AI brief of an SEC Form 8-K · AAR (AIR)

AAR raises FY2026 sales growth outlook to about 19% as Q3 sales rise 25%

Positive Impact 4 of 5 guidance Written later

AAR reported fiscal third-quarter 2026 sales of $845.1 million, up 25% from a year earlier, and GAAP diluted earnings of $1.71 per share, compared with a loss of $0.25 per share in the prior-year quarter. The company raised its full-year fiscal 2026 total sales growth forecast to about 19% from approaching 17%, which supports the earnings outlook for shareholders, though GAAP profit included a $35.7 million bargain purchase gain.

Key points

  • Q3 sales were $845.1 million, up from $678.2 million; GAAP diluted EPS was $1.71 versus a loss of $0.25 a year earlier.
  • Adjusted diluted EPS was $1.25, up from $0.99; adjusted EBITDA was $102.1 million, up 26%.
  • Full-year FY2026 total sales growth guidance was raised to about 19% from approaching 17%; organic growth guidance to about 12% from approaching 11%.
  • Net leverage was 2.17x as of February 28, 2026, which the company says is within its 2.0x to 2.5x target range.

The filing

CompanyAAR (AIR)
Form8-K, current report
Filed with the SECMar 24, 2026, 4:36 PM ET
Accession number0001104659-26-033901

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

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 March 24, 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.