AAR CEO John Holmes goes one-on-one with Jim Cramer

Watch on YouTube ↗  |  January 07, 2026 at 00:41  |  7:32  |  CNBC
Speakers
Jim Cramer — Host, Mad Money
John Holmes — Chairman, President and CEO, AAR Corp.

Summary

Jim Cramer interviews AAR Chairman, President and CEO John Holmes after AAR reported higher-than-expected sales, an earnings beat, and raised full-year organic sales growth. Holmes describes strong aviation aftermarket demand, growth in the Tracks maintenance software business, rising government/defense sales, and a favorable multi-year backdrop from Boeing/Airbus supply constraints that keep older aircraft flying longer. The discussion is overwhelmingly positive on AAR and the aerospace aftermarket.

  • AAR reported higher sales, an earnings beat, and raised full-year organic sales growth.
  • Demand is strong because many commercial and government aircraft are flying and need parts and maintenance.
  • Tracks software is AAR's highest-margin business and has doubled revenue since acquisition.
  • Delta's selection of Tracks was described as the software unit's biggest win.
  • Government/defense sales rose 23%, and AAR values commercial/government balance as a hedge.
  • Boeing and Airbus supply constraints are expected to keep demand above supply through the decade.
  • AAR is also preparing to service next-generation 737 MAX, A320neo, and LEAP engine fleets.
Ideas
Jim Cramer Host, Mad Money 0:11
Aerospace aftermarket demand stays strong.
Aerospace is a hot area because neither Boeing nor Airbus can make new planes fast enough, forcing airlines to spend heavily to maintain existing fleets; this creates strong demand for independent aftermarket parts and services providers such as AAR.
Aerospace aftermarket MED
John Holmes Chairman, President and CEO, AAR Corp. 1:14
AAR benefits from strong aftermarket demand.
Boeing and Airbus supply constraints mean demand exceeds new aircraft supply at least through the end of the decade, so the current-generation fleet is operating longer than expected; that benefits AAR's core aftermarket parts and maintenance market, while AAR is also transitioning services to support next-generation 737 MAX, A320neo, and LEAP engine fleets as they gain critical mass.
AIR HIGH
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This CNBC video, published January 07, 2026, features Jim Cramer, John Holmes discussing Aerospace aftermarket, AIR. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jim Cramer, John Holmes  · Tickers: Aerospace aftermarket, AIR