secwatch.observer — SEC 8-K summary
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Issuer:     AAR CORP (AIR)
CIK:        0000001750
Form:       8-K
Filed at:   2025-03-27T23:59:59+00:00
Accession:  0001104659-25-028807
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AAR Q3 FY2025 adjusted EPS $0.99 (+16%); sales $678M (+20%); GAAP loss on $63.7M charge
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- Adjusted diluted EPS $0.99 vs $0.85 YoY; GAAP net loss $8.9M ($0.25 loss per share) due to $63.7M charge on landing gear divestiture.
- Sales $678M (+20%); Parts Supply +12%, Repair & Engineering +53% YoY; commercial 72% of sales.
- Adjusted EBITDA $81M (+39%), margin 12.0% up from 10.3%; adjusted operating margin 9.7% vs 8.3%.
- Landing Gear Overhaul divestiture for $51M expected Q4 FY2025; new agreements with Chromalloy, Unison (DLA), and Cathay Pacific (Trax).
- Net debt $947.6M, net leverage 3.06x (down from 3.58x); FCPA settlement of $56M paid in quarter.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1750/000110465925028807/0001104659-25-028807-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1750/000110465925028807/tm259690d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-25-028807

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