earnings
confidence high
sentiment positive
materiality 0.80
AAR Q2 FY2026 sales up 16% to $795M; adjusted EPS $1.18 (+31%); raises full-year guidance
AAR CORP
2026-Q2 EPS reported
$1.85
revenue$1,534,900,000
- Sales $795M (+16%); GAAP EPS $0.90; adjusted EPS $1.18 (+31% vs $0.90 prior).
- Adjusted EBITDA $97M (+23%); margin improved to 12.1% from 11.4%.
- Closed ADI ($138M) and HAECO Americas ($77M) acquisitions; HAECO secured $850M multi-year contracts.
- Q3 FY2026 sales growth guidance 20-22% (organic 8-11%); FY2026 total sales growth approaching 17% (up from ~10%).
- Trax selected by Thai Airways; renewed exclusive Distribution contracts with Collins Aerospace and Arkwin.