On December 31, 2025, Chuck Royce (Trades, Portfolio) executed a significant transaction involving CPI Aerostructures Inc (CVU). The transaction saw a reduction

AerSale pivots to MRO to drive predictability in the business. Recurring MRO and parts business drives improved EBITDA and gross margins, with new capacity expected to add $50M in revenue, half realized in 2026. I adjust the price target from $14.94 to $12.72, reflecting lower 2025 EBITDA expectations and continued revenue variability from whole asset sales.

WOOD DALE, Ill., Jan. 5, 2026 /PRNewswire/ -- AAR CORP.

StandardAero is well-positioned in the aircraft engine MRO market, yet its stock lags despite strong sector demand and Q3 outperformance. SARO delivered 20.4% revenue growth in Q3, beating estimates, with robust commercial, military, and business aviation sales, though margins face near-term pressure. 2025 guidance was raised, with tighter revenue forecasts, improved free cash flow, and stable EBITDA margins, supporting a constructive outlook for SARO.

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--BNL reaches substantial completion on the first of two Sierra Nevada MROs; adds $21 million to its committed pipeline of build-to-suit developments.

Lufthansa's Capital Markets Day highlighted ambitious margin targets, fleet simplification, and strategic pillars across passenger, cargo, and MRO segments. DLAKF management's confidence in surpassing pre-pandemic margins and a strong balance sheet support the investment case, with FCF and shareholder distributions set to improve. At the current market cap, the MRO segment alone justifies most of the enterprise value. Valuation is still compelling and we confirm our buy.

DXP Enterprises is a standout GARP opportunity, combining high growth with a cheap valuation despite strong recent stock performance. Smart capital allocation and the fast-growing Innovative Pumping Solutions segment drive growth in a declining MRO sector, positioning DXP as a disruptor. Financials are robust: accelerating revenue and earnings, improving margins, and a solid balance sheet support long-term upside potential.

TATT's MRO business may improve, backed by contract wins, despite near-term challenges posed by supply-chain woes.

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--StandardAero, a leading independent pure-play provider of aerospace engine aftermarket services, has recently renewed its longstanding relationship with Thai low-cost airline Nok Airlines Public Company Limited (“Nok Air”) through the provision of CFM International CFM56-7B turbofan engine maintenance, repair & overhaul (MRO) workscopes in support of the airline's fleet of Boeing 737-800 narrowbody aircraft. StandardAero, a CFM International authorized CF.

W.W. Grainger is poised for strong growth, leveraging pricing power, scale, and investments in distribution and digital capabilities to outpace the U.S. MRO market. Recent and upcoming price increases, especially in response to tariffs, should boost sales and support margin expansion, with positive customer sentiment and minimal inventory destocking. The Endless Assortment segment is delivering double-digit growth, driven by B2B traction and retention, while reshoring trends support long-term demand for MRO products.