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's Chairman, President and CEO John M. Holmes reported a sale of company stock. On 01/02/2026, he sold 23,077 shares of AAR CORP common stock at a weighted average price of $84.1229 per share. The shares were sold in multiple trades at prices ranging from $82.5100 to $84.7500. After this transaction, he beneficially owns 237,064 shares of AAR CORP common stock directly.
The transaction was made under a Rule 10b5-1 trading plan adopted by John M. Holmes on August 6, 2025. Such plans allow insiders to prearrange stock trades according to preset instructions.
AAR CORP. reported strong results for the quarter ended November 30, 2025, with sales rising to $795.3 million from $686.1 million a year earlier and net income improving to $34.6 million from a loss of $30.6 million. Growth was broad-based across Parts Supply, Repair & Engineering, and Integrated Solutions, and earnings per diluted share turned to $0.90 from a loss of $0.87.
For the first six months, sales reached $1,534.9 million versus $1,347.8 million and net income was $69.0 million compared with a loss of $12.6 million. Operating income increased to $67.0 million for the quarter and $131.9 million year-to-date, while interest expense remained relatively stable.
The company completed three acquisitions in 2025: HAECO Americas for $76.5 million to expand heavy maintenance capacity, ADI for $137.7 million to deepen electronic component distribution, and Aerostrat for $20.1 million to add maintenance-planning software. It also previously acquired Triumph’s Product Support business for $720.0 million, which continues to be integrated.
AAR raised $273.9 million of net proceeds from an equity offering of 3.45 million shares and issued an additional $150.0 million of 6.75% Senior Notes, leaving total long-term debt at $952.7 million. Cash, cash equivalents, and restricted cash ended the period at $96.2 million, with operating cash flow of negative $31.3 million mainly driven by higher inventories, rotable assets, and other working capital investments.
AAR CORP. furnished an update on its performance by issuing a press release and supplemental slide presentation covering its financial results for the second quarter ended November 30, 2025. These materials are provided as Exhibits 99.1 and 99.2 to this report on Form 8-K.
The company notes that the information provided under Item 2.02 and the attached exhibits is being furnished rather than filed, which means it is not subject to certain liability provisions of the Securities Exchange Act. The report is signed on behalf of AAR CORP. by Interim Chief Financial Officer and Vice President of Financial Operations, Sarah L. Flanagan, as the principal financial officer.
AAR CORP’s interim CFO and VP of Financial Operations reported her beneficial ownership of company securities as of 12/11/2025. She directly holds 29,133 shares of AAR CORP common stock. In addition, she holds multiple stock options to buy common shares at set prices, with exercise periods running through 2035. For example, one stock option for 6,915 shares at $58.27 per share becomes exercisable in stages from July 31, 2024 to July 31, 2026, and another for 6,860 shares at $67.02 per share vests in three installments between July 31, 2025 and July 31, 2027. A further award of 6,090 option shares at $79.45 per share is scheduled to vest in equal annual thirds on July 31 of 2026, 2027, and 2028.
AAR CORP. announced that its wholly owned subsidiary, AAR Aircraft Services, Inc., has entered into a definitive agreement to acquire Aircraft Reconfig Technologies LLC, described as a leading aircraft interiors engineering company. The seller is ZIM Aircraft Cabin Solutions LLC.
The agreed purchase price is
AAR CORP. announced that Senior Vice President and Chief Financial Officer Sean M. Gillen has decided to resign, effective December 11, 2025, to pursue another professional opportunity outside the company’s industry. The company states that his departure is not due to any disagreement regarding operations, policies, practices, or financial reporting.
Vice President, Financial Operations Sarah L. Flanagan, who has held senior finance roles at AAR since 2012 and previously worked at Honeywell International and PricewaterhouseCoopers, will become Interim Chief Financial Officer as of the same effective date. Gillen will remain with AAR through December 19, 2025 to support a smooth transition, and the company has disclosed that there are no family relationships or related-party transactions connected to Flanagan’s appointment.
AAR CORP director reports new phantom stock award
A director of AAR CORP (AIR) reported receiving an award of 436 shares of phantom stock on 11/28/2025. The filing shows these phantom stock units at a reference value of $83.21 per unit and indicates they are economically equivalent to shares of AAR CORP common stock.
After this transaction, the director is reported as beneficially owning 53,442 derivative securities in the form of phantom stock, held directly. According to the disclosure, the phantom stock will be settled in either cash or common stock, at the director’s election, upon termination of board service or on other dates chosen under the company’s Non-Employee Directors' Deferred Compensation Plan.
AAR CORP. (AIR) furnished an investor presentation on its website in connection with the Baird Global Industrial Conference held in Chicago on November 13, 2025. The deck is included as Exhibit 99.1 to a Form 8-K.
The company states the materials are being furnished, not filed, and therefore are not subject to Section 18 liability and are not incorporated by reference under the Securities Act or Exchange Act, except as specifically stated in future filings.
AAR CORP (AIR) reported an insider transaction by Chairman, President & CEO John M. Holmes. On November 5, 2025, he sold 38,462 shares of common stock at a weighted average price of $83.501 under a Rule 10b5-1(c) trading plan adopted on August 6, 2025.
The sales occurred in multiple trades within a $82.1200–$85.1399 range. Following the transaction, Holmes beneficially owns 260,141 shares, held directly.
AIR: A holder filed a Form 144 notice to sell up to 61,539 common shares, with an aggregate market value $5,166,814.44. The filing lists Morgan Stanley Smith Barney LLC as broker and indicates the shares may be sold on the NYSE with an approximate sale date of 11/05/2025.
The shares were acquired as Performance Stock Units on 07/18/2022 in the amount of 61,539. Shares outstanding were 36,112,491. The filing also notes a prior sale over the past three months: 10,000 shares on 08/07/2025 for $716,994.00.