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AAR Earnings Calls
| Release date | Jul 15, 2026 |
| EPS estimate | $1.41 |
| EPS actual | - |
| Revenue estimate | 892.249M |
| Revenue actual | - |
| Expected change | +/- 4.00% |
| Release date | Mar 24, 2026 |
| EPS estimate | $1.15 |
| EPS actual | $1.25 |
| EPS Surprise | 8.70% |
| Revenue estimate | 812.571M |
| Revenue actual | 845.1M |
| Revenue Surprise | 4.00% |
| Release date | Jan 06, 2026 |
| EPS estimate | $1.02 |
| EPS actual | $1.18 |
| EPS Surprise | 15.69% |
| Revenue estimate | 763.648M |
| Revenue actual | 795.3M |
| Revenue Surprise | 4.14% |
| Release date | Sep 23, 2025 |
| EPS estimate | $0.98 |
| EPS actual | $1.08 |
| EPS Surprise | 9.76% |
| Revenue estimate | 689.252M |
| Revenue actual | 739.6M |
| Revenue Surprise | 7.30% |
Last 4 Quarters for AAR
Below you can see how AIR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Sep 23, 2025 |
| Price on release | $78.35 |
| EPS estimate | $0.98 |
| EPS actual | $1.08 |
| EPS surprise | 9.76% |
| Date | Price |
|---|---|
| Sep 17, 2025 | $74.76 |
| Sep 18, 2025 | $75.93 |
| Sep 19, 2025 | $75.30 |
| Sep 22, 2025 | $76.90 |
| Sep 23, 2025 | $78.35 |
| Sep 24, 2025 | $81.62 |
| Sep 25, 2025 | $82.66 |
| Sep 26, 2025 | $86.34 |
| Sep 29, 2025 | $87.90 |
| 4 days before | 4.80% |
| 4 days after | 12.19% |
| On release day | 4.17% |
| Change in period | 17.58% |
| Release date | Jan 06, 2026 |
| Price on release | $89.46 |
| EPS estimate | $1.02 |
| EPS actual | $1.18 |
| EPS surprise | 15.69% |
| Date | Price |
|---|---|
| Dec 30, 2025 | $83.52 |
| Dec 31, 2025 | $82.79 |
| Jan 02, 2026 | $84.45 |
| Jan 05, 2026 | $88.02 |
| Jan 06, 2026 | $89.46 |
| Jan 07, 2026 | $91.34 |
| Jan 08, 2026 | $94.73 |
| Jan 09, 2026 | $97.03 |
| Jan 12, 2026 | $98.23 |
| 4 days before | 7.11% |
| 4 days after | 9.80% |
| On release day | 2.10% |
| Change in period | 17.61% |
| Release date | Mar 24, 2026 |
| Price on release | $107.99 |
| EPS estimate | $1.15 |
| EPS actual | $1.25 |
| EPS surprise | 8.70% |
| Date | Price |
|---|---|
| Mar 18, 2026 | $108.85 |
| Mar 19, 2026 | $109.21 |
| Mar 20, 2026 | $101.33 |
| Mar 23, 2026 | $103.49 |
| Mar 24, 2026 | $107.99 |
| Mar 25, 2026 | $118.52 |
| Mar 26, 2026 | $110.82 |
| Mar 27, 2026 | $107.25 |
| Mar 30, 2026 | $103.16 |
| 4 days before | -0.790% |
| 4 days after | -4.47% |
| On release day | 9.75% |
| Change in period | -5.23% |
| Release date | Jul 15, 2026 |
| Price on release | - |
| EPS estimate | $1.41 |
| EPS actual | - |
| Date | Price |
|---|---|
| Jun 15, 2026 | $131.46 |
| Jun 16, 2026 | $129.96 |
| Jun 17, 2026 | $132.14 |
| Jun 18, 2026 | $134.88 |
| Jun 22, 2026 | $134.28 |
AAR Earnings Call Transcript Summary of Q1 2026
AAR reported a strong start to FY2026 with 13% total adjusted sales growth and 17% organic adjusted sales growth in Q1. Parts Supply was the primary growth driver, up 27%, led by new exclusive distribution wins and a pickup in USM activity. Adjusted EBITDA rose 18% to $86.7M and adjusted diluted EPS increased 27% to $1.08; adjusted operating margin expanded to 9.7%. Repair & Engineering showed operational efficiency with organic growth and margin expansion despite a 1% reported sales decline (impact from last year’s landing gear divestiture excluded). Integrated Solutions grew 10% with government ramp activity. The company acquired AeroStrat to bolster its Traxx software offering and sees cross-sell and product integration opportunities. AAR invested in inventory (+$50M) and made the $15M AeroStrat acquisition, nudging net leverage to 2.82x; management expects to be cash positive in Q2 and for the full year. Guidance: Q2 sales growth of 7–10% (ex-landed gear) and Q2 adjusted operating margin of 9.6–10%; full-year organic sales growth now expected to approach ~10% (raised from 9%).
