PRNewsWire·5d ago
AAR reports first quarter fiscal year 2027 resultsWOOD DALE, Ill., Sept. 28, 2026 /PRNewswire/ -- AAR CORP.
AAR Corp. is experiencing accelerating revenue growth, reaching 23.0% in Q4 2026, primarily driven by acquisition integration, which has expanded the balance sheet 21% to $3.4B. However, this growth is coupled with persistent margin pressure, as net margin was...
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Revenue growth accelerated to 23.0% in Q4 2026, but net margin remained constrained at 5.5% in the same period, suggesting that overhead costs are eroding operating leverage gains.
Unpriced Trax/Airvoyant software scale could unlock significant valuation upside as AAR re-rates toward a higher-multiple business.
Revenue rose to $739.6 million and net income nearly doubled to $34.4 million in Q1 FY2026, indicating robust growth.
AAR is a leading provider of aviation services to commercial and government operators, MROs, and OEMs, reinforcing its market position.
Trailing total returns as of 10/4/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 28, 2026 | $1.49+14.6% vs $1.30 | $918M+4.5% vs $879M |
Q3 2026 Jul 21, 2026 | $1.53+10.9% vs $1.38 | $928M+3.9% vs $893M |
Q2 2026 Mar 24, 2026 | $1.25+8.7% vs $1.15 | $845M+4.0% vs $813M |
Q1 2026 Jan 6, 2026 | $1.18+15.7% vs $1.02 | $795M+4.1% vs $764M |
WOOD DALE, Ill., Sept. 28, 2026 /PRNewswire/ -- AAR CORP.
Acquisition significantly enhances AAR's scale, margins, and cash flow profile Adds more than $1 billion in revenue supporting blue-chip, U.S. airline customers Expands AAR's consolidated adjusted EBITDA margins 1 from approximately 12% to 16%, before synergies Expected to be accretive to adjusted EPS in the first full fiscal year post closing Updating AAR's adjusted EBITDA margin target to approximately 19% to 20% within three to four years WOOD DALE, Ill., Sept. 28, 2026 /PRNewswire/ -- AAR CORP.
AAR Corp maintains a Buy rating, supported by robust revenue growth and margin improvement potential. Q1 FY2027 expectations center on $880M revenue, $1.30 adjusted EPS, and EBITDA margins of 12.25%-12.75% ex-Legacy Commercial Programs. Strong organic growth in new parts distribution and margin recovery at HAECO are critical for further upside.
DUBAI, United Arab Emirates, Sept. 23, 2026 (GLOBE NEWSWIRE) -- AIR Limited (the “Issuer”), a direct wholly owned subsidiary of AIR Global PLC (Nasdaq: AIIR) (the “Company” or “AIR”), has priced senior unsecured notes in an aggregate principal amount of U.S.$425,000,000 (the “Notes”). The Notes have a term of 5 years, maturing in 2031, and a coupon of 7.875% per annum. The Notes will be guaranteed on a senior basis by AIR and certain of the Issuer's subsidiaries. The Issuer expects to use the gross proceeds from the offering of the Notes (the “Offering”) (i) to repay amounts outstanding under its term loan facility and revolving credit facility, including any accrued and unpaid interest, premiums, fees and expenses payable in connection with such repayment, and (ii) for general corporate purposes, including the payment of fees and expenses incurred in connection with the Offering. The Offering is expected to settle on or around October 1, 2026, subject to customary closing conditions.
Benchmark AIR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for AAR Corp. (AIR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $102.51 | $4.09B | 20.96 | 18.97% | 5.67% | 12.88% | — | |
| $302.45 | $42.14B | 61.72 | 16.26% | 16.38% | 16.57% | — | |
| $268.83 | $3.17B | 31.08 | -0.11% | 9.52% | 10.99% | — | |
| $12.40 | $2.69B | 18.24 | 6.71% | 13.83% | 10.2% | — | |
| $36.80 | $9.82B | 35.73 | 12.8% | 8.52% | 11.76% | — | |
| $1090.38 | $60.99B | 33.99 | 11.22% | 21.28% | — | — |
AAR Corp. (AIR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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AAR Corp. (AIR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 29, 2026·SEC
Sep 28, 2026·SEC
Sep 24, 2026·SEC
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AAR Corp. (AIR) stock FAQ — growth, dividends, profitability & financials explained
AAR Corp. (AIR) reported $3.49B in revenue for fiscal year 2026. This represents a 492% increase from $589.3M in 1997.
AAR Corp. (AIR) grew revenue by 19.0% over the past year. This is strong growth.
Yes, AAR Corp. (AIR) is profitable, generating $193.4M in net income for fiscal year 2026 (5.7% net margin).
AAR Corp. (AIR) has a return on equity (ROE) of 12.9%. This is reasonable for most industries.
AAR Corp. (AIR) generated $149.7M in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
