{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-25-092548","form_type":"8-K","ticker":"AIR","cik":"0000001750","company_name":"AAR CORP","filed_at":"2025-09-23T23:59:59+00:00","discovered_at":"2026-05-14T18:02:44.872802+00:00","generated_at":"2026-05-17T05:53:29.848974+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"AAR Q1 FY2026 sales up 12% to $740M; adjusted EPS $1.08 (+27%); margins expand","bullets":["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"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-25-092548","json":"https://secwatch.observer/filing/0001104659-25-092548.json","markdown":"https://secwatch.observer/filing/0001104659-25-092548.md","text":"https://secwatch.observer/filing/0001104659-25-092548.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1750/000110465925092548/0001104659-25-092548-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1750/000110465925092548/tm2526233d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-17T05:53:29.848974+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}