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AAR (AIR) investor relations material
AAR Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary23 Sep, 2025
Executive summary
Achieved 17% organic adjusted sales growth in Q1 FY26, with strong performance in Parts Supply and significant margin expansion, supported by new distribution agreements and software momentum.
Net income rose to $34.4 million from $18.0 million year-over-year, with adjusted diluted EPS up 27% to $1.08.
Trax software solution gained momentum with major airline wins, and the Aerostrat acquisition expanded software capabilities.
Multi-year exclusive distribution agreement secured with AmSafe Bridport for defense platforms.
Facility expansions in Miami and Oklahoma City are underway, with new capacity already sold out for 2026.
Financial highlights
Adjusted sales grew 13% to $739.6 million year-over-year; adjusted EBITDA increased 18% to $86.7 million, with margin rising to 11.7%.
Adjusted operating income rose 21% to $71.6 million; adjusted operating margin improved to 9.7% from 9.1%.
Parts Supply sales grew 27% to $317.8 million, with operating income up 35.9% to $40.9 million.
Integrated Solutions sales increased 10% to $185.0 million, with operating income up 26%.
Cash used in operating activities was $44.9 million, mainly due to increased inventory investments.
Outlook and guidance
FY26 guidance: sales growth of 7–10% and adjusted operating margin of 9.6–10.0%, with a 28% estimated tax rate.
Full-year organic sales growth outlook raised to nearly 10%, up from 9%.
Multi-year backlog in Repair & Engineering, with new capacity already sold out for 2026.
Expects positive operating cash flows for the remainder of the fiscal year.
Explain Q1 operating cash flow decline.
Detail new R&E capacity being sold out.
Strategic impact of Aerostrat acquisition.
Aerostrat revenue synergies with Trax, when?
When will USM margins return to historical levels?
Component services cross-selling: expected impact?
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Q2 20266 Jan, 2026
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Frequently asked questions
AAR Corp. provides products and services to commercial aviation, government, and defense markets worldwide. The company’s Aviation Services segment offers inventory management programs; supply chain solutions; aircraft maintenance, repair, and overhaul services; engineering services; nose-to-tail services; expendable parts supply; and other component support services. Its Expeditionary Services segment provides airlift operations, mobility systems maintenance services, contingency response services, integrated logistics support, specialty aircraft modification and maintenance services, fuel system installation and maintenance services, aircraft rescue and firefighting training programs, humanitarian relief operations support, expeditionary airfield construction support, expeditionary fuels laboratory testing programs, and training systems and instruction. The company also purchases used aircraft parts from airlines in inventory liquidation sales.
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