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.
WALFISH MARC JAY reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director Marc Jay Walfish received a grant of 1,364 shares of Common Stock on June 1, 2026 under a Restricted Stock Agreement. The award was granted at no cash cost to him and is exempt under Rule 16b-3. After this grant, he directly holds about 133,103.5878 shares.
VOGEL JENNIFER L reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director Jennifer L. Vogel received an award of 1,364 shares of Common Stock on June 1, 2026 as a stock grant under a Restricted Stock Agreement, with a stated price of $0.0000 per share in a transaction exempt under Rule 16b-3. Following this compensation grant, she directly holds 24,334.002 shares of AAR CORP Common Stock.
AAR CORP director Peter Pace received a grant of company stock as part of his compensation. On this Form 4, he acquired 1,364 shares of AAR CORP common stock at no cash cost to him, described as an award of restricted stock under a Restricted Stock Agreement exempt under Rule 16b-3.
After this equity award, Pace directly holds 25,485 shares of AAR CORP common stock. This is a routine compensation-related stock grant rather than an open-market purchase or sale, so it does not reflect a discretionary trading decision.
LEDUC ROBERT F reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director Robert F. Leduc received an award of 1,364 shares of common stock on a grant or award basis, with no purchase price. The stock was granted under a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. Following this award, he directly holds 18,689 common shares.
Edwards Jeffrey N reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director Jeffrey N. Edwards received a grant of 1,364 shares of Common Stock as equity compensation. The shares were awarded under a Restricted Stock Agreement in a transaction exempt under Rule 16b-3, meaning it is a routine, board-approved compensation grant rather than an open‑market trade.
After this award, Edwards directly holds a total of 5,955 AAR CORP common shares. Because the shares were granted at no cash cost per share, this filing mainly updates his reported ownership and does not reflect a discretionary stock purchase or sale.
Boyce Michael Ross reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director Michael Ross Boyce reported a stock award of 1,364 shares of common stock granted at no cost under a Restricted Stock Agreement in a transaction exempt under Rule 16b-3. After this grant, his direct ownership increased to 100,903.588 common shares. He also reports 20,000 additional common shares held indirectly through Maverick Investors Limited Partnership as a separate holding entry.
WALFISH MARC JAY reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director Marc Jay Walfish received an award of 322 shares of phantom stock on May 29, 2026. Each phantom stock share is the economic equivalent of one share of common stock and becomes payable in cash or common stock, at his election, upon his termination of service as a director or on other dates specified under the Non-Employee Directors' Deferred Compensation Plan. Following this grant, his reported phantom stock balance is 54,073 shares.
LEDUC ROBERT F reported acquisition or exercise transactions in this Form 4 filing.
AAR CORP director Robert F. Leduc received a grant of 127 shares of phantom stock tied to AAR CORP common stock. The award was granted at an economic reference price of $112.62 per share and increases his phantom stock holdings to 5,340 shares.
Each phantom stock share is the economic equivalent of one share of common stock and becomes payable, in cash or stock at his election, upon his termination of service as a director or on other dates he specifies under the Non-Employee Directors' Deferred Compensation Plan.
State Street Corporation filed a Schedule 13G reporting beneficial ownership of $0 in AAR Corp common stock as of 03/31/2026. The filing shows 2,587,621 shares beneficially owned, representing 6.5% of the class, with 2,464,943 shares of shared voting power. The filing lists several State Street advisory subsidiaries as holders, indicating the position is held on behalf of client/advisory accounts. The signature date is 05/12/2026.
AAR CORP. furnished an Investor Day presentation outlining its strategy, segment realignment, and financial framework. For the twelve months ended Q3 FY26, adjusted sales were $3.116 billion, adjusted EBITDA was $376 million with a 12.1% margin, and adjusted EPS reached $4.67.
The company highlights three core segments: Parts Supply, Repair, Engineering & Software, and Government Solutions, each showing year-over-year growth and double‑digit adjusted EBITDA margins. For Q4 FY26, AAR targets total adjusted sales growth of 19–21%, organic adjusted sales growth of 16–18%, and an adjusted operating margin of 10.2–10.5% with an estimated tax rate of 28%.
Looking ahead, AAR’s three‑year financial framework calls for adjusted sales CAGR of 6–10%, adjusted EBITDA margin of at least 13%, adjusted EPS CAGR of about 15%, and operating cash flow of roughly 30%+ of adjusted EBIT, supported by portfolio reshaping and disciplined M&A.