AAR updates FY2026 outlook, unveils new segment structure at Investor Day

AAR CORP

• Q4 FY2026 outlook: total adj. sales growth 19-21%, organic adj. sales growth 16-18%, adj. operating margin 10.2-10.5%.
• FY2026 full-year outlook: organic adj. sales growth ~11% (prior ~12%), total adj. sales growth ~19% (prior ~17%).
• New segment structure effective Q4 FY2026: Parts Supply, Repair/Engineering/Software, Government Solutions, Legacy Commercial Programs.
• LTM Q3 FY2026 adj. sales $3.1B, adj. EBITDA $376M (12.1% margin), adj. EPS $4.67.
• Adj. operating margin 10.1% vs updated target of 10.5-11.5%; adj. EBITDA margin 12.1% vs target of 12.5-13.5%.

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