---
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"
generated_at: "2026-05-12T11:06:47.408961+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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%.

## SEC filing metadata
- 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
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-058989
- JSON: https://secwatch.observer/filing/0001104659-26-058989.json
- Plain text: https://secwatch.observer/filing/0001104659-26-058989.txt

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