secwatch.observer — SEC 8-K summary
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Issuer:     AAR CORP (AIR)
CIK:        0000001750
Form:       8-K
Filed at:   2026-01-06T23:59:59+00:00
Accession:  0001104659-26-001328
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AAR Q2 FY2026 sales up 16% to $795M; adjusted EPS $1.18 (+31%); raises full-year guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1750/000110465926001328/0001104659-26-001328-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1750/000110465926001328/tm261729d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-001328

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