{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-23-128211","form_type":"8-K","ticker":"AIR","cik":"0000001750","company_name":"AAR CORP","filed_at":"2023-12-21T23:59:59+00:00","discovered_at":"2026-05-14T18:03:30.310085+00:00","generated_at":"2026-06-07T09:13:26.696921+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"AAR posts Q2 sales up 16% to $545M; adjusted EPS $0.81 beats $0.69; announces $725M Triumph Product Support acquisition","bullets":["Q2 sales $545.4M (+16% YoY); GAAP EPS $0.67 (vs $0.64); adjusted EPS $0.81 (vs $0.69, +17%).","Adjusted operating margin 8.1% (11th consecutive quarter of expansion) vs 7.6% prior year.","Agreed to acquire Triumph Group's Product Support business for $725M; deal expected to close later.","Cash from ops $17.4M; net debt $211.9M (leverage 1.01x); no share repurchases in FY2024.","New contract wins: Alaska Airlines MRO, MTU PW2000 parts, Woodward DLA, Pegasus warranty."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-23-128211","json":"https://secwatch.observer/filing/0001104659-23-128211.json","markdown":"https://secwatch.observer/filing/0001104659-23-128211.md","text":"https://secwatch.observer/filing/0001104659-23-128211.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1750/000110465923128211/0001104659-23-128211-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1750/000110465923128211/tm2333067d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-07T09:13:26.696921+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}