STOCK TITAN

AAR (AIR) Stock News, Dec 2025-Jan 2026

AIR NYSE

Welcome to our dedicated page for AAR news (Ticker: AIR), a resource for investors and traders seeking the latest updates and insights on AAR stock.

AAR Corp. reports developments across its aerospace and defense aftermarket services business for commercial airlines, government operators, MROs, and OEMs. Recurring news includes operating and financial results, parts supply agreements, aircraft maintenance and component repair activity, government logistics support contracts, and updates to engineering, certification, and aviation software capabilities.

The company’s current reporting structure includes Parts Supply; Repair, Engineering, and Software; Government Solutions; and Legacy Commercial Programs. Company updates also cover completed acquisitions such as Aircraft Reconfig Technologies, distribution relationships for aircraft and engine components, and software platforms including Trax, Aerostrat, and Airvoyant.

Rhea-AI Summary

AAR (NYSE: AIR) reported Q2 FY2026 results for the quarter ended Nov 30, 2025: sales $795.3M (+16% vs prior year), GAAP EPS $0.90, adjusted EPS $1.18 (+31%), and adjusted EBITDA $97M (+23%) with adjusted EBITDA margin rising to 12.1%. Management cited organic growth of 12%, Parts Supply strength (new parts Distribution organic +32%) and 23% higher sales to government customers. During the quarter AAR closed acquisitions of ADI for $138M and HAECO Americas for $77M, secured ~$850M of airframe heavy maintenance contracts, and announced a $35M aircraft interiors acquisition expected in Q4 FY2026. Net leverage was 2.49x at Nov 30, 2025. Guidance: Q3 total sales growth 20%–22%; full-year sales approaching 17%.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.1%
Tags
-
Rhea-AI Summary

AAR CORP (NYSE: AIR) announced that Thai Airways selected Trax and Aerostrat on Jan 5, 2026 to modernize its digital MRO operations. Trax will provide its eMRO ERP, eMobility apps and cloud hosting for real-time data access and streamlined workflows across global operations. Aerostrat will supply its Aerros maintenance planning software for long-range forecasting and optimization. Both vendors will deploy proprietary AI-powered planning, workflow automation, and defect-resolution tools. The combined solution is described as adding scalability, security, and flexibility, reducing reliance on paper, improving turnaround times, and lowering environmental footprint.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
1.64%
Tags
none
-
Rhea-AI Summary

AAR (NYSE:AIR) announced it has begun executing an exclusive commercial distribution agreement with TRIUMPH, effective Jan. 5, 2026. AAR will be the exclusive distributor for TRIUMPH's commercial actuation product line, which includes more than 100 top-level assemblies and subcomponents used on Boeing and Airbus commercial platforms.

The arrangement is described as complementary to AAR's existing parts supply and distribution capabilities and leverages AAR's global sales force and delivery network to support commercial airlines and MRO customers.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
4.23%
Tags
none
Rhea-AI Summary

AAR (NYSE:AIR) entered a definitive agreement to acquire Aircraft Reconfig Technologies for $35 million in an all-cash transaction, subject to customary adjustments and closing conditions. The target, founded in 1990 with about 100 employees in Greensboro, North Carolina, provides passenger aircraft reconfiguration services including project management, engineering, and certification.

Aircraft Reconfig Technologies holds an FAA Part 21 and ODA, plus patents, PMA and supplemental type certificates; AAR says these qualifications will expand in-house engineering and certification within its Repair & Engineering segment. The deal is expected to close in Q4 of AAR's Fiscal 2026 and is described as accretive to margins and earnings.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
0.83%
Tags
-
Rhea-AI Summary

AAR CORP (NYSE: AIR) subsidiary Airinmar signed a multi-year extension on Dec. 16, 2025 to continue providing aircraft warranty management and value engineering services to Air Methods.

The deal extends an existing relationship that began in August 2020 and covers identification, claim, recovery, and reporting of rotorcraft and aircraft component warranty work, plus value engineering to reduce component repair and maintenance costs. Airinmar said it will continue supporting Air Methods' materials management across a fleet of over 450 helicopters and fixed wing aircraft.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-0.34%
Tags
none
-
Rhea-AI Summary

AAR (NYSE: AIR) and Air France Industries KLM Engineering & Maintenance completed formation of xCelle Asia on Dec. 10, 2025, including regulatory approval.

The joint venture, based in Chonburi, Thailand, will perform nacelle maintenance, repair, and overhaul for next‑generation aircraft and engines and is licensed by multiple OEMs to support on‑wing/on‑site inspections and rotable support for GEnx, Trent1000, LEAP‑1A/1B engine types. xCelle Asia builds on AAR and AFI KLM E&M's existing Americas joint venture and is intended to expand nacelle MRO capacity and customer support across the APAC region.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
3.5%
Tags
partnership
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.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
3.5%
Tags
none
-
Rhea-AI Summary

AAR (NYSE: AIR) will release results for its second quarter of fiscal 2026 (period ended November 30, 2025) on Tuesday, January 6, 2026 after the NYSE close. Management will hold a conference call that day at 4:00 p.m. Central time to discuss the results. A listen-only webcast and presentation slides will be available at the provided webcast link, and participants can join by phone after registering to receive a dial-in number and unique PIN. A replay of the call will be available on the webcast link shortly after the call and will remain accessible for approximately one year.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.05%
Tags
earnings date
-
Rhea-AI Summary

AAR (NYSE:AIR) on Dec. 8, 2025 said it signed a multi-year extension of its exclusive global distribution agreement with Arkwin Industries. The agreement covers Arkwin's actuation, valve, and reservoir product lines for multiple engine and airframe platforms in the commercial aviation aftermarket.

AAR highlighted increased engine repair activity and said it will continue supporting customers through component exchange, kitting, in-region stocking, and warranty management under the extended deal. Arkwin emphasized the collaboration's role in providing reliable products and services for global customers. For parts distribution details, AAR referenced its Parts Supply segment.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-2.05%
Tags
none
Rhea-AI Summary

IDEX Corporation (NYSE:IEX) announced that Sean M. Gillen will join as Senior Vice President and Chief Financial Officer, effective January 5, 2026. Mr. Gillen joins after nearly seven years as CFO of AAR CORP and previously held senior finance roles at USG and Goldman Sachs. Akhil Mahendra will return to Vice President, Corporate Development after serving as interim CFO since May 2025. The company also announced that Melissa S. Flores, Senior Vice President and Chief Human Resources Officer, will depart effective December 19, 2025, and IDEX intends to hire an external CHRO while leveraging existing leaders to manage HR operations.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.3%
Tags
none

FAQ

What is the current stock price of AAR (AIR)?

The current stock price of AAR (AIR) is $120.08 as of September 14, 2026.

What is the market cap of AAR (AIR)?

The market cap of AAR (AIR) is approximately 4.8B.