The commercial aviation industry faces a persistent supply chain bottleneck. With major original equipment manufacturers struggling to meet delivery schedules for new aircraft, airlines have few choices but to extend the life cycles of their existing fleets.
This dynamic shifts capital expenditure away from new plane purchases and directly into heavy maintenance, repair, and overhaul services. Operations positioned to service these aging fleets are capturing a structural tailwind that shows little sign of abating. AAR Corp. (NYSE: AIR) is strategically consolidating this exact market, turning a macroeconomic pain point for airlines into an accretive growth engine for its aftermarket platform.
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