Trax’s Cloud-Powered Aviation Tech Gains Traction as Amerijet Bets Big on Digital Transformation

The aviation maintenance sector is undergoing a quiet but transformative shift, driven by the adoption of cloud-based solutions that promise to modernize legacy workflows. Trax, a subsidiary of AAR CORP (NYSE: AIR), has emerged as a key player in this space following its recent partnership with Amerijet International Airlines, a 50-year-old cargo carrier with a global footprint. The deal, announced in April 2025, positions Trax’s eMRO and eMobility suite as the backbone of Amerijet’s digital transformation, highlighting the growing demand for scalable, cloud-native tools in an industry grappling with regulatory complexity and operational inefficiencies.

The Partnership’s Strategic Weight

Amerijet’s decision to deploy Trax’s platform—spanning applications like QuickTurn for task management and EzStock for inventory control—is not merely about cost savings. It’s a bet on real-time data integration and compliance automation in an industry where even minor errors can ground aircraft for days. The partnership specifically emphasizes Trax’s ability to deliver offline functionality, a critical feature for maintenance teams operating in remote locations without stable internet. This capability, paired with RFID-enabled logistics and biometric security, underscores Trax’s focus on reliability in high-stakes environments.

Trax’s Playbook: Scalability Meets Innovation

Trax’s solutions are designed to address longstanding pain points in aviation maintenance. For instance, its TaskControl application reduces manual paperwork by 80%, while digital signatures and cloud hosting ensure audit trails are instantly accessible. The platform’s modular architecture allows Amerijet to integrate existing systems without overhauling its entire IT infrastructure—a critical factor in winning over established carriers.

But Trax’s ambition extends beyond software. By offering fully managed cloud hosting, the company positions itself as a “technology partner” rather than a vendor, a strategy that has already attracted clients like Singapore Airlines and Archer Aviation. This service model could be a differentiator as airlines seek turnkey solutions to avoid in-house tech headaches.

The AAR CORP Catalyst

As a subsidiary of AAR CORP, Trax benefits from its parent’s 60-year track record in aviation services, which provides both credibility and distribution channels. shows a 15% rise since early 2024, reflecting investor optimism about its tech investments. However, the Amerijet deal could accelerate this momentum if it serves as a template for broader adoption in the cargo and commercial aviation sectors.

Market Context: A $20B Opportunity

The global aviation maintenance, repair, and overhaul (MRO) market is projected to exceed $100 billion by 2030, with digital tools like Trax’s capturing an increasing share. Cargo operators, which account for roughly 20% of the MRO market, are particularly eager to adopt cloud solutions to optimize fleet utilization amid rising fuel costs and supply chain volatility. Amerijet’s decision to partner with Trax could catalyze similar moves among competitors like Atlas Air (NASDAQ: ATSG) or Kalitta Air, creating a ripple effect.

Risks and Considerations

While the partnership is promising, execution remains key. Implementing cloud-based systems across a 50-year-old operation carries integration risks, and Amerijet’s public comments about “evaluating multiple solutions” suggest Trax outperformed competitors like Lido Software or Centricity. Additionally, AAR CORP’s broader financial health—including its exposure to defense contracts and parts shortages—could influence investor sentiment.

Conclusion: A Steady Climb for Trax and AAR

The Amerijet deal is more than a transaction—it’s a validation of Trax’s vision for aviation maintenance. With cargo volumes expected to grow at 5% annually through 2027, carriers will increasingly prioritize tools that cut downtime and improve compliance. Trax’s cloud-first approach, coupled with AAR CORP’s infrastructure, positions it to capitalize on this trend.

Investors should note that AAR CORP’s stock has historically traded at 1.2x its book value, but Trax’s software could justify a re-rating to 1.5x or higher as its revenue mix shifts toward recurring tech subscriptions. Meanwhile, the cargo sector’s reliance on MRO efficiency—where Trax’s tools can reduce costs by up to 30% according to case studies—strengthens the thesis.

For now, the partnership with Amerijet is a clear win. As more airlines follow suit, Trax’s role in the $20 billion cloud-based aviation tech market could make this deal the first of many.