Aar Corp Stock Price, News & Analysis

AAR (NYSE:AIR), a leading aviation services provider, has scheduled its first quarter fiscal year 2026 earnings announcement for September 23, 2025, after the NYSE market close. The company will host a conference call at 4:00 PM Central Time to discuss the results.

Investors can access the earnings call through a listen-only webcast or by registering for the dial-in option. A replay will be available shortly after the call and remain accessible for approximately one year.

AAR (NYSE:AIR) has secured a significant new contract with the Defense Logistics Agency Troop Support to provide mobility solutions. The contract, structured as an indefinite-delivery/indefinite-quantity agreement, includes a one-year base period with four one-year options, potentially reaching a total value of $85 million.

The firm-fixed contract covers specialized shipping and storage containers, shelters, and accessories. AAR's mobility solutions, known for being versatile and lightweight, serve various military branches including the U.S. Army, Navy, Air Force, Marine Corps, and other federal civilian agencies. The company has been a trusted provider of mobility solutions to the U.S. government for over 30 years.

AAR (NYSE: AIR) has entered into a significant multi-year exclusive defense distribution agreement with AmSafe Bridport, a TransDigm company. Under this partnership, AAR will become the exclusive distributor of KC-46 and C-40 platform products for the global defense and military aftermarket, including the U.S. Defense Logistics Agency (DLA), U.S. Armed Services, and foreign militaries.

The agreement enhances AAR's defense distribution portfolio by adding cargo handling products and enables intracompany coordination on government contracts through AAR's Government Programs business. The partnership aims to improve product accessibility and service for defense operators worldwide, particularly in the Japanese defense market.

AAR Corp (NYSE:AIR) has acquired Aerostrat, a leading long-range maintenance planning software company, for $15 million with potential additional contingent consideration of up to $5 million. The acquisition enhances AAR's software capabilities through its Trax subsidiary.

Aerostrat's flagship product, Aerros, provides heavy maintenance planning solutions and currently supports over 5,000 aircraft. The software will be integrated into Trax's suite while remaining available as a standalone product compatible with all ERP platforms. This strategic acquisition aims to expand AAR's next-generation maintenance services offerings and create integration opportunities for both Trax and Aerostrat customers.

AAR Corp (NYSE:AIR), a leading aviation services provider, has successfully priced an add-on offering of $150 million in senior notes due 2029 at a price of 102.000% of their principal amount. The notes carry a 6.750% interest rate with a yield to maturity of 6.119%.

These Additional Notes will be issued under the existing indenture from March 1, 2024, which previously covered $550 million in senior notes. The company plans to use the proceeds to repay outstanding borrowings under its unsecured revolving credit facility and cover offering-related expenses. The offering is expected to close on August 14, 2025.

AAR Corp (NYSE:AIR), a leading aviation services provider, has announced plans to offer $150 million in additional 6.750% senior notes due 2029. These Additional Notes will be issued under the same indenture as the company's existing $550 million senior notes with identical terms, except for issuance date and offering price.

The company plans to use the proceeds to repay outstanding borrowings under its unsecured revolving credit facility and cover offering-related expenses. The Notes and related guarantees will be offered exclusively to qualified institutional buyers under Rule 144A and non-U.S. persons under Regulation S of the Securities Act.

Trax has expanded its partnership with JetBlue Airways through the addition of an eMobility app and cloud hosting solution. The enhancement is part of JetBlue's modernization initiative to digitize its TechOps operations across its fleet of over 280 aircraft.

The new eMobility Planning Control app will streamline maintenance planning and scheduling, while Trax's cloud hosting service will provide 24/7 monitoring and support through operations centers in Miami and Chennai. This implementation prepares JetBlue for future upgrades to additional Trax solutions, including eMRO.

AAR Corp (NYSE:AIR), a global aerospace and defense aftermarket solutions provider, reported strong Q4 and fiscal year 2025 results. Q4 sales increased 15% to $754.5 million, with adjusted diluted EPS up 32% to $1.16. Full-year sales grew 20% to $2.8 billion, with adjusted diluted EPS rising 17% to $3.91.

The company achieved significant milestones, including the substantial completion of the Product Support acquisition integration, divestiture of Landing Gear Overhaul business for $48 million, and reduction in net leverage to 2.72x. Notable wins include implementation of Trax solutions at Delta TechOps and new agreements with the U.S. Navy and Defense Logistics Agency.

Q4 performance showed strong commercial customer sales growth of 12% and government sales increase of 21%, driven by robust demand in parts distribution. Operating margins improved to 9.7%, with adjusted operating margin reaching 10.5%.

AAR (NYSE: AIR), a leading aviation services provider, has scheduled its fourth quarter fiscal year 2025 earnings release and conference call for July 16, 2025. The financial results will be released after the NYSE trading session closes, followed by a conference call at 4:00 PM Central time.

The company will provide access to the earnings call through a listen-only webcast and phone participation options. Interested parties can access presentation slides and register for the call through provided links. A replay will be available after the call for approximately one year.