BackReport summary

AIR

AAR Corp.

AAR (AIR) FY2026 (Q4) earnings

Published Jul 21, 2026

AI summary

  • Revenue $928M, up 23% from $755M a year ago.
  • Adjusted EPS $1.53 beat the $1.38 consensus by $0.15, up from $1.16 a year ago.
  • Fourth quarter sales rose 23% to $928 million, driven by strong growth in parts supply and repair services.
  • GAAP net income for the quarter was $51 million, with adjusted diluted EPS increasing 32% to $1.53.
  • Full fiscal year 2026 sales reached $3.3 billion, representing a 19% increase over the prior year.

Results vs analyst consensus

Revenue

Reported

$928M

Consensus not captured before release

+23% YoY

Adjusted EPS

Reported · Adjusted diluted EPS

$1.53

Consensus $1.38

Beat by $0.15

GAAP EPS: $1.27

Consensus: Yahoo Finance · FY2026 (Q4) · EPS estimate at release
Revenue display rounded; difference uses exact result.

Next quarter outlook

No guidance in this release.

What to watch

  • The company is in the process of winding down its Legacy Commercial Programs business.
  • Results include acquisition, integration, and amortization expenses of $17.9 million for the quarter.
Read original report

Source: AAR Corp. press release · SEC Form 8-K exhibit 99.1

Figures as stated in the company’s release; consensus from the provider named above. Not financial advice.