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AAR Corp. (AIR)
NYSE:AIR
Earnings Data
Report Date
Mar 24, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
―Last Year’s EPS
0.99Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflected a strong start to the fiscal year with significant growth in sales and profitability, driven by robust performance in the Parts Supply segment and strategic acquisitions. While some challenges were noted, such as a slight decrease in repair and engineering sales and increased net debt leverage, the overall outlook remains positive with expectations for continued growth.Company Guidance
Significant Top-Line Growth and Profitability Increase
Delivered 17% organic adjusted sales growth and 13% total sales growth year-over-year to $740 million, with adjusted EBITDA increasing 18% to $86.7 million and adjusted operating income increasing 21% to $71.6 million.
Parts Supply Segment Performance
Parts supply sales grew 27% to $318 million year-over-year, with adjusted EBITDA margins increasing to 13.8% from 13.1%. This growth was driven by strong new parts distribution activities and a meaningful pickup in USM sales.
Strong Government and Commercial Sales
Adjusted sales growth to government customers increased 21%, and adjusted organic sales to commercial customers increased 15% over the same period last year.
Strategic Acquisitions and Expansions
Acquired AeroStrat, enhancing software capabilities, and continued expansion of MRO facilities in Oklahoma City and Miami, which will add 15% capacity to the network by 2026.
Traxx Software Solution Success
Traxx software continued its momentum with a major win with Delta Airlines and an upgrade by JetBlue to e-mobility and cloud solutions.
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 |
|---|---|---|---|
Sep 23, 2025 | $78.35 | $81.62 | +4.17% |
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% |
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 Mar 24, 2026, After Close (Confirmed).
What is AAR Corp. (AIR) earnings time?
AAR Corp. (AIR) earnings time is at Mar 24, 2026, 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?
Currently, no data Available