC. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if AIR jumps, then VSEC could also see price increases.
| Ticker / NAME | Correlation To AIR | 1D Price Change % | ||
|---|---|---|---|---|
| AIR | 100% | -3.22% | ||
| VSEC - AIR | 64% Loosely correlated | -4.82% | ||
| CW - AIR | 59% Loosely correlated | -4.82% | ||
| BWXT - AIR | 59% Loosely correlated | -1.28% | ||
| DCO - AIR | 59% Loosely correlated | -1.17% | ||
| GE - AIR | 58% Loosely correlated | -1.28% | ||
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TDG and
Correlation & Price change
A.I.dvisor indicates that over the last year, TDG has been loosely correlated with LOAR. These tickers have moved in lockstep 47% of the time. This A.I.-generated data suggests there is some statistical probability that if TDG jumps, then LOAR could also see price increases.
| Ticker / NAME | Correlation To TDG | 1D Price Change % | ||
|---|---|---|---|---|
| TDG | 100% | +0.88% | ||
| LOAR - TDG | 47% Loosely correlated | +0.63% | ||
| HEI - TDG | 46% Loosely correlated | -0.41% | ||
| GE - TDG | 46% Loosely correlated | -1.28% | ||
| SARO - TDG | 44% Loosely correlated | -0.99% | ||
| AIR - TDG | 42% Loosely correlated | -3.22% | ||
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