secwatch.observer — SEC 8-K summary
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Issuer:     AAR CORP (AIR)
CIK:        0000001750
Form:       8-K
Filed at:   2025-09-23T23:59:59+00:00
Accession:  0001104659-25-092548
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1750/000110465925092548/0001104659-25-092548-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1750/000110465925092548/tm2526233d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-25-092548

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer