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.
AAR CORP (symbol: AIR) is the issuer of record for a Form 10-Q filing submitted to the SEC. AAR CORP. reported sales of $918.0 million for the three months ended August 31, 2026, up 24.1% from $739.6 million a year earlier. Gross profit was $176.3 million, up 31.9%; net income was $40.1 million versus $34.4 million, and diluted earnings per share were $1.00 versus $0.95. Operating cash flow was $55.8 million, compared with cash used of $44.9 million a year earlier.
On September 28, 2026, AAR entered a definitive agreement to acquire a 65% interest in MRO Holdings for approximately $3.0 billion, including repayment of $1.3 billion of MRO Holdings’ existing borrowings. AAR expects to fund the transaction and related expenses with approximately $2.1 billion of new debt, approximately $780 million of its equity issued to existing MRO Holdings shareholders, and approximately $230 million from a private investment in public equity (PIPE) offering. Closing is expected in the third quarter of fiscal 2027, subject to customary closing conditions, including regulatory approvals.
AAR also announced its intention to exit its Legacy Commercial Programs business, with a wind-down expected to take approximately three to four years as existing customer contracts are terminated or exited and rotable assets are sold.
AAR CORP. (AIR) agreed to acquire 65% of MRO Holdings for an estimated cash purchase price of $1,819,174,310, subject to customary adjustments, plus 5,783.894 non-voting Series A Convertible Preferred shares with an agreed value of $780,825,690. Closing is expected in AAR’s fiscal third quarter ending February 2027, subject to regulatory approvals and customary conditions.
AAR may acquire another 5% before or after closing; options for the remaining 30% are exercisable in three 10% tranches on the second, third and fourth closing anniversaries. AAR expects net leverage of approximately 3.6x at closing, including run-rate synergies, and approximately 3.0x within two years, including phased synergies. The separate PIPE is for 2,215,791 common shares at $104.50 each, with expected gross proceeds of approximately $231,550,159.50.
MRO Holdings is expected to generate approximately $1.0 billion of calendar 2026 sales and $285 million of adjusted EBITDA. AAR projects roughly 400 basis points of pro forma adjusted EBITDA margin accretion before synergies and approximately $75 million of run-rate cost synergies within three to four years after closing. AAR’s first-quarter FY 2027 sales were $918.0 million, up 24% year over year; adjusted diluted EPS was $1.49, up 38%.
AAR CORP. (AIR) reported fiscal 2027 first-quarter sales of $918.0 million, up 24% from a year earlier. Net income was $40.1 million, compared with $34.4 million, and diluted earnings per share were $1.00 versus $0.95. Adjusted diluted EPS was $1.49, compared with $1.08; adjusted EBITDA was $116.5 million, up 34%, and adjusted EBITDA margin was 12.7%, versus 11.7%. Organic sales growth was 10.8%. Reported operating margin was 7.9%, compared with 8.8%, while adjusted operating margin was 10.6%, compared with 9.7%.
Operating cash flow was $55.8 million provided, compared with $44.9 million used in the prior-year quarter. As of August 31, 2026, net debt was $780.5 million and net leverage was 1.81x. AAR entered a definitive agreement to acquire a 65% controlling interest in MRO Holdings. Second-quarter FY2027 guidance is 14%–16% sales growth and a 13.0%–13.4% adjusted EBITDA margin, excluding Legacy Commercial Programs; the guidance excludes any impact of the MRO Holdings acquisition. Full-year sales growth guidance, also excluding Legacy Commercial Programs, is low teens.
AAR CORP (symbol: AIR) is the issuer of record for a Form 8-K filing submitted to the SEC. AAR CORP. stockholders approved the AAR CORP. 2026 Stock Plan at the September 23, 2026 annual meeting. The plan permits discretionary grants of stock options, stock awards, stock unit awards, stock appreciation rights, and other stock-based and cash-based awards to employees, non-employee directors, and certain other eligible service providers. It received 33,805,637 votes for and 1,984,579 against.
Stockholders elected Class III director nominees John W. Dietrich, Robert F. Leduc, and Peter Pace to three-year terms expiring at the 2029 annual meeting, approved the advisory proposal on Fiscal Year 2026 executive compensation, and ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending May 31, 2027. A total of 37,391,244 shares were present, approximately 93% of the 40,258,840 shares outstanding and entitled to vote.
AAR CORP (symbol: AIR) is the issuer of record for a Form 4 filing submitted to the SEC.
AAR CORP (symbol: AIR) is the issuer of record for a Form 4 filing submitted to the SEC.
AAR CORP. presents its 2026 annual meeting agenda and governance framework alongside a snapshot of record Fiscal Year 2026 performance. Sales reached $3.3 billion, diluted EPS was $4.86, and adjusted diluted EPS was a record $5.05, up 29% from Fiscal Year 2025, with cash flows from operations of $99 million. The business is organized around an integrated Parts, Repair, and Software platform serving global commercial and government aviation customers.
The virtual annual meeting will be held on September 23, 2026 at 9:00 a.m. Central Time. Stockholders are asked to elect three Class III directors, approve on an advisory basis Fiscal Year 2026 executive compensation, approve a new stock plan, and ratify KPMG LLP as independent auditor for Fiscal Year 2027.
Board oversight emphasizes safety, sustainability, and risk management through dedicated committees, including an Aviation Safety and Training Committee and a Board-level sustainability structure. Executive pay is heavily performance-based, using adjusted EPS and working capital turns for annual bonuses and multi‑year metrics such as adjusted income from continuing operations, average return on invested capital, and relative total stockholder return for equity awards; the Fiscal Year 2026 bonus plan paid out at 180% of target.
Eric Pachapa, VP-CAO & Controller of AAR CORP, reported two tax-withholding dispositions of common stock on 2026-07-31. The company withheld 3,365 shares at 140.0400 per share tied to vesting of performance-based restricted stock and 614 shares at 140.0400 per share tied to time-based restricted stock vesting.
AAR CORP executive Christopher A. Jessup, Senior Vice President-CCO, reported two Form 4 transactions on July 31, 2026. A total of 8,392 shares of common stock were withheld at $140.04 per share to satisfy tax withholding obligations arising from the vesting of performance-based and time-based restricted stock awards, rather than open-market sales.