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Side-by-side financial comparison of AAR CORP (AIR) and Kimco Realty (KIM). Click either name above to swap in a different company.
AAR CORP is the larger business by last-quarter revenue ($795.3M vs $542.5M, roughly 1.5× Kimco Realty). Kimco Realty runs the higher net margin — 27.9% vs 4.4%, a 23.5% gap on every dollar of revenue. On growth, AAR CORP posted the faster year-over-year revenue change (15.9% vs 3.2%).
AAR Corp. is an American provider of aircraft maintenance services to commercial and government customers worldwide. The company is headquartered in Wood Dale, Illinois, a Chicago suburb. The company employs about 6,000 people, operating in about 30 different countries. John Holmes is the current CEO.
Kimco Realty Corporation, headquartered in Jericho, New York, is a real estate investment trust that invests in shopping centers.
AIR vs KIM — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $795.3M | $542.5M |
| Net Profit | $34.6M | $151.2M |
| Gross Margin | 19.7% | — |
| Operating Margin | 6.0% | 36.4% |
| Net Margin | 4.4% | 27.9% |
| Revenue YoY | 15.9% | 3.2% |
| Net Profit YoY | 213.1% | -9.0% |
| EPS (diluted) | $0.90 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $795.3M | $542.5M | ||
| Q3 25 | $739.6M | $535.9M | ||
| Q2 25 | — | $525.2M | ||
| Q1 25 | — | $536.6M | ||
| Q4 24 | — | $525.4M | ||
| Q3 24 | — | $507.6M | ||
| Q2 24 | — | $500.2M | ||
| Q1 24 | — | $503.8M |
| Q4 25 | $34.6M | $151.2M | ||
| Q3 25 | $34.4M | $137.8M | ||
| Q2 25 | — | $163.0M | ||
| Q1 25 | — | $132.8M | ||
| Q4 24 | — | $166.0M | ||
| Q3 24 | — | $136.0M | ||
| Q2 24 | — | $119.7M | ||
| Q1 24 | — | $-11.0M |
| Q4 25 | 19.7% | — | ||
| Q3 25 | 18.1% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | 6.0% | 36.4% | ||
| Q3 25 | 6.4% | 34.9% | ||
| Q2 25 | — | 39.2% | ||
| Q1 25 | — | 33.6% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 33.7% | ||
| Q2 24 | — | 32.1% | ||
| Q1 24 | — | 25.9% |
| Q4 25 | 4.4% | 27.9% | ||
| Q3 25 | 4.7% | 25.7% | ||
| Q2 25 | — | 31.0% | ||
| Q1 25 | — | 24.8% | ||
| Q4 24 | — | 31.6% | ||
| Q3 24 | — | 26.8% | ||
| Q2 24 | — | 23.9% | ||
| Q1 24 | — | -2.2% |
| Q4 25 | $0.90 | — | ||
| Q3 25 | $0.95 | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $75.6M | $211.6M |
| Total DebtLower is stronger | $952.7M | $7.7B |
| Stockholders' EquityBook value | $1.6B | $10.4B |
| Total Assets | $3.2B | $19.7B |
| Debt / EquityLower = less leverage | 0.61× | 0.74× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $75.6M | $211.6M | ||
| Q3 25 | $80.0M | $159.3M | ||
| Q2 25 | — | $226.6M | ||
| Q1 25 | — | $131.3M | ||
| Q4 24 | — | $688.6M | ||
| Q3 24 | — | $789.0M | ||
| Q2 24 | — | $126.4M | ||
| Q1 24 | — | $133.4M |
| Q4 25 | $952.7M | $7.7B | ||
| Q3 25 | $1.0B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.6B | $10.4B | ||
| Q3 25 | $1.2B | $10.5B | ||
| Q2 25 | — | $10.5B | ||
| Q1 25 | — | $10.6B | ||
| Q4 24 | — | $10.7B | ||
| Q3 24 | — | $10.5B | ||
| Q2 24 | — | $10.6B | ||
| Q1 24 | — | $10.6B |
| Q4 25 | $3.2B | $19.7B | ||
| Q3 25 | $2.9B | $19.9B | ||
| Q2 25 | — | $19.8B | ||
| Q1 25 | — | $19.7B | ||
| Q4 24 | — | $20.3B | ||
| Q3 24 | — | $20.1B | ||
| Q2 24 | — | $19.5B | ||
| Q1 24 | — | $19.5B |
| Q4 25 | 0.61× | 0.74× | ||
| Q3 25 | 0.82× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $13.6M | $258.4M |
| Free Cash FlowOCF − Capex | $6.2M | — |
| FCF MarginFCF / Revenue | 0.8% | — |
| Capex IntensityCapex / Revenue | 0.9% | 0.0% |
| Cash ConversionOCF / Net Profit | 0.39× | 1.71× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $13.6M | $258.4M | ||
| Q3 25 | $-44.9M | $332.4M | ||
| Q2 25 | — | $305.4M | ||
| Q1 25 | — | $223.8M | ||
| Q4 24 | — | $239.5M | ||
| Q3 24 | — | $295.9M | ||
| Q2 24 | — | $294.1M | ||
| Q1 24 | — | $176.1M |
| Q4 25 | $6.2M | — | ||
| Q3 25 | $-53.6M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | $205.4M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | 0.8% | — | ||
| Q3 25 | -7.2% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 38.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | 0.9% | 0.0% | ||
| Q3 25 | 1.2% | 0.0% | ||
| Q2 25 | — | 0.0% | ||
| Q1 25 | — | 3.4% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | 0.39× | 1.71× | ||
| Q3 25 | -1.31× | 2.41× | ||
| Q2 25 | — | 1.87× | ||
| Q1 25 | — | 1.69× | ||
| Q4 24 | — | 1.44× | ||
| Q3 24 | — | 2.18× | ||
| Q2 24 | — | 2.46× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AIR
| Commercial Customer | $268.1M | 34% |
| Repair And Engineering | $244.5M | 31% |
| Integrated Solutions | $175.8M | 22% |
| Government And Defense Customer | $85.5M | 11% |
| Expeditionary Services | $21.4M | 3% |
KIM
Segment breakdown not available.
