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Aar Corp SEC Filings

AIR NYSE

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.

Rhea-AI Summary

AAR CORP. (AIR) acquired HAECO Americas, LLC and HAECO Airframe Services, LLC for $80 million in cash. The purchase price is subject to customary post-closing adjustments for working capital, cash, and debt, and was funded through the Company’s existing revolving credit facility. HAECO Americas provides heavy aircraft maintenance, repair, overhaul, and engineering services at facilities in Greensboro, North Carolina, and Lake City, Florida.

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Rhea-AI Summary

AAR CORP. (AIR) filed an 8-K disclosing an underwriting agreement for a securities offering, with the agreement dated September 30, 2025 and Goldman Sachs & Co. LLC named as representative of the underwriters. The filing includes a legal opinion and consent from Latham & Watkins LLP dated October 2, 2025, plus two press releases dated September 30, 2025 labeled "Launch" and "Pricing." The document is signed by Jessica A. Garascia in her role as Senior Vice President and General Counsel. These exhibits indicate the company completed underwriting documentation and public communications tied to a securities transaction on the dates shown.

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Rhea-AI Summary

AAR CORP (AIR) is offering 3,000,000 shares of common stock, with an underwriter option for an additional 450,000 shares. The prospectus cites the last reported NYSE sale price of $89.67 on September 30, 2025. Net proceeds are expected to be approximately $238.1 million (or $274.0 million if the option is exercised), which the company intends to use to repay borrowings under its $825 million revolving credit facility and for general corporate purposes, potentially including acquisitions. Following recent activity, the company had $330.0 million outstanding under the revolver as of August 31, 2025 and subsequently borrowed to fund the $146.0 million acquisition of ADI on September 25, 2025, resulting in approximately $625 million of borrowings outstanding after the September 15, 2025 borrowings. The offering would leave approximately 39,112,491 shares outstanding (39,562,491 if option exercised). The prospectus discloses recent divestiture activity (sale of Landing Gear Overhaul business) with a $71.1 million loss recognized and identifies customary risks including dilution, market volatility, conflicts of interest with lending underwriters, and no current dividend policy.

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Rhea-AI Summary

AAR CORP (NYSE: AIR) is offering 3,000,000 shares of common stock (3,450,000 if the underwriters exercise their 30-day option). The prospectus lists the last reported NYSE sale price of $87.90 per share on September 29, 2025. Net offering proceeds are intended primarily to repay borrowings under AAR's $825 million unsecured Revolving Credit Facility and for general corporate purposes, which may include future acquisitions.

The supplement discloses a recent acquisition: on September 25, 2025 AAR acquired ADI American Distributors for $146.0 million in cash, funded with borrowings under the Revolving Credit Facility borrowed September 15, 2025. ADI generated $149 million of revenue for the twelve months ended June 30, 2025 and has ~400 employees across six locations. The filing notes $330.0 million outstanding under the Revolving Credit Facility as of August 31, 2025 and subsequent borrowings that increased outstanding borrowings to $625 million following the ADI acquisition.

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Rhea-AI Summary

AAR CORP. disclosed that on September 25, 2025 it completed the acquisition of American Distributors Holding Co., LLC, including ADI American Distributors, LLC and other subsidiaries. ADI is described as a leading distributor of components and assemblies serving commercial and defense customers.

The company paid a purchase price of $146 million in cash, subject to post-closing adjustments for working capital, cash, and debt. AAR funded the cash purchase price using its existing revolving credit facility, meaning it drew on its established credit line rather than issuing new equity.

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AAR Corp (AIR) reports multiple M&A and financing updates and operational items in this quarterly filing. The company completed acquisitions including Aerostrat for $15.0 million plus up to $5.0 million contingent consideration and Trax for $120.0 million plus up to $20.0 million contingent consideration. Post-closing adjustments reduced one purchase price by $2.9 million, and a $2.1 million gain was recognized related to a shareholder loan and associated transition services.

The company amended its Revolving Credit Facility to increase availability to $825.0 million from $620.0 million, updated covenant leverage thresholds and added higher pricing tiers that raise interest margins if adjusted total debt to EBITDA exceeds 3.75:1.00. Other items disclosed include an ASU on income tax disclosure expected to affect only disclosures, receivables sold under a Purchase Agreement with $49.2 million and $50.9 million of receivables referenced, restricted cash of $3.3 million and $7.4 million collected but not remitted, various charges and reserves (including a $7.8 million revenue reduction and $2.5 million repair reserves), and a CEO 10b5-1 plan to potentially sell up to 61,539 shares between November 5, 2025 and February 2, 2026.

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quarterly report
Rhea-AI Summary

AAR CORP. reported its financial results for the first quarter ended August 31, 2025 and made them available through a press release and a supplemental slide presentation. These materials, dated September 23, 2025, are included as Exhibit 99.1 and Exhibit 99.2 and provide details on the company’s quarterly performance. The information is furnished under the rules for current reports and is not treated as filed for liability purposes unless specifically incorporated into another SEC filing.

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Rhea-AI Summary

AAR CORP. reported results from its 2025 annual meeting of stockholders held on September 16, 2025. Stockholders representing 33,426,008 shares, about 93% of the 35,964,153 shares outstanding and entitled to vote, were present in person or by proxy.

Stockholders elected three Class II directors to three-year terms expiring at the 2028 annual meeting. John M. Holmes received 30,566,655 votes for, Ellen M. Lord received 29,716,379 votes for, and Jeffrey N. Edwards received 26,071,385 votes for, each with additional votes against, abstentions, and broker non-votes reported.

Stockholders approved, on an advisory basis, the Company’s Fiscal 2025 executive compensation, with 29,810,339 votes for and 1,925,382 against, and ratified the appointment of KPMG LLP as independent registered public accounting firm for the fiscal year ending May 31, 2026, with 32,519,666 votes for and 900,923 against.

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Marc Jay Walfish, a director of AAR Corp. (AIR), acquired 479 units of phantom stock on 08/29/2025 valued at $75.66 each, representing the economic equivalent of 479 shares of common stock. The filing shows those phantom units become payable in cash or common stock upon his termination of service or on other dates specified by the Non-Employee Directors' Deferred Compensation Plan. After this award, Mr. Walfish beneficially owns 53,006 shares of AAR Corp., reported as direct ownership.

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FAQ

What is the current stock price of Aar (AIR)?

The current stock price of Aar (AIR) is $116.69 as of February 23, 2026.

What is the market cap of Aar (AIR)?

The market cap of Aar (AIR) is approximately 4.6B.

AIR Rankings

AIR Stock Data

4.63B
38.75M
Aerospace & Defense
Aircraft & Parts
Link
United States
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