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AAR Corp AIR Q4 2026 Annual earnings

Reported July 21, 2026 · After market close

Revenue$928.0MBeat by $34.9M
EPS$1.53Beat by $0.15
Revenue estimate$893.1M
EPS estimate$1.38
“Growth was driven by each of our key parts, repair, and software platform activities in the quarter, led by our Parts Supply segment which grew 39%. Within Parts Supply, new parts Distribution activity organic growth was 19%. Our Repair, Engineering, and Software segment reported 35% sales growth in the quarter driven by a significant increase in our Component MRO activities, higher volumes in our Airframe MRO facilities, and growth in recurring revenue at Trax.”
John M. Holmes

Next report

Sep 22, 2026 (in 2 months)
Revenue estimate$880.7M
EPS estimate$1.33

Financials

Q4 2026

Income statement

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Revenue$928.0M+23.0%
Gross profit$176.7M+17.6%
Net income$50.7M+49.1%
EPS (diluted)$1.27+32.3%

Balance sheet

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Cash & equivalents$84.0M-13.0%
Total debt$1.0B-4.5%
Total equity$1.7B+40.6%
Total assets$3.4B+18.0%

Cash flow

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Operating cash flow$55.3M+7.6%
CapEx$12.0M+20.0%
Free cash flow$43.3M+4.6%

Valuation & ratios

Valuation

as of 08/03/26
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Market cap$5.59B+112%
Enterprise value$6.51B+81.0%
P/E29.8×-181×
P/S1.7×+0.7×

Profitability

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Gross margin18.8%-0.2pp
Net margin5.7%+5.2pp
FCF margin1.9%+1.8pp

Returns & leverage

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Return on equity12.9%+11.8pp
Debt / equity0.6×-0.3×
Current ratio2.8×+0.1×

Segments

By geography

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Foreign Countries$283.9M+19.3%
Europe$161.2M+39.6%
Asia$92.1M+34.6%
Other Countries Except North America And Europe Africa$12.1M+16.3%

By segment

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Parts Supply$433.0M+38.4%

By product

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Service$326.2M+17.5%

FAQ

When did AAR Corp report Q4 2026 earnings?
AAR Corp (AIR) reported Q4 2026 earnings on July 21, 2026 after market close.
What were AAR Corp's Q4 2026 revenue and EPS?
AAR Corp reported revenue of $928.0M and eps of $1.53 for Q4 2026.
Did AAR Corp beat estimates in Q4 2026?
Revenue beat the consensus estimate of $893.1M by $34.9M. EPS beat the consensus estimate of $1.38 by $0.15.
How did AAR Corp's Q4 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 23.0% from $754.5M a year earlier and eps grew 31.9% from $1.16.
Where can I find AAR Corp's Q4 2026 SEC filings?
You can read the 8-K earnings release (0001104659-26-085429) and the 10-K periodic report (0001104659-26-085459) directly on SEC EDGAR. The filing index links above go to sec.gov.