$AIR

AAR Corp (NYSE: AIR) shares rose after Truist Securities raised its price target to $145 from $128 and kept a Buy rating. The move followed AAR’s July 21 quarterly results, with EPS of $1.53 vs $1.38 expected and revenue of $928 million vs $893.03 million. Shares closed at $136.86, up about 6%.

AAR CORP (AIR) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. false 0000001750 0000001750 2026-07-23 2026-07-23 0000001750 us-gaap:CommonStockMember exch:XCHI 2026-07-23 2026-07-23 0000001750 us-gaap:CommonStockMember exch:XNYS 2026-07-23 2026-07-23 iso4217:USD xbrli:shares iso4217:USD xbrli:shares Common Stock, $1.00 par value AIR UNITED S

AAR (NYSE: AIR) shares fell 5.2% pre-market after the company reported CY2026 Q2 results above Wall Street expectations. Revenue rose 26.1% to $928 million and adjusted EPS was $1.53, both beating consensus. Q3 revenue guidance midpoint was $902.3 million. Operating margin fell to 8.6% from 9.9% a year earlier.

AAR Corp (AIR) reported Q4 2026 total sales of $928 million, up 26% year over year, with 13% organic growth. Adjusted EBITDA rose 27% to $116 million and adjusted EPS rose 32% to $1.53. Full-year adjusted sales were $3.3 billion (+20%); net leverage fell to 2.03x. The company cited acquisitions, a Woodward distribution deal, and an AI procurement beta, while noting margin pressure from HAECO integration and weaker government solutions.

AAR Corp (NYSE: AIR) reported Q2 CY2026 revenue of $928 million, up 26.1% year on year and 3.9% above Wall Street estimates. Next-quarter revenue guidance is $902.3 million at the midpoint, 4.4% above expectations. Non-GAAP EPS was $1.53, 10.5% above consensus. Shares fell 4.8% to $135.35 after the report.

AAR Corp shares fell nearly 6% in after-hours after the company reported FY2026 Q4 results. Adjusted diluted EPS was $1.53 vs about $1.38 expected, and revenue was $928M vs about $892M expected, up 23% year over year. GAAP operating margin fell to 8.6% from 9.7% and missed guidance. Costs rose, including SG&A and integration charges. Analysts cited mixed views, with RBC raising its target to $145 and KeyBanc downgrading to Sector Weight.

AAR CORP (AIR) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 tm2620584d1_ex99-1.htm EXHIBIT 99.1 Exhibit 99.1 AAR reports fourth quarter and fiscal year 2026 results Wood Dale, Illinois, July 21, 2026 — AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, reported

AAR Corp. (NYSE: AIR) reported Q4 FY2026 sales of $928.0 million, up 23% year over year, with GAAP diluted EPS of $1.27 and adjusted diluted EPS of $1.53. FY2026 sales rose to $3.3 billion, up 19%, with GAAP diluted EPS of $4.86 and adjusted diluted EPS of $5.05. Net leverage was 2.03x at May 31, 2026.

AAR (NYSE: AIR), an FAA-approved aircraft maintenance services provider, has gained 169% over five years to $111.45 and is up 33% in the past six months after quarterly results beat the S&P 500 by 22%, according to the article. It reports 13.8% revenue CAGR over five years, analysts expect 14.3% revenue growth next 12 months, and EPS CAGR of 33.3%. The stock trades at 20.8× forward P/E.

AAR Corp. held an Investor Day in May 2026, reiterating its focus on parts, repair, and software within the aviation aftermarket, while emphasizing a disciplined approach to mergers and acquisitions. The company seeks M&A opportunities that accelerate its core strategy, offer synergies, exceed its cost of capital, and preferably involve strong cash flow businesses. This strategy aims to reinforce its existing growth initiatives and improve the quality of its recurring earnings, with its new AI-driven procurement platform, Airvoyant, serving as an example of digital tools supporting aftermarket differentiation.