AIR AAR CORP

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • DoC Section 232 investigation on commercial aircraft and parts imports may materially impact company operations
• • Russia-Ukraine and Middle East conflicts causing jet fuel price increases impacting airline customers and demand
• • Dependence on key suppliers risks product supply disruptions and price hikes threatening margins
• • Competition from OEMs and airline-owned MRO operations with greater resources and integrated service bundles
• • $900M debt outstanding with restrictive covenants limiting financial flexibility and increasing vulnerability to economic downturns

Business Overview

• • Core business: Independent provider of global aviation aftermarket solutions including parts distribution, MRO, engineering, and software services
• • New operating segments: Government Solutions and Legacy Commercial Programs split from Integrated Solutions; Repair segment renamed Repair, Engineering, and Software
• • Strategic shift: Multi-year wind-down of Legacy Commercial Programs due to poor capital return; focus on higher-margin parts distribution and software platforms
• • Acquisitions: Four in fiscal 2026 totaling $270.1M, including ADI ($137.1M) for electronic components and HAECO Americas ($78.0M) expanding North American MRO footprint
• • Sales growth: Consolidated sales up 19.0% ($527.5M), driven by 20.6% jump in commercial parts distribution including $82.2M from ADI and $131.1M from HAECO acquisition

Management Discussion & Analysis

• • Revenue $3,308.0M, up 19.0% YoY; Commercial sales $2,384.1M (+20.6%), Government sales $923.9M (+14.9%)
• • Operating income increased 50.0% to $278.1M; consolidated gross margin stable at 18.8% vs 19.0% prior year
• • Best segment: Parts Supply sales $1,487.7M (+35.3%), operating income $186.2M (+18.8%), margin 12.5% vs 14.3%; worst: Legacy Commercial Programs sales $237.2M (-6.8%), operating income $0M vs $8.6M, margin 0% vs 3.4%
• • Cash from operations $98.7M vs $36.1M prior year; investing cash flow -$308.7M due to acquisitions; financing cash flow +$208.6M including $273.9M stock offering, $350M debt issuance; no share repurchases in 2026
• • Management plans 3-4 year Legacy Commercial Programs exit; focusing on high-margin parts distribution, repair, software growth; risks include integration and market uncertainties

What are the latest AIR SEC filings in 2026?

AAR CORP (AIR) has filed a 10-K annual report on July 22, 2026, a 10-Q quarterly report on March 25, 2026, an 8-K current report on July 24, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did AIR file its most recent 10-K annual report?

AAR CORP (AIR) filed its most recent 10-K annual report on July 22, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view AIR 10-Q quarterly reports?

AAR CORP (AIR)'s most recent 10-Q quarterly report was filed on March 25, 2026. SignalX displays every AIR 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has AIR filed recently?

AAR CORP (AIR)'s most recent 8-K was filed on July 24, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find AIR insider trading activity (Form 4)?

SignalX aggregates every AIR Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does AIR file with the SEC?

AAR CORP (AIR) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new AIR filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for AAR CORP (AIR).

What is AIR's SEC CIK number?

AAR CORP (AIR)'s SEC CIK (Central Index Key) number is 1750. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1750 to look up all AIR filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find AIR return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from AAR CORP (AIR) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.