earnings
confidence high
sentiment positive
materiality 0.78
AAR Q4 FY2025 sales up 15% to $754.5M; adj EPS $1.16 (+32% YoY)
AAR CORP
2025-FY EPS
reported $0.35
vs consensus $1.04
▼ miss
(-66.5%)
- Q4 net income $34M ($0.95 GAAP); adjusted diluted EPS $1.16 vs $0.88 prior year.
- Full-year FY2025 sales $2.8B (+20%), adj EBITDA $324M (+34%), adj EPS $3.91 (+17%).
- Net leverage reduced to 2.72x from 3.58x post-Product Support acquisition.
- New contracts include Trax with Delta TechOps and pilot training JV with KIRA for U.S. Navy E-6B.
item 2.02item 9.01