AAR Corp. Q2 2026 Earnings Recap

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.