AAR Q1 FY2026 sales up 12% to $740M; adjusted EPS $1.08 (+27%); margins expand

AAR CORP

2026-Q1 EPS reported $0.95 vs consensus $1.16 ▼ miss (-18.4%)

GAAP EPS $0.95; adjusted diluted EPS $1.08 vs $0.85 last year; net income $34.4M
Adjusted EBITDA $87M (+18%), margin 11.7% from 11.3%; operating margin 8.8% from 6.6%
Parts Supply sales up 27% organically; commercial sales 71% of total
Acquired Aerostrat for $15M plus up to $5M contingent; expanded Trax with JetBlue, new defense contract with AmSafe Bridport
Operating cash flow used $44.9M; net debt $950M, net leverage 2.82x

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