---
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"
generated_at: "2026-05-15T09:14:36.453966+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# AAR reports Q3 FY2026: sales $845M (+25%), adjusted EPS $1.25, raises full-year guidance

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-033901
- JSON: https://secwatch.observer/filing/0001104659-26-033901.json
- Plain text: https://secwatch.observer/filing/0001104659-26-033901.txt

## Key facts
- Earnings Releases
  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.
  - Period: the fiscal year 2026 third quarter ended February 28, 2026
  - Revenue: $845.1 million
  - Net income: $68.0 million
  - EPS: $1.71 per diluted share
  - Guidance: raised
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1750/000110465926033901/0001104659-26-033901-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.