secwatch.observer — SEC 8-K summary
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Issuer:     AAR CORP (AIR)
CIK:        0000001750
Form:       8-K
Filed at:   2026-05-12T11:02:06+00:00
Accession:  0001104659-26-058989
Event type: other_material
Sentiment:  neutral
Materiality: 0.70
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1750/000110465926058989/0001104659-26-058989-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1750/000110465926058989/tm2613847d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-058989

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer