Lord Ellen M. sold $425K of AIR

AAR (AIR) reported Q3 revenue of $918M, beating estimates by 4.4%, and adjusted EPS of $1.49, exceeding expectations by 14.9%. Management highlighted growth in commercial and government segments but noted margin pressures from recent acquisitions. Q4 revenue guidance was set at $914.6M, above analyst estimates. The stock is down 6.1% since earnings, trading at $108.04.

AAR CORP (AIR) reported Q3 2026 revenue of $918M, up 24.1% YoY, beating estimates. Adjusted EPS was $1.49, 14.9% above consensus. Q4 guidance is $914.6M, 2.6% above estimates. Management highlighted growth from acquisitions and higher-margin government programs, but margins were pressured by HAECO Americas integration. The MRO Holdings acquisition is expected to expand scale and margins.

Moody's affirmed AAR Corp's (AIR) Ba2 rating but revised its outlook to negative, citing execution risks from its MRO deal. The rating is supported by AAR's strong aerospace aftermarket position. Moody's expects leverage to decline to 4.2x by fiscal 2028. The company's liquidity remains solid, but integration risks and leverage levels could impact credit metrics.

AAR Corp (AIR) reported strong Q1 FY2027 earnings, beating estimates with $1.49 EPS and $918M revenue. The company announced a $4B acquisition of MRO Holdings, but shares fell 6.46% to $107.66. Management highlighted durable demand, margin expansion, and strategic alignment with the acquisition. Concerns include leverage spike, execution risks, and potential dilution. RBC Capital maintains an Outperform rating with a $145 price target.

AAR Corp (AIR) stock fell 6% despite strong Q1 earnings and raised full-year sales guidance. The decline followed the announcement of a $4B acquisition of a 65% stake in MRO Holdings, financed by debt and equity. The deal expands AAR's MRO capabilities and geographic reach, but investors may be concerned about the debt issuance in a rising-rate environment.

AAR Corp (NYSE: AIR) reported Q3 CY2026 revenue of $918M, up 24.1% YoY, beating estimates. Guidance for next quarter is $914.6M, 2.6% above analysts' expectations. Non-GAAP EPS was $1.49, 14.9% above estimates. The company announced an agreement to acquire a 65% stake in MRO Holdings. Despite strong results, the stock dropped 7.6%.