earnings
confidence high
sentiment positive
materiality 0.75
AAR Q1 FY2025 sales up 20% to $662M; adj. EPS $0.85 vs $0.78
AAR CORP
2025-Q1 EPS reported
$0.50
revenue$661,700,000
- GAAP diluted EPS $0.50 vs loss of $0.02 in prior-year quarter; adjusted EPS $0.85 vs $0.78.
- Sales growth of 20% in both commercial and government segments; commercial sales 71% of total.
- Adjusted operating margin improved to 9.1% from 7.3% primarily due to Product Support acquisition.
- Received two $1.2B NAVAIR IDIQ contracts for P-8A depot maintenance and four support agreements with Ontic.
- Net debt $942.7M; net leverage 3.31x last-twelve-months adjusted EBITDA; $52.5M remaining on share repurchase program.