earnings
confidence high
sentiment neutral
materiality 0.80
AAR reports Q2 FY2025 sales up 26% to $686M; GAAP loss $0.87/share on FCPA charge; adjusted EPS $0.90
AAR CORP
2025-Q2 EPS
reported -$0.36
vs consensus $1.02
▼ miss
(-135.4%)
- Q2 sales $686M (+26% YoY); organic growth 12% (accelerated from 6% in Q1).
- GAAP net loss $30.6M ($0.87 loss per share) due to $57.1M after-tax FCPA settlement charges.
- Adjusted EPS $0.90 (+11%); adjusted EBITDA $78M (+42%); adjusted op margin 9.2% (8.1% prior year).
- Announced divestiture of Landing Gear Overhaul for $51M; expected to be immediately accretive to margins.
- New distribution agreements with Chromalloy and Whippany; Airinmar extension with Singapore Airlines; joint venture with Air France in Asia-Pacific.