TORVANTA
Other · S&P 500 · data as of 2026-10-05

AA stock analysis: AA

AA (AA) is an S&P 500 company in Other. It grades weakest on momentum.

The model's view of AA · subscribers

Where AA ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with AA · updated 2026-10-05 · from prices and SEC filings

AA price performance

AA against the S&P 500, one year
+0%+50%+100%+150%AA +29%S&P 500 +18%2025-09-292026-10-05
Year to date-17.8%S&P 500 +14.5% · behind by 32.3 pts
1 year+27.1%S&P 500 +17.0% · ahead by 10.0 pts
3 years+69.5%S&P 500 +89.3% · behind by 19.8 pts
5 years-6.8%S&P 500 +91.3% · behind by 98.1 pts

Total returns with dividends reinvested.

AA factor grades

Each grade compares AA with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

BValueP/E 9.0x (industry 20.1x)FCF yield 3.1% (industry 6.0%)
CGrowthRevenue growth +6% (industry +8%)EPS growth +19% (industry +10%)
CProfitability
C-Momentum12-month change +27%From 52-wk high -48%

AA in plain numbers

AA key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$11.5B
Revenue growth (y/y)+6%
Free-cash-flow yield3.1%
Dividend yield0.9%
Next earnings (expected)2026-10-21
Valuation measures
Market value$11.5B
Enterprise value$10.1B
P/E (trailing)9.0x
Forward P/E (Torvanta estimate)8.4x
PEG (Torvanta estimate)1.06
Price / sales0.8x
Price / book1.6x
EV / revenue0.7x
Financial highlights
Revenue, last 12 months$13.6B
Net income, last 12 months$1.3B
EPS, last 12 months (GAAP)$4.81
Net margin9.4%
Return on equity18.9%
Cash$1.4B
Total debt$0
Free cash flow, last 12 months$352.0M
Current ratio1.53x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

AA earnings trends

Revenue vs earnings
$0$1.0B$2.0B$3.0B$4.0BSep 2024 Revenue: $2.9BDec 2024 Revenue: $3.5BMar 2025 Revenue: $3.4BJun 2025 Revenue: $3.0BSep 2025 Revenue: $3.0BDec 2025 Revenue: $3.4BMar 2026 Revenue: $3.2BJun 2026 Revenue: $4.0BSep 2024 Net income: $90.0MDec 2024 Net income: $202.0MMar 2025 Net income: $548.0MJun 2025 Net income: $164.0MSep 2025 Net income: $232.0MDec 2025 Net income: $213.0MMar 2026 Net income: $425.0MJun 2026 Net income: $407.0MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 3.1%Net margin: 5.8%Net margin: 16.3%Net margin: 5.4%Net margin: 7.7%Net margin: 6.2%Net margin: 13.3%Net margin: 10.3%0%8%16%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.5$1.0$1.6$2.1Sep 2024 EPS (GAAP, diluted): $0.4Dec 2024 EPS (GAAP, diluted): $1.0Mar 2025 EPS (GAAP, diluted): $2.1Jun 2025 EPS (GAAP, diluted): $0.6Sep 2025 EPS (GAAP, diluted): $0.9Dec 2025 EPS (GAAP, diluted): $0.8Mar 2026 EPS (GAAP, diluted): $1.6Jun 2026 EPS (GAAP, diluted): $1.5Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +132% · Dec 2025 -18% · Mar 2026 -23% · Jun 2026 +147%

From the company's 10-Q and 10-K filings with the SEC.

AA financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$12.2B$12.5B$10.6B$11.9B$12.8B
Net income$429.0M-$123.0M-$651.0M$60.0M$1.2B
EPS (GAAP)$2.26$-0.88$-3.65$0.06$4.37
Free cash flow$530.0M$342.0M-$440.0M$42.0M$567.0M

AA earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-16$1.53+147%+31%-7.9%
2026-04-16$1.60-23%-5%-8.2%
2026-01-22$0.80-18%-1%-3.2%
2025-10-22$0.88+132%+3%+7.8%
2025-07-16$0.62+464%+4%+2.2%
2025-04-16$2.07n/a+30%-3.4%

Companies similar to AA

CompanyMarket valueP/ERevenue growthOperating margin12-month change
AA AA$11.5B9.0x+6%n/a+27%
ALLY ALLY$11.4B8.9x+11%n/a-2%compare
HL HL$11.4B34.7x+51%46.0%+43%compare
SF SF$11.4B12.6x+11%n/a-3%compare
LFUS LFUS$11.4Bn/a+13%2.8%+76%
AFG AFG$11.6B12.2x-0%14.5%-1%
FORM FORM$11.6B101.4x+18%12.9%+273%

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Frequently asked questions

Is AA stock a buy?

Torvanta does not tell individuals what to buy. Its grades for AA are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is AA's P/E ratio?

AA trades at about 9.0 times its last 12 months of GAAP earnings reported to the SEC, and about 8.4 times Torvanta's own estimate of the next 12 months.

When does AA report earnings next?

Based on its filing history, Torvanta expects AA to report around 2026-10-21.

Does AA pay a dividend?

Yes. Its dividend yield is about 0.9%.

How has AA performed against the S&P 500?

Over the past year AA returned +27.1%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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