secwatch.observer — SEC 8-K summary
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Issuer:     AAR CORP (AIR)
CIK:        0000001750
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001104659-26-056332
Event type: other
Sentiment:  negative
Materiality: 0.70
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AAR realigns into four segments, will wind down Legacy Commercial Programs over 3-4 years
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- New segments: Parts Supply, Repair & Engineering & Software, Government Solutions, Legacy Commercial Programs.
- Wind-down of Legacy Commercial Programs (LTM rev. $252.4M, GAAP op. loss ($0.2M), adj. op. inc $5.0M).
- Net assets of Legacy Commercial Programs ~$160M; wind-down expected to take 3-4 years.
- Q4 and FY2026 guidance unchanged by realignment.
- Recast segment financials for FY2024, FY2025, and FY2026 quarters provided in 8-K.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1750/000110465926056332/0001104659-26-056332-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1750/000110465926056332/tm2612934d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-056332

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