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.
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 disclosed that company officer Jessica A. Garascia, Senior VP, General Counsel, Chief Administrative Officer and Secretary, sold shares of the company’s common stock. On January 8, 2026, she sold 4,787 shares of AAR CORP common stock at a weighted average price of $95.2528 per share. The sale was executed through multiple trades at prices ranging from $93.5900 to $96.0127 per share. After these transactions, she beneficially owns 29,557 shares of AAR CORP common stock directly.
A shareholder in the issuer for ticker AIR has filed a notice to sell 101,398 shares of common stock under Rule 144 through Morgan Stanley Smith Barney. The planned sale has an indicated aggregate market value of $9,375,451.32 and is targeted around 01/07/2026 on the NYSE. The shares come from restricted stock that vested under a registered plan between 2019 and 2025 and from an option exercise on 01/07/2026 paid in cash. The filing notes that there were 39,572,508 common shares outstanding at the time referenced, providing context for the size of this planned sale.
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 $35 million in cash, subject to customary post-closing adjustments for working capital, cash, and debt. AAR also furnished a press release about the transaction as Exhibit 99.1 under Regulation FD, and this information is furnished rather than filed under the Exchange Act.
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.