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. 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.
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.
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.
Robert F. Leduc, a director of AAR CORP (AIR), was granted 188 units of phantom stock on 08/29/2025 with an economic value tied to the company's common stock price of $75.66 per share. Each phantom share represents the economic equivalent of one common share and becomes payable in cash or common stock at the reporting person's election upon termination of service or on other plan-specified dates under the Non-Employee Directors' Deferred Compensation Plan.
Following this grant, the reporting person's total beneficial ownership of common stock equivalents is reported as 4,920 shares. The filing indicates the units are exercisable immediately and expire 08/31/2050, showing this is a deferred compensation mechanism for a director rather than an open-market purchase or sale.
AAR CORP. has issued an additional $150,000,000 of its 6.750% Senior Notes due 2029, increasing its outstanding notes in this series to $700,000,000. These Additional Notes form a single series with the 6.750% Senior Notes originally issued on March 1, 2024 and carry the same core terms.
The new notes were priced at 102.000% of principal, plus accrued interest from March 15, 2025, for a yield to maturity of 6.119%. They bear interest at 6.750% per year, payable in cash on March 15 and September 15 of each year, starting September 15, 2025, and mature on March 15, 2029. The notes are unregistered under the Securities Act and may only be sold under applicable exemptions.
AAR Corp's Schedule 13G shows State Street Corporation beneficially owns 1,917,821 shares of AAR common stock, equal to 5.3% of the class as of the 06/30/2025 reporting date. The filing discloses shared voting power of 1,796,147 shares and shared dispositive power of 1,917,821, and lists several State Street advisory subsidiaries that hold or manage the securities.
The statement affirms the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control. The filing provides issuer and filer addresses and is signed by Elizabeth Schaefer, Senior Vice President and Chief Accounting Officer, on 08/08/2025.
AAR Corp's Schedule 13G shows State Street Corporation beneficially owns 1,917,821 shares of AAR common stock, equal to 5.3% of the class as of the 06/30/2025 reporting date. The filing discloses shared voting power of 1,796,147 shares and shared dispositive power of 1,917,821, and lists several State Street advisory subsidiaries that hold or manage the securities.
The statement affirms the position was acquired and is held in the ordinary course of business and not for the purpose of changing or influencing control. The filing provides issuer and filer addresses and is signed by Elizabeth Schaefer, Senior Vice President and Chief Accounting Officer, on 08/08/2025.
AAR CORP. (AIR) FY-2025 Proxy Highlights
Management reports a record year on the Company’s 70th anniversary. Consolidated sales rose 20% YoY to $2.78 billion, exceeding pre-pandemic levels, driven by expanded new-parts Distribution and strong MRO performance. Adjusted diluted EPS from continuing operations reached a record $3.91 (+17%), although GAAP diluted EPS fell to $0.35 (FY-24 $1.29) after non-cash items. Operating income climbed to $185 million (FY-24 $129 million). Cash from operations was $36 million, reflecting heavy inventory investment.
Capital deployment included completing the integration of the FY-24 Product Support acquisition and continuing to scale Trax, whose revenue has nearly doubled since purchase. Portfolio optimization saw the divestiture of the Landing Gear Overhaul unit and ongoing digital upgrades toward “paperless hangars”; two facility expansions (Oklahoma City, Miami) are scheduled to add MRO capacity in FY-26. Total debt stands at $977 million vs. $997 million prior year.
The virtual 2025 annual meeting is set for 16 Sep 2025 @ 9 a.m. CT. Shareholders will vote on: (1) election of four directors (Edwards, Holmes, Lord, Walfish), (2) advisory approval of FY-25 executive compensation, and (3) ratification of KPMG LLP as auditor for FY-26. Record date: 22 Jul 2025. Board recommends FOR all items.