AAR Corp. Q3 2026 Earnings Recap

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.