The earnings call highlights AAR Corp.'s strong financial performance, strategic new business wins, and successful execution of growth initiatives. Despite challenges in the Repair & Engineering segment and constraints in the USM business, the company's overall trajectory remains positive with a clear focus on expanding market share and margin improvement.

Company Guidance

During AAR Corp.'s Fourth Quarter 2025 Earnings Conference Call, management provided guidance that highlighted several key metrics. The company achieved a record full-year revenue of $2.8 billion, marking a 20% increase over the previous year. Their adjusted EBITDA margin rose by 140 basis points to 11.8%, with an adjusted diluted earnings per share of $3.91, up from $3.33 the previous year. The quarter saw a 14% organic sales growth, excluding the Landing Gear segment. AAR Corp. successfully reduced its net leverage to 2.7x and aims to reach a target of 2.0 to 2.5x, assuming no further mergers and acquisitions. For fiscal year 2026, the company expects organic sales growth to approach the 9% level achieved in 2025, while specific first-quarter 2026 expectations include sales growth between 6% to 11% and adjusted operating margins of 9.6% to 10%.

Record Full Year Results

AAR Corp. delivered record full year results of $2.8 billion, up 20% over the prior year, with adjusted EBITDA margin increasing by 140 basis points to 11.8%.

Strong Organic Sales Growth

The company achieved a 14% organic sales growth in the quarter, excluding Landing Gear, and a 9% organic sales growth for the full fiscal year.

Significant New Business Wins

AAR extended a multiyear agreement with FTAI for CFM56 engine material distribution and secured a joint venture with KIRA for the U.S. Navy's pilot training program.

Trax Software Success

Trax software solution captured several new business wins, including a major contract with Delta Airlines to modernize its maintenance and engineering systems.

Net Leverage Reduction

The company reduced net leverage to 2.7x and is on track to meet the target of 2.0 to 2.5x, indicating strong financial health and disciplined capital allocation.

AAR (AIR) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AIR Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 24, 2025	2026 (Q1)	0.99 / -	0.85	―	―	―
Jul 16, 2025	2025 (Q4)	1.00 / 1.16	0.88	31.82% (+0.28)
Mar 27, 2025	2025 (Q3)	0.96 / 0.99	0.85	16.47% (+0.14)
Jan 07, 2025	2025 (Q2)	0.85 / 0.90	0.81	11.11% (+0.09)
Sep 23, 2024	2025 (Q1)	0.82 / 0.85	0.78	8.97% (+0.07)
Jul 18, 2024	2024 (Q4)	0.86 / 0.88	0.83	6.02% (+0.05)	―
Mar 21, 2024	2024 (Q3)	0.84 / 0.85	0.75	13.33% (+0.10)	―
Dec 21, 2023	2024 (Q2)	0.80 / 0.81	0.69	17.39% (+0.12)
Sep 26, 2023	2024 (Q1)	0.70 / 0.78	0.61	27.87% (+0.17)	―
Jul 18, 2023	2023 (Q4)	0.78 / 0.83	0.72	15.28% (+0.11)	―

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.

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