US · Industrials · Aerospace & Defense
EPS came in at 1.49 against a street estimate of 1.29 — a beat of 15.5%.
Analysts rate AAR Corp a buy (5 buy, 2 hold, 0 sell out of 7) with an average price target of $154.50.
CONFIDENT AAR reported strong organic growth and margin expansion, raised full-year revenue guidance, and announced a transformative MRO Holdings acquisition expected to improve scale, margins, and cash generation. Q1 FY27 MRO Holdings operates across El Salvador, Mexico, Colombia, and the United States; management sees opportunities to attract European and Middle Eastern fleet work. Analysts focused on strategic rationale, global expansion, and margin synergies. Management highlighted cross-selling, wider-body and international opportunities, and procurement, SG&A, and systems benefits. 2026-09-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 16.10% |
| State Street Corp | 7.05% |
| Vanguard Portfolio Management, LLC | 5.43% |
| Dimensional Fund Advisors, Inc. | 4.81% |
| Vanguard Capital Management, LLC | 4.27% |
| Amvescap Plc. | 3.98% |
| Earnest Partners LLC | 3.12% |
| Capital Research Global Investors | 2.89% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q2 FY2027 HEADLINE NUMBERS • AAR CORP. announced a proposed private offering of $955 million aggregate principal amount of senior notes due 2031 and $960 milli | 2026-11-02 |
| Reg FD disclosure · Q2 FY2027 HEADLINE NUMBERS • The document is an October 26, 2026 Form 8-K from AAR CORP. (NYSE: AIR). • The filing does not provide revenue, earnings, cash fl | 2026-10-27 |
| Material agreement · Q2 FY2027 HEADLINE NUMBERS • AAR CORP. amended its revolving credit facility on October 23, 2026. • Total revolving credit commitments increased to $1,375.0 m | 2026-10-26 |
| Quarterly report · Q1 FY2027 HEADLINE NUMBERS • Fiscal 2027 first-quarter sales were $918.0 million, up from $739.6 million in the prior-year quarter, an increase of approximatel | 2026-09-29 |
| Material agreement · Q2 FY2027 HEADLINE NUMBERS • AAR agreed to acquire 65% of MRO Panama from MROH Intermediate Holdco LLC for an estimated $1,819,174,310 in cash plus 5,783.894 s | 2026-09-29 |
| Results announced · Q2 FY2027 HEADLINE NUMBERS • Q1 FY2027 sales rose 24% to $918.0 million from $739.6 million. • GAAP net income increased to $40.1 million from $34.4 million. | 2026-09-28 |
| Board / officer change · Q2 FY2027 AAR CORP. (AIR) - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held September 23, 2026 with 37,391,244 shares present or by proxy (93% of 40,2 | 2026-09-24 |
| Proxy statement · Q2 FY2027 AAR CORP. – PROXY STATEMENT SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Sales (FY2026): $3.3 billion, up from $2.78 billion (FY2025) and $2.32 b | 2026-08-04 |
Readable in the app.
| Announcement | Date |
|---|---|
| Acquires 65% stake in MRO Panama for approximately $2.6 billion AAR Corp agreed to acquire a 65% stake in MRO Panama for approximately $2.6 billion in total consideration (paid via $1.82 billion cash plus $781 million in newly issued convertible preferre | 2026-09-29 |
| Completed acquisition of Aircraft Reconfig Technologies for $35 million AAR Corp. completed its acquisition of Aircraft Reconfig Technologies LLC on April 24, 2026, for $35 million in cash. The company, which specializes in aircraft interiors engineering, was pu | 2026-04-24 |
| Subsidiary enters definitive agreement to acquire aircraft interiors engineering company AAR Corp announced on December 17, 2025 that its subsidiary AAR Aircraft Services will acquire Aircraft Reconfig Technologies LLC for $35 million in cash. Aircraft Reconfig Technologies is a | 2025-12-17 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.