{"schema_version":"secwatch.filing_event.v1","accession":"0001104659-26-111403","form_type":"8-K","ticker":"AIR","cik":"0000001750","company_name":"AAR CORP","filed_at":"2026-09-28T20:58:22+00:00","discovered_at":"2026-09-28T20:59:13.438711+00:00","generated_at":"2026-10-12T13:37:33.335372+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 Q1 FY27 sales $918M up 24%, adjusted EPS $1.49; to acquire 65% of MRO Holdings","bullets":["Q1 FY27 sales $918.0M, up 24% from $739.6M; net income $40.1M vs $34.4M; GAAP diluted EPS $1.00 vs $0.95.","Adjusted diluted EPS $1.49, up 38% YoY; adjusted EBITDA $117M, up 34%; adjusted EBITDA margin 12.7% vs 11.7%.","Parts Supply sales +31% with 23% organic growth in new parts Distribution; Repair, Engineering & Software +31%; Government Solutions +4%.","FY27 guidance: sales growth ex-LCP 'low teens' vs prior 'low double-digits to low teens'; Q2 sales growth ex-LCP 14-16%, adjusted EBITDA margin ex-LCP 13.0-13.4%.","Definitive agreement to acquire 65% controlling interest in MRO Holdings; terms not disclosed; Q1 cash from operations $55.8M; net leverage 1.81x."],"urls":{"canonical":"https://secwatch.observer/filing/0001104659-26-111403","json":"https://secwatch.observer/filing/0001104659-26-111403.json","markdown":"https://secwatch.observer/filing/0001104659-26-111403.md","text":"https://secwatch.observer/filing/0001104659-26-111403.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1750/000110465926111403/0001104659-26-111403-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1750/000110465926111403/tm2626100d2_8k.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-12T13:37:33.335372+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"}