AAR extends exclusive global distribution agreement with Collins Aerospace for Goodrich de-icing and specialty systems products

Rhea-AI Summary

AAR (NYSE:AIR) announced a multi-year extension of its exclusive global distribution agreement with Collins Aerospace to continue distributing the Goodrich de-icing and specialty systems product line worldwide.

The extension leverages AAR's global logistics network to serve general aviation, commercial, and defense customers and is intended to streamline aftermarket distribution while providing availability, responsiveness, and technical support. AAR highlighted growth in the product line and its Parts Supply segment involvement in the distribution activities.

Key Figures

Equity offering size 3,000,000 shares Common stock offering in 424B5 filed 2025-10-01

Net proceeds $238.1 million Expected from 3,000,000-share offering (424B5 2025-10-01)

Revolver capacity $825 million Revolving credit facility referenced in 424B5 2025-10-01

ADI acquisition price $146.0 million Cash acquisition of ADI American Distributors on 2025-09-25

Post-offer shares 39,112,491 shares Shares outstanding after offering (424B5 2025-10-01)

HAECO deal value $80 million Cash acquisition of HAECO Americas entities (8-K 2025-11-03)

Form 144 planned sale 61,539 shares Maximum shares in Form 144 notice dated 2025-11-05

CEO share sale 38,462 shares Sale under Rule 10b5-1 plan on 2025-11-05

Market Reality Check

$79.47 Last Close

Volume Volume 277,505 is below 20-day average 351,295 (relative volume 0.79). normal

Technical Price $79.47 is trading above 200-day MA at $71.26, while sitting 11.39% below the 52-week high and 70.87% above the 52-week low.

Peers on Argus

Peers show mixed moves: gains in TGI (+0.7%), PL (+1.74%), SPR (+0.92%) versus declines in VSEC (-2.86%) and MRCY (-0.31%). With AIR down 1.9% and no momentum flags for peers, the move looks stock-specific.

Common Catalyst Only one peer (PL) had news today, related to satellite imagery, suggesting no common sector news driver.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 04	CFO transition	Neutral	-1.3%	Announced CFO resignation and interim appointment emphasizing continuity in finance leadership.
Nov 25	Customer win	Positive	+3.6%	Pan Am selected Trax eMRO and eMobility platforms for maintenance operations.
Nov 18	ESG report	Positive	+1.0%	Released 2025 Sustainability Report outlining ESG and risk management practices.
Nov 18	Employer award	Positive	-1.5%	Named among Forbes' America's Dream Employers 2026 based on survey data.
Nov 11	Veteran employer award	Positive	+0.6%	Earned 2026 Military Friendly Gold Employer and Spouse Employer designations.

Pattern Detected

Recent corporate and reputational news often led to modest single-day moves, with mostly aligned reactions and one notable divergence on employer recognition news.

Recent Company History

Over the past month, AAR reported several corporate developments. A CFO transition effective December 11, 2025 was disclosed, alongside recognition in Forbes' America's Dream Employers 2026 list and Military Friendly® employer designations, highlighting culture and veteran hiring (about 20% of U.S. staff). Operationally, AAR highlighted its Trax eMRO deployment with Pan Am and published its 2025 Sustainability Report. Today's extension of the Collins Aerospace distribution agreement fits a pattern of operational and reputational updates supporting its aviation services strategy.

Market Pulse Summary

This announcement extends AAR’s exclusive global distribution role for Collins Aerospace’s Goodrich de-icing and specialty systems, reinforcing its Parts Supply segment and aftermarket reach across commercial, general aviation, and defense markets. In recent months, AAR has added acquisitions, equity financing, and new customer wins to its story. Investors may watch how this agreement supports parts distribution growth alongside integration of deals like the $146.0 million ADI and $80 million HAECO transactions.

Key Terms

mros technical

"a leading provider of aviation services to commercial and government operators, MROs, and OEMs"

MROs, or Maintenance, Repair, and Operations supplies, are the everyday items and tools companies need to keep their facilities running smoothly, such as parts, cleaning supplies, and equipment. For investors, MROs are important because they represent essential costs that can impact a company's profitability and efficiency over time. Managing these supplies effectively helps businesses operate reliably and maintain long-term success.

oems technical

"a leading provider of aviation services to commercial and government operators, MROs, and OEMs"

OEMs, or Original Equipment Manufacturers, are companies that produce the main components or products that other companies use to build finished goods. For investors, OEMs are important because their performance can influence the supply chain, manufacturing costs, and overall market trends in industries like technology, automotive, and electronics. Their success often reflects broader economic health and consumer demand.

AI-generated analysis. Not financial advice.

WOOD DALE, Ill., Dec. 9, 2025 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, has signed a multi-year extension of its exclusive global distribution agreement with Collins Aerospace, an RTX business. The agreement includes the company's Goodrich de-icing and specialty systems product line.

The collaboration supports Collins Aerospace's strategy to streamline aftermarket distribution by leveraging AAR's global logistics network to serve customers across the general aviation, commercial, and defense markets.

"AAR is proud to continue delivering availability, responsiveness, and technical support to the wide range of customers who rely on Collins Aerospace Goodrich de-icing solutions," said Frank Landrio, AAR's Senior Vice President of Distribution. "Our execution and ability to gain market share have resulted in tremendous growth of this product line."

For more information on AAR's new parts Distribution activities, part of the Company's Parts Supply segment, visit https://www.aarcorp.com/en/products/distribution/.

About AAR
AAR is a global aerospace and defense aftermarket solutions company with operations in over 20 countries. Headquartered in the Chicago area, AAR supports commercial and government customers through four operating segments: Parts Supply, Repair & Engineering, Integrated Solutions, and Expeditionary Services. Additional information can be found at aarcorp.com.

This press release may contain certain statements relating to future results, which are forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995, reflecting management's expectations about future conditions, including anticipated activities and benefits under the extended distribution agreement. Forward-looking statements may also be identified because they contain words such as ''anticipate,'' ''believe,'' ''continue,'' ''could,'' ''estimate,'' ''expect,'' ''intend,'' ''likely,'' ''may,'' ''might,'' ''plan,'' ''potential,'' ''predict,'' ''project,'' ''seek,'' ''should,'' ''target,'' ''will,'' ''would,'' or similar expressions and the negatives of those terms. These forward-looking statements are based on beliefs of management, as well as assumptions and estimates based on information currently available to management and are subject to certain risks and uncertainties that could cause actual results to differ materially from historical results or those anticipated. For a discussion of these and other risks and uncertainties, refer to "Risk Factors" in AAR CORP.'s most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q. Should one or more of these risks or uncertainties materialize adversely, or should underlying assumptions or estimates prove incorrect, actual results may vary materially from those described. These events and uncertainties are difficult or impossible to predict accurately and many are beyond management's control. Management assumes no obligation to update any forward-looking statements to reflect events or circumstances after the date of such statements or to reflect the occurrence of anticipated or unanticipated events.

Contact:
Media Team
+1-630-227-5100
Editor@aarcorp.com

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SOURCE AAR CORP.

FAQ

What did AAR (AIR) announce on December 9, 2025 about Collins Aerospace distribution?

AAR announced a multi-year extension of its exclusive global distribution agreement to continue distributing Collins Aerospace Goodrich de-icing and specialty systems.

How does the AAR and Collins Aerospace agreement affect availability of Goodrich de-icing parts?

The agreement is intended to improve availability and responsiveness by using AAR's global logistics network to serve customers across market segments.

Which AAR business segment manages the Collins Aerospace Goodrich distribution for AIR?

The distribution is part of AAR's Parts Supply segment.

Which markets will AAR serve under the extended Collins Aerospace distribution deal (AIR)?

AAR will serve general aviation, commercial, and defense markets worldwide under the exclusive agreement.

Is the Collins Aerospace distribution agreement with AAR (AIR) exclusive and multi-year?

Yes; the company described the arrangement as an exclusive, multi-year global distribution extension.

Where can investors find more information about AAR's parts distribution activities (AIR)?

Investors can visit AAR's Parts Supply distribution webpage at https://www.aarcorp.com/en/products/distribution/.