Earnings summaries and quarterly performance for AAR.
Executive leadership at AAR.
John M. Holmes
Detailed
Chief Executive Officer
CEO
Christopher A. Jessup
Detailed
Senior Vice President and Chief Commercial Officer
Eric S. Pachapa
Detailed
Vice President, Controller and Chief Accounting Officer
Jessica A. Garascia
Detailed
Senior Vice President, General Counsel, Chief Administrative Officer and Secretary
Sean M. Gillen
Detailed
Senior Vice President and Chief Financial Officer
Board of directors at AAR.
Billy J. Nolen
Detailed
Director
Duncan J. McNabb
Detailed
Director
Ellen M. Lord
Detailed
Director
Hema Widhani
Detailed
Director
Jeffrey N. Edwards
Detailed
Director
Jennifer L. Vogel
Detailed
Director
John W. Dietrich
Detailed
Director
Marc J. Walfish
Detailed
Lead Independent Director
Michael R. Boyce
Detailed
Director
Peter Pace
Detailed
Director
Robert F. Leduc
Detailed
Director
Research analysts who have asked questions during AAR earnings calls.
Kenneth Herbert
RBC Capital Markets
8 questions for AIR
Also covers: , AMTM, ASLE +24 more
Scott Mikus
Melius Research
8 questions for AIR
Also covers: BA, BAH, CACI +13 more
Michael Leshock
KeyBanc Capital Markets
6 questions for AIR
Also covers: HAYN, RKLB, SPCE +1 more
Samuel Struhsaker
Truist Securities, Inc.
5 questions for AIR
Also covers: ASLE, ATRO, B +2 more
Louie DiPalma
William Blair
4 questions for AIR
Also covers: ASTS, AVAV, BAH +16 more
Michael Ciarmoli
Truist Securities, Inc.
3 questions for AIR
Also covers: AIN, ASLE, ATRO +20 more
Noah Levitz
William Blair
3 questions for AIR
Also covers: REKR, STRL, VSEC
Joshua Sullivan
The Benchmark Company
2 questions for AIR
Also covers: ACHR, ATI, BKSY +13 more
Louis Dipalma
William Blair & Company
1 question for AIR
Also covers: BAH, IRDM
Recent press releases and 8-K filings for AIR.
AAR CORP. to Acquire Aircraft Reconfig Technologies
AIR
M&A
New Projects/Investments
- AAR CORP. (NYSE: AIR) announced on December 17, 2025, that its wholly-owned subsidiary, AAR Aircraft Services, Inc., entered into a definitive agreement to purchase Aircraft Reconfig Technologies from ZIM Aircraft Cabin Solutions LLC.
- The acquisition is valued at $35 million in an all-cash transaction, subject to customary adjustments.
- This strategic acquisition is expected to expand AAR's engineering and certification capabilities within its Repair & Engineering segment and is anticipated to be accretive to both margins and earnings.
- The transaction is projected to close in the fourth quarter of AAR’s Fiscal Year 2026, pending customary closing conditions and regulatory approvals.
7 hours ago
AAR to Acquire Aircraft Reconfig Technologies
AIR
M&A
New Projects/Investments
- AAR CORP. (NYSE: AIR) has entered into a definitive agreement to acquire Aircraft Reconfig Technologies from ZIM Aircraft Cabin Solutions for $35 million in an all-cash transaction.
- The acquisition is expected to expand AAR's engineering and certification capabilities within its Repair & Engineering segment, aiming to differentiate AAR as a leading independent MRO provider in North America.
- The transaction is anticipated to close in the fourth quarter of AAR's Fiscal Year 2026 and is expected to be accretive to both margins and earnings.
7 hours ago
AAR CORP. Reports Strong Q1 FY26 Results and Announces Strategic Acquisitions
AIR
Earnings
M&A
New Projects/Investments
- AAR CORP. reported Q1 FY26 Adjusted Diluted Earnings per Share of $1.08, an increase from $0.85 in Q1 FY25, alongside $739.6 million in Adjusted Sales for Q1 FY26, reflecting 16.8% Adjusted Organic Sales Growth.
- For the full fiscal year 2025, the company achieved $2.7 billion in Adjusted Sales and $324 million in Adjusted EBITDA, with an Adjusted EPS of $3.91.
- In Q2 FY26, AAR CORP. completed two strategic acquisitions: ADI for $146 million on September 25, 2025, to enhance new parts distribution, and HAECO Americas for $78 million on November 3, 2025, to expand its heavy maintenance footprint. These acquisitions are expected to contribute to the company's strategic repositioning and margin expansion.
Nov 13, 2025, 1:01 PM
AIR to Become Public Company via Business Combination with Cantor Equity Partners III
AIR
M&A
New Projects/Investments
- AIR, the world's largest flavored hookah producer and owner of the Al Fakher brand, announced a definitive business combination agreement with Cantor Equity Partners III to become a public company.
- The combined entity, AIR Global Limited, is expected to list on the Nasdaq under the ticker "AIIR" in the first half of 2026.
- The Proposed Business Combination implies a pro forma enterprise value of $1.749 billion.
- For 2024, AIR generated $375 million in net revenue and $150 million in adjusted EBITDA from core products, with its Al Fakher brand holding over 60% market share in the United States.
Nov 7, 2025, 1:30 PM
AAR Acquires HAECO Americas and Secures Multi-Year Contracts
AIR
M&A
New Projects/Investments
- AAR CORP. (NYSE: AIR) has acquired HAECO Americas from HAECO Group for $78 million in an all-cash transaction.
- This acquisition expands AAR's heavy maintenance footprint and accelerates the growth of its Repair & Engineering segment.
- In connection with the transaction, AAR secured multi-year heavy maintenance contracts worth over $850 million.
- AAR expects the acquisition to drive significant synergy realization and margin improvement, aiming for operating margins consistent with its current Airframe MRO operations, although it will be initially slightly dilutive to operating margins.
Nov 3, 2025, 9:05 PM
AAR CORP. announces pricing and closing of public offering of common stock
AIR
Debt Issuance
New Projects/Investments
- AAR CORP. priced an underwritten registered public offering of 3,000,000 shares of its common stock at $83.00 per share. The underwriters fully exercised their option to purchase an additional 450,000 shares, resulting in a total of 3,450,000 shares sold.
- The company received net proceeds of approximately $274.0 million from the offering, after deducting underwriting discounts and estimated offering expenses.
- The shares were issued and sold on October 2, 2025.
- AAR intends to use the net proceeds to repay outstanding borrowings under its unsecured revolving credit facility and for general corporate purposes, which may include funding future acquisitions.
Oct 2, 2025, 8:13 PM
AAR prices public offering of common stock
AIR
New Projects/Investments
- AAR CORP. (NYSE: AIR) announced the pricing of an underwritten registered public offering of 3,000,000 shares of its common stock at $83.00 per share.
- The offering is expected to generate approximately $239.0 million in net proceeds, or $274.9 million if the underwriters fully exercise their option to purchase an additional 450,000 shares.
- The company intends to use the net proceeds to repay outstanding borrowings under its unsecured revolving credit facility and for general corporate purposes, which may include funding future acquisitions.
- Shares are expected to be delivered on or about October 2, 2025.
Oct 1, 2025, 2:22 AM
AAR Announces Public Offering of Common Stock
AIR
New Projects/Investments
- AAR CORP. (NYSE: AIR) has commenced an underwritten registered public offering of 3,000,000 shares of its common stock.
- The company intends to grant the underwriters a 30-day option to purchase up to an additional 450,000 shares of common stock.
- Net proceeds from the offering will be used to repay outstanding borrowings under its unsecured revolving credit facility and for general corporate purposes, which may include funding future acquisitions.
- Goldman Sachs & Co. LLC, Jefferies, and RBC Capital Markets, LLC are acting as joint book-running managers for the offering.
Sep 30, 2025, 8:08 PM
AAR CORP. Acquires ADI American Distributors
AIR
M&A
New Projects/Investments
- AAR CORP. acquired American Distributors Holding Co., LLC (ADI) for $146 million in cash on September 25, 2025, with the transaction funded using AAR's existing revolving credit facility.
- ADI, a leading distributor of components and assemblies, generated $149 million in revenue and $15.2 million in EBITDA for the trailing twelve months ended June 30, 2025.
- The acquisition is strategically aimed at expanding AAR's new parts Distribution offerings, adding new OEM partnerships, and positioning ADI for margin improvement within AAR's Parts Supply segment.
Sep 25, 2025, 8:52 PM
AAR Acquires American Distributors Holding Co.
AIR
M&A
New Projects/Investments
Revenue Acceleration/Inflection
- AAR Corp. (NYSE: AIR) announced on September 25, 2025, the acquisition of American Distributors Holding Co., LLC (ADI) for $146 million in an all-cash transaction, funded by its existing revolving credit facility.
- For the trailing twelve months ended June 30, 2025, ADI generated $149 million in revenue and $15.2 million in EBITDA.
- The acquisition is expected to expand AAR's new parts Distribution offerings, add new OEM partnerships, deepen existing relationships, and position ADI for margin improvement and revenue growth.
Sep 25, 2025, 8:30 PM
Quarterly earnings call transcripts for AAR.
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