AAR Corp. Earnings Recaps
Q3 2026
Mar 25, 2026
AAR Corp reported robust Q3 FY2026 financials, achieving 25% sales growth and significant increases across adjusted operating income, EBITDA, and earnings per share, underscored by a strong performance in both commercial and government markets.
Key takeaways
- Total sales reached $845 million, driven by 14% organic adjusted sales growth and a remarkable 36% growth in new parts distribution.
- Adjusted operating income rose by 31%, while adjusted EBITDA and earnings per share both increased by 26%.
- Successful integration of HAECO Americas and continued expansion at the Oklahoma City facility are on track, expected to contribute to future revenue streams.
- Government sales surged 19%, representing 30% of total sales, benefitting from increased operational readiness demands.
- Trax software platform achieved record user growth with significant upcoming expansions, enhancing recurring revenue prospects.
Q2 2026
Jan 7, 2026
AAR Corp reported robust financial performance in Q2 FY2026, achieving 16% total sales growth spurred by a 29% increase in parts supply, bolstered by new strategic acquisitions aimed at enhancing operational capabilities.
Key takeaways
- Total sales growth of 16%, with parts supply seeing a 29% increase, driven by a 32% surge in new parts distribution.
- Completion of two strategic acquisitions, with a third expected to close in Q4, strengthening the company’s market position and growth potential.
- Successful renewal of key distribution contracts with Collins Aerospace and Arkwin Industries, maintaining a 100% renewal rate.
- Continued investment in digital capabilities through partnerships, enhancing customer access to a wider range of aviation supply chain services.
- Improved balance sheet management, resulting in lower leverage within long-term target range, ensuring strategic flexibility.