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. reported strong fourth-quarter and fiscal 2026 results for the period ended May 31, 2026. Q4 sales rose 23% to $928.0 million, with commercial revenue up 31% and representing 73% of total sales. Q4 net income was $50.7 million, or $1.27 per diluted share, while adjusted diluted EPS increased 32% to $1.53. Adjusted EBITDA grew 27% to $115.8 million, with margin edging up to 12.5%.
For fiscal 2026, sales increased 19% to $3.31 billion, driven mainly by Parts Supply and the HAECO Americas acquisition. Net income jumped to $187.7 million (diluted EPS $4.86), compared with $12.5 million in 2025, which included $115.0 million of after-tax charges tied to a Landing Gear Overhaul sale and an FCPA settlement. Adjusted diluted EPS rose to $5.05 from $3.91, while adjusted operating margin improved to 10.2% and adjusted EBITDA to $401.1 million with a 12.1% margin.
Cash flow from operations was $98.7 million for the year, with adjusted operating cash flow of $94.3 million. Net debt was $816.0 million, and net leverage declined to 2.03x, within the stated 2.0x–2.5x target range. Management highlighted multi-year adjusted EBITDA growth of 37% CAGR and announced plans to wind down Legacy Commercial Programs while focusing on Parts Supply, Repair, Engineering and Software, and Government Solutions. Guidance for Q1 fiscal 2027 calls for sales growth (excluding Legacy Commercial Programs) of 21%–23% and adjusted EBITDA margin of 12.25%–12.75%, with full-year 2027 sales growth expected in the low double-digits to low teens.
AAR CORP reported that Senior VP, GC, CAO & Secretary Jessica A. Garascia acquired 4,807 shares of common stock on July 14, 2026 through a restricted stock award at no cash cost. The additional restricted stock was earned after performance criteria exceeded the target level, increasing her direct holdings to 34,364 shares.
AAR CORP reported that VP-CAO & Controller Eric Pachapa acquired 3,445 shares of common stock on July 14, 2026 through a grant/award of restricted stock at $0.0000 per share. The additional shares were earned after performance criteria exceeded target levels, bringing his direct holdings to 25,690.32 shares.
AAR CORP reported that Senior Vice President-CCO Christopher A. Jessup acquired 7,267 shares of common stock on July 14, 2026 through a grant of additional restricted stock at $0.0000 per share. A footnote states these shares were earned after performance criteria were certified at a level exceeding the target under a Restricted Stock Agreement. Following this award, Jessup directly holds 73,035.525 shares of AAR CORP common stock.
AAR CORP reported that Chairman, President & CEO John McClain Holmes III acquired 34,956 shares of common stock on July 14, 2026 through a grant/award, not an open-market purchase. The award represents additional restricted stock earned after performance criteria were certified at a level exceeding the target. Following this award, Holmes directly holds 270,020 shares of AAR CORP common stock.
AAR CORP director Duncan J. McNabb received a grant of 1,364 phantom stock units as compensation. These phantom stock units are tied to an equal number of shares of AAR CORP common stock on a 1-for-1 basis.
The units are payable in stock or cash, at the director’s election, upon retirement or termination as a director. Following this award, McNabb holds 1,364 phantom stock units directly, with an exercise date in 2027 and an expiration date in 2050.
Lord Ellen M. reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director Ellen M. Lord received a stock grant of 1,364 common shares. The shares were awarded at no cash cost under a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. Following this award, she directly holds 14,396 shares of AAR CORP common stock.
DIETRICH JOHN W reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director John W. Dietrich received a grant of 1,364 shares of common stock on June 1, 2026. The award was made at a reported price of $0.0000 per share, reflecting a stock grant rather than an open-market purchase. Following this award, Dietrich directly holds 8,426 shares of AAR CORP common stock. The shares were granted under a Restricted Stock Agreement in a transaction exempt under Rule 16b-3.
Widhani Hema reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director Hema Widhani received an award of 1,364 phantom stock units, each corresponding to one share of common stock. The units were granted at no cost under a restricted stock agreement and are payable in stock or cash at her election upon retirement or termination as a director.
Nolen Billy reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director Billy Nolen received an award of 1,364 phantom stock units tied to the company’s common stock. The grant was made at a price of $0.00 per unit and brings his total phantom stock holdings to 1,364 units. These phantom stock units are payable on a 1-for-1 basis in stock or, at his election, in cash upon his retirement or termination as a director. The award is documented as a transaction exempt under Rule 16b-3 and carries an expiration date in 2050, highlighting its long-term, compensation-related nature rather than an open-market trade.