earnings
confidence high
sentiment positive
materiality 0.80
AAR Q4 FY2026: sales $928M (+23% YoY), adj. EPS $1.53 (+32%), guides Q1 FY2027 sales growth 21-23%
AAR CORP
- Q4 sales $928M (+23% YoY); GAAP EPS $1.27; adj. EPS $1.53 (+32%); adj. EBITDA $116M (+27%)
- Full FY2026 sales $3.3B (+19%); adj. EPS $5.05 (+29%); adj. EBITDA $401M (+24%); adj. EBITDA margin 12.1%
- Guides Q1 FY2027: sales growth ex-LCP 21-23%, adj. EBITDA margin ex-LCP 12.25-12.75%; full year low double-digit to low teens sales growth
- Net leverage 2.03x; adjusted cash from ops $58M in Q4, $94M full year; wind-down of Legacy Commercial Programs announced
- Recent: $305M U.S. Navy C-40A follow-on contract; multi-year distribution deal with Woodward; launched AI procurement tool Airvoyant