secwatch.observer — SEC 8-K summary
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Issuer:     AAR CORP (AIR)
CIK:        0000001750
Form:       8-K
Filed at:   2026-03-24T23:59:59+00:00
Accession:  0001104659-26-033901
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1750/000110465926033901/0001104659-26-033901-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1750/000110465926033901/tm269282d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-033901

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