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AAR Corp. (AIR)
NYSE:AIR
Earnings Data
Report Date
Sep 24, 2025After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1Last Year’s EPS
0.85Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call conveyed a strong positive sentiment with record financial performance and significant strategic wins despite some challenges in specific segments.Company Guidance -
Q1 2026
Record Year Financial Performance
AAR delivered record financial results for fiscal year 2025 with total revenue reaching $2.8 billion, a 20% increase over the prior year. Adjusted EBITDA margin increased by 140 basis points to 11.8%, and adjusted diluted earnings per share were $3.91, up from $3.33 last year.
Strong Organic Sales Growth
The company achieved 14% organic sales growth in the fourth quarter, excluding the impact of the Landing Gear business. For the full fiscal year, organic sales growth excluding acquisitions and divestitures was 9%.
Parts Supply Segment Performance
Parts Supply sales grew 17% to $306 million year-over-year, with a notable above-market growth of over 20% in new parts distribution activities. Adjusted EBITDA margin for Parts Supply increased to 17.1% from 14.8%.
Strategic Business Wins
Key business wins included a supply chain alliance agreement with the U.S. Defense Logistics Agency and a joint venture with KIRA for the U.S. Navy's pilot training program.
Successful Divestitures and Portfolio Optimization
The company completed the divestiture of its Landing Gear overhaul business, which generated $48 million in cash and is margin accretive.
Trax Software Success
Trax software captured new business wins, including a significant deal with Delta Airlines to modernize their maintenance and engineering systems. Trax has crossed the $50 million revenue threshold.
AIR Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AIR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jul 16, 2025 | $74.88 | $85.10 | +13.65% |
Mar 27, 2025 | $68.35 | $57.14 | -16.40% |
Jan 07, 2025 | $61.75 | $67.09 | +8.65% |
Sep 23, 2024 | $69.10 | $65.99 | -4.50% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does AAR Corp. (AIR) report earnings?
AAR Corp. (AIR) is schdueled to report earning on Sep 24, 2025, After Close (Confirmed).
What is AAR Corp. (AIR) earnings time?
AAR Corp. (AIR) earnings time is at Sep 24, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AIR EPS forecast?
AIR EPS forecast for the fiscal quarter 2026 (Q1) is 1.