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.
This page provides access to AAR CORP. (NYSE: AIR) SEC filings, offering a detailed view of how the company reports its aerospace and defense aftermarket activities. AAR files annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, along with other registration statements and exhibits.
Form 10-K and 10-Q filings contain segment information for Parts Supply, Repair & Engineering, Integrated Solutions, and Expeditionary Services, along with discussions of risk factors, liquidity, and capital resources. These reports also describe AAR's global operations, its relationships with commercial and government customers, and developments such as acquisitions, joint ventures, and equity offerings.
Form 8-K current reports document material events affecting AAR. Recent examples include announcements of quarterly financial results, acquisitions like HAECO Americas and ADI, the agreement to acquire Aircraft Reconfig Technologies, equity offerings, changes in executive leadership, and investor presentations. These filings often incorporate press releases and slide presentations as exhibits, providing additional context on strategy and performance.
Investors interested in capital structure and financing can review filings related to public offerings of common stock and the use of proceeds, while those focused on governance can examine 8-K items covering director and officer appointments or departures. Filings also reference AAR's risk factors and legal matters, which are important for assessing the company’s operating environment.
On Stock Titan, AAR's filings are supplemented with AI-powered summaries that highlight key points from lengthy documents. These tools help readers quickly identify major segment trends, acquisition details, financing actions, and governance changes without reading every page. Real-time updates from EDGAR ensure that new AIR filings, including Forms 4 for insider transactions when available, appear promptly so users can monitor regulatory disclosures as they are made public.
AAR CORP reported much stronger results for the three months ended February 28, 2026. Sales reached $845.1 million, up from $678.2 million a year earlier, and net income swung to $68.0 million from a net loss of $8.9 million. Nine‑month sales rose to $2,380.0 million with net income of $137.0 million versus a prior‑year net loss of $21.5 million.
Results were boosted by a $35.7 million bargain purchase gain from acquiring HAECO Americas and a $9.8 million gain on the sale of the former headquarters building. AAR continued its acquisition strategy with ADI, Aerostrat and HAECO Americas, and agreed to buy Aircraft Reconfig Technologies for $35 million. It also raised $273.9 million of net proceeds from a 3,450,000‑share equity offering at $83.00 per share and increased its 6.75% Senior Notes to $700.0 million, ending the period with long‑term debt of $888.3 million. Operating cash flow for the nine months was $43.4 million.
AAR CORP. reported a very strong third quarter of fiscal 2026, with consolidated sales rising 25% to $845.1M and adjusted EBITDA up 26% to $102.1M, reflecting broad-based growth across its aviation aftermarket businesses. Parts Supply sales grew 45%, supported by 36% organic growth in new parts Distribution and 55% organic growth in sales to government customers. Repair & Engineering sales increased 23%, while Integrated Solutions grew 3% with higher-margin mix.
The company swung to net income of $68.0M, or $1.71 per diluted share, from a prior-year net loss, with adjusted diluted EPS up 26% to $1.25. Adjusted operating margin improved to 10.2%, helped by scale and mix into higher-margin offerings, even as GAAP operating margin was 7.8% after a large bargain purchase gain and building sale gain. Cash flow from operations strengthened to $74.7M, allowing AAR to reduce net debt to $816.5M and net leverage to 2.17x.
Management raised full-year FY2026 guidance, now targeting total sales growth of about 19% and organic sales growth of about 12%. For the fourth quarter, AAR expects total sales growth of 19–21%, organic growth of 6–8%, and adjusted operating margin between 10.2% and 10.5%, underscoring confidence in continued profitable expansion.
AAR CORP executive Dylan Zachary Wolin, who serves as Senior VP & CFO, filed an initial ownership report on Form 3. The filing shows he held no shares of AAR CORP common stock directly, with total direct holdings reported as 0 shares following the filing.
WALFISH MARC JAY reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director Marc Jay Walfish received a grant of 309 units of phantom stock on the reported date. Each phantom stock unit is economically equivalent to one share of AAR CORP common stock. These units become payable in cash or common stock when his board service ends or on other dates he has specified under the Non-Employee Directors' Deferred Compensation Plan.
LEDUC ROBERT F reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director Robert F. Leduc received an award of 121 shares of phantom stock on February 27, 2026. These units are economically equivalent to common stock at a reference price of $117.17 per unit and will be paid in cash or stock upon his termination of board service or on other elected dates.
AAR CORP. has appointed Dylan Wolin as Senior Vice President and Chief Financial Officer, effective February 23, 2026, succeeding interim CFO Sarah Flanagan, who will return to her role as Vice President, Financial Operations.
For the fiscal year ending May 31, 2026, Wolin will receive a pro-rated annual base salary of $500,000, a $300,000 sign-on bonus subject to one-year clawback conditions, and participation in the Fiscal 2026 short-term incentive plan with threshold, target, and maximum cash bonus opportunities equal to 50%, 100%, and 200% of his pro-rated base salary, respectively.
He will also receive time-based restricted stock awards valued at $840,000 to replace equity forfeited at his prior employer, vesting over three years, and will enter into severance, change in control, and indemnification agreements consistent with other executives. In the accompanying press release, AAR reaffirmed its previously issued guidance for its third fiscal quarter and full fiscal year.
A holder of common stock filed a Rule 144 notice to sell 10,750 shares through Morgan Stanley Smith Barney LLC on or about 02/04/2026 on the NYSE, with an aggregate market value of $1,166,992.05.
The shares were acquired on 02/04/2026 by exercising stock options under a registered plan, paid in cash. The issuer had 39,572,508 common shares outstanding, which is a baseline figure and not the amount being sold.
AAR CORP’s Interim CFO and VP Finance Operations, Sarah Louise Flanagan, reported an option exercise and share sale. On 02/04/2026, she exercised 10,750 stock options at an exercise price of $37.66 per share, receiving the same number of common shares and bringing her direct holdings to 43,598 shares.
On the same date, she sold 10,750 common shares at a weighted average price of $108.5574 per share, with individual sale prices ranging from $107.5300 to $110.3850. After these transactions, she directly owned 32,848 common shares of AAR CORP.
AAR CORP’s Chairman, President & CEO Holmes John McClain III reported several equity transactions dated February 3, 2026. He exercised stock options for 10,000 shares of common stock at an exercise price of $37.66 per share, increasing his direct common holdings.
On the same day, he sold 10,000 shares of common stock at a weighted average price of $108.4363 per share, with individual sale prices ranging from $108.2800 to $108.5673. He also contributed 2,000 shares to a donor advised charitable fund.
After these transactions, he directly owned 235,064 shares of AAR CORP common stock and 62,225 stock options related to common stock.
John Holmes filed a Form 144 indicating an intention to sell 10,000 shares of AAR Corp. (AIR) common stock. The shares are expected to be sold on or about 02/03/2026 on the NYSE through Morgan Stanley Smith Barney LLC Executive Financial Services, with an aggregate market value of $1,084,363.00.
The 10,000 shares were acquired on 02/03/2026 by exercising options under a registered plan, paid in cash. Over the prior three months, Holmes reported several additional AIR common stock sales, including 38,462 shares on 11/05/2025 for $3,211,615.00 and 30,000 shares on 01/12/2026 for $2,925,030.00.