Short answer
AAR CORP (AIR) filed its Q3 2026 10-Q quarterly report on Sep 29, 2026 for the quarter ended Aug 31, 2026. Quarterly revenue was $918M (up 24.1% year over year) with net income of $40M.
Q3 2026 key financials · XBRL
- Revenue
- $918M
- +24.1% YoY
- Net income
- $40M
- +16.6% YoY
- Gross margin
- 19.2%
- EPS (diluted)
- $1.00
- +5.3% YoY
Source: XBRL data from the AAR CORP (AIR) Q3 2026 10-Q on SEC EDGAR. USD.
AAR CORP Q3 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $918.0M, up 24.1% YoY from $739.6M, led by commercial sales growth of 28.2%
- Consolidated gross margin 19.2% vs 18.1% YoY; SG&A ratio 11.7% vs 9.7%
- Best segment Parts Supply revenue $414.8M, up 30.5%; operating margin 13.3% vs 12.9%
- Worst segment Repair, Engineering, and Software margin 5.4% vs 8.8%; operating income down 20.0% to $16.0M
- Operating cash flow $55.8M vs $(44.9)M YoY; cash $104.5M; MRO Holdings acquisition planned for approximately $3.0B, closing expected fiscal 2027 Q3
Risk Factors
- New acquisition risk: pending 65% MRO Holdings purchase may face unmet closing conditions or termination
- Material transaction risk: delayed closing could cause additional costs, lost revenue, and uncertainty-related stakeholder reactions
- Regulatory and legal risk: Acquisition-related proceedings could impose damages or injunctions blocking completion
- Operational integration risk: MRO Holdings integration may divert management and prevent anticipated synergies
- Financial risk: additional Acquisition debt could weaken financial flexibility and increase financing dependence
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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