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AAR (AIR) earnings

AAR CORP· Industrials

Results to
Aug 2026
Latest analysed call
Aug 2026 (Q1 FY27)
Balance sheet to
May 2026

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AAR earnings: last reported Tue, 29 Sep 2026, for the quarter ended Aug 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue918 $ million+24.1% YoYQuarterly, as filedQuarter to Aug 2026Revenue from operations as filed.
Operating marginUnavailable—Operating profit / revenueQuarter to Aug 2026Not in the filed figures for the quarter to aug 2026. No older figure is substituted.
Net profit40.1 $ million+16.6% YoYQuarterly, as filedQuarter to Aug 2026Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Aug 2026

Guidance

What management said, and what became of it

20 of 23 judged targets kept · 17 open · verdicts reflect calls analysed to Aug 2026.

AAR CORP management guidance track record on Inve: 40 targets tracked across analysed earnings calls (20 achieved, 3 missed, 17 open).

TargetOriginal wordingSaidLatest callVerdict
Adjusted EBITDA margin, excluding legacy commercial programs12.25% to 12.75%May 2026Aug 2026:Excluding legacy commercial programs, adjusted EBITDA margin was 13.3%, already within the 3-year target range that we established at our Investor Day a few months ago in May.
Call transcript, Aug 2026 · no direct link
Achieved
Hangar capacity expansion completionbegin operationAug 2024No later analysed call mentions it.Ghosted
Total sales growth, excluding legacy commercial programslow double digits to low teensMay 2026Aug 2026:For the full year, we are increasing our sales outlook and now expect growth excluding LCP in the low teens.
Call transcript, Aug 2026 · no direct link
Revised Up

Source: Inve Guidance Tracker for AAR CORP · to Aug 2026

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

3 of AAR CORP's 40 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 37 more targets are in the full ledger.

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Price

$95.25 −1.47% · −$1.42

Last close Oct 23, 2026 · US · USD · Source: Inve

Performance +17.1% 1Y

$80$100$120$140Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Oct 26Feb 2026 (Q3 FY26) — 24 Mar 2026May 2026 (Q4 FY26) — 21 Jul 2026Aug 2026 (Q1 FY27) — 29 Sept 2026

1Y: $81.33 on 22 Oct 2025 → $95.25. High $153.71 (17 Aug 2026), low $77.35 (20 Nov 2025).

Previous close
$96.67
52-week range
$77.35 – $153.71
One year
+11.16%

Overview

Symbol
AIR
Exchange
US
Currency
USD

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