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AAR Corp AIR Government Solutions — Cost of Goods Sold

Other segment segments

Repair Engineering And Software
$862.8M
Parts Supply
$341.3M+46.0%
Legacy Commercial Programs
$224.3M
Repair And Engineering
$222.9M+28.6%
Integrated Solutions
$140.8M+3.4%
Expeditionary Services
$15.1M-26.0%

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Other financials

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

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Market cap$5.91B+128%
Enterprise value$6.84B+92.3%
P/E31.5×-176×
P/S1.8×+0.9×

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×

Where this comes from

Reported directly by AAR Corp in its filing.

Tagged under the XBRL concept us-gaap:CostOfGoodsAndServicesSold.

The source filing: AAR Corp’s 10-K, filed July 22, 2026.

Filed
Jul 21, 2026, 8:00 PM EDT
Fiscal year
FY2026
Accession
0001104659-26-085459
Line itemSalesCost of / SalesSelling, / General and / AdministrativeOther / Segment / ItemsOperating / Income
Parts Supply$1,487.7$1,192.9$116.0$(7.4)$186.2
Repair, Engineering, and Software1,080.8862.8132.70.784.6
Government Solutions502.3405.839.856.7
Legacy Commercial Programs237.2224.313.2(0.3)
$3,308.0$2,685.8$301.7$(7.0)$327.5
Corporate and other(49.7)
277.8
Bargain purchase gain29.5

ITEM 8.FINANCIAL STATEMENTS AND SUPPLEMENTARY DATA

FAQ

What is AAR Corp's government solutions — cost of goods sold?
AAR Corp (AIR) reported government solutions — cost of goods sold of $101.45M in Q1 2026.
How has AAR Corp's government solutions — cost of goods sold changed year-over-year?
AAR Corp's government solutions — cost of goods sold decreased by 4.3% year-over-year, from $106.03M to $101.45M.
What is the long-term trend for AAR Corp's government solutions — cost of goods sold?
Over 2 years (2024 to 2026), AAR Corp's government solutions — cost of goods sold has grown at a 2.4% compound annual growth rate (CAGR), from $386.9M to $405.8M.
What does government solutions — cost of goods sold mean?
The direct costs attributable to the production of goods and the delivery of services within the Government Solutions segment. Monitoring this metric is essential for assessing the segment's direct production efficiency and gross margin potential.

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