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

AAR Q4 sales rise 23% to $928 million; GAAP diluted EPS $1.27 vs $0.95

Positive Impact 3 of 5 earnings Written later

AAR reported fourth-quarter fiscal 2026 results for the period ended May 31, 2026, with sales up 23% to $928 million and GAAP diluted EPS of $1.27 versus $0.95 a year earlier. The company also gave first-quarter and full-year fiscal 2027 sales and margin guidance, which shareholders can compare with these results.

Key points

Q4 sales of $928.0 million, up 23% from $754.5 million; net income of $50.7 million vs $34.0 million
Adjusted diluted EPS of $1.53 vs $1.16; adjusted EBITDA of $116 million, up 27%
Fiscal 2026 sales of $3.3 billion, up 19%; net income of $187.7 million, or $4.86 per diluted share, vs $12.5 million in fiscal 2025
Q1 fiscal 2027 guidance: sales growth excluding Legacy Commercial Programs of 21% to 23% and adjusted EBITDA margin of 12.25% to 12.75%

The filing

CompanyAAR (AIR)

Form8-K, current report

Filed with the SECJul 21, 2026, 4:36 PM ET

Accession number0001104659-26-085429

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 July 21, 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.