{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-085429","form_type":"8-K","ticker":"AIR","cik":"0000001750","company_name":"AAR CORP","filed_at":"2026-07-21T20:36:54+00:00","discovered_at":"2026-07-21T20:38:00.425593+00:00","generated_at":"2026-07-21T20:39:06.096837+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"AAR Q4 FY2026: sales $928M (+23% YoY), adj. EPS $1.53 (+32%), guides Q1 FY2027 sales growth 21-23%","bullets":["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"],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-085429","json":"https://secwatch.observer/filing/0001104659-26-085429.json","markdown":"https://secwatch.observer/filing/0001104659-26-085429.md","text":"https://secwatch.observer/filing/0001104659-26-085429.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1750/000110465926085429/0001104659-26-085429-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1750/000110465926085429/tm2620584d1_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-07-21T20:39:06.096837+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"}