Scott Mikus's questions to AAR (AIR) leadership • Q1 2026
Question
Scott Mikus inquired about the uptick in USM sales, the visibility on whole assets coming to market, and the margin opportunity in parts supply.
Answer
CEO John Holmes noted a loosening of supply in the fourth and first quarters, driving growth in USM. He also stated that USM margins are currently depressed but are expected to expand as more supply comes to market.