{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-23-082021","form_type":"8-K","ticker":"AIR","cik":"0000001750","company_name":"AAR CORP","filed_at":"2023-07-18T23:59:59+00:00","discovered_at":"2026-05-14T18:03:35.085336+00:00","generated_at":"2026-06-13T07:09:07.318621+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"AAR Q4 adjusted EPS $0.83 (+15% YoY), sales $553M (+16%); FY adjusted EPS $2.86 (+20%)","bullets":["Q4 sales $553.3M (+16% YoY); GAAP diluted EPS $0.66 (flat YoY); adjusted EPS $0.83 (+15% from $0.72).","FY2023 sales $2.0B (+9%); GAAP EPS $2.52 vs $2.16; record adjusted EPS $2.86 (+20% from $2.38).","Commercial customer sales rose 31% in Q4; government sales fell 7%; commercial mix 69% of sales.","Announced expansion of United Airlines MRO relationship to minimum 10 lines; new 3-bay hangar in Miami with county cost reimbursement.","Operating cash flow from cont ops $45.3M in Q4; net debt $203.6M, net leverage 1.07x; no share repurchases in Q4."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-23-082021","json":"https://secwatch.observer/filing/0001104659-23-082021.json","markdown":"https://secwatch.observer/filing/0001104659-23-082021.md","text":"https://secwatch.observer/filing/0001104659-23-082021.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1750/000110465923082021/0001104659-23-082021-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1750/000110465923082021/tm2320884d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-13T07:09:07.318621+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"b664cb45cc9c824e0cf5c4de80704711f1f3c39c","claim":"AAR CORP reported fiscal year 2023 results: revenue $2.0 billion, net income $89.8 million, EPS $2.52 per diluted share.","evidence_excerpt":"$0.83 in Q4 FY2023, up 15% from $0.72 in Q4 FY2022 · Fourth quarter cash flow provided by operating activities from continuing operations of $45 million · Full year sales of $2.0 billion, up 9% over the prior year · Full year GAAP diluted earnings per share from continuing operations of $2.52, compared to $2.16 in FY2022; record adjusted earnings of $2.86 in","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1750/000110465923082021/0001104659-23-082021-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal year 2023"},{"label":"Revenue","value":"$2.0 billion"},{"label":"Net income","value":"$89.8 million"},{"label":"EPS","value":"$2.52 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"ebc87bb11f68bfc7eb08e48428c67df48d83fc4a","claim":"AAR CORP reported fourth quarter ended May 31, 2023 results: revenue $553.3 million, net income $23.2 million, EPS $0.66 per diluted share.","evidence_excerpt":"today reported fourth quarter fiscal year 2023 consolidated sales of $553.3 million and income from continuing operations of $23.2 million, or $0.66 per diluted share.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1750/000110465923082021/0001104659-23-082021-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fourth quarter ended May 31, 2023"},{"label":"Revenue","value":"$553.3 million"},{"label":"Net income","value":"$23.2 million"},{"label":"EPS","value":"$0.66 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}