{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-058989","form_type":"8-K","ticker":"AIR","cik":"0000001750","company_name":"AAR CORP","filed_at":"2026-05-12T11:02:06+00:00","discovered_at":"2026-05-12T11:05:00.252128+00:00","generated_at":"2026-05-12T11:06:47.408961+00:00","sec_items":["7.01","9.01"],"event_type":"other_material","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"AAR updates FY2026 outlook, unveils new segment structure at Investor Day","bullets":["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%."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-058989","json":"https://secwatch.observer/filing/0001104659-26-058989.json","markdown":"https://secwatch.observer/filing/0001104659-26-058989.md","text":"https://secwatch.observer/filing/0001104659-26-058989.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1750/000110465926058989/0001104659-26-058989-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1750/000110465926058989/tm2613847d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-12T11:06:47.408961+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}