Welcome to our dedicated page for Aar SEC filings (Ticker: AIR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
AAR Corp. filings document material-event disclosures for an aerospace and defense aftermarket services company listed under common stock symbol AIR. Recent reports cover operating and financial results furnished on Form 8-K, segment realignment disclosures, material agreements, capital-structure information, and exhibits tied to press releases and supplemental presentations.
The filings also record governance matters such as officer appointments and compensation arrangements, along with formal disclosures related to business organization, reporting segments, and the company’s common stock. These regulatory documents frame AAR’s public reporting around Parts Supply, Repair, Engineering, and Software, Government Solutions, and Legacy Commercial Programs.
State Street Corporation filed a Schedule 13G reporting beneficial ownership of $0 in AAR Corp common stock as of 03/31/2026. The filing shows 2,587,621 shares beneficially owned, representing 6.5% of the class, with 2,464,943 shares of shared voting power. The filing lists several State Street advisory subsidiaries as holders, indicating the position is held on behalf of client/advisory accounts. The signature date is 05/12/2026.
AAR CORP. furnished an Investor Day presentation outlining its strategy, segment realignment, and financial framework. For the twelve months ended Q3 FY26, adjusted sales were $3.116 billion, adjusted EBITDA was $376 million with a 12.1% margin, and adjusted EPS reached $4.67.
The company highlights three core segments: Parts Supply, Repair, Engineering & Software, and Government Solutions, each showing year-over-year growth and double‑digit adjusted EBITDA margins. For Q4 FY26, AAR targets total adjusted sales growth of 19–21%, organic adjusted sales growth of 16–18%, and an adjusted operating margin of 10.2–10.5% with an estimated tax rate of 28%.
Looking ahead, AAR’s three‑year financial framework calls for adjusted sales CAGR of 6–10%, adjusted EBITDA margin of at least 13%, adjusted EPS CAGR of about 15%, and operating cash flow of roughly 30%+ of adjusted EBIT, supported by portfolio reshaping and disciplined M&A.
AAR CORP. is reorganizing its business into four operating segments and plans to wind down its Legacy Commercial Programs unit over roughly three to four years.
The new segments are Parts Supply; Repair, Engineering, and Software; Government Solutions; and Legacy Commercial Programs. For the twelve months ended February 28, 2026, Legacy Commercial Programs generated $252.4 million in sales, a GAAP operating loss of $0.2 million, and adjusted operating income of $5.0 million, with net assets of about $160 million as of that date. Management states the business requires significant asset pools and no longer meets capital return thresholds. AAR expects periodic gains as it divests related assets and plans to redeploy employees to other growth areas. The company’s fiscal 2026 guidance and consolidated financial statements remain unchanged, and historical results are recast to the new structure for comparability.
AAR Corp reports that Vanguard Capital Management beneficially owned 1,989,865 shares of Common Stock, representing 5%, as of 03/31/2026. The filing shows Vanguard has sole voting power over 293,096 shares and sole dispositive power over 1,989,865 shares. The Schedule 13G filing is signed by Ashley Grim on 04/29/2026.
Vanguard Portfolio Management reported beneficial ownership of 2,149,712 shares of AAR Corp common stock, representing 5.4% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over 2,149,712 shares and sole voting power over 19,790 shares. The signature date is 04/28/2026.
AAR CORP. completed its previously announced acquisition of Aircraft Reconfig Technologies LLC (ART) from ZIM Aircraft Cabin Solutions for $35 million in cash, subject to post-closing working capital, cash, and debt adjustments. The deal closed through AAR’s wholly owned subsidiary, AAR Aircraft Services, Inc.
The acquisition adds ART’s specialized engineering for passenger aircraft reconfiguration and brings FAA Organization Designation Authorization (ODA) into AAR’s Engineering Services. With ODA, AAR can issue its own supplemental type certificates (STCs) and Parts Manufacturer Approval (PMA), expanding its cabin interior design, manufacturing, and certification capabilities for global airline and OEM customers.
AAR Corp ownership update: Dimensional Fund Advisors reports beneficial ownership of 1,944,689 shares, representing 4.9% of AAR Corp common stock. The filing shows sole voting power over 1,907,567 shares and sole dispositive power over 1,944,689 shares. Dimensional states the shares are owned by investment funds it advises and disclaims beneficial ownership.
Air (AIR) filed a Form 144 notice for the proposed sale of 9,150 shares of Common Stock on 04/01/2026, described as an exercise of options under a registered plan with proceeds via cash and intended for trading on the NYSE. The excerpt also shows a prior sale: SARAH FLANAGAN sold 10,750 shares on 02/04/2026 for $1,166,992.05.
AAR CORP senior vice president and general counsel Jessica A. Garascia exercised stock options and sold the resulting shares in a same‑day liquidity move. She exercised options for 2,368, 1,778 and 2,138 shares of Common Stock at exercise prices of $41.88, $58.27 and $67.02 per share, respectively, acquiring a total of 6,284 shares.
On the same date, she sold 6,284 Common Stock shares in open-market transactions at a weighted average price of $112.2006 per share, with individual sale prices ranging from $111.82 to $113.24. After these transactions, she directly holds 29,557 Common Stock shares. No remaining derivative positions are listed in this filing.
AAR CORP Chairman, President & CEO John McClain Holmes III exercised and sold shares in a routine option transaction. He exercised stock options for 86,175 shares of common stock at exercise prices of $37.66 and $37.74 per share, then sold the same 86,175 shares in open‑market trades at weighted average prices of $112.41 and $107.60 per share, in multiple transactions within disclosed price ranges. After these transactions, he directly holds 235,064 shares of AAR CORP common stock.