AAR sales rise 16% to $795 million; full-year organic growth outlook raised
AAR reported fiscal second-quarter 2026 sales of $795.3 million, up 16% from a year earlier, and GAAP net income of $34.6 million, or $0.90 per diluted share, compared with a net loss of $30.6 million a year earlier. The company raised its full-year fiscal 2026 organic sales growth expectation to approaching 11% from approaching 10%, and guided to total sales growth approaching 17%, reflecting recent acquisitions.
Key points
- Q2 sales $795.3 million vs. $686.1 million; adjusted diluted EPS $1.18 vs. $0.90
- GAAP diluted EPS $0.90 vs. a loss of $(0.87) a year earlier, which included $59.2 million of FCPA-related SG&A
- Full-year FY2026 organic sales growth now approaching 11%, up from approaching 10%; total sales growth approaching 17%
- Third-quarter guidance: total sales growth 20% to 22% and adjusted operating margin 9.8% to 10.1%
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:00 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 06, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.