{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-033901","form_type":"8-K","ticker":"AIR","cik":"0000001750","company_name":"AAR CORP","filed_at":"2026-03-24T23:59:59+00:00","discovered_at":"2026-05-14T18:02:36.073059+00:00","generated_at":"2026-05-15T09:14:36.453966+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"AAR reports Q3 FY2026: sales $845M (+25%), adjusted EPS $1.25, raises full-year guidance","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-033901","json":"https://secwatch.observer/filing/0001104659-26-033901.json","markdown":"https://secwatch.observer/filing/0001104659-26-033901.md","text":"https://secwatch.observer/filing/0001104659-26-033901.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1750/000110465926033901/0001104659-26-033901-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1750/000110465926033901/tm269282d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T09:14:36.453966+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":[{"claim_id":"b529380630457892883afe373447a411c62aa9a4","claim":"AAR CORP reported the fiscal year 2026 third quarter ended February 28, 2026 results: revenue $845.1 million, net income $68.0 million, EPS $1.71 per diluted share. Guidance raised.","evidence_excerpt":"reported today financial results for the fiscal year 2026 third quarter ended February 28, 2026. THIRD QUARTER FISCAL YEAR 2026 HIGHLIGHTS (As compared to Q3 FY2025) · Sales of $845 million; increased 25% · GAAP diluted EPS of $1.71 · Adjusted diluted EPS of $1.25; increased 26% · GAAP Net income of $68 million · Adjusted EBITDA of $102 million; increased 26% ·","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1750/000110465926033901/0001104659-26-033901-index.htm","confidence":0.99,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal year 2026 third quarter ended February 28, 2026"},{"label":"Revenue","value":"$845.1 million"},{"label":"Net income","value":"$68.0 million"},{"label":"EPS","value":"$1.71 per diluted share"},{"label":"Guidance","value":"raised"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}