earnings
confidence high
sentiment positive
materiality 0.85
AAR reports Q3 FY2026: sales $845M (+25%), adjusted EPS $1.25, raises full-year guidance
AAR CORP
2026-Q3 EPS reported
$3.59
revenue$2,380,000,000
- Sales $845M (+25% YoY); GAAP diluted EPS $1.71; adjusted diluted EPS $1.25 (+26%).
- Adjusted EBITDA $102M (+26%); margin 12.1%; cash from ops $74.7M; net leverage 2.17x.
- Raised FY2026 total sales growth guidance to ~19% (from ~17%); organic to ~12% (from ~11%).
- Q4 guidance: sales growth 19%-21%, organic 6%-8%, adj. operating margin 10.2%-10.5%.
- Recent: exclusive TRIUMPH distribution, USAF contracts up to $450M, HAECO Americas integration ahead of schedule.